Recalculating a Payment Plan Contract


Concept


Steps:

  1. Begin by navigating to the Recalc Payment Plan page.

     

    Click the Student Financials link.

    Step 1
  2. Click the Payment Plans link.

    Step 2
  3. Click the Assign and Recalc 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.
     "RECALC01"
    .

    Step 5
  6. Click the Add button.

    Step 6
  7. Use the Recalc Payment Plan 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. You can recalculate one contract or a range of contracts.

     

    Click in the Contract Number From field.

    Step 8
  9. Enter the desired information into the Contract Number From field. Enter

     a valid value
     e.g.
     "530"
    .

    Step 9
  10. Click in the Contract Number To field.

    Step 10
  11. Enter the desired information into the Contract Number To field. Enter

     a valid value
     e.g.
     "537"
    .

    Step 11
  12. Note that this process only recalculates payment plans of the Calculated type.

    Step 12
  13. At this point, you would continue to run the Recalc Payment Plan 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 13

You have successfully recalculated payment plan contracts.

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