Add a Deposit

This section discusses how to add a new deposit.

PREREQUISITES:

  • The Deposit security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  1. From the home page, click Permitting and click Deposit.
  2. On the Deposit panel, click Add record.

  1. Enter a 10-character (maximum) name in the Deposit Code field.
  2. Enter a brief explanation in the Deposit Desc field.
  3. In the Account Code field, enter the number of the account that will receive the deposit.

From here, a deposit can be configured in two different ways:

  1. Select Deposit from the Deposit Type drop-down list.
  2. In the Effective Date field, enter a date or click the calendar icon to select a date.
  3. Enter a numerical value in the Amount field.

  1. Click Add or Add and New to add the deposit and create another one.
  1. Select Perdeposit from the Deposit Type drop-down list.
  2. In the Effective Date field, enter a date or click the calendar icon to select a date.
  3. In the Percentage field, enter the percentage that should be used to calculate the deposit amount.
  4. If desired, enter a minimum value for the deposit in the Min Value field.
  5. If desired, enter a maximum amount for the deposit in the Max Value field.
  6. Select a fee from the Fees drop-down list that the percentage deposit applies to.

  1. Click Add or Add and New to add the deposit and create another one.

NOTE: The Review Config panel provides visibility of where a selected data item (such as a case type, user, status code, or other Trimble Unity Permit item) is being used. See Review Permit Configurations for more information.