1. Implementing Student Management
  2. Manage Transaction Sources

Manage Transaction Sources

All fees in Student Management are posted to Receivables as charges. This happens when an invoice is created. Student Management links its fee types to transaction sources, then uses transaction sources to post charges.

These transaction sources are predefined. You can create more to suit your requirements.

  • ORA_HED Student Curriculum Fees

  • ORA_HED Student Miscellaneous Fees
  • ORA_HED Student Academic Period Fees

  1. Sign in as FINUser.

  2. In the Setup and Maintenance work area, go to the Manage Transaction Sources task:

    • Offering: Financials

    • Functional Area: Customer Billing

  3. Click Create.

  4. In General Information, fill out these fields with the appropriate values for your institution:

    • Transaction Source Set. This refers to a reference data set.

    • Name

    • Description

    • Type

    • From Date

  5. In Source Defaults, fill out these fields with the appropriate values for your institution:

    • Automatic Transaction Number

    • Last Transaction Number

  6. Click Save and Close.

  7. Repeat steps 4-6 to create other transaction sources.

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