Sheriff Source Codes

Sheriff Source Codes

Purpose and when to use this record

Maintain standardized revenue or receipt-source codes for sheriff collections and reporting.

At a glance

• Identify it by: Source Code, Name, and Accounting Code.

• Check its business context: Balancing Account.

• Why care: Use the agency’s approved terminology and access policy. Preserve dates, responsible personnel, case links, and audit history because these records may support official reporting or custody review.

• Why care: Availability and publication flags affect future use without erasing history. Prefer disabling an obsolete setup record when existing transactions still refer to it.

Before you begin

You need the Brisk storespermission for the action you are taking on sheriff source codescodes. asIf parta ofCreate, theEdit, lawor enforcementDelete module. This generated referencecontrol is awaitingabsent, workflowdo review.not work around it with another user’s account; ask an administrator to review your role.

Create a recordSheriff Source Code

TheCreate evidencea packetSheriff identifiesSource Code only when the viewexisting choices do not represent the policy or classification you need. Near-duplicate setup values split reporting and sourcemake locationlater selection harder.

1. Select the business context first: Balancing Account.

2. Enter the required identifying and operational values: Source Code, and Name.

3. Review Active deliberately; these choices control availability or workflow rather than merely describing the record.

4. Save the Sheriff Source Code, then confirm Source Code, Name, and Accounting Code on its detail page before continuing.

After saving: Open Sheriff Receipt Lines, and Sheriff Receipts and confirm the Sheriff Source Code appears with the intended label and availability. Keep the old value for thishistorical action.records Confirmwhen user-facingchanging stepsit beforewould approvingsplit or relabel prior reporting.

Delete a Sheriff Source Code

Delete this page.Sheriff Source Code only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

If the record is merely obsolete, use Active to remove it from future use while preserving existing references.

Before confirming, check for related Sheriff Receipt Lines, and Sheriff Receipts. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Source Code, Name, and Accounting Code. After confirmation, return to the Sheriff Source Codes list and make sure only the intended Sheriff Source Code was removed.

ViewReview recordSheriff Source Code details

The evidence packet identifiesUse the viewdetail page as the shared record of what this Sheriff Source Code currently means. Verify Active, and sourceDefault locationAmount before relying on it for thisa action.decision.

Confirm

Follow user-facingBalancing stepsAccount beforeto approvingdetermine whether the issue is on this Sheriff Source Code or on one of those linked records.

Next check: Open Sheriff Receipt Lines, and Sheriff Receipts and confirm the Sheriff Source Code appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Edit an existing Sheriff Source Code

Edit this Sheriff Source Code when the underlying policy or classification changed. First determine whether historical transactions should retain the old value; if so, deactivate the old choice and create a new one.

1. Open the detail page. Compare Balancing Account with the supporting document or approved request.

2. Recheck Active, Default Amount, Balancing Account, and Accounting Code. These values are most likely to change case history, custody, dispatch, official reporting, or audit review.

3. Save the change, return to the list, and confirm that the Sheriff Source Code now appears under the expected Active.

After the change: Open Sheriff Receipt Lines, and Sheriff Receipts and confirm the Sheriff Source Code appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Find and review recordssheriff source codes

The evidence packet identifiesUse the viewSheriff Source Codes list to find the correct record before opening or changing it. Compare Source Code, Name, and sourceAccounting locationCode. Records with similar names or numbers can still belong to different Balancing Account.

• Keyword search checks Source Code, Name, Accounting Code, and Notes.

• Narrow the list with Balancing Account filters.

Open the Sheriff Source Code whose Source Code, Name, and Accounting Code match the task. If it is missing, clear the list filters and recheck Balancing Account, and Active rather than creating a replacement immediately.

Fields and business rules

Brisk stores 7 user-relevant fields for this action.Sheriff ConfirmSource user-facingCode, stepsincluding before1 approvinglinked-record selection and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this page.full reference.

Editanexistingrecord

The

evidencetheviewand stepsbeforeapproving stepsbeforeapproving

Field	Required	What packetit identifiescontrols
Source Code	Yes	Short code used to identify this sheriff source locationcode.
Name	Yes	Human-readable name for this action.sheriff Confirmsource user-facingcode.
Active	No	Whether this page. sheriff Deletesource acode record is The evidence packet identifies the viewactive and sourceavailable locationfor use.
Default Amount	No	The default amount value recorded for this action.sheriff Confirmsource user-facingcode.
Balancing Account	No	G/L account credited when receipts are posted for this page.source code.
Accounting Code	No	The accounting code recorded for this sheriff source code.
Notes	No	Additional internal notes about this sheriff source code.

What happens next

Open Sheriff Receipt Lines, and Sheriff Receipts and confirm the Sheriff Source Code appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Common mistakes and troubleshooting

• The record will not save: Recheck Source Code, and Name and any message beside the field. A required related record may also be inactive or unavailable to your role.

• The record saved but is not available where expected: Recheck Active, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.

• The values look right but the result is wrong: Open Balancing Account from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.