Recalculating a Third-Party Contract


Concept


Steps:

  1. Begin by navigating to the Recalc Third Party Contracts 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.
     "TPRECALC01"
    .

    Step 5
  6. Click the Add button.

    Step 6
  7. Use the Recalc Third Party Contracts 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.

     

    Enter the desired information into the Contract Number From field. Enter

     a valid value
     e.g.
     "538"
    .

    Step 8
  9. Click in the Contract Number To field.

    Step 9
  10. In this case, you only want to recalculate this single contract number.  The same number populates the Contract Number To field by default.

     

    However, to recalculate a range of contracts, enter the first contract number of the range in the Contract Number From field and the last in the range in the Contract Number To field.

    Step 10
  11. At this point, you would continue to run the Third Party Recalculation 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 11

You have successfully recalculated a third-party contract.

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