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.

Pages Used to Link Students to Deferral Contracts

Page Name	Definition Name	Navigation	Usage
Defer Student	DEFER_STUDENT	Student Financials, and then Payment Plans, and then Payment Plan, and then Assign Deferral Contract, and then 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	Student Financials, and then Payment Plans, and then Payment Plan, and then Assign Deferral Contract, and then Defer Student Charges	Confirm the deferral contract calculation results.

Defining Student-Specific Details for a Deferral Contract

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

Field or Control	Description
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.