Versions Compared

Old Version 2

changes.mady.by.user mySDCCD Help

Saved on

compared with

New Version Current

changes.mady.by.user mySDCCD Help

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...


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


StepAction
2.

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

StepAction
3.

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

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.

StepAction
5.Select the appropriate External Org ID.


StepAction
6.Click “Retrieve Contracts”.


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


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

Image RemovedImage Added

StepAction
9.End of job aid.