Deferment (Payment Plan) - Assigning

Owned by mySDCCD Help
Last updated: Apr 26, 2019
3 min read

Assigning Deferment Payment Plans 

Label
Description
Business ProcessDeferments
ModuleStudent Financials
Prerequisites

A Deferment (Payment Plan) must already be created in order to assign a student.

Description

This Job Aid illustrates how to assign a student to a Deferment (Payment Plan)

Instructions:

Step
Action
1.

Click on [] then [] and navigate to  Student Financials->Payment Plans->Payment Plan->Assign…

StepAction
2.Verify that the “Business Unit” field = “SDCCD”.  Click the “Add a New Value” page (tab).

StepAction
3.

Enter the student’s ID# into the “ID” field.

For the “Contract Number” field, proceed to Step 4.

StepAction
4.

A “Contract Number” [] needs to be selected to assign the student to the contract.

Click on the magnifying glass [].  Find and click the Deferment (Payment Plan) you just created.

Note: The assigning Student ID number should match the Contract Number

StepAction
5.

When all the fields are filled out click the “Add” [] button.

StepAction
6.

Nothing needs to be filled out on the “Payment Plan 1” page (tab).  Click the “Payment Plan 2” page (tab). 

StepAction
7.

Click on the “View All” link [] in the “Transaction Details” section to view all the student’s existing charges.

StepAction
8.

Select the charges that are going to be deferred.  Click in each box [] that applies so that a checkmark appears [].

Click the “Calculate” [] button.

StepAction
9.

Note: After clicking the “Calculate” button:

1) The “Amount” field will automatically populate with the total deferred amount.  (Verify that the “Amount”  field matches the total amount that needs to be deferred on the paperwork).

2) The “Post” button will no longer be greyed out.  Click the “Post” button [] to post the deferment to the student’s account and defer the charges.

StepAction
10.

Note: After clicking the “Post” button, the “Post” button will grey out again.


Under the Transaction Details section:

1) The Check Mark Box [] column will automatically populate with a value of “Paid”.

2) The “Balance” column will zero out, displaying “0.00”.

3) In the “Reverse” column, blank boxes [] will appear, allowing you the option to reverse any of the charges (if you’ve made a mistake).  To Reverse: Click the box so that a checkmark appears, then recalculate.

Click the “Payment Distribution” page (tab) []

StepAction
11.Use the “Payment Distribution” page (tab) to verify the total amounts deferred.

StepAction
12.

Go to “View Customer Accounts” to confirm the deferment posted to the student’s account correctly.

Click [] then [] and navigate to Student Financials -> View Customer Accounts
13.End of job aid.