Maintaining & Recalculating Payment Plans (Deferments)

Label	Description
Business Process	Deferment
Module	Student Financials
Prerequisites	Student must already have a Payment Plan (Deferment).
Description	This Job Aid illustrates how to maintain & recalculate deferments (payment plans)

Instructions:

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

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

Step	Action
3.	A list of Deferment (Payment Plans) will display. Click on the Deferment (Payment Plan) that you want to maintain.

Step	Action
4.	Click the “Payment Plan 2” page (tab).

Step	Action
5.	Click the “View All” link in the “Transaction Details” section to view all the student’s existing charges.

Step	Action
6.	In the “Transaction Details” section, there will be boxes that allow you to add or reverse fees to the deferment. To add fees, look to the boxes on the left; to reverse fees, look to the boxes on the right. Depending on what you want to do, click the box(es) next to the appropriate fees so that a check mark appears in the box []. Click the “Calculate” button [].

Step	Action
7.	*Note:* After you click the “Calculate” button: 1) The “Amount” field will automatically populate with the total deferred amount. *Verify that the “Amount”* field matches the total amount to be deferred on the paperwork. 2) The “Post” button will no longer be greyed out. Click the “Post” button [] to post the deferment to the student’s account.

Result of Step 7
The following screenshot shows the result of Step 7

Step	Action
8.	End of job aid.