Processing Enrollment Deposits


Concept


Steps:

  1. Begin by navigating to the Enrollment Deposits page.

     

    Click the Student Financials link.

    Step 1
  2. Click the Charges and Payments link.

    Step 2
  3. Click the Enrollment Deposits 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 report 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.
     "ED1"
    .

    Step 5
  6. Click the Add button.

    Step 6
  7. Use the Enroll Deposit pages 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. The Processing Enrollment Deposits process restricts services by automatically placing a service indicator on student records if the respective students do not pay the required enrollment deposits. This process also automatically releases service indicators upon receipt of enrollment deposits.

    Step 8
  9. Click in the Term field.

    Step 9
  10. Enter the desired information into the Term field. Enter

     a valid value
     e.g.
     "0590"
    .

    Step 10
  11. Click in the Item Type Group field.

    Step 11
  12. Enter the desired information into the Item Type Group field. Enter

     a valid value
     e.g.
     "ENRDEPOSIT"
    .

    Step 12
  13. Click in the Amount field.

    Step 13
  14. Enter the desired information into the Amount field. Enter

     a valid value
     e.g.
     "500.00"
    .

    Step 14
  15. You can set or release service indicators with this process.

     

    Service indicators are defined in the Maintaining Service Indicators lesson in the Campus Community module.

     

    Click the Set Srvc Ind option.

    Step 15
  16. Click in the Srv Ind Cd field.

    Step 16
  17. Enter the desired information into the Srv Ind Cd field. Enter

     a valid value
     e.g.
     "ALL"
    .

    Step 17
  18. Click in the Srvc Reasn field.

    Step 18
  19. Enter the desired information into the Srvc Reasn field. Enter

     a valid value
     e.g.
     "ALL"
    .

    Step 19
  20. Click in the Srvc Impact field.

    Step 20
  21. Enter the desired information into the Srvc Impact field. Enter

     a valid value
     e.g.
     "CENR"
    .

    Step 21
  22. Click the Enroll Deposit2 tab.

    Step 22
  23. Use the Enroll Deposit2 page to specify the academic programs and Permission forms for the Enrollment Deposit process

    Step 23
  24. Enter the desired information into the Academic Program field. Enter

     a valid value
     e.g.
     "LAU"
    .

    Step 24
  25. Click in the Permission Form field.

    Step 25
  26. Enter the desired information into the Permission Form field. Enter

     a valid value
     e.g.
     "APLALLSF"
    .

    Step 26
  27. Click the Save button.

    Step 27
  28. At this point, you would continue to run the Enroll Deposit process just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for an example of running a process.

    Step 28
  29. Click the View Customer Accounts link.

    Step 29
  30. Click in the ID field.

    Step 30
  31. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "SF0030"
    .

    Step 31
  32. Click the Search button.

    Step 32
  33. Use the Customer Accounts page to view details of a student's customer account.

    Step 33
  34. Notice the Negative Service Indicator on this page.

     

    Service indicators are defined in the Maintaining Service Indicators lesson in the Campus Community module.

    Step 34

You have successfully processed an enrollment deposit.

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