Recalculating Third Party Contracts

Label	Description
Business Process	Third Party Contracts
Module	Student Financials
Prerequisites	The contract to be recalculated must have students assigned to it. The Run Control ID: “X_SF_TPC_RECALCULATE” should already be created.
Description	This Job Aid illustrates how to recalculate Third Party Contracts.

Instructions:

Step	Action
1.	Click on [Image Modified] then [Image Modified] and navigate to to Student Financials -> Payment Plans -> Third Party Contract -> Assign and ReCalc…

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Step	Action
2.	On the “Find an Existing Value” page (tab), click the [Image Modified] button to display a list of Run Control ID’s. Click/select the appropriate Run Control. In this case, click/select “X_SF_TPC_RECALCULATE”. Proceed to Step 3. If the Run Control ID has not yet been created, Proceed to Step 2A

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Step	Action
2A.	The “Add a New Value” page (tab) allows you to create a new Run Control ID. If the Run Control ID hasn’t already been created, click the “Add a New Value” [Image Modified] page (tab).

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Step	Action
2B.	Enter: “X_SF_TPC_RECALCULATE” into the Run Control ID field, then click the [Image Modified] button.

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Step	Action
3.	Click the magnifying glass next to the “Contract Number From” field. A list of contracts will be displayed. Find and click/select the contract to be recalculated. The “Contract Number From” and “Contract Number To” fields will populate with the selected contract.

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Step	Action
4.	Click the [Image Modified] button to run the process.

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Step	Action
5.	Click/Select/Check [Image Modified] the “Third Party Recalculation” box, then click [Image Modified].

Step	Action
6.	Note the “Process Instance” number. Click the [Image Modified] link to view the status.

Step	Action
7.	The process is complete once you see the [Image Modified] column = “Success” and the [Image Modified] column = “Posted”. NOTE: If the Status columns = “No Success” and “Not Posted”, it means there was an issue. Try running the process again.

Step	Action
8.	End of job aid.