FINJ4420 - Create Commencing Contract Fee Assessment Rates

Purpose

To allow the creation of Fee Contract records for Post-Commencing Students

SubSystem

Finance

Normally Run By Fee Specialist
Anticipated Frequency As Required
Structure  Block Create Commencing Contract Fee Assessment Rates
Tabs Parameters
More
Buttons Find Person (ADMF1211)
Find Course (ADMF1220)

  

The parameter form permits the necessary selections to be made to identify the target students and the process to create the records will be run via Job Schedular.

The process will create System Extract Records with a new System Extract Type of ‘COMM-CNTRT’. System Extract Record will be created for the following scenarios:

  • One System Extract Record will be created from every Student Course Attempt identified by the parameters passed to the process.
  • When the students Commencement Year could not be determined.
  • When the students Commencement Year is successfully determined.
  • When the student did not commence in the Academic Year provided as a parameter.
  • When the student’s commencing Charge Rate could not be determined or is zero.
  • When the student’s commencing Charge Rate was successfully determined.
  • When the Percentage Variation could not be determined for the student.
  • When the Percentage Variation was successfully determined.
  • When the new Charge Rate cannot be calculated (i.e. due to value error).
  • When the new Charge Rate was successfully calculated.
  • When a Contract Fee Assessment Rate record already exists for the Student, Course and Fee Type.
  • When there is a problem creating the new Contract Fee Assessment Rate record.
  • When the Contract Fee Assessment Rate record is successfully created for a Student, Course and Fee Type.
  • When Contract Calendar records are not successfully created.
  • When Contract Calendar records are successfully created.

The following detail is included in the extract.

  • Person ID
  • Course Code and Version Number
  • Course Attempt Status
  • Message Number

The message number corresponds to a System Message that describes the first valid reason for including the student in the extract. System Messages are defined in Maintain System Message (GENF0003). The message numbers are provided by Callista Software Services.

These message numbers used in the extracts are:

  • 10071 The Alternate Code for the Academic Period is not a 4 digit number. Exiting Process
  • 10030 Cannot create a Contract Fee Assessment Rate record because the students commencing charge rate could not be determined or is zero
  • 10031Cannot calculate the new charge rate for the contract. Possible Invalid Number in calculation
  • 10032 Contract Fee Assessment Rate record already exists for this person, course and fee type so we cannot create a new record
  • 10033 Failed to insert Contract Fee Assessment Rate record
  • 10034 Contract Fee Assessment Rate record was successfully created
  • 10035 Contract Calendar records were successfully created
  • 10095 The student did not commence in the Academic Year Provided
  • 9866 The Commencement Year for the Student Course Attempt could not be determined
  • 9874 A previously used charge rate could not be found
  • 9875 The Fee Assessment process could not determine the charge rate used on the census date
  • 9876 The previously used charge rate does not match the charge rate determined by the Fee Assessment process for the census date
  • 10075 The Student Course Attempt was not found. The Rate Variation Percentage could not be derived
  • 10045 No Rate Variations match
  • 6402 No Fee Category fee liability records exist for this Fee Type
  • 6459 As more than one calendar was identified as covering the contract end date, no contract calendar records were created for these calendars.
    Please apply manually
  • 6401 Warning: No Fee Category Calendar Instance Contract records were created. Please apply manually
  • 6391Record cannot be created as no parent record exists
  • 6457 New Contract Fee Calendar record(s) have been created.
  • 6392 The nominated Fee Category Calendar Instance does not exist

A view is provided to allow clients to view the extract output and the view includes extra detail such as the Student’s Title, Surname and Given Names.

 

The Create Commencing Contract Fee Assessment Rates block contains:

Parameters Tab

  • Creation Comment
  • Commencing Year
  • Fee Type
  • Fee Category
  • Latest Assessed Financial Period
  • Fee Contract Type
  • Contract Start Date
  • Contract End Date

More Tab

  • Person ID
  • Person ID Group (inclusion)
  • Person ID Group (exclusion)
  • Course Code
  • Course Attempt Status
  • and
  • and
  • Responsible Organisational Unit
  • Course Type
  • Attendance Mode
  • Attendance Type
  • Location Code
  • Location Type
  • Test Run check box

    Buttons

Rule/Notes:

The Person ID Group (Inclusion) and (Exclusion) allows the user to select students to be included or excluded in the job.

The following Validations are:

  • The Commencing Year selected is a valid Academic Year
  • The Fee Type selected is a valid Fee Type
  • The Fee Category selected is a valid Fee Category
  • The Latest Assessed Financial Period selected is a valid Financial Calendar
  • The Fee Contract Type selected is a valid Fee Contract Type
  • If the Contract Start Date and the Contract End Date are both specified then validate that the date range is valid. (for example, the End Date is greater than the Start Date)
  • The Person ID, Person ID Group (Inclusion) and (Exclusion) are valid
  • The Course Code is valid
  • The first, second and third Course Attempt Statuses are ACTIVE or PLANNED
  • The Responsible Organisational Unit is valid
  • The Course Type, Attendance Mode, Attendance Type are not closed
  • The Location Code is not closed, that it has a System Location Type of ‘CAMPUS’ and that it matches the Location Type parameter if that parameter has also been selected
  • The Location Type is not closed and that it has a System Location Type of ‘CAMPUS’
  • If the Course Code and Course Type parameters are both specified then there must be at least one ACTIVE or PLANNED Course Version with the selected Course Type
  • If the Course Code and Responsible Organisational Unit parameters are both specified then the Course must have at least one Course Version with the selected Responsible Organisational Unit
  • Fee types with a system fee type other than OTHER or TUITION cannot be selected
The following are Mandatory fields:
  • Commencing Year
  • Fee Type
  • Latest Assessed Financial Period
  • Fee Contract Type
  • Contract Start Date
  • Course Attempt Status
  • Test Run check box

Rules/Notes:

 

 

 

Last modified on 8 October, 2007 5:31 PM

History Information

Release Version Project Change to Document
10.1.0.0.0.0 1400 -Internally raised calipsos Changed the form name