iVAS Training Cash Receipts (CR1) Training Exercises

1. Double Click on GO Training Icon 2. ser !a"e Enter the ser !a"e "arke# on $our %C& e.g. GISD1. Oracle Cash Receipts Receipts: Batches

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iVAS Cash Receipts (CR1) Training Exercises

Exercise 1: Enter a Ca p!s Acti"ities Receipt Batch

#a"igati$n: Receipts % Batches Receipt Batch 1. In the -atch !u"ber .iel#/ enter $our Deposit 0lip !u"ber. !ote this nu"ber& $ou (ill use it (hen $ou print $our batch report. 2. In the %a$"ent 1etho# .iel#/ select 2Ca"pus 3cti4it$.5 '. Enter 6eroes in the Control Count an# Control 3"ount .iel#s. ). Click the 0a4e icon on the toolbar. *. Click the Receipts button. The Receipts 0u""ar$ (in#o( (ill open. Receipt 1 & #$n'Taxa(le ,. 0e4eral .iel#s (ill #e.ault. Do not change these. 7. In the T$pe .iel#/ select 1iscellaneous. 3 Caution "essage (in#o( (ill open. 8. Click O9. :. Enter a #ollar a"ount in the Receipt 3"ount .iel#. 1;. In the Re.erence !u"ber .iel#/ enter a nu"ber that represents a General 1one$ Collection <or"/ -ulk 0ales +orksheet/ or so"e other .or" o. #ocu"entation. 11. In the %ai# <ro" .iel#/ enter the na"e o. the person $ou recei4e# "one$s .ro". 12. In the 3cti4it$ .iel#/ t$pe $our ca"pus nu"ber .ollo(e# b$ a C an# press Tab& e.g. ;;2C. 3 "enu (ill open #ispla$ing onl$ $our acti4ities.

%age 2 o. 1;

iVAS Cash Receipts (CR1) Training Exercises

1'. 0elect a non=taxable acti4it$& e.g. ;;2C 3ca#e"ic Decathlon > !T. Click O9. 1). Optionall$ enter a co""ent. 1*. Click the 0a4e icon on $our toolbar. Receipt ) & Taxa(le 1,. Click in the next ro( to begin a secon# receipt. 17. In the T$pe .iel#/ select 1iscellaneous. 18. Click O9 in the Caution (in#o(. 1:. Enter a #ollar a"ount in the Receipt 3"ount .iel#. 2;. In the Re.erence !u"ber .iel#/ enter a nu"ber that represents a General 1one$ Collection <or"/ -ulk 0ales +orksheet/ or so"e other .or" o. #ocu"entation. 21. In the %ai# <ro" .iel#/ enter the na"e o. the person $ou recei4e# "one$s .ro". 22. In the 3cti4it$ .iel#/ t$pe $our ca"pus nu"ber .ollo(e# b$ a C an# press Tab. 2'. 0elect a taxable acti4it$& e.g. ;;2C 3ca#e"ic Decathlon > Tax. Click O9. 2). !ote that the correct Cit$?Tax Co#e (ill #e.ault. 2*. Optionall$ enter a co""ent. 2,. Click the 0a4e icon on $our toolbar. 27. Close the Receipt 0u""ar$ (in#o(. The Receipt -atches (in#o( (ill #ispla$. 28. !ote the 0tatus 2Out o. -alance.5 2:. Correct the Control Count an# Control 3"ount. %ress Tab or sa4e. ';. !ote that the 0tatus changes to Close#. '1. Close all (in#o(s except the !a4igator.

%age ' o. 1;

iVAS Cash Receipts (CR1) Training Exercises

Receipt Batch Rep$rt '2. Click the @ie( "enu at the top o. the (in#o(. ''. 0elect the last "enu ite"/ 2@ie( ReAuests.5 The <in# ReAuests (in#o( (ill open. '). Click the 0ub"it a !e( ReAuest button. '*. Click O9 .or a 0ingle ReAuest. The 0ub"it ReAuests (in#o( (ill open. ',. In the !a"e .iel#/ click the BO@ button (C). The report na"e (ill #e.ault& an# the %ara"eters (in#o( (ill open. '7. In the -atch !a"e Bo( .iel#/ enter $our #eposit slip nu"ber. '8. Click O9. The para"eters (in#o( (ill close. ':. Click 0ub"it to run the report. The 0ub"it ReAuests (in#o( (ill close. );. Close all (in#o(s except the !a4igator.

%age ) o. 1;

iVAS Cash Receipts (CR1) Training Exercises

Exercise ): Enter a St!*ent Acti"ities Receipt Batch

#a"igati$n: Receipts % Batches Receipt Batch 1. In the -atch !u"ber .iel#/ enter $our Deposit 0lip !u"ber. se a #i..erent nu"ber than the one $ou entere# .or $our ca"pus acti4it$ batch. 2. In the %a$"ent 1etho# .iel#/ select 20tu#ent 3cti4it$.5 '. Enter 6eroes in the Control Count an# Control 3"ount .iel#s. ). Click the 0a4e icon on the toolbar. *. Click the Receipts button. The Receipts 0u""ar$ (in#o( (ill open. Receipt 1 ,. 0e4eral .iel#s (ill #e.ault. Do not change these. 7. In the T$pe .iel#/ select 1iscellaneous. 3 Caution "essage (in#o( (ill open. 8. Click O9 in the Caution "essage (in#o(. :. Enter a #ollar a"ount in the Receipt 3"ount .iel#. 1;. In the Re.erence !u"ber .iel#/ enter a nu"ber that represents a General 1one$ Collection <or"/ -ulk 0ales +orksheet/ or so"e other .or" o. #ocu"entation. 11. In the %ai# <ro" .iel#/ enter the na"e o. the person $ou recei4e# "one$s .ro". 12. In the 3cti4it$ .iel#/ t$pe $our ca"pus nu"ber .ollo(e# b$ an 0 an# press Tab& e.g. ;;20. 3 "enu (ill open #ispla$ing onl$ $our acti4ities. 1'. 0elect an acti4it$& e.g. ;;20 3rt Club. Click O9.

%age * o. 1;

iVAS Cash Receipts (CR1) Training Exercises

1). Optionall$ enter a co""ent. 1*. Click the 0a4e icon on $our toolbar. Receipt ) 1,. Click in the next ro( to begin a secon# receipt. 17. In the T$pe .iel#/ select 1iscellaneous. 18. Click O9 in the Caution (in#o(. 1:. Enter a #ollar a"ount in the Receipt 3"ount .iel#. 2;. In the Re.erence !u"ber .iel#/ enter a nu"ber that represents a General 1one$ Collection <or"/ -ulk 0ales +orksheet/ or so"e other .or" o. #ocu"entation. 21. In the %ai# <ro" .iel#/ enter the na"e o. the person $ou recei4e# "one$s .ro". 22. In the 3cti4it$ .iel#/ t$pe $our ca"pus nu"ber .ollo(e# b$ an 0 an# press Tab. 2'. 0elect another acti4it$& e.g. ;;20 3sian Club. Click O9. 2). Optionall$ enter a co""ent. 2*. Click the 0a4e icon on $our toolbar. 2,. Close the Receipt 0u""ar$ (in#o(. The Receipt -atches (in#o( (ill #ispla$. 27. !ote the 0tatus 2Out o. -alance.5 28. Correct the Control Count an# Control 3"ount. %ress Tab or sa4e. 2:. !ote that the 0tatus changes to Close#. ';. Close all (in#o(s except the !a4igator. Receipt Batch Rep$rt

%age , o. 1;

iVAS Cash Receipts (CR1) Training Exercises

'1. Click the @ie( "enu at the top o. the (in#o(. '2. 0elect the last "enu ite"/ 2@ie( ReAuests.5 The <in# ReAuests (in#o( (ill open. ''. Click the 0ub"it a !e( ReAuest button. '). Click O9 .or a 0ingle ReAuest. The 0ub"it ReAuests (in#o( (ill open. '*. In the !a"e .iel#/ click the BO@ button (C). The report na"e (ill #e.ault& an# the %ara"eters (in#o( (ill open. ',. In the -atch !a"e Bo( .iel#/ enter $our #eposit slip nu"ber. '7. Click O9. The para"eters (in#o( (ill close. '8. Click 0ub"it to run the report. The 0ub"it ReAuests (in#o( (ill close. ':. Close all (in#o(s except the !a4igator.

%age 7 o. 1;

iVAS Cash Receipts (CR1) Training Exercises

Exercise +: Enter an Other Acti"ities Receipt Batch

#a"igati$n: Receipts % Batches Receipt Batch 1. In the -atch !u"ber .iel#/ enter $our Deposit 0lip !u"ber. 2. In the %a$"ent 1etho# .iel#/ select 2Other 3cti4it$.5 '. Enter 6eroes in the Control Count an# Control 3"ount .iel#s. ). Click the 0a4e icon on the toolbar. *. Click the Receipts button. The Receipts 0u""ar$ (in#o( (ill open. Receipt 1 ,. 0e4eral .iel#s (ill #e.ault. Do not change these. 7. In the T$pe .iel#/ select 1iscellaneous. 3 Caution "essage (in#o( (ill open. 8. Click O9 in the Caution "essage (in#o(. :. Enter a #ollar a"ount in the Receipt 3"ount .iel#. 1;. In the Re.erence !u"ber .iel#/ enter a nu"ber that represents a General 1one$ Collection <or"/ -ulk 0ales +orksheet/ or so"e other .or" o. #ocu"entation. 11. In the %ai# <ro" .iel#/ enter the na"e o. the person $ou recei4e# "one$s .ro". 12. In the 3cti4it$ .iel#/ t$pe $our ca"pus nu"ber .ollo(e# b$ an O an# press Tab& e.g. ;;2O. 3 "enu (ill open #ispla$ing onl$ $our acti4ities. 1'. 0elect an acti4it$& e.g. ;;2O 3"erican Deart. Click O9. 1). Optionall$ enter a co""ent.

%age 8 o. 1;

iVAS Cash Receipts (CR1) Training Exercises

1*. Click the 0a4e icon on $our toolbar. Receipt ) 1,. Click in the next ro( to begin a secon# receipt. 17. In the T$pe .iel#/ select 1iscellaneous. 18. Click O9 in the Caution (in#o(. 1:. Enter a #ollar a"ount in the Receipt 3"ount .iel#. 2;. In the Re.erence !u"ber .iel#/ enter a nu"ber that represents a General 1one$ Collection <or"/ -ulk 0ales +orksheet/ or so"e other .or" o. #ocu"entation. 21. In the %ai# <ro" .iel#/ enter the na"e o. the person $ou recei4e# "one$s .ro". 22. In the 3cti4it$ .iel#/ t$pe $our ca"pus nu"ber .ollo(e# b$ an O an# press Tab. 2'. 0elect another acti4it$& e.g. ;;2O 3thletic Re4enues. Click O9. 2). Optionall$ enter a co""ent. 2*. Click the 0a4e icon on $our toolbar. 2,. Close the Receipt 0u""ar$ (in#o(. The Receipt -atches (in#o( (ill #ispla$. 27. !ote the 0tatus 2Out o. -alance.5 28. Correct the Control Count an# Control 3"ount. %ress Tab or sa4e. 2:. !ote that the 0tatus changes to Close#. ';. Close all (in#o(s except the !a4igator. Receipt Batch Rep$rt '1. Click the @ie( "enu at the top o. the (in#o(.

%age : o. 1;

iVAS Cash Receipts (CR1) Training Exercises

'2. 0elect the last "enu ite"/ 2@ie( ReAuests.5 The <in# ReAuests (in#o( (ill open. ''. Click the 0ub"it a !e( ReAuest button. '). Click O9 .or a 0ingle ReAuest. The 0ub"it ReAuests (in#o( (ill open. '*. In the !a"e .iel#/ click the BO@ button (C). The report na"e (ill #e.ault& an# the %ara"eters (in#o( (ill open. ',. In the -atch !a"e Bo( .iel#/ enter $our #eposit slip nu"ber. '7. Click O9. The para"eters (in#o( (ill close. '8. Click 0ub"it to run the report. The 0ub"it ReAuests (in#o( (ill close. ':. Close all (in#o(s except the !a4igator.

%age 1; o. 1;