9.2 Assign and Cancel a Student from a Third Party Contract

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

Assigning a Student to a Third-Party Contract

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

  1. On the third party contracts page, enter Business Unit and additional Search Criteria for the contract then click Search.
Third Party Contract search page
  1. Enter the Student ID(s) that you want to assign to this contract.
  2. Update the Student Max, if required.  This amount can be lower than the Student Max at the contract level but cannot be higher.
  3. Status: Active (default value).
  4. Priority: Update the value if student can be in more than one contract.  Remember the rule, the lower the number the higher the priority the higher the number the lower the priority.
  5. Additional Details Link: Reference Nbr field is a Global field and is used if this value needs to be populated on the invoice template.
  1. Click the Post button.
  2. To add additional students click the + (plus) button.  Then follow steps 2  3 for each student.
  1. Section complete.

Cancelling a Student from a Third Party Contract

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

  1. On the third party contracts page, enter Business Unit and additional Search Criteria for the contract then click Search.
Third Party Contract search page
  1. Find the Student ID to cancel.
  2. Change the status from Active to Cancelled.  
  1. Enter the Reason for cancelling and click the OK button.
Reversal Detail page
  1. The Assign Students to Third Party page displays.
  2. Select Post.
  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. Select the Corporate Accounts link.
  3. Select the Third Party Contract link to display all of the contracts to which the external organization is linked.
  1. The Third Party Contract page displays.
  2. The page displays details about the third party contract. To download the information into Excel, select the Download Contract Details Table to Excel icon.
  3. Select Return.
  1. The Corporate Accounts page displays.
  2. Review the TPC account Balance.
  3. Select Return.
Corporate Accounts page

Process complete.

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