Counting a Receptacle Session

You can count a receptacle session based on the Count Sheet defined for the receptacle type. During the counting process, other workstation operators cannot post transactions in order to maintain an accurate count. The person counting can optionally save the count prior to completion, and return later to resume the counting process.

You can view the actual application totals for the defined balancing class in addition to the values entered. A variance between these two values indicates an over or short condition. The manager might instruct you to recount the receptacle when the variance is greater than permissible levels. You must select from a list of pre-defined over or short reasons in order to complete the count. Upon completion of the count, the application prompts for authorization to change the receptacle balance to the amount entered. Upon update, the Count Sheet prints.

1. Select the function to count a receptacle.
2. If multiple receptacles are available, highlight the appropriate session, and then click OK.
3. Enter a reference for the count, and then click OK. The Count Sheet appears.
4. Enter the funds for each of the defined groups on the pages in the count sheet.

   The Count Sheet shows the pages and groups in the order they were set up. Use the navigation options at the top of the sheet to change the page or group shown.

5. (Optional) You can enter the number of defined units within a group. The Count Sheet also accepts keypad entry when a keyboard is physically attached to the workstation on which the count is being performed.
6. Click Next to advance to the next unit, group, or page defined.
7. Continue to enter all funds until you reach the Totals page.

   The Totals Page lists the Counted totals based upon the values entered, and may optionally show Expected totals and Variance amounts that differ from the expected amounts. If a variance appears on the Totals Page, select an over or short reason to continue.

8. If the count sheet has an allowable over or short limit, recount the receptacle up to the configured number of times. When the variance falls within allowable levels or you reach the recount limit, you can continue.
9. Click OK to save the count.

   If the expected amount does not match the entered amount, the session balance updates to the entered amount on completion of the count. Depending on the configuration, the application prompts for approval to complete this update.