Procedure: Incoming First Year Assignments -Confirmation Housing Deposit forfeit Process

Objective

• To process Forfeit Housing deposit for Incoming First year & Incoming Transfer students who choose not to attend Miami

User

• Campus Services Center

System(s)

• StarRez

• Banner

Procedure

•  Incoming First year & Incoming Transfer students pay their deposit online with a credit card using the Slate system from the Admission office . If a student chooses not to attend Miami the Housing Deposit $330.00 is not refunded to the student they will lose/forfeit the deposit. 
• As you work through the cancellation reports (Confirmed then cancelled has a booking & Confirmed then cancelled) under custom fields for each student you will edit and then place a check mark in the box (Incoming Cancellation Forfeit $330 Deposit). 
  * If student has deferred to a later semester skip this step 

1. In StarRez Find Dynamic list " Incoming $330 Forfeit Needs Processed" Click select all
2. Verify that the number of people selected and the number of people listed when you select actions are the same. If the numbers are different click clear selected and click clear filters and start again. 
   
3. Click Actions> and the new window will appear. Click create charge or search for the words create charge 
4. Verify that the Term Session listed is the current term. If it is not the current term change the term session to the Current Term 
5. Click on the magnifying glass under Charge Item Details
6. Click Miscellaneous
7. Click University Contract Deposit. The details will automatically fill into the charge item , description and amount box (-330.00)
8. Click Ok 

8. After the transactions processes your dynamic list will show up again. Click  on one of the students in your list and check their Accounts tab. You should see a credit for the $330.00 University Contract Deposit. 

9. To Forfeit the Deposit Click Actions

10. Click Create Charge

11. Click on the magnifying glass under Charge Item Details

12. Click Miscellaneous

13. Click Forfeited Deposit The details will automatically fill into the charge item , description and amount box

14. Click Ok. Click one of the students in your list and check their Accounts tab. You should see the forfeit amount for the $330.00 University Contract Deposit. 

15. Click Actions

16. Click Bulk Edit

17. Click Select Criteria  

18. Click Custom Fields> Incoming Cancellation Forfeit $330.00 Deposit . Add Checkmark in box and click Save Criteria and then click Close . This should bring up the correct amount of students on your dynamic list. 

19. Now that you have your filtered list.Click "select fields" which is you telling it which field you want to add so you can update it

20. Select Fields>Custom Fields> Forfeit Deposit Posted to Banner. Add a checkmark in the box> Close. You will now see your list with the forfeit deposit column and each box should have a check mark. Click Ok

    • If the check mark is missing from the Forfeit deposit posted to banner Click set values> in the box listed as Forfeit Deposit posted to banner select update to constant value and a small box will appear next to the drop down menu. Add a checkmark to the box and click preview changes you should now see all boxes checked under Forfeit deposit posted to banner (new) column. Click Close, Click Ok

21. Check a students account to verify that the Incoming Cancellation Forfeit $330 Deposit Box and the Forfeit Deposit Posted to Banner Box both have check marks. If they do you are all set

     

    

22. Check to make sure that all credits & forfeits have posted to banner it normally takes a couple of hours. 

Notes (optional)

• (Provide qualifying notes, if needed)

• (Provide qualifying notes, if needed)