CF.009.3 Manage Third Party Contracts (Project Archive)
User Acceptance Test Overview
Third party contracts are created or copied on a term by term basis. This is due to the fact that sponsors send POs/Letters of Intent to cover the cost of student tuition and fees on a term basis, therefore they need to be billed by term.
Third party contracts are not intended to bill schools/districts for Running Start reimbursement, unless there is a third party sponsor that is covering fees that are owed by the student.
Business Process Flow Diagram(s)
Self-Paced Training Materials (Advanced Prep)
To prepare yourself in advance for the richest testing experience below are required Canvas Courses. Successful course completion is a prerequisite to participate in all UAT activities.
- CS:SF104 Third Party Contracts
To register for these required courses visit the ctcLink Training Registration Page.
Instructor-Led Training Materials and Recordings
Instructor-Led Training Materials
Training Session Recordings
- DG4 ILT Workshop on Third Party Contracts - December 11, 2020 (1.5 hour)
Links to Quick Reference Guides - Steps in the Test Process
- CF.009.3.1 Create Third Party Contract
- CF.009.3.2 Assign Student to Third Party Contract
- CF.009.3.3 Create Third Party Invoice
If yes
- CF.009.3.4 Process Third Party Invoice Payment - (must have Cashier Office open to execute 1st and 2nd bullet....CF.007.3.1)
- Post a Corporate Payment (Cashiering)
- Posting Corporate Payments for Multiple Students (Cashiering )
- Post a Corporate Payment (wire transfer or EFT)
If no
- CF.009.3.5 Cancel Student from Third Party Contract
Recommended Error Test Conditions:
-
Error Condition: If bill by option other than Bill Per Contract there is a possibility of getting an error when printing.
- Expected Behavior: Invoice will often not print.
The High Level (Tier 1) UAT Framework:
Next Step in the High Level UAT Framework:
Links to User Acceptance Test 'How To' Information:
Security Matrix Mapping Information
The information below provides those completing the Security Matrix Mapping templates with the Menus, Pages and Role names needed to execute the User Acceptance Testing relevant to this UAT guide.
CF.009.3.1 Create Third Party Contract:
MENU: NavBar > Navigator > Student Financials > Payment Plans > Third Party Contract > Create
ROLENAME: ZZ SF Third Party Contracts
CF.009.3.2 Assign Student to Third Party Contract:
MENU: NavBar > Navigator > Student Financials > Payment Plans > Third Party Contract > Assign
ROLENAME: ZZ SF Third Party Contracts
CF.009.3.3 Create Third Party Invoice:
MENU: NavBar > Navigator > Student Financials > Bill Customers > Corporate Bills > Create Billing Request
ROLENAME: ZZ SF Bill Customers
CF.009.3.4 Process Third Party Invoice Payment:
MENU: NavBar > Navigator > Student Financials > Charges and Payments > Post Corporation Transaction
ROLENAME: ZZ SF Charges and Payments
CF.009.3.5 Cancel Student from Third Party Contract:
MENU: NavBar > Navigator > Student Financials > Payment Plans > Third Party Contract > Assign
ROLENAME: ZZ SF Third Party Contracts
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