Posting An Org Charge

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

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

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

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
5.	Click the “Add” button [].

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

Result of Step 9
Viewing the posted transaction

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

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

Result of Step 11
Viewing the charges due for a corporation

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

Step	Action
13.	End of job aid.