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UAT CF.010 - SF Payment Plans [Sprint 2] (Project Archive)
The Payment Plan process calculates and posts payment installments for tuition fees, mandatory fees, course fees, class fees and other fees as the college determines are eligible for students to make payments on. Payment plans are created or copied for each term and students are assigned to the specific plan either by college staff or via student self-service if the college provides that option. Once a student is enrolled into a payment plan the outstanding charges are paid and installment amounts are created with payment due dates based from the criteria entered into the plan when it was created. Students can make their installment payments in person at the cashier office or online via student self-service. Here we have 4 main Payment Plan processes, the first CF.010.1 Enrollment is where college staff or individual student enrolls into classes. The second Tuition Calculation process, CF.010.2 Tuition Calculation is where college staff calculates the tuition for an individual student. The third Manage Payment Plans process, CF.010.3 Manage Payment Plans is where college staff create a payment plan(s), manually assign or cancel students to/from a plan and accept payment for the installments. The fourth Payment Plan process, CF.010.4 SF Transactions to General Ledger is where a nightly schedules SBCTC job is run to send SF transactions over to Finance to record into the general ledger. The high level flow business process diagram below shows the four steps of the Payment Plan process. Follow the link to the first step to access the User Acceptance Test (UAT) Guide. The guide will contain a business process flow diagram outlining the steps to complete the test activities and correlate to the Quick Reference Guide links that demonstrate how to execute each step. Once complete, click the link to the next step in the high level flow to access the next UAT Guide. -
9.2 Enter a Journal Voucher
Updated on: Oct 20, 2022
Purpose: Use this document as a reference for entering journal vouchers in ctcLink. Journal Vouchers are used to adjust accounting entries for vouchers that have been posted and paid, and whose payments have been posted. Audience: Accounts Payable staff. -
Create and Process Requisitions - 4a - Business Process Map
Create and Process Requisitions 4a -
Video 1: HCM Job Data & Faculty Workload (9.0)
Updated on: Dec 16, 2019
Please follow the link below to view part 1 of a 9 part video series on Faculty Workload. FWL Overview - HCM Job Data This video is geared towards HR Staff and covers the data elements in HCM - Job Data that impact Faculty Workload. -
9.2 Using a Payment Worksheet to Apply an Underpayment
Updated on: Nov 08, 2022
Purpose: Use this document as a reference for how to Use a Payment Worksheet to Apply an Underpayment in ctcLink. Audience: AR Specialists -
UAT CF.007 - SF Tuition Calculation and Daily Cashiering to GL (Part 2) [Sprint 2] (Project Archive)
The information below is intended to provide colleges guidance on performing a User Acceptance Test on this business process. The business process shown in the flow diagrams below may be only part of what is needed to complete an end-to-end test of a full business cycle. Coordination with other colleagues at your college in advance of commencing testing is key to success. In the same way that it doesn't take a single individual to operate the business of running a college it will require coordination across departments to successfully test a business flow from beginning to end. -
9.2 Term Activate a Student after the Term Begin Date Video
Updated on: Aug 23, 2022
Purpose: This video will give you a basic understanding of how to term activate a student after the term begin date in PeopleSoft. Audience: Student Services Staff -
Manage Campus Event Planning Business Process Map 11k
Manage Campus Event Planning Business Process Map 11k -
OAAP College in the High School Admissions Application without a Fee
Purpose: Use this document as a reference for completing an Online Admissions Application Portal (OAAP) College in the High School application without a fee in ctcLink. Audience: Admissions staff, College in the High School applicants -
Award and Package Financial Aid Business Process Map 23e
Award and Package Financial Aid Business Process Map 23e