Combine Buyback Transactions on a Single Check
If a customer has more than one new check request, you can combine the
separate requests on one check. The system will combine all customers
where the following information is identical:
- First
name
- Last
name
- Address
1
- Address
2
- City
- State
- Zip
Important! All
characters in both name and addresses must match exactly in each field.
Even a period or space different in one field will keep the requests from
being combined.
Make sure the Automate
Buyback 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. |
- Process the first check request for the customer. Tell me how...
- Make sure the Automated
Buyback Requests Summary page is displayed.
- Click Detail
for the second check request for the same customer.
- Click Lookup
Customer.
- Click Select
on the customer's row that you want to combine.
The Automated
Check Requests Detail page is displayed with the customer's address
filled in.
