Re-tender Failed Financial Aid Processing Exception
This process details how to handle a specific web exception when an order for a house charge/financial aid tender fails to process. The processing issue usually occurs because the order contains an item with the department restricted in CARP; but, the SKU is listed in the SKU Exceptions tab.
A different Financial Aid or another tender can be chosen to replace the failed tender.
- Access SODA.
- Select Web Order Exceptions.
- Enter the order number.
- Select Find.
- Select Edit Tender.
- On the line of the failed tender, type 4 in the Sel field.
Select Validate - To add a new tender to the failed order, click Select/Add Tender.
The Tender Code Search screen displays. - Select the new tender to apply, then click Select.
The Sales Order Tender Entry screen displays. - For Financial Aid, complete the following fields.
- Document/Card Number field: Enter the Student ID# or Customer #
- Major Acct Name: Enter the Major Account # from CARP
- Fin Aid Type: Enter CAR_[Your four digit store number], e.g., CAR_1234.
- Tender Amount
Then select Validate.
- Select Accept.
If the new tender is successful, the order is removed from the SODA Order Exceptions screen.
If the customer wants to pay with a credit card instead of financial aid, see Re-tender an Order with New Credit Card Information.
- Or -
If the customer wants to split the tender between their Financial Aid account and a credit card complete the below process:
- Select Edit Tender.
- Select Select/Add Tender.
The Tender Code Search screen displays. - Type the number for the new payment source. (e.g., credit card number) in the Document/Card Number field.
- Type 4.
Type the expiration date in the Exp Date field in the form mmyy.
For example, September 2024 should be 0924.
Note: Do not enter the / character between the month and year. - Type the amount of the sale in each Tender Amount field.
Note: The Total Sales minus the Total Tender should equal .000 (Order/Short).
If it doesn't, check the tender amount entered for each tender.
Click Accept.