Approving Refunds
Depending on your business unit setup, a refund might require approval by up to three separate approvers. When approval is required, you cannot create a paysheet for a refund (payroll method only), complete a refund, or print a refund until it has been approved. This section discusses:
Page Name |
Definition Name |
Navigation |
Usage |
---|---|---|---|
Batch Refund Approval |
RUNCTL_RFND_APPR |
|
Route batch refunds requiring approval to appropriate worklists. |
Refund Approval |
REFUND_SF_APPR |
Note: This page can only be accessed through the worklist. From the worklist, click a refund for a student requiring approval. |
Approve student refunds. |
Corp Refund Approval |
REFUND_ORG_APPR |
Note: This page can only be accessed through the worklist. From the worklist, click a refund for an organization requiring approval. |
Approve corporate refunds. |
Refund Approvals |
REFUND_SF_APPR_INQ |
|
View the progress of a student refund requiring approval. |
Corp Refund Approvals |
REFUND_ORG_APP_INQ |
|
View the progress of an organization refund requiring approval. |
Access the Batch Refund Approval page (
).Before batch refunds can be approved, they must be routed to worklists.
Field or Control |
Definition |
---|---|
Business Unit |
Select the business unit of the batch refunds to approve. |
Refund Batch ID |
Enter the batch ID of the group of refunds to approve. |
Access the Corp Refund Approval page through the worklist (
).Image: Corp Refund Approval page
This example illustrates the fields and controls on the Corp Refund Approval page. You can find definitions for the fields and controls later on this page.
Field or Control |
Definition |
---|---|
ID |
Displays the ID, name, and address of the entity (student or corporation) receiving the refund. |
Academic Information |
Click to access the Academic Information page. |
Refund Detail |
Click to access details about the refund. |
Student Accounts or Corp Accounts |
Click to access the Student Accounts or the Corp Accounts page. |
View Anticipated Aid |
Click to access the Anticipated Aid Details page. |
User ID |
Displays the user ID of the person who created the refund. |
Date/Time |
Displays the date and time that the refund was created. When you approve a refund, a date and time appear under the original date and time to indicate when the refund was approved for a given level. |
Level 1, Level 2, and Level 3 |
Change the approval status from Pending to either Denied or Approved. If a certain level of approval is not required, that field has a value of N/A. |
Approved By |
When you approve the refund and save the page, the user ID of the approver appears here. |