What to do with Fees when Withdrawing Records

At any point in time when withdrawing a record, it is important to consider what to do with any new or outstanding, unpaid fees.  Just because a customer has withdrawn their application or permit does not mean they don’t potentially owe on any fees. They could still owe for completed services such as plan review, inspections, or other departmental fees that should be collected. If the fees assessed are no longer due, then delete them if NEW or VOID them to credit if invoiced and unpaid. If fees are already paid, consider if a refund is due based on the circumstances of the withdrawal. 

Withdrawn is an available status on all Workflow tasks – this result status will close the record and update the Record Status to ‘Withdrawn’. Check that no other Workflow tasks remain open after withdrawing – if any remain active, use Supervisor mode to set them to Active = NO and to remove any user assignment (note, Department must remain selected as a requirement, only the User can be rolled back to -Select-). Don’t forget to SUBMIT to save your changes, CANCEL to leave Supervisor mode.

There are standard Model reports and Filters that can assist in identifying any records that are withdrawn but still have outstanding fees and/or assigned tasks.