Reversing Group Charges


Concept


Steps:

  1. Begin by navigating to the Group Reversal page.

     

    Click the Student Financials link.

    Step 1
  2. Click the Charges and Payments link.

    Step 2
  3. Click the Group Processing link.

    Step 3
  4. Click the Reverse Groups link.

    Step 4
  5. 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 5
  6. 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.
     "GRE1"
    .

    Step 6
  7. Click the Add button.

    Step 7
  8. Use the Group Reversal 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 8
  9. There are 15 digits in the Group ID number.

     

    Enter the desired information into the Group ID field. Enter

     a valid value
     e.g.
     "000000000000043"
    .

    Step 9
  10. Click in the Description field.

    Step 10
  11. Enter the desired information into the Description field. Enter

     a valid value
     e.g.
     "POSTED IN ERROR"
    .

    Step 11
  12. Click in the Item Effective Date field.

    Step 12
  13. Enter the desired information into the Item Effective Date field. Enter

     a valid value
     e.g.
     "05/15/2007"
    .

    Step 13
  14. At this point, you would continue to run the Group Reversal 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 14
  15. After running the process, you can check to see that the telephone group charges were reversed.

     

    Click the Review Transactions link.

    Step 15
  16. Click in the Group ID field.

    Step 16
  17. Enter the desired information into the Group ID field. Enter

     a valid value
     e.g.
     "000000000000043"
    .

    Step 17
  18. Click the Search button.

    Step 18
  19. Use the Review Transactions page to review group entry information after posting.

    Step 19
  20. Click the Group Post Details link.

    Step 20
  21. Notice that the Posting Status is Reversed.

    Step 21

You have successfully reversed a group of telephone charges.

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