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.

1.

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

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.

If the Run Control ID has not yet been created, Proceed to Step 2A

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).

2B.

Enter: “X_SF_TPC_RECALCULATE” into the Run Control ID field, then click the [] button.

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.

4.

Click the [] button to run the process.

5.

Click/Select/Check [] the “Third Party Recalculation” box, then click [].

6.

Note the “Process Instance” number.  Click the [] link to view the status.

7.

The process is complete once you see the [] column = “Success” and the [] column = “Posted”.

NOTE: If the Status columns = “No Success” and “Not Posted”, it means there was an issue.  Try running the process again.

8.

End of job aid.