Purpose

This form allows Student Course Fee Statements to be summarised

SubSystem

Finance

The screen is divided into two blocks:

• Fee Assessment - shows the context Fee Assessment for which transactions are displayed in the Fee Statement block
• Fee Statement - shows Payments Due or Received

This screen can only be entered in context from either the Student Course Fee Inquiry screen or the Student Fee Calendar Inquiry screen and only when the selected Fee Assessment in either of these screens has its Last Notification Date set. Queries cannot be performed in this block. To retrieve the records of other student Fee Assessments, return to the previous screen (by clicking on the Exit button ) and select another Fee Assessment record or perform a new query there.

Information lamps are displayed at the top of the screen where applicable. These lamps and their meaning are:

• ENCUMBERED - displays when the student currently has an Encumbrance of any type. Administrative Encumbrances can be checked in the Maintain Basic Person Encumbrance Detail form (ENRF6310). Academic Encumbrances can be checked via the Maintain Student Progression Rule form (PRGF6600). A zoom can be created to these forms - access depends on Callista security roles.
• DECEASED - displays where the student has been recorded as deceased
• Fee Statement - displays all recorded transactions for the context Fee Assessment.

Displays the student Status Type as a lamp in SFCV block for all Fee Types that have a System Fee Type of COMSUPPORT (HECS). The same functionality is currently done when the Fee Type has a System Fee Type of HECS:

• DEFERRED - displays when the student has a DEFERRED as at the Census Date. (Refer to Commonwealth Supported Places Option Mapping in ENRF0161)
• UPFRONT - displays where the student has an UPFRONT as at the Census Date.
• UPFRONT_D - displays where the student has an UPFRONT_D (upfront payment with discount) as at the Census Date.

This form is accessed through FINF9100, via the Fee Statement button.

The Student Course Attempt block contains:

• Person ID
  The identification number of a person recorded in Callista. A person may or may not be a student
• Course Code
  The Course Code for the Course Attempt which is the subject of the Fee Assessment
• Financial Period
  The Financial Period in which the Fee Assessment occurred (includes the following Start and End Date fields)
• Fee Category
  The Fee Category for the Course Attempt. The Fee Category is assigned to the Course Attempt at Admission or Enrolment
• Fee Calendar
  The Fee Period in which fees were assessed. FEE-SEM2 01/07/2005 31/12/2005 indicates that fees were assessed in the Semester 2 Fee Period of 2005
• Fee Type
  The type of fee assessed
• System Fee Type
  The System Fee Type of the selected Fee Assessment. System Fee Types COMSUPPORT and TUITION are used by the System to distinguish the fees that must be reported to the Australian Government in DEST returns. A System Fee Type of OTHER is used for non-reportable Tuition Fees
• Fee Trigger Category
  The System Fee Trigger Category for the selected Fee Assessment. The student will have been assessed for the particular fee when the Fee Assessment routine matched their Course and/or Unit Set and/or Unit(s) to a trigger defined for the fee. Valid values for the System Fee Trigger Category are COURSE, INSTITUTN, UNIT, COMPOSITE and UNITSET

The Fee Statement block contains:

• Unit Code
  The unit code for each unit in the fee statement
• Payment Due or Received
  If the transaction is a debt (assessment), the date payment is due. If the transaction is a payment, the date the payment was received
• Transaction Type
  The System defined type of the transaction. Only values which might appear on a student's statement of account are shown. For a full listing of types see 'Transaction Type' fields in FINF9120
• Transaction Amount
  The amount of the transaction, in the specified currency
• Student Amount
  The amount the student is paying up front, in the specified currency. This field only contains data where the Transaction Type is ASSESSMENT
• Loan Amount
  The amount of the fee that is paid for by the loan, in the specified currency
• Loan Disc Amount
  Shows any discount that may be applicable for making an up front payment, in the specified currency
• Tax Amount
  The amount of tax attributable to taxable transactions. These transactions may be either assessment, discount or payment transactions
• Sponsored Amount
  The amount of the student's fees which is sponsored. This field only contains data where the Transaction Type is ASSESSMENT
• Discount Available
  The amount of an available discount. This field only contains data where the Transaction Type is ASSESSMENT
• Optional Payment check box
  Shows whether or not payment for the Fee Type is optional. Debt against optional payment Fee Types is not pursued where payment is not made by the Due Date
• Teaching Period
  Shows the teaching period covered by the fee statement
• Discount Amount
  Amount of discount applicable to the Fee Type for payment by the Due Date. Only one or other of Discount Percentage or discount amount is applicable for a particular Fee Type
• Exchange Rate
  The Exchange Rate applicable at the time of the transaction. The local currency has an exchange rate of 1. Exchange rates are manually recorded in Callista, the frequency of their recording being determined by the institution
• Census Date
  The teaching period census date applicable for the Fee Assessment
• Discount Percentage
  Percentage of discount applicable to the Fee Type for payment by the Due Date. Only one or other of Discount Percentage or discount amount is applicable for a particular Fee Type
• Loan Sponsor Code
  Displays the code for loan sponsor
• Unit Location
  Shows the location code for the unit
• Discount Minimum Payment
  The Minimum Payment which must be made, for the Fee Type, in order to attract a discount
• Sponsor Code
  Displays only for PAYMENT Transaction Types, if payment was made by sponsor and for DISCOUNT Transaction Types where sponsorship is 100%
• Unit Class
  Shows the Unit Class
• Loan Fee
  The Fee Assessment Loan Fee value
• Elected Student Status
  This shows the Elected Student Status defined at the course level and any Student Status defined at the Unit Level as an override. It does not show Student Status Snapshot
• Reported Student Status
  This field will retrieve information from the Student Status Snapshot

Rule/Notes:

Return to the previous screen - by clicking on the Exit button .

End your inquiry session - by selecting Exit Forms from the Action menu.

Return to the menu - by clicking on the Exit button, as many times as required, to scroll back through previously viewed screens.