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Linking Students to Deferral Contracts

When you link a student to deferral contracts, you specify certain parameters that are specific to the student you are linking.

This section discusses how to define student-specific details for a deferral contract.

Page Name

Definition Name

Navigation

Usage

Defer Student

DEFER_STUDENT

select Student Financials, then select Payment Plans, then select Payment Plan, then select Assign Deferral Contract, then select Defer Student

Define student-specific details for a deferral contract.

Deferred Charges

ITEM_LINE_DEFER_SP

Click the Deferred Charges link on the Student Defer page.

View all active charges in the student's account and confirm that eligible charges have been deferred to the correct due date.

Defer Student Charges

DEFER_STDNT_LINE

select Student Financials, then select Payment Plans, then select Payment Plan, then select Assign Deferral Contract, then select Defer Student Charges

Confirm the deferral contract calculation results.

Access the Defer Student page (select Student Financials, then select Payment Plans, then select Payment Plan, then select Assign Deferral Contract, then select Defer Student).

Image: Defer Student page

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

Defer Student page

Field or Control

Definition
Calculate

Click to calculate charges to be deferred. After calculating the contract but before posting it, look at the Defer Student Charges page to confirm which charges the system selected for deferral.
Post

Click to defer charges.
Deferred Charges

After posting, click to confirm that the charges have been deferred to the correct dates.
Display Errors/Warnings

Click to see errors and warning messages.
Assessment Fee

The default amount in this field is the fee that you specified during the setup of the deferral contract. Use this field to override the default amount.
Student Max (student maximum)

The default value for this field is the maximum amount that you specified during the setup of the deferral contract. You can override this amount.
Waive Fee

Select to waive the student's assessment fee.