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Posting An Org Charge


Label
Description
Business ProcessAccounts Receivable 
ModuleStudent Financials 
Prerequisites

Org (Corporation) must already be set-up

Description

This Job Aid illustrates how to post an Org charge.


Instructions: 


Step
Action
1.

Click on [Image Modified] then [Image Modified] and navigate toStudent Financials -> Charges and Payments -> Post Corporation Transaction


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StepAction
2.

Click inside the “External Org ID” field and enter the External Org’s ID#.


You can also click the magnifying glass [Image Modified] next to the External Org ID field to search for the Org if you don’t know the External Org ID.  (WARNING – Search may take a while because it will pull up every Org) 

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StepAction
3.

Enter the appropriate Account Type in the “Account Type” field.


(Option 1): Click on the magnifying glass [Image Modified] next to the “Account Type” field to search for the correct Account Type.  Click on the appropriate Account Type.


(Option 2): If you already know the Account Type code, you can enter it into the Account Type field (e.g. “MSC”)  rather than using the search function.

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StepAction
4.

Enter the appropriate Item Type in the “Item Type” field.


(Option 1): Click on the magnifying glass [Image Modified] next to the “Item Type” field to display a list of Item Types.  Click on the appropriate Item Type.


(Option 2): If you know the Item Type number (e.g. "200000002002" for Returned Check Servc Chg-Mesa), you can enter it into the “Item Type” field rather than using the search function.  (Item types are 12 digits)

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StepAction
5.

Click the “Add” button [Image Modified].

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StepAction
6.

Click in the “Amount” field and enter the appropriate amount (e.g. "25.00").

7.

Click in the “Term” field and enter the appropriate term (e.g. "2175" for the Summer 2017 semester).

8.

Click the” Post” button [Image Modified] and the Balance will update)

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StepAction
9.

Click the “Corporate Accounts” link [Image Modified] to view the posted transaction.


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Result of Step 9
Viewing the posted transaction


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StepAction
10.

Click the “Additional Information” arrow [Image Modified] to reveal a drop down list of choices.

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StepAction
11.

Click the “Due Charges” link [Image Modified] to view the charges that are due for a corporation.


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Result of Step 11
Viewing the charges due for a corporation
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StepAction
12.Click the “Return” link twice to go back to the Corporation Post page.


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StepAction
13.

...

End of job aid.