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FINJ3001 - Process Fee Assessments
Purpose |
To assess the fees and tax due from those students with Student To Do entries recorded on the database |
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SubSystem |
Finance |
HE Sector Information |
Normally Run By | Fee Specialist | |
Anticipated Frequency | Nightly | |
Structure | Block | Process Fee Assessments From Student To Do Entries |
Sub block | Fee Assessments if Deferred Tansaction Exists | |
Tab | Parameters |
Introduction Entries in this job indicate that a student has enrolled or changed their Enrolment since the current job was last run. They are automatically created when such a change takes place. Fee Assessment is the central process of the Student Finance Subsystem. This job is one of the two methods of running the Fee Assessment routine - FINJ3001 and FINJ3500 are different 'front ends' to the same process. The present job is the more automated, can only be run in batch mode, and allows minimum selection by parameter. Update Process This section gives a brief outline, in sequence, of the main processing involved in Fee Assessment. It assumes a good understanding both of the general approach taken in the Subsystem and of the data structures for Fee Types, Fee Categories and Liabilities, Triggers, Calculation Data and Retention Schedules. (Please refer to Understanding Student Finance and the Specialist Overview.) The FINJ3001 process works from student To Do entries of type FEE_RECALC. As long as there is one unprocessed To Do entry for a student (an entry with no logical delete date recorded), that student will be assessed or reassessed by this process. FEE_RECALC entries are created whenever a Course or Student Unit Attempt is created or changed for a student, with the exception of changes to their Student Status. The Fee Assessment routine, when accessing Student To Do entries:
For each Financial Period specified by parameter, For each Fee Category with a Fee Period valid at the Effective Date (and in the Financial Period, if specified):
Additionally, for Student Contribution Amount, the EFSTL for a unit is split by Discipline Group (Fee Assessable Statuses for Student Unit Attempts are ENROLLED, INVALID, DISCONTIN and COMPLETED)
For Student Contribution Amounts, the calculation is based on the rate for each relevant Discipline Band if students are liable for differential Student Contributions. Discipline Groups match to particular Discipline Bands, and a running total of the Student's Contribution Amount across different bands is kept. For each Fee Liability assessed:
Or, if assessments already exist:
After any Fee Liability Assessment, adjustment or retention (including those manually assessed):
Notes: The transaction records created by this process:
Commencing Students and Effective Date Students are generally enrolled in units before the start of their course. For these students, changes in Enrolment prior to commencement may create a ToDo record. As long as these students are due for assessment in a current Fee Period, the system will substitute the student’s course commencement date for the Effective Date of the course attempt (SCA) if the original Effective Date falls before the commencement date. This ensures that correct Enrolment details are recorded for these students and used by subsequent finance jobs. In this scenario, the following applies:
Run Details Method This job can only run in batch mode, through the Job Control & Scheduling Subsystem. It may be set up to run as a standing request in the JBS Subsystem. When run through this job (FINJ3001) a fee trace report is not produced. Dependent jobs FINJ6111 (to create students' individual payment schedules) may be set up as a dependent job. However, note that FINJ6111 sets the dates by which individual students should make payment of fees. It is therefore necessary to produce Statements of Account and Sponsor Summary Statements in a timely manner after running FINJ6111. Refer to documentation about Creating Person Payment Schedules for more information. Timing |
The Process Fee Assessments From Student To Do Entries block contains: Parameters Tab
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Rule/Notes: The Fee Assessment routine is the initial process in a Fee Period cycle. All other fee processes are consequent upon it. The job may be run with FINJ6111 (to create students' individual payment schedules) as a dependent job. To do so, however, has certain ramifications - see above. The 'Fee Assessment if Deferred Transaction Exists' sub block has been removed as the parameters are no longer in the parameter form and therefore, redundant. This has been replaced with the Prevent Fee Assessment after Loan Draw Down check box. This means institutions cannot use old requests to create a new one. If required, a new request can be re-created in Maintain Request Details (JBSF5210). This check box default is 'N'. |
A Financial Period and/or Fee Assessment period may be selected. |
Rules/Notes: The % symbol indicates that all values will be selected for that parameter. |
Last Modified on 23 October, 2007 11:35 AM
History Information
Release Version | Project | Change to Document |
10.1.0.0.0.0 | Calipso 21529 | Prevent Fee Assessment after Loan Draw Down check box and description in 'Rules/Notes' added |
8.0.0.0.0.0 | 0976 - DEST load EFTSU EFTSL | Replace EFTSU with EFTSL |
7.1.0.0.0.0 | 0954 - Callista 7.1 Verification, Packaging and Release | VET info added and colour change for VET |
7.0.0.0.0.0 | Added Process Advanced Standing Fee Assessments and Process Graduation Fee Assessments check boxes. Also added HECS info |