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Pet Licensing - Rolling Over to the Next Licensing Year

This guide is for SDL Desktop admins in Pet Licensing who need to prepare the system for a new licensing year. Reference it for the steps to reset license numbers, update the license year and expiration dates, and review renewal statement text.

 
1. Click on Tools.




2. Click PetLicensing Options...




3. Click the Pet Types tab.




4. Click the Pet Type you want to roll over (Dog, Cat).




5. Click Edit.


 
6.  Set the License Start Number to 1. This resets license numbering for the new year, so licenses stay organized by year. 

 
7.  Do the same for the 3 Year License Number field if you also issue 3 year licenses. This resets the numbering specifically for 3 year licenses, separate from the standard 1 year numbering. 




8.  Set the License Year. This is the year value that attaches to the license record. Note that this does not change the title printed on the license itself, that is updated separately in the Renewal tab (see steps 13-14 below). 



9.  Set the default License Expiration Date. This will be applied as the expiration date for all licenses issued under the new year. 


 
10. If you issue 3 year licenses, set the 3 Year License Expiration Date.




11. Set the Rabies Vaccination Deadline Date.




12. If you use a Custom License Renewal Statement, we recommend checking this for updated information, such as renewal dates. 


 
13. Click the Renewal tab. Review the Renewal Conditions field, this is the body text that appears on the renewal notice. It's usually already filled in from the prior year, but should be reviewed and updated for any changes. 
14. In the same tab, update the License Title and Renewal Title fields with the new year. This is what pulls the year into the printed license (for example, updating a Dog License title to reflect the new year) and into the renewal notice sent to residents. 
15. Click Ok to save and close this form. 


 
16. The process is now complete. Click Ok to exit the Pet License Options.


 




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