Prerequisites for Setting Up Student Financials Self Service
Before students can make payments through Student Financials self service in the classic user interface, you must:
Set up SF business units.
Establish charge priorities.
Establish payment overall priorities.
Define Item Types for Deposit, eCheck, and credit card payments.
Establish an SF term default.
For each SF institution set established, you must create a corresponding setID and define the corresponding tableset control value, particularly for SF11_WEB (Internet Pymnts — INSTITUTION SET).
Establish at least one Payment Merchant per third party merchant ID.
Establish at least one SF merchant ID per payment type (credit card, eCheck, or both) that is to be supported by your institution.
Select the Accept Self-Service Payments check box on all appropriate SF institution set parameters.
Assign an SF institution set to students.