Implement Student Financials
Users with the Application Implementation Consultant job role perform each Student Financials setup task.
Sequence |
Page or Task Name |
Navigation |
Description |
---|---|---|---|
1 |
Manage Student Financials Options1 |
In the Setup and Maintenance work area, use:
|
Define level transaction and receipt numbering, accounts receivable values, and self-service payment options. |
2 |
Manage Miscellaneous Categories |
In the Setup and Maintenance work area, use:
|
Set up miscellaneous categories of fees and group fees within them. |
3 |
Manage Student Financials Academic Periods |
In the Setup and Maintenance work area, use:
|
Set up academic period defaults and assign an academic period to charges, using start and end dates. |
4 |
Manage Adjustment Calendars |
In the Setup and Maintenance work area, use:
|
Set up adjustment calendars to enable subsequent creation of adjustment schedules. |
5 |
Manage Due Date Calendar |
In the Setup and Maintenance work area, use:
|
Set up due dates related to adjustment calendars. |
6 |
Discounts |
From Student Central, search for Discounts. |
Create and manage discounts used throughout a business unit. |
7 |
Manage Academic Period Fees |
In the Setup and Maintenance work area, use:
|
Create and manage fees that enable a bursar to calculate a student's fee based on the summarized billing units for a reporting academic period. |
8 |
Fee Groups |
From Student Central, search for Fee Groups. |
Create and edit fee groups containing a set of academic period fees for a reporting academic period. |
9 |
Manage Fee Group Default Settings |
In the Setup and Maintenance work area, use:
|
Assign a default fee group to an academic level. |
10 |
Manage Adjustment Schedules |
In the Setup and Maintenance work area, use:
|
Create and edit adjustment schedules. |
11 |
Manage Due Date Schedule |
In the Setup and Maintenance work area, use:
|
Set up due dates related to adjustment schedules. |
12 |
Manage Curriculum Fees |
In the Setup and Maintenance work area, use:
|
Set up course fees and course section fees. |
13 |
Manage Miscellaneous and General Fees |
In the Setup and Maintenance work area, use:
|
Set up categories to group miscellaneous fees; these categories of grouped fees are used in self service. |
14 |
Manage Curriculum Costs |
In the Setup and Maintenance work area, use:
|
Set up curriculum cost items for an institution (such as instructor fee or room rental), and define how those costs are calculated. |