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Third Party Contract - Rolling Over


Label
Description
Business ProcessThird Party Contracts
ModuleStudent Financials
Prerequisites

The Third Party Contract to be rolled over (copied) must already exist.

Description

This Job Aid illustrates how to rollover (copy) Third Party Contracts. 


Instructions:


Step
Action
1.

Click on [Image Modified] then [Image Modified] and navigate to Student Financials -> Payment Plans -> Third Party Contract -> Rollover Contracts

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StepAction
2.

On the “Find an Existing Value” page (tab) click “Search” [Image Modified].

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StepAction
3.

Select the Rollover Third Party Contract run control “X_SF_ROLL_TP_CONTRACTS”.

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StepAction
4.

Verify that the “*Business Unit” field = “SDCCD”.


In the “Parameters” section, in the “*Term” field, enter the Term of the Third Party Contract to be copied.  In the “Default Options” section, in the “*New Term” field, enter the Term for the new Third Party Contract.  In the “Last Date” field, enter “01/01/2500”.  Then click the magnifying glass next to the “External Org ID” field.  A list of External Org ID’s will be displayed.

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StepAction
5.Select the appropriate External Org ID.

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StepAction
6.Click “Retrieve Contracts”.

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StepAction
7.The “New Contract Details” are populated.

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StepAction
8.In the “New Contract Number” field, enter the New Contract Number.  Click “Save”.

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StepAction
9.End of job aid.