Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

AURSCA004 Mapping and Delivery Guide
Carry out cash and non-cash payment operations

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency AURSCA004 - Carry out cash and non-cash payment operations
Description
Employability Skills
Learning Outcomes and Application This unit describes the performance outcomes required to undertake cash and non-cash transactions and prepare and distribute invoices.It applies to those working in administration and sales finance roles in the automotive sales and service industry.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

Assessors must satisfy NVR/AQTF assessor requirements.

Competency is to be assessed in the workplace or a simulated environment that accurately reflects performance in a real workplace setting.

Assessment must include direct observation of tasks.

Where assessment of competency includes third-party evidence, individuals must provide evidence that links them to having carried out cash and non-cash payment operations in an automotive sales and service workplace, e.g. sales receipts and invoices.

Assessors must verify performance evidence through questioning on skills and knowledge to ensure correct interpretation and application.

The following should be made available:

sales and service workplace or simulated workplace

workplace procedures for carrying out cash and non-cash payment operations and distributing invoices

commercially realistic situations involving cash and non-cash payment transactions

point-of-sale software

computer hardware, software and business equipment required for processing cash and non-cash transactions and preparing invoices.
Prerequisites/co-requisites
Competency Field Sales and Parts, Administration and Management
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Handle cash and non-cash payment transactions
  • Transaction amount is determined taking into account factors that impact on the balance
  • Cash is received and counted, and correct change is given
  • Credit and debit card transactions are processed using correct equipment and according to financial provider and workplace procedures
  • Cheques are received and examined for correctness
  • Cash, cheques and credit and debit card records are stored according to workplace procedures
  • Irregularities are noted and referred to supervisor for resolution
  • Receipts are issued and transactions documented according to workplace procedures
       
Element: Carry out invoicing procedures
  • Invoicing requirements are determined and calculations performed to produce accurate customer invoices
  • Documentation is completed and content checked for accuracy
  • Invoices are distributed to appropriate persons or section for verification and approval prior to being dispatched
  • Approved invoices are dispatched within designated timeframes
  • Invoice copies are filed for auditing purposes according to workplace procedures
       
Element: Handle cash and non-cash payment transactions
  • Transaction amount is determined taking into account factors that impact on the balance
  • Cash is received and counted, and correct change is given
  • Credit and debit card transactions are processed using correct equipment and according to financial provider and workplace procedures
  • Cheques are received and examined for correctness
  • Cash, cheques and credit and debit card records are stored according to workplace procedures
  • Irregularities are noted and referred to supervisor for resolution
  • Receipts are issued and transactions documented according to workplace procedures
       
Element: Carry out invoicing procedures
  • Invoicing requirements are determined and calculations performed to produce accurate customer invoices
  • Documentation is completed and content checked for accuracy
  • Invoices are distributed to appropriate persons or section for verification and approval prior to being dispatched
  • Approved invoices are dispatched within designated timeframes
  • Invoice copies are filed for auditing purposes according to workplace procedures
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

Elements

Elements describe the essential outcomes.

Performance Criteria

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold and italicised text is used, further information is detailed in the range of conditions section.

1. Handle cash and non-cash payment transactions

1.1 Transaction amount is determined taking into account factors that impact on the balance

1.2 Cash is received and counted, and correct change is given

1.3 Credit and debit card transactions are processed using correct equipment and according to financial provider and workplace procedures

1.4 Cheques are received and examined for correctness

1.5 Cash, cheques and credit and debit card records are stored according to workplace procedures

1.6 Irregularities are noted and referred to supervisor for resolution

1.7 Receipts are issued and transactions documented according to workplace procedures

2. Carry out invoicing procedures

2.1 Invoicing requirements are determined and calculations performed to produce accurate customer invoices

2.2 Documentation is completed and content checked for accuracy

2.3 Invoices are distributed to appropriate persons or section for verification and approval prior to being dispatched

2.4 Approved invoices are dispatched within designated timeframes

2.5 Invoice copies are filed for auditing purposes according to workplace procedures

Before competency can be determined, individuals must demonstrate they can perform the following according to the standards defined in this unit’s elements, performance criteria and foundation skills:

determine transaction amount and conduct one of each of the following different payment operations:

cash

credit or debit card

cheque

prepare three invoices for different products or services and submit them for payment.

Individuals must be able to demonstrate knowledge of:

key legal requirements relating to carrying out cash and non-cash payment operations, including obligations under the Australian Consumer Law (ACL)

factors to be considered when calculating final price, including:

goods and services tax (GST)

sales, discounts and promotions

deposits and partial payments

procedures for carrying out cash and non-cash operations, including:

calculating sales balance

receiving and counting money

common sales security procedures for handling cash

calculating and returning change, including using:

manual methods

point-of-sale (POS) equipment

receiving and processing cheques

using electronic funds transfer at point-of-sale (EFTPOS) equipment

issuing receipts

operation and maintenance of common sales equipment, including:

calculators

POS equipment, including procedures for changing receipt rolls

EFTPOS terminals

procedures for preparing and distributing invoices, including:

types and applications of invoices

required contents of invoices

common types of software for producing invoices

common methods of distributing invoices to customers.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Elements

Elements describe the essential outcomes.

Performance Criteria

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold and italicised text is used, further information is detailed in the range of conditions section.

1. Handle cash and non-cash payment transactions

1.1 Transaction amount is determined taking into account factors that impact on the balance

1.2 Cash is received and counted, and correct change is given

1.3 Credit and debit card transactions are processed using correct equipment and according to financial provider and workplace procedures

1.4 Cheques are received and examined for correctness

1.5 Cash, cheques and credit and debit card records are stored according to workplace procedures

1.6 Irregularities are noted and referred to supervisor for resolution

1.7 Receipts are issued and transactions documented according to workplace procedures

2. Carry out invoicing procedures

2.1 Invoicing requirements are determined and calculations performed to produce accurate customer invoices

2.2 Documentation is completed and content checked for accuracy

2.3 Invoices are distributed to appropriate persons or section for verification and approval prior to being dispatched

2.4 Approved invoices are dispatched within designated timeframes

2.5 Invoice copies are filed for auditing purposes according to workplace procedures

This section specifies work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Bold italicised wording, if used in the performance criteria, is detailed below.

There is no Range of Conditions for this unit.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Transaction amount is determined taking into account factors that impact on the balance 
Cash is received and counted, and correct change is given 
Credit and debit card transactions are processed using correct equipment and according to financial provider and workplace procedures 
Cheques are received and examined for correctness 
Cash, cheques and credit and debit card records are stored according to workplace procedures 
Irregularities are noted and referred to supervisor for resolution 
Receipts are issued and transactions documented according to workplace procedures 
Invoicing requirements are determined and calculations performed to produce accurate customer invoices 
Documentation is completed and content checked for accuracy 
Invoices are distributed to appropriate persons or section for verification and approval prior to being dispatched 
Approved invoices are dispatched within designated timeframes 
Invoice copies are filed for auditing purposes according to workplace procedures 
Transaction amount is determined taking into account factors that impact on the balance 
Cash is received and counted, and correct change is given 
Credit and debit card transactions are processed using correct equipment and according to financial provider and workplace procedures 
Cheques are received and examined for correctness 
Cash, cheques and credit and debit card records are stored according to workplace procedures 
Irregularities are noted and referred to supervisor for resolution 
Receipts are issued and transactions documented according to workplace procedures 
Invoicing requirements are determined and calculations performed to produce accurate customer invoices 
Documentation is completed and content checked for accuracy 
Invoices are distributed to appropriate persons or section for verification and approval prior to being dispatched 
Approved invoices are dispatched within designated timeframes 
Invoice copies are filed for auditing purposes according to workplace procedures 

Forms

Assessment Cover Sheet

AURSCA004 - Carry out cash and non-cash payment operations
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

AURSCA004 - Carry out cash and non-cash payment operations

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: