ctcLink Reference CenterStudent Financials Third Party Contracts 27Assign/Cancel a Student from a Third Party Contract 27h

Assign/Cancel a Student from a Third Party Contract 27h

Purpose: Use this document as a reference for how to link and cancel a student from a third party contract in ctcLink.

Audience: Student Financials Staff

Linking a Third-Party Contract to an Account

Navigation: Student Financials > Payment Plans > Third Party Contract > Assign

  1. On the third party contracts page, enter Search Criteria for the contract then click Search.
Find an Existing Value tab
  1. Enter the Student ID that you want to assign to this contract.
  2. Update the Student Max, if required.
  3. Click the Post button.
Assign Students to Third Party

Cancelling a Student

Navigation:  Student Financials > Payment Plans > Third Party Contracts Assign

  1. On the third party contracts page, enter Search Criteria for the contract then click Search.
  2. Enter the Student ID to cancel.
  3. Change the status from Active to Cancelled.  A new Reverse Detail window will open.
Assig Students to Third Party
  1. Enter the Reason for cancelling and click the OK button.
Reversal Detail
  1. Click the Post button to cancel the student from the contract.
Assign Students to Third Party
  1. Review the external org account to ensure that the contract has been removed and the charges on the external org have been adjusted.
  2. Click the Corp Accounts link.
Assign Students to Third Party
  1. Click the Third Party Contract link to display all of the contracts to which the external organization is linked.
Corp Accounts
  1. The page displays details about the third party contract. To download the information into Excel, click the  icon.
  2. Click Return when done.
Third Party Contract
  1. Review the TPC account balance on the Corporate Accounts page.

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