Processing Submitted eCheck Transactions



  1. Begin by navigating to the eCheck Processing page.


    Click the Student Financials link.

    Step 1
  2. Click the Charges and Payments link.

    Step 2
  3. Click the Electronic Transactions link.

    Step 3
  4. Click the Electronic Payments link.

    Step 4
  5. Click the Process Electronic Check link.

    Step 5
  6. 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 6
  7. 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

    Step 7
  8. Click the Add button.

    Step 8
  9. Use the eCheck Processing 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 9
  10. Click in the SF Merchant ID field.

    Step 10
  11. Enter the SF Merchant ID whose transactions you want to process.


    In this case, you want to process all eCheck transactions submitted through student self-service.


    Enter the desired information into the SF Merchant ID field. Enter

     a valid value

    Step 11
  12. In the Service Request group box, you can: debit any eCheck transactions that have not yet been debited for the merchant ID selected; credit the eCheck accounts of students whose eCheck transactions have been refunded, voided, or reversed.

    Step 12
  13. Click in the Institution Set field.

    Step 13
  14. Enter the Institution Set for which you are processing transactions.


    Enter the desired information into the Institution Set field. Enter

     a valid value

    Step 14
  15. Select Transaction Report to create a file logging all of the transactions affected by the batch process.

    Step 15
  16. Select Re-Post Self Service Errors to post any transactions that previously failed to post due to setup or system errors.


    Click the Re-Post Self Service Errors option.

    Step 16
  17. At this point, you would continue to run the eCheck Processing batch 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 17

Congratulations! You have successfully processed submitted eCheck transactions.

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