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.

You must have at least one of these local college managed security roles:

  • ZD SF Third Party Contracts
  • ZZ SF Third Party Contracts

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Assign a Student to a Third Party Contract

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

  1. The Third Party Contract search page displays.
  2. Enter Business Unit and additional Search Criteria for the contract.
  3. Select the Search button and the Assign Students to Third Party page displays.
  4. Within the Assign Students section:
    1. Enter or search for the ID number.
    2. Enter or adjust the Student Max.
    3. Ensure the Status drop-down is set to active.
    4. Optional: Adjust the Priority number (the default is 999999).
      • Note: This is only required when the student will be assigned to multiple contracts. The lower the priority, the higher the priority.
    5. Optional: Select the Additional Details hyperlink and the Student Contract Details page displays.
      1. Use the Reference Nbr field to display information on the TPC_REF invoice template.
      2. Select the OK button and the Assign Students to Third Party page displays.
    6. Select the Post button.
    7. Optional: Select the Add a New Row button [+] to add multiple students. Repeat steps 4A through 4E.
      • To remove a student, select the Remove a Row button [-].
  5. Select the Save button.
  6. Process complete.
Assign Students to Third Party page with no data entered

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

View the external link to Assign a Student to a Third Party Contract. This link will open in a new tab/window.

Cancel a Student from a Third Party Contract

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

  1. The Third Party Contract search page displays.
  2. Enter Business Unit and additional Search Criteria for the contract.
  3. Select the Search button and the Assign Students to Third Party page displays.
  4. Within the Assign Students section, search for the Student utilizing the search or navigation bar.
  5. Select Cancelled from the Status drop-down field and the Reversal Detail page will display.
    1. Enter or search for the Item Effective Date.
    2. Optional: Enter the Description.
    3. Enter or search for the Reason code.
    4. Select the OK button and the Assign Student to Third Party page displays.
  6. Select the Post button.
  7. Repeat steps 3 through 6 as necessary.
  8. Select the Save button.
  9. Process complete.
Assign Students to Third Party page with example contract and student data entered

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

View the external link to Cancel a Student from a Third Party Contract. This link will open in a new tab/window.

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