9.2 Create a New Cashier Office

Purpose: Use this document as a reference for how to create a new cashier office in ctcLink.

Audience: Student Financials supervisor, Bursar

Set Up a New Merchant ID

Navigation:  NavBar > Navigator > Set Up SACR > Common Definitions > Self Service > Student Financials > SF Merchants

  1. The SF Merchants search page displays.
  2. Select the Add a New Value tab.
  3. Enter SF Merchant ID.
  4. Select Add.
S F Merchants Add a New Value tab
  1. The SF Merchants page displays.
  2. Enter Description.
  3. Enter Process Option.
  4. Enter Payment Merchant.
  5. Check the Hosted Payment Provider checkbox.
  6. Check the Real-Time Authorization checkbox.
  7. Check the Real-Time Capture checkbox.
  8. Select Save.

The corresponding Payment Merchant must be created prior to the configuration of the SF Merchant ID.

S F Merchants page
  1. Section complete.

Set Up a New Cashiering Office

Navigation:  NavBar > Navigator > Set Up SACR > Product Related > Student Financials > Cashiering > Cashiering Offices

  1. The Cashiering Offices search page displays.
  2. Select the Add a New Value tab.
  3. Enter Business Unit.
  4. Enter Cashier's Office.
  5. Select Add.
Cashiering Offices Add a New Value tab
  1. The Cashiering Offices tab displays.
  2. Enter Description.
  3. Enter Short Description.
  4. Enter Long Description.
  5. Enter Campus.
  6. Enter Location.
  7. Enter Base Currency = "USD"
  8. Enter Balance By = "Balance by Cashier".
  9. Enter Change Due Tender = "CASH".
  10. Enter Print Product = "BI Publisher".
  11. Check the GL Interface Required checkbox if the GL is required to be run before closing the cashier's office; otherwise, un-check it. 
  12. Select the Over GL Entry link to enter chartfield strings for over amounts.
  13. Select the Short GL Entry link to enter chartfield strings for short amounts.
  14. Check the Posted Close Required checkboxbox.
  15. Select the Transaction Setup tab.
Cashiering Offices tab
  1. The Transaction Setup tab displays.
  2. Enter Merchant ID.
  3. Enter Direct Reports = "Student Financials Data".
  4. Enter Posting = "No posting delay".
  5. Enter Group Type = "C".
  6. Enter Origin ID = "00001".
  7. Select Save.
Transaction Setup tab
  1. Section complete.

Assigning a Register to the New Cashier's Office

Navigation:  NavBar > Navigator > Set Up SACR > Product Related > Student Financials > Cashiering > Valid Registers

  1. The Valid Registers search page displays.
  2. Enter Business Unit.
  3. Enter Cashier's Office.
  4. Select Search.
Valid Registers search page
  1. The Valid Registers page displays.
  2. Enter Register.
  3. Check the Student Payment checkbox.
  4. Check the Corporate Payment checkbox.
  5. Check the Department Receipt checkbox.
  6. Select Save.
Valid Registers page
  1. Section complete.

Assigning Cashiers to the New Cashier's Office

Navigation:  NavBar > Navigator > Set Up SACR > Product Related > Student Financials > Cashiering  > Valid Cashiers

  1. The Valid Cashiers search page displays.
  2. Select the Add a New Value tab.
  3. Enter Business Unit.
  4. Enter Cashier's Office.
  5. Enter Cashier EmplID.
  6. Select Add.
Valid Cashiers Add a New Value tab
  1. The Valid Cashiers page displays.
  2. Check the Student Payment checkbox.
  3. Check the Corporate Payment checkbox.
  4. Check the Department Receipt checkbox.
  5. Check the Cash Check checkbox.
  6. Enter Register.
  7. Select Save.
Valid Cashiers page

Afteer the cashiers are assigned to the new office, contact your college Security Administrators to assign cashiers Student Financials Row Level Security and to run the Set Security Process. This will allow the cashiers to see the new office in their dropdown list.

  1. Process complete.

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