Recalculate Third Party Contracts
Purpose: Use this document as a reference for recalculating a third party contract in ctcLink. Recalculating Plans should be run on a regular basis until the adjustment date has passed so that the payment plan balances are up-to-date and reflect adjustments to the student's charges.
Audience: Financial Services 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.
Recalculating a Third-Party Contract
Navigation: Student Financials > Payment Plans > Third Party Contract > Assign and ReCalc
Local policy/process will determine how often third party contracts should be recalculated.
- The Recalc Third Party Contracts run control ID search page displays.
- Select the Add a New Value tab.
- Enter Run Control ID.
- 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., WA030_3rdPartyContracts (Institution_RunControlProcessName).
- Select Add.
- The Recalc Third Party Contracts page displays. (Contract Group is a delivered unused field).
- In the section titled Contract Numbers, enter the Contract Number From and Contract Number To.
- Select Run.
- Please refer to the Process Schedule Request steps for further instructions.
- The Process Scheduler Request page displays.
- Select the Third Party Recalculation process.
- Select OK. Use the Process Monitor to ensure that the process runs successfully.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial via Panopto
View the external link to Recalculate Third Party Contracts. This link will open in a new tab/window.
0 Comments
Add your comment