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SIS 2000+ Food Services

Sec. 12a, Enter Payments
 

The Payments entry screen is designed for 10-key speed entry. Following login, the Payments screen displays in active mode with the focus on the Account text field and the account type defaulted to Student (since Student will be the most frequently used account type). At this point you may scan Student, Faculty or Patron barcodes or manually enter Student ID numbers. Account type must be set to Faculty or Patron before manual entry of those ID numbers.

If you are identifying accounts manually and the consumer ID number is not known, the Search utility may be used to locate an account, district-wide if necessary (assuming a district-wide network is in place). District-wide search is available if SIS 2000+ System login was done under System Administrator status and initial login was at the district level. Otherwise, consumer search is limited to the school.

Payment records are date-driven and stored in Accounts based upon the date selected during Payments login (Sec. 6b, Accounts Payments tab). Always verify the date is correct for this run of payments entry. The date by which payments are recorded may be changed after login by clicking on Date, Payments Menu bar, and using the Date Calendar to change the date. An account may contain multiple payment records for a single day.

SIS 2000+ Payments is designed to process account payments on a volume basis. Payments may also be recorded while processing a food line transaction, or by editing an Account (Account Payments page).

About the Payments Screen -
 

File menu - Payments Preferences Editor
The Payments module Preferences Editor contains a Search Focus preference, which allows you to control which search field receives the focus when the consumer Search utility is used (Fig. 4).  Open the File menu, select Preferences, then click on the Value field to display choices.  Highlight the preferred value, then Save and Close.


Fig. 1 - Payments module Preferences Editor
 

Account information fields

Account -
Account type defaults to Student. Change to Faculty or Patron account type by entering a 'F' or 'P', or by clicking on the drop down list box and clicking on either Faculty or Patron. Focus automatically shifts to Ident field (Enter or Tab not required).

Search -
Initiates a consumer search by last name, first name or ID number (partial or complete). Search may be confined to the school or expanded to district-wide, depending on SIS 2000+ login and user permissions.

Clear -
Removes Search parameters.

These command buttons define criteria for the data that is searched when locating a student. District/School settings default to login criteria. * denotes faster search.

School - *
Limits the search to students for this School

District -
Expands the search to include all students in the district

Current - *
Limits search to include only currently enrolled students

All -
Expands search to include all students, regardless of enrollment status

Transaction -
Transaction type, which may be Payment, In-Line Payment, Transfer, Refund, Balance Forward, or Returned Check. A Transaction default is set during login but may always be changed for individual payments.

Amount -
The dollar amount of this payment. Decimal is supplied for whole dollar amounts (5 = 5.00). Decimal must be included for payments including cents (5.5 = 5.50).

Balance -
Balance forward

Payment memo -
Text field for optional memo regarding this payment.

Cancel -
Voids this unsaved payment and clears Account information.

Save -
Records account payment and clears Account information, ready for next transaction.

Quit -
Exits Payments

12a.1 Identify Account
Select an account (Fig. 2) by one of the following procedures:

Scan barcode - Account type information (Student, Faculty or Patron) is contained within the barcode, as is the command to activate the Enter key. After scanning and account is identified, focus is placed on the Amount grid, ready for payment.

Enter Student ID number and press Enter (numeric entry with the focus on Account is assumed to be a Student ID number. Focus is automatically shifted to the Ident field where the ID number is recorded). After account is identified, focus is placed on the Amount grid, ready for payment.

Press 'F' or 'P' to switch to Faculty or Patron account, then enter ID number and press Enter. After account is identified, focus is placed on the Amount grid, ready for payment.


Fig. 3 - Enter a payment

12a.2 Enter Payment Amount

Accept default Transaction type
Focus is on the Amount field. Type payment amount and press Enter. Press Enter again to save (or Alt-S) and clear screen, ready for next payment.

Alter default Transaction type
Focus is on Amount field. Use the left arrow key to move focus to the Transaction field (or click on the Transaction field). Click on this field  to list Transactions types and select the appropriate type for this payment. A Transaction type may also be selected by entering the first letter of the Transaction type in the Transaction field (B = Balance Forward).

Use the Tab key or the right arrow key to shift the focus back to the Amount field. Enter the payment amount and press Enter. Press Enter again to save (or Alt-S) and clear screen, ready for the next payment.

12a.3 Search for an Account
The Search utility locates accounts using partial/whole names as search parameters, and may be district-wide or limited to the local school. The search pool may be further defined to include only currently enrolled students, or all student regardless of enrollment status.

12a3.1 Run SIS 2000+ Search
Click on the Search button or press Alt-h from the keyboard to open the SIS 2000+ Search utility initial screen (Fig. 4). Notice that the search criteria default to those present in the preceding screen.


Fig. 4 - Payments Search, initial screen
 

Consumer type -
Defaults to type selected in previous screen.

Ident, Last, First -
Search parameters. Partial or complete entries may be made for any or all fields. The search will be conducted based upon name and ID criteria.

School/Active buttons -
School confines the search to the login school. Click on the School button to convert to District, which expands the search to include accounts for all schools in the district (if a district-wide database is in use). The Active button limits the search to consumers with current status records. Click on the Active button to convert to All, which expands the search to include all consumers regardless of status.

Find -
Initiates the search based upon the above account and school/district criteria.

Clear -
Removes search criteria. Search window remains to allow additional searches.

12a3.2 Enter Search Criteria
Enter search criteria, using the Tab key to move through the fields. Click on Find, Alt-F or Enter to initiate the search. If, for example, a search is initiated with Accounts set for Student, and Last set for 'B', the search will find all students with last names starting with B, either district-wide or for the local school (Fig. 5).


Fig. 5 - Search results, expanded screen
 

Scroll through the Names by using the up/down arrow keys or by using the vertical scroll bar. Use the Expand button (lower right of screen) to display additional consumer demographics. When the correct individual is located, click on the name to highlight, then use the Select button to load that account into the Payments screen (or double-click on the name). Use the Cancel button to exit the Search utility and return to the Payments screen.

12a.3.3 Multiple Enrolled
MULT is used in place of a School name or number when a student is currently enrolled in more than one school in the district. A payments recorded for a multiply enrolled student is controlled by the Cash Drawer selected during Payments login. The Cash Drawer used determines which site records a payment.