Creating Payment Plans (Deferments)

Label	Description
Business Process	Deferment
Module	Student Financials
Prerequisites	Student must have a balance due.
Description	This Job Aid illustrates how to create Payment Plans (Deferments).

Instructions:

Step	Action
1.	Click on [] then [] and navigate to Student Financials -> Payment Plans -> Payment Plan - Create...

Step	Action
2.	Click the “Add a New Value” [] page (tab). Verify that the “Business Unit” field = “SDCCD”.

Step

Action

3.

Note: The system assigns a Contract Number of “NEXT”. You need to create a new contract number.

Create a new contract number by using the following naming convention:

<Semester><the campus letter: “M” = Mesa , “C” = City, “R” = Miramar><last 5 numbers of student’s ID>

Contract Number will look like: “2175M22223”. [No dashes and no spaces]

Click the “Add” button [

]

Step

Action

4.

Fill out all of the necessary information:

Description = Naming convention follows:

<campus> <”Admin”> <”Defer”> <semester> <”-“> <last 5 digits of student’s ID#>

Mesa Admin Defer 2175 – 22223

Short Description = Copy the Contract Number

Long Description = “Mesa Administrative Deferment” (Semester)”2175”; (Dash) “ – “; (Student ID #) “1212122223” ; (student’s name) “Christopher SFStudentC”

Pay Plan Type = “Credit Original Account”

Total Budget Amt = Total amount being Deferred

Payment Due Days = “1”

Term = Current semester fees are being deferred for. [“2175” for this example]

Billing Cycle = “User Selected”

Status = “Active”

First Bill Date = Approved date based on Deferment paperwork from Student Affairs

Number of Payments = 1

Last Date = (Always Use) “01/01/2500 “

Service Impact = “AENR”

Info:

Note: If you want to copy an existing deferral contract, you can click the “Copy” button to access the Copy Contract page. You may copy all contract setup information except for term and date information

Step	Action
6.	Click the “Payment Plan 2” [] page (tab).

Step	Action
7.	In the “Payment Plan 2” page (tab), verify that the “*Plan Type” field = “Existing Charges Only” Click the “Payment Plan Item Type” [] page (tab)

Step	Action
8.	Enter all the necessary information: Adjustment Options = “Adjust Equally”* *Extra Payment Option* = “First Bill” *Account Type* = Click the magnifying glass [] and select “DEF” for Deferment (Payment Plan) *Charge Item Type* = See step 9 *Payment Item Type* = See step 10

Step	Action
9.	For the “Charge Item Type” field [], click the magnifying glass to display your choices. Click the appropriate Description.

Step	Action
10.	For the “Payment Item Type” [], click the magnifying glass, scroll to the bottom, and choose the appropriate Description.

Step	Action
11.	When all the fields are filled out, click the “Save” button. Note: You don’t need the “Self Service Options” page (tab) or the “Payment Plan Fee” page (tab).

Note:
To Assign a Deferment (Payment Plan), see JOBAID: Deferment (Payment Plan) - Assigning

Step	Action
12.	End of job aid.