Navigation: Student Financials > Refunds > Process Batch Refunds >  Create Refunds

1. The Create Refunds run control ID search page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA220_ADM_FYR_5 (Admissions Letter, Summer, FYR Admit Type).
3. The Batch Refund tab displays.
4. In the Required Parameters section, enter, search, or select the:
   1. Business Unit.
   2. Refund Method: Other.
   3. Run Option 1: Individual Only.
   4. Run Option 2: Non-Financial Aid Only.
   5. Sponsor Refund Option: No Sponsor.
   6. Refund Item Type: Credit Card Refund Item Type.
   7. Address Usage: (Any of these would work)
      1. SFEM_H,B,C - SF Email Home,Business,Campus
      2. SFCK_C,M,H - SF Paper Check Mailing
      3. S_POSTAL - Student Postal Address
      4. SFPR_M,H,P - SF Paper notification Mailing
5. Select the Report Only checkbox to generate a refund report. Uncheck the box if you want to run the process outside of Report Only mode.
6. Optional: Select the Calc Tuition if Required checkbox.
   • Select to receive a list of tuition calculation messages.  The term must be listed in the Refund Calculation Controls tab on the Tuition Calculation Controls page to be included or errors may occur.
   • Leave unchecked to not receive tuition calculation messages.
7. Select the Academic Programs tab and the Academic Programs tab displays.
8. In the Required Parameters section, select the All Programs checkbox to include all programs in your process.
   1. Optionally, in the Academic Programs section, enter or search for one Academic Program.
   2. Select the Add a New Row [+] button to add more than one program.
   3. Select the Remove a Row [-] button to remove a program from your list.
9. Select the Accounts/Terms tab and the Accounts/Terms tab displays.
10. In the Required Parameters section, select the All Accounts checkbox to include all accounts in your process.
    1. Optionally, select the arrow next to Accounts to populate the Account Type field.
       1. Enter the Account Type.
       2. Select the Add a New Row [+] button to add more than one account type.
       3. Select the Remove a Row [-] button to remove an account type from your list.
11. In the Required Parameters section, select the All Terms checkbox to include all terms in your process.
    1. Optionally, select the arrow next to Terms to populate the Term field.
       1. Enter the Term.
       2. Select the Add a New Row [+] button to add more than one term.
       3. Select the Remove a Row [-] button to remove a term from your list.
12. Select the Item Types tab and the Item Types tab displays.
13. In the Required Parameters section, enter or look up the Item Type From and Item Type To fields.
    • When batch refunding for CyberSource, narrow down to just Credit Card Payment item type(s).
14. Select the Run button. Please refer to the Process Schedule Request steps for further instructions.
    • When the Report Only box is checked, this processing provides a list of refund amounts and messages to review prior to unchecking the Report Only box. When unchecked, the Refund item type will post to the student account.
    • Make note of the Batch ID number. You can run the Report Batch Refund process to generate a report of what students are being picked up in the batch and what refund totals they are set to receive.
    • Select the Check Batch Refunds link to access the Batch Refunds Lines page and view created refunds.
    • Select the Batch Refund Messages link to access the Review Batch Messages page and view any warnings or errors encountered during the process.
15. Section complete.

Navigation: Student Financials > Refunds > Electronic Payments Refunds > Process ePayment Refunds

1. The ePayment Refund run control ID search page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA220_ADM_FYR_5 (Admissions Letter, Summer, FYR Admit Type).
3. The ePayment Refunds page displays.
4. Enter the Business Unit.
5. Select Credit Card from the Refund Run Format drop-down.
6. Select the Run button. Please refer to the Process Schedule Request steps for further instructions.
7. Section complete.

Navigation: Student Financials > Charges and Payments > Electronic Transactions > Electronic Payments > Process Credit Cards

1. The Credit Card Processing run control ID search page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA220_ADM_FYR_5 (Admissions Letter, Summer, FYR Admit Type).
3. The Credit Card Processing page displays.
4. Enter or search for the SF Merchant ID.
5. In the Service Request section, select only the Credit checkbox.
6. In the Credit Card Transaction Source section, select All.
7. Select the Run button and the Process Scheduler Request page displays.
8. Select the SF ePayment Processing checkbox from the Process List section.
9. Select the OK button.
10. The updated Credit Card Processing page displays.  Note the Process Instance number.
11. Select the Process Monitor link and the Process Monitor page displays.
12. Select the Refresh button until the Run Status states "Success” and the Distribution Status states “Posted”.
13. Select the SF_CRCRD link and then select SF_Payment Success link.
14. Select the View Log/Trace link and then select the .log file link.
15. Process complete.