Third Party Contract - Inactivating A Contract

Inactivating A Third Party Contract

 

Label

Description

Label

Description

Business Process

Third Party Contracts

Module

Student Financials

Prerequisites

The semester (Billing Period) must be near closing and no more students are to be added to the contract

Description

This Job Aid illustrates how to inactivate a 3rd party contract.

 

Instructions:

 

Step

Action

Step

Action

1.

Click on [] then [] and navigate to to Student Financials -> Payment Plans -> Third Party Contract -> Create.   

 

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Action

Step

Action

2.

Verify that the Business Unit field = “SDCCD

3.

In the “Contract Number” field, enter the Contract Number to be inactivated.

Click “Search”.

 

Step

Action

Step

Action

4.

For the “Status” field, select “Inactive”, then click “Save”.

Note:

Note:

Students can no longer be added to the contract unless the “Status” is changed back to “Active”.  The following error will occur if you try to add a student to an “Inactive” contract

Step

Action

Step

Action

5.

End of job aid.