Approve a Buyback Check Request
Make sure the Automated
Check Requests Summary page is displayed.
View field definitions.
Sort Parameters |
Store | Number that identifies the store whose data is displayed. If you have
access to more than one store, select the store number whose information
you want to view. |
Status | Select the code to display records with a specific status. Codes are: - All—Displays all requests regardless of status.
- New
Request—Displays only new requests. Default status.
- Manager's
Approval— Displays requests that are waiting for store manager approval.
- Regional
Manager's Approval—Displays requests that are waiting for regional manager's
approval.
- Group
VP Approval—Displays requests that are waiting for group VP's approval.
- Lawson—Displays requests ready for Lawson to process.
- Processed—Displays requests for which a check has been created.
- Checks Paid—Displays a list of all checks paid.
|
Begin Date | Select a beginning date to display check requests for a range of dates. |
End Date | Select an ending date to display check requests for a range of dates. |
Requests |
Store | Store that created the check request. |
Date | Date the check request was created. |
Student Name | Name of the student on the buyback transaction. The check will be made
out to this person. |
Amount | Dollar amount that the student will be paid. |
Barcode # | Number assigned to the buyback transaction in CourseTracks. |
Type | Identifies where the request was initiated. |
Status | Status of the check request: - New
Request - Request has not been processed.
- Manager's
Approval - Request has been processed and is waiting for store manager
approval.
- Regional
Manager's Approval - Request is for more than $500 and is waiting for regional
manager's approval.
- Group
VP Approval - Request is for more than $5,000 and is are waiting for group
VP's approval.
- Lawson - Request has been process and is ready for Lawson.
- Processed - Check has been created for this request.
|
Details | Click the link to view the details of the request. If the request status
is Processed, the check number,
date and dollar amount are listed in the details. |
- If needed, select the store number to display
a store's requests.
- Select the status for the approval level you are
providing. View
status choices.
New Request | Request has not been processed. |
Manager's Approval | Request has been processed and is waiting for store manager approval. |
Regional Manager's Approval | Request is for more than $500 and is waiting for Regional Manager
approval. |
Group VP Approval | Request is for more than $5,000 and is waiting for Group VP approval. |
Lawson | Request has been processed and is ready for Lawson processing. |
Processed | Check has been created for this request. |
- Select the beginning and ending dates if needed.
- Click Display.
The requests that fit the search criteria
are displayed.
- Click Detail
on the request that you want to approve.
The Automated
Check Requests Detail page is displayed.
View field definitions.
Store | Store that initiated the request. |
Type | Identifies what the check request is for. For example, CourseTracks
buyback transaction. |
First Name | Customer's first name. |
Last Name | Customer's last name. |
Address 1 | First line of the customer's address. |
Address 2 | Second line of the customer's address. |
City | City of the customer's address. |
State | Two-letter abbreviation for the customer's state. |
Zip | ZIP code for the customer's address. |
Comments | Text box displays check information after the check is created. |
Approve buttons | An active button indicates the approval level that is needed. |
Modified | Identifies the user sign on, date and time that the request was last
changed. |
Buyback Transaction Detail |
Date | Date of the buyback transaction. |
Title Description | Title of the book that was bought. |
Quantity | Number of books of each title that were bought. |
N or U | Identifies whether the books was new N
or used U. |
Amount | Dollar amount paid for the quantity of each title. |
Override | A Y indicates that the
buyback price was overridden by the buyer. An N
indicates that the buyback price was not changed by the buyer in CourseTracks. |
Totals | Total of all dollar amounts. The dollar total of the check. |
- Verify the information on the request.
- Click the active approval button.
The request is automatically processed
to the next level. For example, if no more manager approval is needed,
the request status is changed to Lawson.