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Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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SAIS User Manual Student Financials Author: eUP SAIS and Communications Team Creation Date: 21 November 2014 Last Updated: 10 February 2015 Document Ref: SAIS User Manual – Open Cashier Process Version: 1.1 Approvals: Recommending Approval ______________________________________________ Approved ______________________________________________
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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1. DOCUMENT CONTROL 1.1 Change Record
Date Author Version Change Reference
21 November 2014 Almira Cayetano Michael Argarin
1.0 No Previous Document
10 February 2015 Sarah Cortejos 1.1 Added Document Control Numbers Edited Format
1.2 Reviewers eUP Core Technical Committee
Name Project Role
Prof. Rowena Solamo
Team Lead eUP Quality Assurance Team
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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OPEN CASHIER PROCESS
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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STEP 1. Log into SAIS using the provided username and password. Click the Sign In button.
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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STEP 2. On the menu on the left side of the screen, click Student Financials. Then, click Cashiering. Afterwards, click Cash Management.
Then, click Open Offices.
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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STEP 3. Fill in the fields with the needed information, and then
click the Search button.
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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STEP 4. Click the Open Cashier
Office button.
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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STEP 5. Click the Open Registers tab. Click the Lookup button (the magnifying glass) in the Register field.
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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STEP 6. A popup prompt will
appear. Click the REG01 link.
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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STEP 7. Click the magnifying glass button beside the Tender Key field. Enter a tender key to indicate the desired type of tender that the register will use in its transactions.
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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STEP 8. Click the CASH link.
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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STEP 9. Make sure that the
Open checkbox is checked.
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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STEP 10. Click the Open Cashiers tab.
Cashier - Enter the ID for the cashier that will be opened. Register - Enter the register that this cashier must use. Tender Key - Enter a tender key to indicate the desired type of tender that the cashier will use in its transactions. Only the tender keys assigned by the user to the selected open register are available to select. Deposit ID - This is an optional field to help track deposits. Opening Balance - If the user is balancing by cashier, enter an opening balance for each tender key.
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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STEP 11. Click the magnifying glass button beside the Cashier field. A popup prompt will appear.
Click the PS link.
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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STEP 12. Click the magnifying glass button beside the Register field. A popup prompt will appear. Click the REG01 link.
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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STEP 13. Click the magnifying glass button beside the Tender Key field. A popup prompt will appear. Click the CASH link.
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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STEP 14. Make sure the checkbox of the Open option is checked.
Doc Ref: SAIS User Manual – Open Cashier Process
Open Cashier Process File Ref: eUP - SAIS - UM Open Cashier Process – 10 Feb 2015 (ver. 1.1)
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