Refund Transactions for Oracle Learning Assignments

When learners withdraw from an offering after payment, learning administrators can process refunds. The payment configuration needs to have refunds enabled. The withdrawal needs to be within the specified period. And transaction history needs to have a Payment transaction.

Learning administrators can process a single refund or multiple refunds for an assignment. The total refund amount can’t exceed the payment amount. If it does, the refund process automatically creates a positive Price Adjustment transaction to balance the payment and total refund amounts. The balancing equation is: Price Lock Amount + Price Adjustment Amount = Payment Amount - Refund Amount.

For example, a learner enrolls in an offering with a list price of $1,000 USD. They qualify for a refund if they withdraw within 10 days of their enrollment. Because the offering has an initial learning record status of active, their enrollment creates a learning assignment with a Not Started status. A few days later, a learning administrator processes payment, creating a Payment transaction for $1,000 USD. The learner withdraws10 days after they enrolled, and Learning creates a Price Adjustment transaction for $1,000 USD. Then, the learning administrator processes a refund and creates a Refund transaction for $1,000 USD.

Learners can see all these transactions, including the refund information, in the Purchase Details section of the offering enrollment details.