Edit Receipt Header and Transaction Descriptions

Financial Management > Revenue Collections > Change Receipt > New

The Change Receipt process has been enhanced to let you edit the header and transaction descriptions on a posted receipt.

Follow these steps:

1. Navigate to Financial Management > Revenue Collections > Change Receipt.
2. Click New. The Create Change Receipt popup displays.

3. From the Change/Correct Reason dropdown, select whether to Change Transaction Description, Change Header Description or Change Both Descriptions:

   

4. Note: These selections come from validation set 579 Change Receipt Reason Code. If you need to add these selections to the validation set, hold down the <Ctrl> key, and click in the Change/Correct Reason field:

   

5. After making your selections on the Create Change Receipt popup, click OK. The Change Receipt Entry page displays.

6. Use the new Receipt Description field to edit the receipt header:

   

7. Click Save.

8. In the Transactions table, double-click the Transaction Description to edit it:

   

   

9. Press <Enter> to save:

   

   Note the Status column displays Changed.

   Another way to edit the transaction description is to click the Payment Code in the Transactions table. The Change Receipt Transaction G/L Distribution page displays. Under the Change Payment Code/Transaction Description header, edit the entry in the new Transaction Description field, and click Update:

   

   The Description under the Current Transaction header changes accordingly:

   

10. To review a transaction edit, click the appropriate link in the Status column of the Transactions table. The Change Receipt Transaction G/L Distribution page displays, containing current and revised receipt transaction tables:

    

11. After editing descriptions, validate the receipt from the Change Receipt page:

    

    

12. Print the edit listing:

    

    

13. Clicking OK from the Print Change Receipt Edit and Error Listing popup displays the Change Receipt Edit Listing. The listing shows the current and revised receipt descriptions:

    

14. Run the receipt through the approvals process:

    

15. Post the receipt:

    

16. Once the receipt is posted, the new header and transaction descriptions display in applicable reports and inquiries; for example, navigate to Financial Management > Inquiries > Revenue Collections > Receipts.

17. Search for the receipt:

    

18. Click the Receipt Number. The Receipt Detail Inquiry popup displays. showing the new header description in the General section and the new transaction descriptions in the Transactions section:

    

    In the Receipt History section, the original and revised header descriptions display in the Receipt History table:

    

    The original receipt transaction descriptions display in the Receipt Transactions History table. To view the history of a transaction description, click the Changed link: