Third Party Contract - Assigning Students

 Assigning Students To A Third Part Contract

Label
Description
Business ProcessThird Party Contracts
ModuleStudent Financials
PrerequisitesThird Party Org and Third Party Contract must be created prior to assigning students to the Third Party Contract.
Description

This Job Aid illustrates how to assign students to a Third Party Contract.

Instructions:

Step
Action
1.

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

StepAction
2.

Enter the “Contract Number” or click the magnifying glass [] next to the “Contract Number” field to display a list of Contract Numbers; select the appropriate Contract Number from the list then click the “Search” button.

StepAction
3.Confirm the Third Party Contract information is correct.

StepAction
4.

Enter the first student’s ID number into the “*ID” field then tab out.  [NOTE: The “*ID” field is located directly underneath “Course List”.]  Adjust the “Student Max” amount if necessary.  Confirm all information is correct then click the “Post” [] button.  [NOTE: Once posted, this action cannot be undone.]  Click the plus [] button to add the next student.

StepAction
5.

Repeat Step 4 until all students have been added to the Contract.  Click the “Save” [] button.

StepAction
6.End of job aid.