Reduce Applicant Pre-Purchase Account

To reduce an applicant's pre-purchase account, complete the following steps:

 

1.Login as a PCIT Administrator or PCIT Financial Administrator.

 

2.Select the Financial Management link at the left side of the screen.
RESULT:  The Financial Management page appears.

 

3.Search for an organization to update its pre-purchase account, enter the organization’s name (or part of the name) and click the Search button.
RESULT:  A list of organizations that meet the search criteria appear below the search text.

 

4.Locate the desired organization; click the corresponding Transactions button.
RESULT:  The Applicant Organizational Financial Transactions page displays.

 

5.In the Update Account drop-down box, select "Issue refund to applicant account" and click the Next button.
RESULT:  The Reduce Funds From Pre-Purchase Account page appears and the applicant organization details with current balance is displayed.

 

6.Enter the Transaction Date, Reduction Amount, and Reason for Reduction and click the Save button to save your entry.
RESULT:  The Pre-Purchase Account Update Confirmation page appears displaying the pre-purchase account update details.

 

7.Click the Yes button.
RESULT:  The Applicant’s Pre-Purchase Account Balance page appears displaying the new applicant balance based on the reduction.

 

8.Click the OK button to return to the Financial Management page.

 

NOTE: After the amount is reduced from applicant pre-purchase account, the message will be displayed on applicant account home page in the messages box.