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Understanding Refunding Setup

To process refunds, first create refund item types. An item type defines how the item is applied to a student or corporate account within Student Financials. Use the SF Item Type component to define refund item types.

Note: If you are implementing separate instances of your PeopleSoft Campus Solutions and PeopleSoft HCM systems, you should read the additional documentation describing those integrations. Use of PeopleSoft Payroll for North America may vary depending on how you configure your systems. The CS-HCM Integration Information Knowledge Document details the additional documents that describe the setup, functional, and technical implementation considerations.

See the product documentation for :

Prerequisites for AP Refunding

If you use the accounts payable (AP) method to create and distribute refunds, your accounts payable department must set up their system to recognize students and corporations as vendors to distribute refunds to them by direct deposit or check.

You must also define an AP refunding option on the SF Installation page.

If you select the Use Single Payment Voucher option on the SF Installation page, to distribute refunds by direct deposit, you must also:

  • Associate event IDs on the SF Installation page for bank accounts and direct deposit distributions, and on the SF Business Unit - Refund Setup page for refunding, if you want to send notifications using the 3C engine.

  • Complete the setup on the SF Institution Set - General Options page to enable the creation and maintenance of bank accounts and direct deposit distributions using Self Service.

  • Complete the setup on the SF Institution Set - Business Units page to allow for a service impact for the Manage My Bank Accounts feature (optional).

Note: To set up AP Refunding, see AP Direct Deposit Refunds Documentation Package, Addendum: Direct Deposit Through AP Refunding posted on My Oracle Support as part of Additional Features for January 2011.

Make sure you verify and complete other Student Financials setup requirements for creating direct deposit refunds through AP. See:

Note: UPK for setting up AP Direct Deposit is also available. Click to access the Campus Solutions 9.0 Additional Features, January 2011, AP Direct Deposit Setups UPK.

Prerequisites for Payroll Refunding

If you use the payroll method to create and distribute refunds, your payroll department must use PeopleSoft Payroll for North America to create a refund company that employs your students. This enables your payroll department to issue refund checks to students as if they were paychecks. Most of the setup for payroll refunds occurs in Payroll for North America. In addition to company and job data, you need to set up pay groups, run IDs, and direct deposits for students. Finally, node definitions (for the HRMS node) need to be set up for any batch processing.