ctcLink Reference Center9.2 Student Financials9.2 CS - Student Financials 9.2 CS - Payment Plans9.2 Assigning a Batch of Students to a Payment Plan or Third Party Contract

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

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

Assigning a Batch of Students using an External File

Navigation: Main Menu > Student Financials > Payment Plans > Mass Contract Select

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

  1. The Mass Contract Select run control ID search page displays.
  2. Select the Add a New Value tab.
  3. Enter Run Control ID.
  4. Select Add.
Mass Contract Select Add a New Value tab
  1. The Mass Contract Select page displays.
  2. Select Selection Tool = "External File".
  3. Select Upload File.
Mass Contract Select page
  1. The File Attachment window displays.
  2. Browse to your file.
  3. Select Upload.
File Attachment window
  1. The File Attachment window disappears.
  2. Select the Create File Mapping link.
Mass Contract Select page
  1. The Population Selection File Map page displays.
  2. Enter a descriptive name in File Mapping.
  3. Enter the EMPLID Field Number.
  4. Select OK.
Population Selection File Map page
  1. The Population Selection File Map window disappears.
  2. Enter Business Unit.
  3. Enter Contract Number.
  4. Select Contract Status = "Active".
  5. Select Run.  Please refer to the Process Scheduling QRG for further instructions.
  6. Section complete. The population now resides in a temporary table and requires further processing to be added to a plan.
Mass Contract Select page

Navigation: Main Menu > Student Financials > Payment Plans > Payment Plan or Third Party Contract > Assign and Recalc

The Recalc Payment Plan run control ID search page displays.

  1. Select the Add a New Value tab.
  2. Enter Run Control ID.
  3. Select Add
Assign and Recalc Page with Business Unit & Contract names highlighted
  1. Under the Parameters section, enter the Business Unit.
  2. Under the Contract Details section complete the From and To Contract Number.
  3. Select Run.
  4. Select "Third Party Batch Assignment" or "Payment Plan Batch Assignment" button.
  5. Select the OK button.
  6. Follow the Process Scheduling rules to "Success" and "Posted."
  7. Section Complete.
Image of Process List for Pay Plans

Be sure to select a few students from a mass entry to review individually in View Customer Summary to ensure all loaded properly.

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. Select Contract Status = "Active."
  6. Select Run.  Please refer to the Process Scheduling QRG for further instructions.
Mass Contract Select page
  1. Process complete.
  2. Section complete. The population now resides in a temporary table and requires further processing to be added to a plan.

Navigation: Main Menu > Student Financials > Payment Plans > Payment Plan or Third Party Contract > Assign and Recalc

The Recalc Payment Plan run control ID search page displays.

  1. Select the Add a New Value tab.
  2. Enter Run Control ID.
  3. Select Add
Assign and Recalc Page with Business Unit & Contract names highlighted
  1. Under the Parameters section, enter the Business Unit
  2. Under the Contract Details section complete the From and To Contract Number
  3. Select the Run button and Select "Third Party Batch Assignment" or "Payment Plan Batch Assignment"
  4. Select the OK button
  5. Follow the Process Scheduling rules to "Success" and "Posted"
  6. Section Complete.
Image of Process List for Pay Plans

Be sure to select a few students from a mass entry to review individually in View Customer Summary to ensure all loaded properly.

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