Reverse Posted Group

This function allows the users to Reverse Posted Group that has been created.

Group Reversal Process

Roles Involves: School Finance Officer

Navigate to Main Menu > Student Financials > Charges and Payments > Group Processing > Reverse Group.
In the Add a New Value tab, enter the required value in the Run Control ID field.
Click on the Add button.
You will be directed to the Group Reversal page.
Enter the required values in the Business Unit, Group ID, Description and Item Effective Date fields. Select New Due Dt in the Due Date Option drop-down menu and enter the required Due Date field. Finally, tick Include Detail checkbox.

Note: Use the Refresh button if the Due Date field takes longer to appear.

Click on the Run button to run the process.
In the Process Scheduler Request page, select the Group Reversal checkbox.
Click on the OK button.
You will be directed back to the Group Reversal page. Take note of the Process Instance number.
Click on the Process Monitor link.
Click on the Refresh button until the Run Status and Distribution Status are set to Success and Posted.
Click on the Go back to Group Reversal link to go back to Group Reversal page.
Click on the Report Manager link and it will direct you to another page.
Click on the Administration tab.
In the Report List section, click on the Group Reversal link under the Description column.
Take note of the new Group ID in the report generated.

Roles Involve: School Finance Officer

Navigate to Main Menu > Student Financials > Charges and Payments > Group Processing > Create Group Data Entries.
In the Find an Existing Value section, enter the required values in the Business Unit and Group ID fields.
Click on the Search button.
You will be directed to the Create Group Data Entries page.
In the Control Totals section, enter the Total Amount to be reversed in the Control Total field and the Total Amount of students in the BND field.
Select the Balance Group checkbox to balance the Group.

Note: Make sure the Posting Action is set to Waiting for Approval.

Click on the Save button to save the changes. The Group will be automatically routed for approval.

Roles Involve: School Principal

Navigate to Main Menu > Worklist.
Search and click on the new Group ID from the Link column.
Verify the information in the Group Entry and Group Line Entry tabs.
To approve the group, select Available for Posting from the Posting Action drop-down menu.
Click on the Save button to save the changes.

Roles Involves: Class Teacher or Finance Officer

Navigate to Main Menu > Student Financials > Charges and Payments > Group Processing > Post Transactions.
In the Add a New Value tab, enter the required value in the Run Control ID field.
Click on the Add button.
You will be directed to the Post Transactions page.
Enter the required values in the Business Unit, Group Type, Starting Group ID and Ending Group ID fields.

Note: Make sure the Group Type is set to 'P' for Payments.

Click on the Run button.
In the Process Scheduler Request page, select the Group Posting Process checkbox.
Click on the OK button.
You will be directed back to the Post Transactions page. Take note of the Process Instance number.
Click on the Process Monitor link.
Click on the Refresh button until the Run Status and Distribution Status are set to Success and Posted.
Once the process has completed, check for the status of the group in the Create Group Data Entries page.

Roles Involves: Class Teacher or School Finance Officer

Navigate to Main Menu > Student Financials > View Customer Accounts.
In the Find an Existing Value tab, enter the required values in the Business Unit and ID fields.
Click on the Search button.
You will be directed to the Customer Accounts page.
The summary of the student's balance will be display on the first page.
Click on the Account Details link to view the reversed fees' in detail.
Click on the Item Details link to view the reversed fees' details.
This is Item Details page of the reversed fees details.