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SIS 2000+ Food Services

Sec. 12b, Edit Payments 
 

Payments may be edited in three locations -- in Accounts, Payments records (see Sec. 6b), during line entry in Cafeteria (see Sec. 13c & Sec. 13f), and through the Payments module. Since Payment records are stored by date, payment records for an individual on a specific date may be viewed by setting that Date (Payments Menu bar, Set System Date), and then retrieving that account. If you wish to view all account payments for an individual, use the Accounts module, Payments page (Sec. 6b).
 
 

12b.1 Select Date
The Date may be specified during Payments login or you may change the date from within Payments by clicking on the Date menu (Payments Menu bar) to run Set System Date. Use the VCR buttons to navigate to the correct month, then click on the date to select.

Fig. 1 - Payments, change Date
 

12b.2 Locate Account
Locate the consumer account as described in Sec. 12a. All payments recorded on that day are displayed.

Fig. 2 - View/edit payments for specific date
 

Notice that a new payment row (Amount = 0.00) has been inserted for this date. Each time an account is accessed in Payments, it is assumed that a payment is to be recorded. Payment records of '0.00' may not be saved. If you attempt to save a payment record with an amount of '0.00' an alert will display and the save will be aborted (Fig. 3). The '0.00' payment must be deleted prior to saving the payment record (see Sec. 12b.3.4).

Fig. 3 - Zero amount payment alert
 
 

12b.3 Edit Payment records

12b.3.1 Add a Payment
If a payment needs to be added for this date, use the new default payment record, complete the Amount and press Enter. Press Enter a second time or click on the Save button (Alt-S) to record changes and exit this account.

12b.3.2 Edit an existing payment
To change a payment Amount or change a Transaction type -

Amount -
Use the up/down arrow keys to move through the Amount fields until the correct Amount is highlighted (or you may click on the Amount field). Re-type the amount and press Enter. Press Enter a second time or click on the Save button (Alt-S) to record changes and exit this account.

Transaction type -
Use the Tab key to move to the Transaction field, then use the up/down arrow keys to move to the Transaction field you wish to edit (or you may click on the Transaction field). Click on the Transaction drop down list box to display Transaction types and select the correct designation for this payment. You may also select a Transaction type by entering the first letter of the Transaction name in the field (B = Balance Forward, for example). When finished, press Enter to exit the Payments grid. Press Enter a second time or click on the Save button (Alt-S) to record changes and exit this account.

12b.3.3 Delete a Payment
Windows users -- right mouse click on the payment to be deleted.
Macintosh users -- hold the Control key down, and click on the payment to be deleted.

A confirmation prompt will display which requires a 'Yes' / 'No' response to continue (Fig. 4). Select 'Yes' to delete this payment. Click on the Save button to record changes to this account and clear the Payments screen. Click on the Cancel button to discard changes to this account and clear the Payments screen.


Fig. 4 - Delete a payment, confirmation prompt