Requesting An Org Refund

Label	Description

Label	Description
Business Process	Refunds
Module	Student Financials
Prerequisites	The org must have a balance to be refunded.
Description	This Job Aid illustrates how to request an Org refund.

Instructions:

Step	Action

Step	Action
1.	Click on [ ] then [ ] and navigate to Student Financials -> Refunds -> Corporate Refund

Step	Action

Step	Action
2.	Verify that the Business Unit field = “SDCCD” Click the Search button [ ].

Step	Action

Step	Action
3.	Enter the External Org ID number in the “External Org ID” field. Press the “Tab” button [ ] on your computer to exit the field. The Corporation’s name and balance will appear.

Step	Action

Step

Action

4.

The “Format” field defaults to “A” for “Automatic Check” (Note: If the Corp has a bank account set up, the “Format” field defaults to “D” for Direct Deposit.)

When processing a “Paper Check” change the letter under the “Format” field from “A” (Automatic Check) to “P” (Paper Check)

You can click on the magnifying glass [

] next to the “Format” field to display a list of options for this field

Step	Action

Step	Action
5.	Click on “P Paper Check”

Step	Action

Step	Action
6.	Click on the magnifying glass [] next to the “Refund Item Type” field to display a list of available Item Types.

Step	Action

Step	Action
7.	Click on the correct “Refund Item Type” for your campus.

Step	Action

Step	Action
9.	Click the “View Refund Check” drop down arrow [] to verify that the information is correct. Click the “Post Refund” button [ ] to post the refund.

Step	Action

Step	Action
10.	End of job aid.