Purpose

Shows the Student Credit Amounts to individual students

SubSystem

Finance

The screen is divided into two blocks:

• Person - shows the context student for whom system credit details are displayed.

This screen can only be entered in context from either the Student Course Fee Inquiry screen or the Student Fee Calendar Inquiry screen. Queries cannot be performed in this block. To retrieve system credit details for other students, return to the previous screen (by clicking on the Exit button ) and 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 when the student has been recorded as deceased.
• System Credit - displays the amounts by which a student's payments exceed their debts, as a result of;

a) the student finance processing cycle
b) the processing cycle of an interface to an external financial system at any point in time.

Amounts displayed in the System Credit column may be processed as a refund to the student.

This form is accessed through FINF9100, via the System Credits button in the top block

The Person block contains:

• Person ID
  The identification number of a person recorded in Callista. A person may or may not be a student
• Sex
• Date Of Birth

The System Credit block contains:

• Currency Code
  The code for the currency in which the credit amount has been calculated and is displayede
• Description
• Local Currency check box
  The currency specified as being the local currency at the institution. Only one currency can be the local currency.
• System Credit
  The amount of money, in the specified currency, by which the student's payments (less any refunds already issued) have exceeded all their assessed debts
• Unmatched Payment
  The total of all payments not currently matched to invoices by processes interfacing with an External Financial Systems

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.