Parking Permits - Carpool (Accounting)

Parking Permits - Carpool/Carpool Member (For Accounting Office)

Label

Description

Label

Description

Business Process

Accounts Receivable

Module

Student Financials

Prerequisites

Student must be enrolled in current semester; student must be approved by campus police for a carpool/carpool member parking pass

Description

This Job Aid illustrates how to assign a carpool/carpool member parking permit to a student.

Instructions

Step

Action

Step

Action

1.

Click on [] then [] and navigate to Student Financials →Parking Permit... 

Note:

For a Carpool Member skip to Step 4

 

Step

Action

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Action

2.

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

Enter the student’s ID# into the “ID” field.

Click the “Search” button [].

Step

Action

Step

Action

3.

Verify that the “Permit Type” field: = “Carpool” []

Note:

If the “Permit Type” field is not populated with “Carpool”, the student has not been approved for a Carpool Pass.

You cannot continue to next step. Contact Campus Police.  

Step

Action

Step

Action

4.

Click on [] and [] navigate to Student Financials -> Tuition and Fees -> Assign Optional Fees…

Step

Action

Step

Action

5.

Click in the “ID” field and enter the student’s ID#.

(Do NOT click the magnifying glass [] next to the ID field or you will pull up every student in the system and delay the transaction)

Click the “Search” button [].

 

Step

Action

Step

Action

6.

Click on the magnifying glass [] in the “AUTO” row under the “*Valid Value” column to display a list of options for Parking Permits.

Note:

The *Valid Value column defaults to “XAUTO”. If the *Valid Value = “AUTO” or “FAUTO”, the student has already purchased a Parking Permit.

Step

Action

Step

Action

7.

Click the [] to add Carpool or [] to add Carpool Member to the student’s account.

Note:

The “Flat Amount” column will change to $30.00 for Carpool or $0.00 for Carpool Member. Any credits or charges will be reflected in the student’s Customer Account.

 

To reverse Carpool [CPRL] or Carpool Member [CPMB], click [XCPRL] or [XCPMB]

Step

Action

Step

Action

8.

Click on the “Calculate Tuition and Fees” button [] to apply the fees to the student’s account.  If this button is not clicked, the permit will NOT be added to the student’s account.

 

(Warning: Do NOT click the “Save” [] Button.  This will NOT apply the fees to the student’s account)

 

 

Step

Action

Step

Action

9.

Click on [] and [] navigate to Student Financials -> Tuition and Fees -> Assign Optional Fees…

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Action

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Action

10.

Verify a new Seq# was created and the “Permit Type” field: = “Original

Note:

For Carpool Member [CPMB] see Step 11)

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Action

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Action

11.

Verify the “Permit Type” field: = “Carpool Member

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Action

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Action

12.

Contact Campus Police so they can input the Date & Parking Permit numbers

13.

End of job aids