Begin by navigating to the Batch Refund page.
Click the Student Financials link.Step 1
Click the Refunds link.Step 2
Click the Create Refunds link.Step 3
You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use.
Click the Add a New Value tab.Step 4
A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.
Enter the desired information into the Run Control ID field. Enter
Click the Add button.Step 6
Use the Batch Refund page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.Step 7
This Refund Method was defined on the Refund Setup page of the SF Business Unit component.Step 8
Select the type of recipients to create refunds for. In this case, you only want to create refunds for individuals.
Click the Run Option 1 list.Step 9
Click the Individual Only list item.Step 10
Select the types of credits to create refunds for. In this case, you want to create refunds for an item type classification other than Financial Aid.
Click the Run Option 2 list.Step 11
Click the Non Financial Aid Only list item.Step 12
Use the Sponsor Refund Option field to select whether you want to include sponsors in the process, and if so, what types of sponsors.Step 13
Click in the Refund Item Type field.Step 14
Enter the desired information into the Refund Item Type field. Enter
Click in the Address Usage field.Step 16
Enter the desired information into the Address Usage field. Enter
The values for the Ext Org Contact Type and Refund Service Impact fields were also defined on the Refund Setup page of the SF Business Unit component.Step 18
Select the Report Only check box if you want the system to generate a report listing the refunds that the system would create. The process does not actually create the refunds listed in the report.
Click the Report Only option.Step 19
Select the Calc Tuition if Required check box to calculate tuition for students who have not already had their tuition calculated, or who need tuition recalculated.Step 20
Click the Academic Programs tab.Step 21
Use the Academic Programs page to specify academic programs to include in the batch refund process.Step 22
Select the All Programs check box to include all academic programs in the batch process.Step 23
Click in the Academic Program field.Step 24
You only want to include liberal arts undergraduates in the process.
Enter the desired information into the Academic Program field. Enter
Expand the Program Status scroll area to enter academic program statuses to include in the batch process. The system creates refunds only for those students with the statuses you select.Step 26
Alternatively, you can click the All Statuses button to populate all of the statuses in the grid.
If you use this button, you should review the listed statuses and delete the status rows that you do not want included for refund processing.Step 27
Click the Expand section button.Step 28
Click in the Status field.Step 29
You want to include students who are active in their academic program (status AC).
Enter the desired information into the Status field. Enter
Click the Accounts / Terms tab.Step 31
Use the Accounts/Terms page to select account types and academic terms to include in the batch refund process.Step 32
Select the All Accounts check box to include all account types in the batch refund process.Step 33
Click the Expand section button.Step 34
Click in the Account Type field.Step 35
You only want to include the miscellaneous fees account type (code MIS) in the batch process.
Enter the desired information into the Account Type field. Enter
Select the All Terms check box to include all academic terms in the batch refund process.Step 37
Click the Expand section button.Step 38
Click in the Term field.Step 39
You only want to process refunds for the Fall 2007 term (term 0590).
Enter the desired information into the Term field. Enter
Click the Item Types tab.Step 41
Use the Item Types page to select item types to include in the batch refund process.Step 42
Select the All Item Types check box to include all item types in the batch refund process.Step 43
Click in the Item Type From field.Step 44
You only want to include cash payment item types in the process, which have a code of 300000000001.
Enter the desired information into the Item Type From field. Enter
Click in the Item Type To field.Step 46
Enter the desired information into the Item Type To field. Enter
At this point, you would continue to run the Batch Refund process just as you would any other PeopleSoft Enterprise Process Scheduler process.
Refer to the Running Reports module for examples of running a process.Step 48
After you run the process, click the Check Batch Refunds link to access the Batch Refund Lines page and view created refunds.Step 49
Click the Batch Refund Messages link to access the Review Batch Messages page and view any warnings or errors that the system encountered during the process.Step 50
You have successfully created batch refunds.
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