Posting An Org Charge
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 |
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1. | Click on [] then [] and navigate toStudent Financials -> Charges and Payments -> Post Corporation Transaction |
Step | Action |
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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 |
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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 |
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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 |
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5. | Click the “Add” button []. |
Step | Action |
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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 |
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10. | Click the “Additional Information” arrow [] to reveal a drop down list of choices. |
Step | Action |
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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 |
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13. | End of job aid. |