Implement Student Financials

Users with the Application Implementation Consultant job role perform each Student Financials setup task.

Note: Student Financials uses functionality from these Oracle Fusion Cloud Financials products: Accounts Receivable, General Ledger, and Payables.

Sequence

Page or Task Name

Navigation

Description

1

Manage Student Financials Options1

In the Setup and Maintenance work area, use:

  • Offering: Student Management

  • Functional Area: Student Structures

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:

  • Offering: Student Management

  • Functional Area: Student Structures

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:

  • Offering: Student Management

  • Functional Area: Student Structures

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:

  • Offering: Student Management

  • Functional Area: Student Structures

Set up adjustment calendars to enable subsequent creation of adjustment schedules.

5

Manage Due Date Calendar

In the Setup and Maintenance work area, use:

  • Offering: Student Management

  • Functional Area: Student Structures

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:

  • Offering: Student Management

  • Functional Area: Student Structures

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:

  • Offering: Student Management

  • Functional Area: Student Structures

Assign a default fee group to an academic level.

10

Manage Adjustment Schedules

In the Setup and Maintenance work area, use:

  • Offering: Student Management

  • Functional Area: Student Structures

Create and edit adjustment schedules.

11

Manage Due Date Schedule

In the Setup and Maintenance work area, use:

  • Offering: Student Management

  • Functional Area: Student Structures

Set up due dates related to adjustment schedules.

12

Manage Curriculum Fees

In the Setup and Maintenance work area, use:

  • Offering: Student Management

  • Functional Area: Student Structures

Set up course fees and course section fees.

13

Manage Miscellaneous and General Fees

In the Setup and Maintenance work area, use:

  • Offering: Student Management

  • Functional Area: Student Structures

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:

  • Offering: Student Management

  • Functional Area: Student Structures

Set up curriculum cost items for an institution (such as instructor fee or room rental), and define how those costs are calculated.