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.
You must have at least one of these local college managed security roles:
- ZD SF Third Party Contracts
- ZZ SF Payment Plan
- 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.
Assigning a Batch of Students to a Payment Plan or Third Party Contract
Assigning a Batch of Students using an External File
Prerequisite: This process requires an excel spreadsheet in .CSV format with student ID numbers.
Navigation: NavBar > Navigator > Student Financials > Payment Plans > Mass Contract Select
- The Mass Contract Select run control ID search page displays.
- Select the Add a New Value tab.
- Enter Run Control ID.
- Select Add.

- The Mass Contract Select page displays.
- Select Selection Tool = "External File".
- Select Upload File.

- The File Attachment window displays.
- Browse to your file.
- Select Upload.

- The File Attachment window disappears.
- Select the Create File Mapping link.

- The Population Selection File Map page displays.
- Enter a descriptive name in File Mapping.
- Enter the EMPLID Field Number.
- Select OK.

- The Population Selection File Map window disappears.
- Enter Business Unit.
- Enter Contract Number.
- Select Contract Status = "Active".
- Select Run. Please refer to the Process Scheduling QRG for further instructions.

- Section complete. The population now resides in a temporary table and requires further processing to be added to a plan.
You must have at least one of these local college managed security roles:
- ZD SF Third Party Contracts
- ZZ SF Payment Plan
- 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.
Navigation: NavBar > Navigator > Student Financials > Payment Plans > Payment Plan or Third Party Contract > Assign and Recalc
- The Recalc Payment Plan run control ID search page displays.
- Select the Add a New Value tab.
- Enter Run Control ID.
- Select Add.

- Under the Parameters section, enter the Business Unit.
- Under the Contract Details section complete the From and To Contract Number.
- Select Run.
- Select "Third Party Batch Assignment" or "Payment Plan Batch Assignment" button.
- Select the OK button.
- Follow the Process Scheduling rules to "Success" and "Posted."

- Section complete.
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
- Search for an existing Run Control ID or Add a New Value.
- Select "PS Query" from the Selection Tool drop-down.
- Select the query to use (only queries valid for the specific process are available).
- Enter the Business Unit and Contract Number.
- Select Contract Status = "Active."
- Select Run. Please refer to the Process Scheduling QRG for further instructions.

- Section complete. The population now resides in a temporary table and requires further processing to be added to a plan.
Navigation: NavBar > Navigator > Student Financials > Payment Plans > Payment Plan or Third Party Contract > Assign and Recalc
- The Recalc Payment Plan run control ID search page displays.
- Select the Add a New Value tab.
- Enter Run Control ID.
- Select Add.

- Under the Parameters section, enter the Business Unit.
- Under the Contract Details section complete the From and To Contract Number.
- Select the Run button and Select "Third Party Batch Assignment" or "Payment Plan Batch Assignment".
- Select the OK button.
- Follow the Process Scheduling rules to "Success" and "Posted".

- Section complete.
Be sure to select a few students from a mass entry to review individually in View Customer Summary to ensure all loaded properly.
- End of procedure.
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