Business Process

Third Party Contracts

Module

Student Financials

Prerequisites

The student must be assigned to an active Third-Party Contract.

Description

This Job Aid illustrates how to cancel a student from a Third-Party Contract.

1.

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

2.

Verify that the Business Unit field = “SDCCD”

3.

Enter the Contract Number into the “Contract Number” field and click the “Search” button.

4.

Note that only three out of eight students are displayed.  Click the “View All” link to expand the list of students.

5.

Find the student to be cancelled from the contract.  For example, the first student on the list

6.

Select “Cancelled” from the dropdown menu under the “Status” column.

7.

For the “Reason” field, click the magnifying glass to display a list of “Line Reason Codes”.  Select the appropriate “Reason” for the student being cancelled.  (Most likely, you will select “BKRC = Refer To Accounting Office”).  Click “OK”.

8.

The “Post” Button will turn from grey to yellow, becoming available.  Click the “Post” button to cancel the student from the 3^rd party contract.

9.

At the top right corner of the screen, click the “New Window” link to open a new window.  A duplicate new window will open.  (In this sample, another “Third Party Contract” screen will open.)

10.

Click [] then the up arrow [] to return to the root menu

11.

Navigate to Student Financials -> View Customer Accounts to verify that the 3^rd Party Payment has been removed from the student’s account.

12.

Verify that the “Business Unit” field = “SDCCD”.  Enter the student’s ID into the “ID” field.  Click “Search”

13.

Click the “Account Details” link

14.

Click the “View All” link to display all the account details.

15.

Verify that the 3^rd party payment amount is “0.00” for both the “Amount” and “Balance”.

16.

Click the “Item Details” link.

17.

The amount that the 3^rd Party Contract was covering has been reversed and reassessed.  Click the “Return” link.  You will be returned to the “Account Details” page.

18.

End of job aid.