Cirrus CR> Maintenance> Operator

CR Operator Maintenance

 

Summary

 

The Operator Maintenance window is used to select which Springbrook application user accounts are authorized to enter Cash Receipts. In order for a Springbrook application user to create a receipt using the Cash Receipts module, the user must be set up as a Cash Receipts module operator. There are several Cash Receipts module setup features that are attached to the operator record such as receipt printing options and stations that an operator is authorized to enter cash receipts on. Stations are created and maintained in CR> Maintenance> Station.

 

Related Links

 

Click here for information on station maintenance.

 

Step by Step

 

1    Open the Operator window (CR> Maintenance> Operator). 

 

  • The Operator window displays all of the Cash Receipts module operators that have been set up in the database.
  • Select an operator and click the Delete button to delete the operator.
  • Select an operator and click the Edit button, or double-click the operator to open the Operator Maintenance window.
  • Click the Create Operator button to create a new operator.
    • There can be only one operator record set up for each Springbrook application user.

 

2    Create an operator in the Operator window. 

 

  • Select a Springbrook application user from the Operator Code drop-down menu. The Operator Code is the username that will be used when the operator logs into the Cash Entry in CR> Cash Receipts> Cash Entry.
    • Only Springbrook application users will display in the Operator Code drop-down menu. If the operator code you would like to select is not in the drop-down menu you can create a new Springbrook application user in SS> Security> User> Create a new user.
    • There can be only one operator set up for each Springbrook application user account. You will be able to select a Springbrook application user from the Operator Code drop-down menu that has already been set up as an operator, but you will not be able to save the operator record.
  • The Name field will populate with the description that has been entered on the Springbrook application user in SS> Security> User> Description field. You can modify the Name field and the Springbrook application user record will not be affected by the change.
    • The Name field is limited to 40 alphanumeric characters.
  • Check the Manager toggle if the operator should have access to all CR Cash Receipts module batches.
    • If the Manage toggle is checked, the operator will be able to access all CR Cash Receipts batches even if the Single Operator Per Batch toggle is checked in CR Setup (CR> Utilities> Setup Cash Receipts).
  • Check the Open cash drawer after save toggle if you want the cash drawer to open automatically at the end of each transaction.
    • There is a Cash Entry button on the Cash Entry window which allows an operator to open the cash drawer.
  • Check the Allow modification of GL accounts toggle to give the selected operator the ability to edit GL debit/credit accounts on CR transactions.
    • WARNING: Modifying GL accounts should be limited to Misc CR transactions that are created through CR Type Codes or CR Category Codes.
  • After a user is set up as an operator, that user can sign in to Cirrus and update their CR preferences under their User Profile.
    • These CR-specific user preferences include the Automatically print receipt on save, Automatically print duplicate (copy) receipt, Pause printing between receipts, and Always show modal search options.
    • Click here for information on User Preferences.
  • The Stations section of the Operator window is used to select which CR Stations an operator can use when entering cash receipts using the Cash Entry process in CR> Cash Receipts> Cash Entry.
    • A Station is a computer that is used to enter cash receipts and is set up in CR> Maintenance> Station. If CR Operators are using the Enter Receipts window in CR> Cash Receipts> Enter Receipts to enter receipts, the operators will not be limited to the stations that are in the Stations section on the Operator maintenance window.
    • Operators can also be added to stations on the Station maintenance window in CR> Maintenance> Station. All stations that have been attached to operators in the Station maintenance window will display in the Station section of the Operator maintenance window.
    • Click the ADD STATION button to add a new station to the operator. This will open the Station Selection window.
      • Only stations that have been created in the Cash Receipts module will display in the Station Selection window.
    • Highlight a station and click the Select button to add that station to the operator.
    • You can also click the Create Station button to open the Station Maintenance window and create a new station for the operator.
    • Once you have created the operator and added a station to the operator record, click the Save button to save the new operator and close the Operator Maintenance window.