Business Process

Sponsor 

Module

Student Financials

Prerequisites

A student must have a credit on account & a designated sponsor (Student Financials -> Refunds -> Designate Sponsor)

Description

This Job Aid illustrates how to process a refund for a Designated Sponsor from a student’s account.

1.

Click on [] then [] and navigate to Student Financials -> Refunds -> Sponsor Refund…

2.

Click the “Search” [] button.

3.

In the “ID” field, enter the Sponsor’s ID number.  (You can also click the magnifying glass [] next to the “ID” field to display a list of Sponsors to choose from.)

4.

Press the “Tab” button [] on your keyboard to “tab-out” (exit out) of the “ID” field.  (You can also click your mouse anywhere on the page to leave the field.)

The “For ID” field will automatically populate with the Student’s ID; additional refund information will populate throughout the page.

5.

In this step, clicking the magnifying glasses [] for the corresponding fields will display a list of choices.

1. Click the magnifying glass for “Format” fields and change the value to “P = Paper Check”. Note: There are two “Format” fields

2. Click the magnifying glass for the “Refund Item Type” field and select/change the value to “600000000400 - Refund Third Party Sponsor”.

3. Click the magnifying glass for the “Address” field and change the value to “HOME”

Note: Verify that the name and address in the “View Refund Check” section matches the Sponsor’s information.

6.

Click “Post Refund” [] to complete the process.

7.

End of job aid.