Third Party Contract - Recalculating Contracts
Recalculating Third Party Contracts
Label | Description |
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Business Process | Third Party Contracts |
Module | Student Financials |
Prerequisites | The contract to be recalculated must have students assigned to it. The Run Control ID: “X_SF_TPC_RECALCULATE” should already be created. |
Description | This Job Aid illustrates how to recalculate Third Party Contracts. |
Instructions:
Step | Action |
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1. | Click on [ Student Financials -> Payment Plans -> Third Party Contract -> Assign and ReCalc… ] then [ ] and navigate to to |
Step | Action |
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2. | On the “Find an Existing Value” page (tab), click the [] button to display a list of Run Control ID’s. Click/select the appropriate Run Control. In this case, click/select “X_SF_TPC_RECALCULATE”. Proceed to Step 3. |
Step | Action |
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2A. | The “Add a New Value” page (tab) allows you to create a new Run Control ID. If the Run Control ID hasn’t already been created, click the “Add a New Value” [] page (tab). |
Step | Action |
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2B. | Enter: “X_SF_TPC_RECALCULATE” into the Run Control ID field, then click the [] button. |
Step | Action |
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3. | Click the magnifying glass next to the “Contract Number From” field. A list of contracts will be displayed. Find and click/select the contract to be recalculated. The “Contract Number From” and “Contract Number To” fields will populate with the selected contract. |
Step | Action |
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4. | Click the [] button to run the process. |
Step | Action |
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5. | Click/Select/Check [] the “Third Party Recalculation” box, then click []. |
Step | Action |
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6. | Note the “Process Instance” number. Click the [] link to view the status. |
Step | Action |
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7. | The process is complete once you see the [] column = “Success” and the [] column = “Posted”. |
Step | Action |
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8. | End of job aid. |