ctcLink Reference CenterCampus SolutionsStudent Financials Payment Plans 27Assigning a Batch of Students to a Payment Plan or Third Party Contract 27g

Assigning a Batch of Students to a Payment Plan or Third Party Contract 27g

Purpose: Use this document as a reference for assigning a batch of students to a payment plan or third party contract in ctcLink.

Audience: Student Financials Staff

Prerequisite:  This process requires an excel spreadsheet in .CSV format with student ID numbers.

Assigning a batch of students using an External File

Navigation:  Student Financials > Payment Plans > Mass Contract Select

  1. Search for an existing Run Control ID or select the Add a New Value tab to create one. Once a Run Control ID is saved for a given process it is available for future use.
  2. Select External File from the Selection Tool dropdown.
  3. Click the Upload File button and browse for the .csv document. Click Upload.
Mass Contract Select
  1. Click the Create File Mapping link. Enter a name for the File Mapping and the EMPLID Field number. Click OK.
Population Selection File Map
  1. Enter the Business Unit and Contract Number.
  2. Leave the Contract Status field set to Active.
  3. Click the Run button.
  4. Ensure the Mass Contract Select checkbox is checked.
  5. Click OK.
  6. Click the Process Monitor link and make sure the process runs to completion.
Mass Contract Select

Assigning a batch of students using PS Query

  1. Search for an existing Run Control ID or Add a New Value.
  2. Select PS Query from the Selection Tool dropdown.
  3. Select the query to use (only queries valid for the specific process are available).
  4. Enter the Business Unit and Contract Number.
  5. Leave the Contract Status field set to Active.
  6. Click the Run button.  Ensure the Mass Contract Select checkbox is checked.  Click OK.
  7. Click the Process Monitor link and make sure the process runs to completion.
Mass Contractg Select

0 Comments

Add your comment

E-Mail me when someone replies to this comment