Please allow up to 5 working days for One-Step access to be granted.
A branch number is the 3-digit ID number that identifies the location of a given workstation or register and the merchant account number under which the workstation operates. All branch numbers for web-based branches begin with a 9 and associate the branch with a merchant account number so credit card transactions can be processed. For more information on merchant numbers, visit the e-Commerce website. A branch can have multiple workstations, but a workstation can be assigned to only one branch. A branch number is required when completing a Transaction Type Request Form and can be obtained by contacting the firstname.lastname@example.org.
WHAT IS A REGISTER NUMBER?
A register number is the 3-digit ID number assigned to a workstation within a branch. You will need to provide your register number to the POS Administrator when requesting assistance with a transaction and/or a payfile. To locate your register number, open a payfile in One-Step if you do not already have one open. At the top of the screen, locate your name. Locate the string of numbers between brackets to the right of your name, for example [12345678-0]. Your register number is the three digits to the left of the dash. In our example, the register number would be 678.
HOW DO I REQUEST A TRANSACTION TYPE?
Request a transaction type by completing a Request
For Transaction Type form using the instructions on the form and submitting it to the POS Administrator by e-mail at email@example.com
If you want a specific fixed price associated with the transaction, please include that information in the “Description of Transaction” field.
A transaction can be associated with more than one budget/project. The transaction revenue can split based on fixed dollar amounts, or by percentages of the price if the price is variable. A transaction can also be associated with more than one branch, including both physical and web branches.
WHEN WILL MY NEW TRANSACTION TYPE TO BE AVAILABLE?
Please allow up 5 working days for the new transaction type to be added to the POS system. Please note that the budget/project in which the revenue will be recorded must already be set up in the accounting system.
Please refer to B.P.P.M. Policy 30.05 for information regarding establishing a new budget/project.
WHAT IS A REVENUE SOURCE/SUB SOURCE?
Source and sub source codes are numeric designations that identify types of revenue. The State of Washington, through its Office of Financial Management, assigns 3-digit source codes for state agency use. The University Controller’s Office assigns 2-digit sub source codes to further define a revenue type. The Controller’s Office can also assign a 3-digit source code if it is not in the State Administrative & Accounting Manual (SAAM) and there is not already a 3-digit source code in SAAM that the revenue type fits into.
WHICH REVENUE SOURCE/SUB SOURCE SHOULD I USE?
Contact your Area Finance Officer (AFO). The most appropriate source/sub source coding can be determined using BALANCES.
The Controller’s Office will review the requested budget/project and source/sub source coding and make corrections as necessary. Any changes made during the review process will be communicated to requestor.
WHAT CHANGES CAN BE MADE TO AN EXISTING TRANSACTION TYPE?
Changes can be made to the Transaction Type’s description field, budget/project and source/sub source coding and associated branch. This means you can use the same Transaction Type ID and/or description when changing the budget/project number for a new fiscal year.
WHO SHOULD I CONTACT IF I HAVE FURTHER QUESTIONS?
If you have further questions, please contact the POS Administrator by e-mail at firstname.lastname@example.org
or by phone at (509) 335-2070.