9.2 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 and Cancel a Student from a Third Party Contract

Assigning a Student to a Third-Party Contract

Navigation:  NavBar > Navigator > 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 Search.
Third Party Contract search page
  1. The Assign Students to Third Party page displays.
  2. Enter the Student ID(s) that you want to assign to this contract.
  3. Update the Student Max, if required.  This amount can be lower than the Student Max at the contract level but cannot be higher.
  4. Status: Active (default value).
  5. Priority: Update the value if student can be in more than one contract.  Remember the rule, the lower the number the higher the priority the higher the number the lower the priority.
  6. Additional Details Link: Use the Reference Nbr field to display information on the TPC_REF invoice template.
  7. Select the Post button.
  8. To add additional students select the [+] (plus) button.  Then follow steps again for each student.
Assign Students to Third Party page
Student Contract Details page
reference # in invoice
  1. Section complete.

Cancelling a Student from a Third Party Contract

Navigation:  NavBar > Navigator > 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 Search.
Third Party Contract search page
  1. The Assign Students to Third Party page displays.
  2. Find the Student ID to cancel.
  3. Change the status from Active to Cancelled.  
Assign Students to Third Party page
  1. The Reversal Detail page displays.
  2. Enter the Reason for the cancellation.
  3. Select the OK button.
Reversal Detail page
  1. The Assign Students to Third Party page displays.
  2. Select Post.
  3. Next we will review the external org account to ensure that the contract has been removed and the charges on the external org have been adjusted.
  4. Select the Corporate Accounts link.
Assign Students to Third Party page
  1. The Corporate Accounts page displays.
  2. Select the Third Party Contract link to display all of the contracts to which the external organization is linked.
Corporate Accounts page
  1. The Third Party Contract page displays.
  2. The page displays details about the third party contract. To download the information into Excel, select the Download Contract Details Table to Excel icon.
  3. Select Return.
Third Party Contract page
  1. The Corporate Accounts page displays.
  2. Review the TPC account Balance.
  3. Select Return.
Corporate Accounts page
  1. Process complete.

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