PeopleSoft Student Financials Implementation

PeopleSoft Setup Manager enables you to generate a list of setup tasks for your organization based on the features that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding documentation.

Student Financials also provides component interfaces to help you load data from your existing system into Student Financials tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables.

This table lists all of the components that have setup component interfaces:

This section lists tasks that you should complete as part of setting up your PeopleSoft Student Financials system.

• Complete the general setup of your Student Financials system. This setup is required before you can set up any of the features that are delivered with Student Financials. During this step you define the most basic elements of the Student Financials system including tableset IDs, SF installation parameters, item types, the 1098-T TIN table, and account types.

• Define how your Student Financials system interacts with your general ledger. The required steps of this implementation task depend on whether your institution interacts with PeopleSoft General Ledger, Oracle General Ledger, or a third party general ledger application.

• Set up application fee and enrollment deposit processing.

• Define payment processing parameters including payment item types and charge priority.

• If your institution has satellite departments or auxiliary services, such as Housing, Library, and Parking, that will need to interact with Student Financials, you will likely need to set up the External File Load feature.

• Decide how your institution calculates tuition and set up the appropriate components.

• Set up the parameters for the Billing feature.

• If your institution chooses to use the Cashiering feature that is delivered with Student Financials, you must define cashiering offices, valid registers and cashiers, tender keys, and target keys.

• Determine whether your institution issues refunds through accounts payable or payroll, and set up your system accordingly.

• Define payment plans for your institution. Student Financials delivers functionality for several different types of payment plans.

• In conjunction with the 3Cs setup, define your collections process.

• Coordinate with the financial aid staff to set up item types for financial aid disbursement.