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

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

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

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

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
10.	End of job aid.