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Designating Sponsors

Sometimes students and organizations with a negative account balance have sponsors that should be the refund recipient. You must designate a sponsor for those sponsored students and corporations.

This section discusses:

Page Name

Definition Name

Navigation

Usage

Individual Sponsor

REFUND_CUSTOMER_ID

select Student Financials, then select Refunds, then select Designate Sponsor

Designate a sponsor for each credit on the student's account.

Corp Sponsor (corporate sponsor)

REFUND_ORG_SPONSOR

select Student Financials, then select Refunds, then select Designate Corporate Sponsor

Designate a sponsor for each credit on the organization's account.

Access the Individual Sponsor page (select Student Financials, then select Refunds, then select Designate Sponsor, then select Individual Sponsor).

Image: Individual Sponsor page

This example illustrates the fields and controls on the Individual Sponsor page. You can find definitions for the fields and controls later on this page.

Individual Sponsor page

Field or Control

Definition
ID

Enter the ID of the student for whom you want to designate one or more sponsors.

Individual Sponsor

Field or Control

Definition
Sponsor ID

If the sponsor that you are designating is an individual, select the ID of the individual. When you select a value in this field, the Sponsor Org ID and Org Contact fields become unavailable.
Sponsor Org ID (sponsor organization ID)

If the sponsor that you are designating is an external organization, select the ID of the organization. When you select a value in this field, the Sponsor ID field becomes unavailable.
Org Contact (organization contact)

If you select an organization in the Sponsor Org ID field, select the contact for that organization.

Access the Corp Sponsor page (select Student Financials, then select Refunds, then select Designate Corporate Sponsor).

With the exception of the External Org ID (external organization ID) field, the fields on this page are identical to those on the Individual Sponsor page.

Field or Control

Definition
External Org ID

Enter the ID of the external organization for which you want to designate one or more sponsors.