Reallocating Restricted Payments
This section discusses:
|
Page Name |
Definition Name |
Navigation |
Usage |
|---|---|---|---|
|
Reallocate Student Payment |
SSF_PMTCH_ALLOC |
|
Reallocate restricted payments for students. |
|
Reallocate Corp Payment |
SSF_PMTCHORG_ALLOC |
|
Reallocate restricted payments for corporations. |
Access the Reallocate Student Payment page ().
Use this page to reallocate student payments that are restricted to specified charges.
You can retrieve only restricted payments with a credit balance from Select Charges to Pay, and only when the Enforce Payment Restriction check box is selected on the SF Installation 2 page. However, if a charge has been reduced or reversed, the system does not automatically attempt to reapply the restricted payment. You can also use this page to retrieve tuition calculation waivers but you are not able to do any updates. The system checks the item type security list to verify whether you have access to the item type. If you do not have access to the item type, you are still able to access this page, but you cannot update it.
Field or Control |
Description |
|---|---|
Payment ID Nbr |
Enter the ID number of the restricted payment that you want to reallocate. |
Reapply Payments |
Click to reapply the restricted payment. When you click the Reapply Payments button, the Payment Applier process posts the new allocation amounts. If the restricted payment has been fully applied, the following message appears: “This payment is fully applied. (14817,44) No further changes can be made to the payment allocation.” Note: If you need to fully reallocate a restricted payment, then you must reverse the payment and process it again through Select Charges to Pay. |
Payment Allocation Details
Field or Control |
Description |
|---|---|
Total Refunds |
This indicates the refund amount of the restricted payment. |
Maximum Amount to Allocate |
This is the amount that can be reallocated. |
Total Current Allocation |
This is the amount of the current allocation of the restricted payment. |
Total New Allocation |
This is the running total of the new allocation amount. |
Available to Allocate |
This is the running total of the remaining amount to allocate. |
Filter
Select any one of the options in this group box to display the charges that have a balance.
Field or Control |
Description |
|---|---|
Allocation |
By default, this option is selected. This indicates the current allocation of the restricted payment |
Unpaid Charges |
This indicates the current allocation including all charges with a remaining balance. |
Payment Term Charges |
This indicates the current allocation including the charges that match the term represented on the restricted payment. |
Charge Allocation
The charges that are displayed here depend on the filter option you select. Charges that have remaining balances appear here.
Field or Control |
Description |
|---|---|
Details |
Click the Details icon to view the Charge Detail page, and view detailed information about the payments related to the charge. |
New Allocation |
Enter the amount that you want to reallocate from the restricted payment. Make sure that the:
|
Access the Reallocate Student Payment page ().
Use this page to reallocate an unapplied corporate restricted payment to other specified charges.
With the exception of the Contract tab, the Reallocate Corp Payment page is the same as the Reallocate Student Payment page.
Field or Control |
Description |
|---|---|
Contract |
Details appear in this tab only if the External Org ID is associated with a Third Party Contract. The details that appear here also depend on the filter option you select. |