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Setting Up Valid Registers and Cashiers

To set up valid registers and cashiers, use the Valid Registers component (REGISTERS) and the Valid Cashiers component (CASHIERS).

This section discusses:

Page Name

Definition Name

Navigation

Usage

Valid Registers

CSH_0FF_REGISTERS

select Set Up SACR, then select Product Related, then select Student Financials, then select Cashiering, then select Valid Registers

Define valid registers.

Valid Cashiers

CSH_OFF_CASHIER

select Set Up SACR, then select Product Related, then select Student Financials, then select Cashiering, then select Valid Cashiers

Define valid cashiers.

Access the Valid Registers page (select Set Up SACR, then select Product Related, then select Student Financials, then select Cashiering, then select Valid Registers).

Image: Valid Registers page

This example illustrates the fields and controls on the Valid Registers page. You can find definitions for the fields and controls later on this page.

Valid Registers page

Field or Control

Definition
Register

Enter the alphanumeric code that you use to identify the register.

Setting Up Receipts to Print Automatically

Select the check boxes under the Print Receipt Automatically heading to determine which types of receipts print automatically when each valid register creates them. The system recognizes the selections made in these check boxes only if you choose to balance by register in the setup of your cashiering office. You can choose to print receipts automatically for Student Payment, Corporate Payment, Department Receipt, and Cash Check receipts. For each valid register set to print automatically, specify the printer in the Server Destination Printer field to which BI Publisher or Forms Engine sends the generated receipt.

Access the Valid Cashiers page (select Set Up SACR, then select Product Related, then select Student Financials, then select Cashiering, then select Valid Cashiers).

Image: Valid Cashiers page

This example illustrates the fields and controls on the Valid Cashiers page. You can find definitions for the fields and controls later on this page.

Valid Cashiers page

Field or Control

Definition
Delete Cashier

Click to delete the cashier from the cashiering office.
Supervisor

Select to give the cashier the ability to void receipts. A cashier designated as a supervisor can void his or her own receipts and the receipts of any other cashier that directly reports to him or her.
Approval Required Swtich

Select to implement the workflow approval process for any department receipts processed by the cashier.
Department Only Cashier

Select to designate the cashier as one who can process only department receipts and does not have an open cash drawer. When you select this check box, the system automatically selects the Approval Required check box and makes it unavailable.
Supervisor Operator ID

This field is available only if you select Student Financials Data in the Direct Reports field of the Transaction Setup page. Enter an ID to indicate the supervisor to whom the cashier directly reports. The supervisor assigned to this cashier can view and void the cashier's receipts.

Print Receipt Automatically

Use the Print Receipt Automatically group box to determine which types of receipts print automatically when the valid cashier creates them. The system recognizes the selections made in these check boxes only if you choose balance by register in the setup of your cashiering office. You can choose to print receipts automatically for Student Payment, Corporate Payment, Department Receipt, and Cash Check receipts.

Valid Cash Registers

In the Valid Cash Registers scroll area, enter the codes of the valid registers that you want the cashier to be able to use.