Process a Buyback Check Request
New check requests for the store number
are listed on the page for the current month.
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. |
- Click the Detail
link on the request you want to approve.
The Automated
Check Requests Detail page appears.
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. |
- If the customer is already listed in the customer
database, the address is filled in. Verify that the address is correct.
-or-
If the customer is not already entered, enter
the customer's address.
- Click Save.
If the user who is signed on is a Store Manager,
the request is automatically approved, unless the total of the transaction
is over $500.00. View
Dollar Limits for Managerial Approval.
Store Manager | Up to $500.00 |
Store Director | Up to $2,500.00 |
Regional Manager | Up to $5,000.00 |
Group Vice President | Up to $25,000.00 |
Senior Vice President | Up to $50,000.00 |
CFO or President | Over $50,000.00 |
The information is included in the file that
is provided to Lawson at the end of the day.
-or-
If the user who is signed on is not a store
manager, the request is saved for the store manager's approval.