Cashiering -
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Assigning Registers To Cashiers Via "Set Up SACR"
Label | Description |
|---|---|
| Business Process |
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| Cashiering | |
| Module |
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| Student |
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| Financials |
| Prerequisites |
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Cashiers must |
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already be Valid Cashiers in PeopleSoft. | |
| Description | This Job Aid illustrates how |
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to assign Cashiers to Registers via Set Up SACR. NOTE: This procedure is different from assigning a Register to a Cashier after opening a Cashier |
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Office. |
Instructions:
Step | Action |
|---|---|
| 1. | Click on [ |
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|
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|
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Setup SACR → Product Related |
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Student Financials |
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- Cashiering |
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| Step | Action |
|---|---|
| 2. |
On the “ |
] next to the “Cashier’s Office” field Find an Existing Value” page (tab) [ |
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A list of Registers the Cashier has already been assigned will be displayed. Click the bottom-most plus sign [
]. A new line with a blank “*Register” field will be added to the bottom of the list.
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Cashiers. Click/select the Cashier to be assigned. |
| Result |
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You will be taken to the following screen. In this case, the Cashier to be assigned a Register is RBALINTE |
| Step | Action |
|---|---|
| 53. | Click the magnifying glass [ |
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Click the “Save” button [ |
| Result |
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In the sample screenshot below, Cashier RBALINTE has been assigned Register CI101 |
| Step | Action |
|---|---|
| 64. Click “Save”. The Register has been | To add more Registers to the same Cashier, click the “plus” [ |
| Result of Step 4 |
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| In the sample screenshot below, a new row has been added to allow another Register to be assigned to the Cashier. |
| Step | |
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| Notes/ Recommendations | |
| Action | |
| 5. | Follow steps 3-4 to add more Registers to the same Cashier. |
| Result |
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| In the following sample screenshot, Cashier RBALINTE has been assigned Registers CI101, CI102, CI103, CI104, CI105. |
| Step | Action |
|---|---|
| 6. | End of job aid. |