Make sure the Automated Check Requests Summary page is displayed. View field definitions.
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.
Select the code to display records with a specific status. Codes are:
Select a beginning date to display check requests for a range of dates.
Select an ending date to display check requests for a range of dates.
Store that created the check request.
Date the check request was created.
Name of the student on the buyback transaction. The check will be made out to this person.
Dollar amount that the student will be paid.
Number assigned to the buyback transaction in CourseTracks.
Identifies where the request was initiated.
Status of the check request:
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 that initiated the request.
Identifies what the check request is for. For example, CourseTracks buyback transaction.
Customer's first name.
Customer's last name.
First line of the customer's address.
Second line of the customer's address.
City of the customer's address.
Two-letter abbreviation for the customer's state.
ZIP code for the customer's address.
Text box displays check information after the check is created.
An active button indicates the approval level that is needed.
Identifies the user sign on, date and time that the request was last changed.
Buyback Transaction Detail
Date of the buyback transaction.
Title of the book that was bought.
Number of books of each title that were bought.
N or U
Identifies whether the books was new N or used U.
Dollar amount paid for the quantity of each title.
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.
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.