Click to view the first group of transactions.

Click to view the previous group of transactions.

Click to view the next group of transactions.

Click to view the last group of transactions.

Account Nbr (account number)

This field displays the account number that is assigned by the Student Financials application to the line item.

Acct Term (accounting term)

This field displays the accounting term that is assigned by the Student Financials application to the line item.

Anticipated Aid

This field displays financial aid that was awarded to the student but not yet disbursed.

Balance

This field displays the positive or negative balance of any active account.

Billing Date

This field displays billing dates that are specified for charges.

Business Unit

This field displays the business unit of the transactions.

Contract ID

This field displays the student ID or IDs that are associated with a third-party contract sponsored by the corporation for which you are viewing account information.

Contract Number

This field displays the contract number of any third-party contracts that are sponsored by the corporation for which you are viewing account information.

Descr (description)

This field displays the description of the item type.

Due Amount

This field displays the amount that is due on a charge and is displayed in conjunction with the Due Date field.

Due Date

This field displays the date on which a charge is due.

Effective Date

This field displays the item effective date of the transaction.

Item Amount

This field displays the amount of the transaction item.

Item Balance

This field displays the remaining balance of the item.

Item Type

This field displays the item type number.

Line Seq Nbr (line sequence number)

This field displays the sequence number of transactions that involve multiple item lines.

Name

This field displays the name of the student that is associated with a third-party contract for which a sponsor is being charged.

Net Award

This field displays the student's anticipated financial aid.

Posted Date & Time

This field displays the date and time that a transaction was posted.

Term

This field displays the term of the transaction.

Group Entry

GROUP_ENT_ONE

Student Financials, Charges and Payments, Group Processing, Create Group Data Entries, Group Entry

Student Financials, Charges and Payments, Group Processing, Create Group Corp Data Entries, Group Corp Entry

Define source information and control totals for group transactions.

Group Line Entry

GROUP_LINE_CNTRL

Student Financials, Charges and Payments, Group Processing, Create Transactions, Group Line Entry

Student Financials, Charges and Payments, Group Processing, Create Corporate Transactions, Group Corp Line Entry

Add transactions to a group entry.

Group Type

Enter the group type that describes the transactions.

Accounting Date

Enter the accounting date for the transactions. The default value is the current system date, but you can change it if necessary.

Origin ID

Enter an origin ID to indicate the source of the transactions. Depending on the origin ID, approval for the transactions might be required. SF Security can be placed on this field to allow individual sources (origins) to access only their groups of transactions.

Received

Enter the date on which your office received payment or charge transactions.

Original Group ID

This field is populated after the Reverse Groups process runs. The Reverse Group process creates a new group ID representing the transactions that were reversed, and this field will reference the original group ID.

Entry Date

Enter the date that you are entering the transactions.

Operator

This field displays the ID of the user who is entering transactions.

Assign To

Reserved for future use.

Note. For groups requiring approval, the Approval Information link appears following the Assign To field. This link gives you the Original Approver ID, Approved At Date/Time Stamp, Last Approver ID, and Approved At Date/Time Stamp data. This link does not replace the Assign To field, it just provides further information about the content of the field.

Balance Group

Select this option to require that the group be in balance before the system posts it. To determine whether a group is balanced, the system compares the number of transactions and amounts to information in the control totals fields.

Control Total

Enter the monetary sum of the transactions in the group in the Control Total field and enter the total number of transactions in the group in the unlabeled field to the right. For example, if you are entering a group of checks that was received from students, enter the total monetary value of the checks in the Control Total field and the number of checks (count) in the unlabeled field. If the external file load process is used and the external file setup defines control totals, these fields are populated through the file load process.

Entered Total

These fields display the monetary amount of all transactions that are entered in the batch and the count of the entries.

Difference

These fields display the difference between the entered totals and the control totals.

Posted Total

These fields display the monetary total, posting date, and count of the entries after the batch is posted.

Range in DB

This field displays the range of sequence numbers within the group ID.

Display

This field displays the range of sequence numbers that is currently displayed. The display range is the viewable "chunk."

Total in DB

This field displays the total number of transactions within the group ID.

Edit Status

This field displays whether the batch has been edited.

Deposit Balance

This field displays whether the batch is balanced. You must select the Balance Group check box and the batch must balance for this field to display Balanced.

Posting Action

Select one of these values:

Available for Posting: If no approval is required, the field contains this value.

Do Not Post: If you are approving this posting group, select this option to hold the group for further review.

Posted: Indicates that the group has been posted.

Waiting for Approval: If approval is required, the field contains this value.

Posting Status

This field displays the posting status. Possible values for this field are Balance, Complete, Error, Incomplete, Not Posted, and Reversed.

Process Instance

This field displays the process instance number assigned by the process scheduler. This field is only populated if the posting job is not successful. To post a corrected group, you must remove the process instance number using the Reset Process Instance button on the Group Post Run Control page.

Payment ID

Enter a payment ID in this field to reverse a payment. When you exit the field, the system populates the remaining fields on the page with the original payment information.

Pay Method

If the payment item type is set up to be tender-specific, the tender value appears in this field. If the field is not populated, you may select a payment method (tender).

Item Effective Date

Enter the date on which the transaction becomes active. The default value is the current date.

Due Date

Enter an optional due date for charge transactions. If you leave this field blank, the billing program populates the field in the student's account.

Mark For Delete

Click to select a particular row on the group entry page of the non-posted group for deletion.

Note. This button only appears for non-posted rows on the Create Transaction page and when the posting status value is Not Complete. When you click the button, the label changes to Unmark for Delete. You can post the group and this transaction will not be posted, but you will still have a record of it as part of the group for audit or reconciliation purposes. You can later correct the item, click Unmark for Delete, and repost the group.

Currency Detail

Click to access the Currency Conversion page, where you can change the exchange rate type on payment item types if you changed the default currency code.

Payment Details

Click to access the Payment Details page, where you can review details about the payment that was made. You can review the details about the payment for a payment item type, but typically, when you post a payment, you would use this page to enter data to which the payment should apply. For example, posting a payment toward payment plans, you could enter the specific contract number or post a payment for a specific career or class if you only want the payment to go towards one career or a particular class.

Academic Information

Click to access the Academic Information page, where you can review the student's enrollment information.

Application Information

Click to access the Application Information page, where you can review the student's application status.

Tender Details

Click to access the Check Information page, where you can enter details about a payment by check. When entering a specific item type that is attached to a particular tender type (check or credit card), this page appears so that you can enter specific tender details. Otherwise, click the link to view the tender details.

External Files

RUNCTL_SFGPLOAD

Student Financial, Charges and Payments, Group Processing, External Files

Load external files.

Business Unit

Enter the business unit that uses the file.

File Name

Enter the name of the data file. Do not include the file extension. The extension on data files must always be .dat.

File Directory

Enter the file directory where the file was stored.

Group Type

Enter the appropriate group type for the data source.

Layout ID

Enter the layout ID that you defined for the type of file that is being loaded.

Balance the Group

If you select this check box, the Balance Group check box is selected when you access the Group Entry page.

Report Only

Select this option to generate a report to review the contents of the file after the file is loaded into Group Data Entry.

Select SA Payroll Deduction

RUNCTL_PAYINIT_SF1

Student Financials, Charges and Payments, Payroll Deduction Processing, Process SA Payroll Deduction, Select SA Payroll Deduction

Select PeopleSoft Enterprise Student Administration payroll deduction records.

SA Payroll Deduction Summary

SF_PAYDED_SUMMARY

Student Financials, Charges and Payments, Payroll Deduction Processing, Review Deduction Transactions, SA Payroll Deduction Summary

Review results of payroll deduction record selection for an individual employee.

Payroll Deduction Group Creation

RUNCTL_SFPAYDED

Student Financials, Charges and Payment, Payroll Deduction Processing, Create Deduction Transactions, Payroll Deduction Group Creation

Create payroll deduction groups.

On-Cycle

Select to have the process review only on-cycle payroll transactions.

Off-Cycle

Select to have the process review only off-cycle payroll transactions.

Both

Select to have the process review both on- and off-cycle payroll transactions.

Plan Type

Select the benefit plan type to restrict the selection of available deduction codes.

Deduction Code

Select the deduction codes of the payroll deduction records that you are adding to a posting group.

Item Type

For each deduction code that you add to a posting group, select the payment item type that the system uses when posting the associated deductions to student accounts.

Run

Click to run the Payroll Deduction Group Create (SF_PAY_DED) process.

Suspended Group Post

GROUP_POST_SUSPEND

Student Financials, Charges and Payments, Group Processing, Review Suspended Transactions, Suspended Group Post

Review suspended transactions from a data group.

Group Post Details

GROUP_POST_INFO_SP

Click the Group Post Details link on the Suspended Group Post page.

Review details about a suspended posting group.

Group Line Details

GRPLINE_SUSP_SP

Click the Line Details link on the Suspended Group Post page.

Review and update details about a specific data group transaction.

Group Post Details

Click to access the Group Post Details page.

Acad Info (academic information)

Click to access the Academic Information page, where you can view the student's enrollment information.

Line Details

Click to access the Group Line Details page.

Update

Click this button to access the Group Line Entry page and update the transaction information. Alternatively, you can correct or update group lines from Student Financials, Charges and Payments, Group Processing, Correct Transactions or Student Financials, Charges and Payments, Group Processing, Correct Corporate Transactions.

Post Transactions

RUNCTL_SFPGRPST

Student Financials, Charges and Payments, Group Processing, Post Transactions

Run the Group Post process.

Review Transactions

GROUP_SUMM_VW

Student Financials, Charges and Payments, Group Processing, Review Transactions

Review group entry information after it is posted.

Business Unit

Select the business unit to which the group is associated.

Group Type

Select the group type to which the group ID is associated.

Starting Group ID and Ending Group ID

Select the starting group ID and the ending group ID. The system generates these IDs when you complete the Group Data Entry pages.

Operator ID

Optionally, select the user ID of the person posting the group.

Assign Group OperID (assign group operator ID)

Optionally, select and assign a user to the group.

Reset Process Instance

Click to delete a process instance number from a posting group that failed.

Run

Click to access the Process Scheduler Request page. You can run two processes: Group Posting Common ID Create (SFPGRPDR) and Group Posting Process (SFPGRPST).

The Group Posting Common ID Create (SFPGRPDR) process is an optional process that evaluates all pending groups to find new IDs that do not yet have a row in the SF_COMMON_ID table. When the system encounters a new ID, it inserts a row into SF_COMMON_ID, which eliminates the need for the posting process to perform this function before posting pending transactions to an account. This process is especially useful during certain times of the year, such as the beginning of a term or the beginning of an academic year, when you have large groups with new IDs that have not undergone the posting process. If you run the Group Posting Common ID Create (SFPGRPDR) process before you run the Group Posting (SFPGRPST) process, the posting process is faster because it has fewer records to process.

The Group Posting Process (SFPGRPST) posts group transactions and inserts rows into SF_COMMON_ID for new IDs if you do not run the Group Posting Common ID Create (SFPGRPDR) process first.

Student Post

GRP_QUICK_POST

Student Financials, Charges and Payments, Post Student Transaction, Student Post

Post transactions for individual students.

Select Charges to Pay

QUICK_SPLITPAY_SEC

Click the Select Charges to Pay link on the Student Post page.

Specify the charges to which the system applies a student payment.

Payment Details

QUICK_POST_SECPAN

Click the Payment Details link on the Student Post page.

Add specific information to the payment record.

Corp Post

ORG_QUICK_POST

Student Financials, Charges and Payments, Post Corporation Transaction, Corp Post

Post transactions for individual organizations.

Select Students to Pay

QUICK_EMPLIPAY_SEC

Click the Select Students to Pay link on the Corp Post page.

Specify the sponsored student charges to which the system applies the corporate payment.

Third Party Information

ORG_THIRD_PARTYINF

Click the Third Party Information link on the Corp Post page.

Specify third-party contract information.

Select Students to Pay

Click this link to access the Select Students to Pay page.

Corp Accounts

Click this link to access the Corp Accounts page.

Third Party Information

Click this link to access the Third Party Information page.

Purge Posting Table

RUN_CNTL_SFBKPOST

Student Financials, Charges and Payments, Group Processing, Purge Posting Table

Run the Purge QUICK_POST_TBL process.

Posting Information

QUICK_POST_ACTIVIT

Student Financials, Charges and Payments, Group Processing, Review Posting Information, Posting Information

Review transactions that were consolidated by the Purge QUICK_POST_TBL process.

Item View

ITEM_SF

Student Financials, View Item, Item View

Review item activity for student accounts.

Corp Item View

ITEM_ORG_SF

Student Financials, View Corporate Item, Corp Item View

Review item activity for organization accounts.

Item Line View

ITEM_LINE_SF

Student Financials, View Item Line, Item Line View

Review information about each line item in a student account.

Item Line Corp View

ITEM_LINE_ORG_SF

Student Financials, View Corporate Item Line, Item Line Corp View

Review charges to a corporate account by the account type that is affected.

Item Due View

ITEM_DUE_SF

Student Financials, View Item Due, Item Due View

Review detailed information about due line items in a student account.

Corp Item Due View

ITEM_DUE_ORG_SF

Student Financials, View Corporate Item Due, Corp Item Due View

Review detailed information about due line items in an organization account.

View Items by Invoice

SSF_VW_ITEM_INV

Student Financials, Charges and Payments, Payments by Invoice, View Items by Invoice

View a summary of student items by invoice.

View Corp Items by Invoice

SSF_VW_ITEMORG_INV

Student Financials, Charges and Payments, Payments by Invoice, View Corp Items by Invoice

View a summary of corporate items by invoice.

Update Payment Invoice ID

SSF_PMT_INVOICE

Student Financials, Charges and Payments, Payments by Invoice, Update Payment Invoice ID

Update the invoice ID for payments restricted to invoices.

Update Corp Payment Invoice ID

SSF_ORGPMT_INVOICE

Student Financials, Charges and Payments, Payments by Invoice, Update Corp Payment Invoice

Update the invoice ID of corporate payments.

Change Item Line

ACCOUNT_SF

Student Financials, Collection, Adjustments, Change Item Line

Select an account that contains a disputed charge for a student.

Change Item Line - Account Summary

CHG_ITEM_LINE_SP

Click the Account Details link on the Change Item Line page.

Select a disputed charge for a student.

Change Item Line - Line Detail Update

ITEM_LINE_SF_SP_UP

Click the Item Details link on the Account Summary page.

Enter dispute information for a student.

Change Corp Item Line

ACCOUNT_ORG_SF

Student Financials, Collections, Adjustments, Change Corporate Item Line, Change Corp Item Line

Select an account containing a disputed charge for an organization.

Change Item Line - Account Summary

CHG_ORG_ITM_LN_SP

Click the Account Details link on the Change Item Line page.

Select a disputed charge for an organization.

Change Item Line - Line Detail Update

ITEM_LNE_ORGSF_UP

Click the Item Details link on the Change Item Line - Account Summary page.

Enter dispute information for an organization.

Payment Reversal

PMT_REVERSAL

Student Financials, Charges and Payments, Reversals, Reverse Payment, Payment Reversal

Reverse student payments.

Payment Reversal - Payment Detail

PAYMENT_DTL_SP

Click the Payment Detail link on the Payment Reversal page.

Review details about a student payment before reversing it.

Payment Corp Reversal

PMT_ORG_REVERSAL

Student Financials, Charges and Payments, Reversals, Reverse Corporate Payment, Payment Corp Reversal

Reverse corporate payments.

Payment Corp Reversal - Payment Detail (payment corporate reversal - payment detail)

PAYMENT_DTL_ORG_SP

Click the link next to a payment on the Payment Corp Reversal page.

Review details about a corporate payment before reversing it.

Charge Reversal

ACCOUNT_SF

Student Financials, Charges and Payments, Reversals, Reverse Charge, Charge Reversal

Select a student account containing a charge you want to reverse.

Charge Reversal - Charge Detail

CHARGE_REV_SP

Click the Account Details link on the Charge Reversal page.

Reverse student charges.

Reverse Corporate Charge - Charge Reversal

ACCOUNT_ORG_SF

Student Financials, Charges and Payments, Reversals, Reverse Corporate Charge

Select a corporate account containing a charge you want to reverse.

Reverse Corporate Charge - Charge Detail

CHARGE_REV_ORG_SP

Click the Account Details link on the Reverse Corporate Charge - Charge Reversal page.

Reverse corporate charges.

Reversal Detail

LINE_REASON_SF_SP

Click the Reverse button on the Payment Reversal, Payment Corp Reversal, Charge Reversal, or Reverse Corporate Charge - Charge Reversal page.

Enter optional reversal information after reversing a payment or charge.

Group Reversal

RUNCTL_SFRVRGRP

Student Financials, Charges and Payments, Group Processing, Reverse Groups, Group Reversal

Reverse groups of transactions.

Include Detail

Select this option to generate a detailed report of the transactions reversed when you run the process.

Group ID

Enter the unique ID of the group of transactions that you want to reverse.

Description

Enter an optional description for the group reversal. This description appears next to the item type on the Group Line Entry page.

Bank Tracer Nbr (bank tracer number)

Enter a number for tracking purposes. This field is optional.

Item Effective Date

Enter the effective date that the system assigns to the reversed transactions.

Due Date Option

Select an option to determine how the system calculates due dates for the reversed transactions.

New Due Dt (new due date): Select this option to enter a new due date that the system assigns to the reversed transactions.

Null: The system assigns a null value to the due date of the reversed transactions and assigns new due dates during the billing process.

Old Due Dt (old due date): The system assigns the original due date of the reversed transaction.

Payment Applier

RUNCTL_PMTWKUP

Student Financials, Charges and Payments, Apply Payment. Payment Applier

Run the Payment Applier process.

Payment Shuffle

ITEM_SF_XREF

Student Financials, Charges and Payments, Payment Shuffle

Identify remaining unapplied payments after running the Payment Applier process.

Student Writeoff

WRITEOFF_QCK_POST

Student Financials, Collections, Write Offs, Post Student Write-off, Student Writeoff

Create write-offs for individual students.

Corp Writeoff

WRITEOFF_ORG_POST

Student Financials, Collections, Write Offs, Post Corporate Writeoff, Corp Writeoff

Create write-offs for individual organizations.

Accounts To Writeoff

WRITEOFF_ACCT_SP

Select the Writeoff Accounts option or click the Accounts to Writeoff link on the Student Writeoff page.

Select accounts to write off for individual students and organizations.

Items To Writeoff

WRITEOFF_ITEMS_SP

Select the Writeoff Items option and click the Items to Writeoff link on the Student Writeoff page.

Select items to write off for individual students and organizations.

Write Offs

RUNCTL_WRITE_OFF

Student Financials, Collections, Write Offs, Run Write-off Process, Write Offs

Process batch write-offs.

Writeoff Reversal

WRITEOFF_REVERSAL

Student Financials, Collections, Write Offs, Reverse Student Writeoff, Writeoff Reversal

Reverse write-offs for students.

Writeoff Corp Reversal

WRITEOFF_ORG_REVER

Student Financials, Collections, Write Offs, Reverse Corporate Writeoff, Writeoff Corp Reversal

Reverse write-offs for organizations.

Writeoff Detail

WRITEOFF_DTL_SP

Click the Writeoff Detail link on the Writeoff Reversal or Writeoff Corp Reversal page.

Review information about a write-off.

Writeoff Balance

Select this option to write off the entire amount shown in the Balance field.

Writeoff Account(s)

When you select this option, the Accounts to Writeoff link becomes available.

Writeoff Item(s)

When you select this option, the Items to Writeoff link becomes available.

Srv Ind Cd (service indicator code)

Select the service indicator code that sets the desired limitations on transactions for customers whose accounts you have written off.

Student Accounts and Academic Information

Click the Student Accounts link to see the View Customer Accounts page. Click the Academic Information link to view academic plan and enrollment information.

Item Type

Select the item type that you are using for your write-off account. The description of the item type appears in the field to the right.

Item Amount

The amount of the transaction that you are writing off appears next to the term you select.

Term

Enter a term for the write-off.

Reference Nbr (reference number)

Enter the reference number that you use to track your write-offs.

Item Effective Date

Enter the effective date of the item.

Payment Details

Click this link to review further details about the write-off.

Enroll Deposit

RUNCTL_ENRL_DPST

Student Financials, Charges and Payments, Enrollment Deposits, Enroll Deposit

Define basic parameters for the Enrollment Deposit process.

Enroll Deposit2

RUNCTL_ENRL_DPST2

Student Financials, Charges and Payments, Enrollment Deposits, Enroll Deposit2

Select academic programs and waiver forms for the Enrollment Deposit process.

Set Srvc Ind (set service indicator)

Select this option to set service indicator codes.

Rel Srvc Ind (release service indicators)

Select this option to release the service indicator codes that have been applied to student's accounts.

Srv Ind Cd (service indicator code)

Select the service indicator code that you want to apply.

Srvc Reason (service reason), Contact, and Srvc Impact (service impact)

Select the service reason code that is attached to the service indicator code, the contact, and the service impact code.

Gen Letter (generate letter) and Letter Code

When you select the Gen Letter option, use the Letter Code field to identify the letter that the system generates.

Function, Category, and Context

Select the desired function, category, and context.

Late Fees

RUNCTL_SFPLATFE

Student Financials, Charges and Payments, Late Fees, Late Fees Processing, Late Fees

Calculate and post late fees.

Late Fees

LATE_FEE_TBL

Student Financials, Charges and Payments, Late Fees, Review Student Late Fees, Late Fees

Review late fees for students.

Late Fee Details

LATE_FEE_DTL_EMP

Click the Details link on the Late Fees page: Late Fees 2 tab.

Review details about a student late fee.

Late Fee Messages

LATE_FEE_MESSAGES

Student Financials, Charges and Payments, Late Fees, Review Late Fee Messages, Late Fee Messages

Review errors and warnings generated during the processing of student late fees.

Corp Late Fees

LATE_FEE_ORG

Student Financials, Charges and Payments, Late Fees, Review Corp Late Fees, Corp Late Fees

Review late fees for organizations.

Corp Late Fees - Late Fees Details

LATE_FEE_ORG

Click the Details link on the Corp Late Fees - Late Fees 2 tab.

Review details about a corporate late fee.

Corp Late Fee Messages

LATE_FEE_ORG_MSG

Student Financials, Charges and Payments, Late Fees, Review Corp Late Fee Messages

Review errors or warnings generated during the processing of corporate late fees.

Late Fees – Billing

RUNCTL_SFPBLTFE

Student Financials, Charges and Payments, Late Fees, Late Fees Processing – Billing, Late Fees–Billing

Process late fees using the Billing Request number.

Late Fees – Billing

SSF_LTFEE_TBL

Student Financials, Charges and Payments, Late Fees, Review Late Fees – Billing, Late Fees – Billing

Review student late fees – billing for students.

Late Fee Messages

LATE_FEE_MESSAGES

Student Financials, Charges and Payments, Late Fees, Review Late Fee Messages

Review any errors or warnings generated during the processing of student late fees.

Review Corp Late Fees - Billing (corporation late fees)

SSF_LTFEE_ORGG

Student Financials, Charges and Payments, Late Fees, Review Corp Late Fees – Bill (corporation late fees)

Review late fees for organizations.

Corp Late Fee Messages (corporation late fee messages)

LATE_FEE_ORG_MSG

Student Financials, Charges and Payments, Late Fees, Review Corp Late Fee Messages

Review any errors or warnings generated during the processing of corporate late fees.

Report Only

Select if the process is Report Only mode.

Business Unit

Select the business unit to be used for identifying the students, organizations, or both to be processed.

Display Late Fees

Select to access the Display Late Fees page, where you can review the accounts that were processed in this run.

Display Errors / Warnings

Select to access the Late Fee Messages page, where you can view any errors or warnings that you encountered during this run.

Billing Request Nbr (billing request number)

Enter the number to be used for identifying the students, organizations, or both to be processed.

Emplid/External Org Id (employee ID/external organization ID)

Enter a single student or organization for processing.

Late Fee Code

Select a value.

Posting Term

Select the term in which the late fee will be posted.

Include Anticipated Aid?

Select to include anticipated aid.

Maximum Aid Term

Enter a maximum aid term for the process.

Run

Click to run the Late Fees - Billing process.

From

Enter a start date for the payment date range.

To

Enter an end date for the payment date range.

From

This value is provided by default from the late fee code setup.

To

Enter an end date for the late fee maximum date range.

Enrollment Cancellation 1

RUNCTL_SFPCLCAN

Student Financials, Tuition and Fees, Cancellation, Cancel Enrollment, Enrollment Cancellation 1

Define student selection criteria for enrollment cancellation.

Enrollment Cancellation 2

RUNCTL_SFPCLCAN2

Student Financials, Tuition and Fees, Cancellation, Cancel Enrollment, Enrollment Cancellation 2

Define charges, offset payments, cancellation options, and service indicators for enrollment cancellation.

Enrollment Cancellation

CANC_TERM_CLASS

Student Financials, Tuition and Fees, Cancellation, Review Enrollment Cancellation, Enrollment Cancellation

Review results of the Enrollment Cancellation process.

Enrollment Cancellation Messages

CANC_MESSAGES

Student Financials, Tuition and Fees, Cancellation, Review Cancellation Messages

Review messages generated by the Enrollment Cancellation process.

Term Cancellation

Select to cancel all the classes that a student is taking for a term.

If you select this option and you also select the Cancel Completed Classes check box, Cancel Classes With Grades check box, or both, then the Enrollment Cancellation process generates a term cancellation request for each selected student.

If you select this option, you do not select the Cancel Completed Classes or the Cancel Classes With Grades check boxes, and a student has either completed a class or has a graded class, then the Enrollment Cancellation process generates an enrollment request with an action of drop, instead of a term cancellation request, for the student's uncompleted and ungraded classes.

If you select this option, you do not select the Cancel Completed Classes or the Cancel Classes With Grades check boxes, and the student has no completed or graded classes, then the Enrollment Cancellation process generates a term cancellation request.

Session Cancellation

Select to cancel all the classes that a student is taking for a session.

If you select this option and you select the Cancel Completed Classes check box, the Cancel Classes With Grades check box, or both, then the Enrollment Cancellation process generates a session cancellation request for each selected student.

If you select this option, you do not select the Cancel Completed Classes or the Cancel Classes With Grades check boxes, and a student has either completed a class or has a graded class, then the Enrollment Cancellation process generates an enrollment request with an action of drop, instead of a session cancellation request, for the student's uncompleted and ungraded classes.

If you select this option, you do not select the Cancel Completed Classes or the Cancel Classes With Grades check boxes, and the student has no completed or graded classes, then the Enrollment Cancellation process generates a session cancellation request.

Class by Class Within Term

Select to cancel individual classes within a term.

If you select this option and you select the Cancel Completed Classes check box, the Cancel Classes With Grades check box, or both, then the Enrollment Cancellation process generates an enrollment request with an action of drop. The system drops each class in the term, one by one, until the past due amount is less than the Subsequent Amount that you specify. If the request results in all classes being dropped for a student, then the process generates a term cancellation request.

If you select this option, you do not select the Cancel Completed Classes or the Cancel Classes With Grades check boxes, and a student has either completed a class or has a graded class, then the Enrollment Cancellation process generates an enrollment request with an action of drop for the student's uncompleted and ungraded classes. The system drops each class, one by one, until the past due amount is less than the Subsequent Amount.

If you select this option, you do not select the Cancel Completed Classes or the Cancel Classes With Grades check boxes, and the student has no completed or graded classes, then the Enrollment Cancellation process generates an enrollment request with an action of drop. The system drops each class, one by one, until the past due amount is less than the Subsequent Amount. If the request results in all classes being dropped for a student, then the process generates a term cancellation request.

Class by Class Within Session

Select to cancel individual classes within a session.

If you select this option and you select the Cancel Completed Classes check box, the Cancel Classes With Grades check box, or both, then the Enrollment Cancellation process generates an enrollment request with an action of drop. The system drops each class in the session, one by one, until the past due amount is less than the Subsequent Amount that you specify. If the request results in all classes being dropped for a student, then the process generates a session cancellation request.

If you select this option, you do not select the Cancel Completed Classes or the Cancel Classes With Grades check boxes, and a student has either completed a class or has a graded class, then the Enrollment Cancellation process generates an enrollment request with an action of drop for the student's uncompleted and ungraded classes. The system drops each class, one by one, until the past due amount is less than the Subsequent Amount.

If you select this option, you do not select the Cancel Completed Classes or the Cancel Classes With Grades check boxes, and the student has no completed or graded classes, then the Enrollment Cancellation process generates an enrollment request with an action of drop. The system drops each class, one by one, until the past due amount is less than the Subsequent Amount. If the request results in all classes being dropped for a student, then the process generates a session cancellation request.

Term

Enter the term for which you are canceling enrollments. This field is required.

Session

Enter the session for which you are canceling enrollments if you are using either session option.

All

Select to review all students in the business unit who meet the criteria that you specify. If you select this option, the Tuition Group and Academic Program fields are not available.

Tuition Group

Select n to review students within a specific tuition group.

Academic Program

Select to review students within a specific academic program.

By Date

Select and enter a date to indicate that any student with a past due amount on the specified payment date should be selected for enrollment cancellation.

By Days

Select and enter the number of days to indicate that any student with a past due amount for the number of days specified should be selected for enrollment cancellation.

Initial Amount

Enter the initial past due amount that places a student in the enrollment cancellation process. Students with past due amounts that are lower than the initial amount are not selected.

Subsequent Amount

This field is available only when the Class by Class Within Term or Class by Class Within Session option is selected. The system uses this information to automatically cancel classes one by one until the past due amount is less than the subsequent amount.

Item Group

Select the appropriate item group to indicate the specific charges to be included in the past due amount.

From/To Term

Enter the From/To Term range for picking up the charges.

Unapplied Payments, Unapplied Financial Aid, Anticipated Aid

To reduce charges by certain types of unapplied payments, unapplied financial aid, or anticipated aid, select the option and then enter the appropriate item group and the from/to term range for picking up these credits.

Cancel Completed Classes

Select this option to cancel classes that have been completed but not graded. The system will not cancel any classes for which the student has received grades.

Cancel Classes With Grades

If grades have been entered, and you want to include graded classes in the cancellation process, select this option to cancel classes with grades.

Eligible to Enroll

If you select this check box, the Enrollment Cancellation process selects the Eligible to Enroll check box on the Term Activation page for students selected by the process. If you do not select this check box, the Enrollment Cancellation process clears the Eligible to Enroll check box on the Term Activation page for students that were selected by the process.

Service Impact

Enter a service impact to exclude students from the enrollment cancellation process. Those students with the service indicator are not selected for the enrollment cancellation process.

A service impact, once set, is not in effect for all terms after that time. It must be reset every term or set for the generic term 0000. No effective term is associated with a service impact. A service impact set at one institution will not be respected by other institutions.

Table Validation

RUN_CNTL_SFTBLVAL

Student Financials, Charges and Payments, Validate Tables, Table Validation

Run the Table Validation process.

All IDs

Select to run the process against all accounts in the system. If Individual and Organization is selected as the ID Option, All IDs is the required Select Option.

One ID

Select to run the process against a single individual or corporate account.

ID Range

Select to process a range of either individual or corporate accounts.

Update

Select to correct data errors when they are detected. Clear this check box to produce reports only. If you select this check box, the process still produces reports.

Note. When you run the Table Validation process, you have the option of selecting as many reports and updates as you want. In update mode, data dependencies and processing must occur in the order that the options appear on the page.

ID Option

Individual and Organization: Select to process all accounts in the system. If you select this option, the Select Option is limited to All IDs, and the Start and End fields are hidden.

Individual Only: Select to process only individual accounts. If you select this option, all Select Options are available.

Organization Only: Select to process only external organization accounts. If you select this option, all Select Options are available.

From ID

This field is available when either One ID or ID Range is selected as the Select Option and is labeled appropriate to the ID Option selection.

To ID

This field is available when ID Range is selected as the Select Option and the label is associated with the appropriate ID Option selection.

Student Account Balance

Select to compare the account balance from the ACCOUNT_SF table with the sum of the item amounts from the ITEM_SF table. If the amounts are different, the system uses the sum of the item amounts to update the account balance.

Corporation Account Balance

Select to compare the account balance from the ACCOUNT_ORG_SF table with the sum of the item amounts from the ITEM_SF table. If the amounts are different, the system uses the sum of the item amounts to update the account balance.

Item Amount

Select to compare the item amount from the ITEM_SF table with the sum of the line amounts from the ITEM_LINE_SF table. If the amounts are different, the system uses the sum of the line amounts to update the item amount.

Payment Amount

Select to compare the payment amounts from the PAYMENT_TBL table with the sum of the item amounts for each payment from the ITEM_SF table. If the amounts are different, the system uses the sum of the item amounts to update the payment amount.

Refund Amount

Select to compare the refund amount from the REFUND_HDR table with the item amount from the ITEM_SF table. If the amounts are different, the system uses the item amount to update the refund amount.

Applied Amount

Select to compare the sum of the cross reference amounts from the ITEM_XREF table with the applied amount from the ITEM_SF table. If the amounts are different, the system uses the cross-reference amount to update the applied amount.

Balance Amount

Select to compare the sum of the cross-reference amount from the ITEM_XREF table with the net value of the item amount, minus the item balance from the ITEM_SF table. If the amounts are different, the system subtracts the sum of the cross-reference amount from the item amount and uses the result to update the item balance.

Cross Reference CommonID Table

Select the Cross Reference CommonID Table check box and run the process.

The report performs the following cross checks:

• For every student with an account that is defined in ACCOUNT_SF and for every organization with an account that is defined in ACCOUNT_ORG_SF, the report verifies that a row exists in the SF_COMMON_ID table. If a row does not exist in the SF_COMMON_ID table and you run the report in update mode, the system inserts a row for the student or organization ID into SF_COMMON_ID.

• For every person or organization, the report verifies for each COMMON_ID that the maximum item number that is recorded in the ITEM_SF table matches the field ITEM_NBR_LAST stored in the SF_COMMON_ID table. When you run the report in update mode, if the ITEM_NBR_LAST in the SF_COMMON_ID table does not match the highest ITEM_NBR for a given student or organization in ITEM_SF, the program updates the field ITEM_NBR_LAST to match the highest ITEM_NBR in ITEM_SF for that student or organization.

• For every person or organization, the report verifies for each COMMON_ID that the maximum payment ID number recorded in the PAYMENT_TBL matches the field PAYMENT_ID_LAST stored in the SF_COMMON_ID table. When you run the report in update mode, if the PAYMENT_ID_LAST in the SF_COMMON_ID table does not match the highest PAYMENT_ID_NBR for a given student or organization in PAYMENT_TBL, the program updates the field PAYMENT_ID_LAST to match the highest PAYMENT_ID_NBR in PAYMENT_TBL for that student or organization.

The report lists any discrepancies found.

Note. Due to its intensive table analysis of the core SF transaction tables and possible updates to SF_COMMON_ID, you should run the Cross Reference CommonID Table report in update mode only on a limited basis and only while it has exclusive access to the system. Do not run other Student Financials processes while this report is running.

Cross Reference CommonID Field

Select the Cross Reference CommonID Field check box and run the process.

The report cross checks COMMON_ID and SA_ID_TYPE against the fields EMPLID and EXT_ORG_ID in the following tables:

• ITEM_SF

• ITEM_LINE_SF

• PAYMENT_TBL

• ITEM_DUE_SF

For each table, the system reports errors when the following conditions occur:

1. Both EMPLID and EXT_ORG_ID are populated.

2. Neither EMPLID nor EXT_ORG_ID is populated.

3. The SF_COMMON_ID.SA_ID_TYPE = P (person) and the EMPLID has a value that is not the same value in COMMON_ID.

4. The SF_COMMON_ID.SA_ID_TYPE = O (organization) and the EXT_ORG_ID have values that are not the same value in COMMON_ID.

Note. Even if you run the report in update mode, the system does not update the EMPLID, EXT_ORG_ID, COMMON_ID, and SA_ID_TYPE fields to prevent an inadvertent change to these ID fields. You must identify the correct values and make a manual correction in all relevant tables.

Cross Reference Item Amount

Select to compare the sum of the cross-reference amounts from the ITEM_XREF table with the item amount from the ITEM_SF table. If the item amount is less than this sum, the values in the ITEM_XREF table are set to zero and the errors are reported. To correct the errors, the payments must be backed out and then reapplied. Each payment can be backed out manually or by running the Applied Amount and Balance Amount reports after running this report. Exception: If the item is linked to a contract, the system does not set the values in the ITEM_XREF table to zero. To correct the errors, the contracts must be cancelled, the update process must be run again to zero the ITEM_XREF values, and the contracts must be reapplied.

Cross Reference Effective Date

Select to find any missing effective dates in the ITEM_XREF table to the item effective date in the ITEM_SF table. If dates are missing, the system uses the item effective date from ITEM_SF to update the effective date.

Cross Reference Payment ID

Select to find any missing payment ID numbers from the ITEM_XREF table with the payment ID number from the ITEM_SF table. If the numbers are different, the system uses the payment ID number from ITEM_SF to update the payment ID number in ITEM_XREF.

Cross Reference Contract Nbr (cross reference contract number)

Select to validate the contract number in the ITEM_XREF table. If the item number contract is populated but the contract number is blank, the system uses the contract number from the TP_STUDENT table to update the ITEM_XREF table.

Item Due Date

Select to find due date discrepancies in the ITEM_DUE_SF table. The program compares this due date with the due date from the ITEM_LINE_SF table. If the dates are different, the system uses the due date from ITEM_LINE_SF to calculate the appropriate value and update the ITEM_DUE_SF due date.

Initial Run

Select in conjunction with the Item Due Date option to delete all due date values from the ITEM_DUE_SF table before recalculating them. This option only has an effect if the report is run in update mode.

Note. The Item Due Date and Initial Run fields must always be considered together.

Commit At the End

Select to commit changes only at the end of processing.

This option applies only to the Item Due Date option.

Commit Level

Select to specify a commit level. When you select this option, you are required to specify a value in the box that appears to the right. The program commits changes to the table after each 100 IDs have been processed.

Note. This option applies only to the Item Due Date option.