Reversing Student and Corporate Refunds


Concept


Steps:

  1. Begin by navigating to the Student Refunds by ID page.

     

    Click the Student Financials link.

    Step 1
  2. Click the Refunds link.

    Step 2
  3. Click the Student Refunds by ID link.

    Step 3
  4. Click in the ID field.

    Step 4
  5. You want to reverse a refund for Terry Chastain, whose student ID is SFTRN025.

     

    Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "SFTRN025"
    .

    Step 5
  6. Click the Search button.

    Step 6
  7. Use the Student Refunds by ID page to reverse refunds for a specific student.

     

    Aside from displaying organization refunds instead of student refunds, the Corporate Refunds by ID page is identical to this page.

    Step 7
  8. Aside from displaying organization refunds instead of student refunds, the fields and functionality of the Corporate Refunds by ID page are identical to this page.

     

    In addition, aside from displaying refunds by date instead of ID, the fields and functionality of the Student Refunds by Date and Corporate Refunds by Date pages are identical to this page.

    Step 8
  9. Click the Academic Information link to access the Academic Information page, where you can view enrollment and personal information for a given student.

    Step 9
  10. Click the Check/Voucher Info link to view information regarding the check or voucher associated with this refund.

     

    If you completed this refund using the Payroll for North America interface, this link accesses the Detail Check Information page. If you completed this refund using the PeopleSoft Payables interface, this link accesses the Detail Refund AP Information page.

    Step 10
  11. Click the Refund Detail link to access the Student Refund Detail page.

     

    Click the Refund Detail link.

    Step 11
  12. Use the Student Refund Detail page to view more information about a student refund.

    Step 12
  13. Click the Return link.

    Step 13
  14. Click the Reverse button next to the refund that you want to reverse.

     

    Click the Reverse button.

    Step 14
  15. You can see that the Status is changed from Posted to Reversed, and the Reverse button becomes unavailable.

    Step 15

You have successfully reversed a student refund.

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