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.

1. Access SODA.
2. Select Web Order Exceptions.
   
3. Enter the order number.
4. Select Find.
5. Select Edit Tender.
   
6. On the line of the failed tender, type 4 in the Sel field.
   Select Validate
   
7. To add a new tender to the failed order, click Select/Add Tender.
   The Tender Code Search screen displays.
   
8. Select the new tender to apply, then click Select.
   
   The Sales Order Tender Entry screen displays.
   
   
9. 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.

11. 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:

1. Select Edit Tender.
   
2. Select Select/Add Tender.
   The Tender Code Search screen displays.
   
3. Type the number for the new payment source. (e.g., credit card number) in the Document/Card Number field.
4. 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.
5. 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.