Posting An Org Charge

Posting An Org Charge

 

Label

Description

Label

Description

Business Process

Accounts Receivable 

Module

Student Financials 

Prerequisites

Org (Corporation) must already be set-up

Description

This Job Aid illustrates how to post an Org charge.

 

Instructions: 

 

Step

Action

Step

Action

1.

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

 

Step

Action

Step

Action

2.

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

 

You can also click the magnifying glass [

] 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

Step

Action

Step

Action

3.

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

 

(Option 1): Click on the magnifying glass [] 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.

Step

Action

Step

Action

4.

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

 

(Option 1): Click on the magnifying glass [] 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)

Step

Action

Step

Action

5.

Click the “Add” button [].

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Action

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Action

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 [] and the Balance will update)

Step

Action

Step

Action

9.

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

 

Result of Step 9

Result of Step 9

Viewing the posted transaction

 

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Action

Step

Action

10.

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

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Action

Step

Action

11.

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

 

Result of Step 11

Result of Step 11

Viewing the charges due for a corporation

Step

Action

Step

Action

12.

Click the “Return” link twice to go back to the Corporation Post page.

 

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Action

Step

Action

13.

End of job aid.