Third Party Contract - Rolling Over

Label	Description
Business Process	Third Party Contracts
Module	Student Financials
Prerequisites	The Third Party Contract to be rolled over (copied) must already exist.
Description	This Job Aid illustrates how to rollover (copy) Third Party Contracts.

Instructions:

Step	Action
1.	Click on [] then [] and navigate to Student Financials -> Payment Plans -> Third Party Contract -> Rollover Contracts

Step	Action
2.	On the “Find an Existing Value” page (tab) click “Search” [].

Step	Action
3.	Select the Rollover Third Party Contract run control “X_SF_ROLL_TP_CONTRACTS”.

Step

Action

4.

Verify that the “*Business Unit” field = “SDCCD”.

In the “Parameters” section, in the “*Term” field, enter the Term of the Third Party Contract to be copied. In the “Default Options” section, in the “*New Term” field, enter the Term for the new Third Party Contract. In the “Last Date” field, enter “01/01/2500”. Then click the magnifying glass next to the “External Org ID” field. A list of External Org ID’s will be displayed.

Step	Action
5.	Select the appropriate External Org ID.

Step	Action
6.	Click “Retrieve Contracts”.

Step	Action
7.	The “New Contract Details” are populated.

Step	Action
8.	In the “New Contract Number” field, enter the New Contract Number. Click “Save”.

Step	Action
9.	End of job aid.