Siebel Consumer Goods Handheld Guide > Using Siebel Consumer Goods Handheld > Performing Other Activities with Siebel Consumer Goods Handheld >

Working with Deposits in Siebel Consumer Goods Handheld

As a van sales representative, you might have to deposit payments you have collected during the day. When you do so, you can record the information in your handheld device.

To record a deposit

1. Navigate to the Deposits screen.
2. Tap New in the Deposit detail view.
3. Complete the fields provided, such as Bank Name, Bank Account #, and Deposit Amount.

Displaying Deposit History with Siebel Consumer Goods Handheld

Sales representatives can display a deposit history which displays deposits made.

To display deposit history

1. Navigate to the Deposits screen.
2. From the Show drop-down list, select Deposit History.

Working with Undeposited Payments in Siebel Consumer Goods Handheld

From the Deposit screen, sales representatives can see a list of undeposited payments collected during the business day. From this screen, they can select payment records and generate an actual Deposit, creating a link between payment and deposit.

To display undeposited payments

1. Navigate to the Deposits screen.
2. The Deposit detail view displays all undeposited payments, indicating payment type, such as Cash, as well as amount, pay date, method and so on.

To deposit undeposited payments

1. From the Deposits screen, select each undeposited payment record in the detail view.
   1. To select individual items, tap in the Select field of each desired record.
   2. To select all items, tap the Select All button.
   3. To deselect all items in the detail list, tap the Deselect All button.
2. Tap the New button in the Deposit screen, the enter the required information, such as the destination bank name, routing number, and so on.
3. Tap the Deposit button to record the Deposit.

   The Deposit Payments view appears.

4. Tap Print to print the record.