Cancelling A Student From A Third Party Contract

Label	Description
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.

Instructions:

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

Step	Action
2.	Verify that the Business Unit field = “SDCCD”
3.	Enter the Contract Number into the “Contract Number” field and click the “Search” button.

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

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

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

Step	Action
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”.

Step	Action
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.

Step	Action
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.)

Step	Action
10.	Click [] then the up arrow [] to return to the root menu

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

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

Step	Action
13.	Click the “Account Details” link

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

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

Step	Action
16.	Click the “Item Details” link.

Step	Action
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.

Step	Action
18.	End of job aid.