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.

1.

Click on [ ] then [ ] and navigate to Student Financials -> Refunds -> Corporate Refund

2.

Verify that the Business Unit field = “SDCCD”

Click the Search button [

Open

].

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.

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

5.

Click on “P Paper Check”

6.

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

7.

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

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.

10.

End of job aid.