9.2 Exclude Item Type from 3rd Party Charge Node

Purpose: Use this document as a reference for how to remove a single item type (or more) from a Tree Node for 3rd Party Contracts.  

Audience: SF Staff, 3rd Party Contract 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.

When setting up 3rd Party Contracts, it may be necessary to exclude a specific  charge from a Tree Node so that it is not paid.  Instead of reorganizing your item types via the Tree Manager, it is much easier to simply tell specific ctcLink 3rd Party Contracts to exclude such charges from out of the charge group (or Tree Nodes.)

This item type exclusion process required two different ctcLink pages (Contract Node Change Request & Process Node Change Request.)

Exempt Item Type from 3rd Party Charge Node

Contract Node Change Request

Navigation:  NavBar > Navigator > Student Financials > Payment Plans > TPC > Contract Node Change Request

  1. The Third Party Change Request search page displays.
  2. Select the Add New Value Tab.
  3. Enter the Business Unit.
  4. Enter the Contract Number.
  5. Select the Add button.
Entry page for the change node request page
  1. The Third Party Change Request page displays.
  2. Add the specific Item Type that needs to be excluded.
    • You can add multiple item types
  3. Select the Save button.
Third party contract node change request page
Process Node Change Request

Navigation:  NavBar > Navigator > Student Financials > Payment Plans > TPC > Process Node Change Request

  1. The Process Node Change Request run control search page displays.
  2. Create a new Run Control ID in the Add a New Value tab.
  3. Select the Add button.
Entry page for the process node change request process
  1. The Process Node Change Request page displays.
  2. Enter the Business Unit.
  3. Select from the looking glass or enter the Contract Number.
  4. Select the Run button.
Process node change request page image
  1. The Process Scheduler Request page displays.
  2. Verify the check box is selected and select the OK button.
Process monitor page with box selected
  1. The Process Node Change Request page displays.
  2. Continue the process until status is Success and Posted.
Validate item excluded from contract
  1. To validate that the contract no longer includes a particular item type, navigate to the Third Part contract page.
  2. Select the Third Party Charges tab.  
  3. Next to the Tree Node should be an exclamation point under the Exclude column header.  Select the exclamation point to see which item is excluded.
Image of third part contract charges tab with a highlighted area that shows the excluded flag
  1. The Excluded Item Types page displays.
Image of excluded item type in ctcLink
  1. Process complete.