Creating Organization Refunds


Concept


Steps:

  1. Begin by navigating to the Corporate Refund page.

     

    Click the Student Financials link.

    Step 1
  2. Click the Refunds link.

    Step 2
  3. Click the Corporate Refund link.

    Step 3
  4. Click the Search button.

    Step 4
  5. Use the Corporate Refund page to create an online refund for an organization.

     

    You can use this page in conjunction with the A/P refund method only.

    Step 5
  6. You want to create a refund for the Richlier Foundation, whose org ID is SFREO00001.

     

    Enter the desired information into the External Org ID field. Enter

     a valid value
     e.g.
     "SFREO00001"
    .

    Step 6
  7. Click the Get Account link to access the Corp Accounts secondary page.

     

    Click the Get Account link.

    Step 7
  8. Use the Corp Accounts page to view account activity for a given corporation.

    Step 8
  9. You can not only view account activity, but you can use the links on this page to access much greater detail about a corporate account.

    Step 9
  10. Click the Return link.

    Step 10
  11. The Refund Selection group box displays the credit line items available to be refunded.

     

    Select the check box next to each item to include it in the refund.

    Step 11
  12. Click in the Refund Item Type field.

    Step 12
  13. Enter the desired information into the Refund Item Type field. Enter

     a valid value
     e.g.
     "500000000002"
    .

    Step 13
  14. Click the Expand section button.

    Step 14
  15. Use the View Refund Check group box to view a simulation of a refund check for the amount that you are refunding.

    Step 15
  16. Click the Post Refund button to post the refund to the corporation's account.

     

    Also, if this business unit is set up to require refund approval, the system alerts you to the approval requirement.

     

    Click the Post Refund button.

    Step 16

You have successfully created a refund for a corporation.

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