PeopleSoft Student Financials 9.0 PeopleBook

Appendix: Student Financials Global Invoicing Reminder Letters

This appendix provides an overview of customer billing and discusses how to define and issue Student Financial global invoicing reminder letters:

Defining and Issuing Reminder Letters

This section provides institutions who use global invoicing an example of how to define and issue invoice Reminder Letters.

Reminder Letters can be generated for open invoices after the due date has passed.

Reminder Letters can include fields such as: original invoice amount, any payments, remaining unpaid balance and the number of days passed due. Institutions define a minimum balance as selection criteria when sending reminder letters. A minimum balance can be utilized at the invoice. Like the invoice, the reminder letter can include a payment voucher.

Reminders are tracked at the student level for each invoice through Campus Community Communications.

Student Financials uses Campus Community Communications Engine to generate reminder letters. The Communications Engine process supports Population Selection and uses Queries and Equations to determine who will receive a Reminder Letter and what data will be available to the template.

Note. The information below pertains to the Global Invoicing .

Additional, essential information describing the setup and generation design of communications appears in PeopleSoft Campus Community Fundamentals 9.0 PeopleBook.

Pages Used to Define and Issue Reminder Letters

Page Name	Definition Name	Navigation	Usage
Communication Data Source	SCC_CG_DTASRC	Campus Community, Communications, Set up Communications, Communication Data Source	Define communication data source.
Report Definition	PSXPRPTDEFN	Reporting Tools, XML Publisher, Setup, Report Definition	Define invoice Reminder Letter properties.
Report Definition — Template	PSXPRPTTMPL	Reporting Tools, XML Publisher, Setup, Report Definition, Template	Define template properties.
Report Definition — Output	PSXPRPTOUT	Reporting Tools, XML Publisher, Setup, Report Definition, Output	Define output properties.
Report Definition — Bursting	PSXPRPTBURST	Reporting Tools, XML Publisher, Setup, Report Definition, Bursting	Define bursting properties.
Standard Letters	SCC_STN_LTR_TBL	Campus Community, Communications, Set up Communications, Standard Letter Table CS	Set up standard letter.
Communication Speed Keys	COMM_SPDKEY_TABLE	Set Up SACR, Common Definitions, Communications, Communication Speed Key Table	Define communication key.
Event 3C Groups	EVNT_GRP_3C_TABLE	Campus Community, 3C Engine, Set Up 3C Engine, Event 3C Group	Define 3C Event Group.
Event Definition	EVNT_3CS_SETUP	Campus Community, 3C Engine, Set Up 3C Engine, Event Definition	Set up event definition.
3C Engine Parameters	RUN_CNTL_3CENGINE	Campus Community, 3C Engine, Run 3C Engine	Define 3C Engine parameters.
Manage Duplicate Assignment	MANAGE_DUP_ASSIGN	Campus Community, 3C Engine, Run 3C Engine, Manage Duplicate Assignment	Define Manage Duplicate Assignment.
Person Communication	COMM_MGMT1	Campus Community, Communications, Person Communications, Communication Management	Review generated communication.
Selection Parameters	SCC_CG_RUNCTL1	Campus Community, Communications, Communication Generation	Running Communication Generation process.
Process Parameters	SCC_CG_RUNCTL2	Campus Community, Communications, Communication Generation, Process Parameters	Set up process parameters.
View Communication	SCC_CG_ATTREL	Campus Community, Communications, Communication Generation, Process Parameters, View Communication	View Reminder Letter.

Defining Communication Data Source

Access the Communication Data Source page (Campus Community, Communications, Set up Communications, Communication Data Source).

Click Register Data Source if this is a new Data Source or if the Communications Data Source definition has been modified.

Defining Invoice Reminder Letter Properties

Access the Report Definition page (Reporting Tools, XML Publisher, Setup, Report Definition).

Select the QA_CS_SF_RMD report (Invoice Reminder Letters).

Defining Template Properties

Access the Report Definition — Template page (Reporting Tools, XML Publisher, Setup, Report Definition, Template).

Defining Output Properties

Access the Report Definition — Output page (Reporting Tools, XML Publisher, Setup, Report Definition, Output).

For Format Type, select Enabled and Default for PDF.

Defining Bursting Properties

Access the Report Definition — Bursting page (Reporting Tools, XML Publisher, Setup, Report Definition, Bursting).

For Burst by, select fld_CG_SORT_ORDERto he reminder letter will be used by the Comm Gen process.

Setting Up Standard Letter

Access the Standard Letters page (Campus Community, Communications, Set up Communications, Standard Letter Table CS).

Select the appropriate RM1 Letter Code and the Define Com Gen Parameters check box.

check box.

Template Selection

Select the QA_CS_SF_RMD report name (Invoice Reminder Letters).

Defining Comm Key

Access the Communication Speed Keys page (Set Up SACR, Common Definitions, Communications, Communication Speed Key Table).

Select the appropriate RM1 Comm Key.

*Comm Key:	Enter the name of the communication speed key to represent this set of communication elements
Category	Enter the communication category to associate with this communication speed key
Context	Enter the communication context to associate with this communication speed key.

Duration	Enter Document as method of the communication that you are associating with this communication speed key.
Direction	Enter Outgoing as the direction of the communication you are associating with this communication speed key.
Letter Code	Enter RM1 as the code you are associating with this communication speed key

Defining Event 3C Groups

Access the Event 3C Groups page (Campus Community, 3C Engine, Set Up 3C Engine, Event 3C Group).

Defining Event Definition

Access the Event Definition page (Campus Community, 3C Engine, Set Up 3C Engine, Event Definition).

Select the appropriate SF RM1 Event ID.

Defining 3C Engine Parameters

Access the 3C Engine Parameters page (Campus Community, 3C Engine, Run 3C Engine).

Select the SSF_POP_3CENGINE_SFBI query

In the Population Selection group box, select Edit Prompts to access the Query Prompts page.

Defining Manage Duplicate Assignment

Access the Manage Duplicate Assignment page (Campus Community, 3C Engine, Run 3C Engine, Manage Duplicate Assignment).

Check Duplicate Communication

Select the Check Duplicate Communication check box.

In the Variable Data field within the Additional Conditions to Prevent Duplicate Communication group box, select Match.

Click Run to run the process.

Reviewing the Generated Communication

Access the Person Communication page (Campus Community, Communications, Person Communications, Communication Management).

Note the Communication Completed check box is not selected.

Running Communication Generation Process

Access the Selection Parameters page (Campus Community, Communications, Communication Generation).

Setting Up Process Parameters

Access the Process Parameters page (Campus Community, Communications, Communication Generation, Process Parameters).

Output Settings

In the Missing Critical Data group box, select the Produce Communication check box and the Complete Communication check box.

Reviewing Communication

Access the Person Communication page (Campus Community, Communications, Person Communications, Communication Management).

Note the Communication Completed check box is selected.

Click View Generated Communication to view the reminder letter.

Access the Reminder Letter for Global Invoicing.