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            Configure Regulatory Transaction Fees in Public Sector

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            Configure Regulatory Transaction Fees in Public Sector

            Set up fees associated with license and permit applications, and with inspections and regulatory code violations.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To access business license application or individual application records: Public Sector Access
            To access regulatory transaction fee records: Public Sector Access
            To create regulatory transaction fee items: Public Sector Access
            Note
            Note To view the Regulatory Transaction Fees related list on application record pages, non-admin users require the Public Sector Access and Industries Visit permission sets. See the knowledge article Non-admin users can’t access Regulatory Transaction Fee related list.

            Line items can include an application fee, additional fee, or inspection fee. When a constituent applies for a license, information such as the authorization category, the authorization type, and establishment size are used to calculate the fee line items.

            Create a Fee for an Application

            Create a regulatory transaction fee for a business license or individual application.

            1. On the business license application or individual application record page, on the Regulatory Transaction Fees related list, click New.
            2. Select an account.
            3. Specify the status of the fee.
            4. Provide comments if you want to explain the context of the fee.
            5. Set the date and time from when the transaction fee is applicable.
            6. Set the date and time that the fee is due.
            7. Save your changes.

            Create Fee Line Items

            Break a regulatory transaction fee into multiple line items with individual amounts.

            1. On the related list of a business license application or individual application record page, select a regulatory transaction fee.
            2. From the Regulatory Transaction Fee Items related list, click New.
            3. Name your regulatory transaction fee item.
            4. Enter the fee amount.
            5. Optionally, add comments to describe the fee item.
            6. Save your changes.
             
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