Approving Refunds


Concept


Steps:

  1. Begin by navigating to the Batch Refund Approval page.

     

    Click the Student Financials link.

    Step 1
  2. Click the Refunds link.

    Step 2
  3. Click the Process Refund Approval link.

    Step 3
  4. 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
  5. 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

     a valid value
     e.g.
     "BATCHAPPROVE01"
    .

    Step 5
  6. Click the Add button.

    Step 6
  7. Use the Batch Refund Approval 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
  8. Click in the Batch ID field.

    Step 8
  9. Enter the desired information into the Batch ID field. Enter

     a valid value
     e.g.
     "000000000012"
    .

    Step 9
  10. At this point, you would continue to run the Batch Refund Approval 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 10
  11. You can approve refunds from a worklist by either clicking a refund that requires approval or by clicking the appropriate Approve Student or Approve Corporate links here.

    Step 11
  12. You can view a student refund's approval status by navigating to the Refund Approvals page.

     

    Click the Verify Student Approvals link.

    Step 12
  13. Click the Search button.

    Step 13
  14. Use the Refund Approvals page to view the progress of a student refund requiring approval.

    Step 14
  15. The Corp Refund Approval page, used to view the progress of an organization refund requiring approval, looks similar to this page.  However, the organization refund page is for a single organization and lists its location information.

    Step 15

You have successfully processed refunds for approval and viewed the progress of a refund.

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