Purpose

To add additional days to Pperson Payment Schedule Dates as a bulk process

SubSystem

Finance

Update Process

The process updates students' Person Payment Schedules to add extra days to specific Payment Due Dates selected by parameter. Details of selection are given below in the Job Parameters section.

If a calculated date, once Grace Days are added, is the same as the date in a subsequent schedule entry, that entry in the Person Payment Schedule is not updated. A message to this effect is given in the job run log.

Run Details

This job can only run in batch mode, through the Job Control & Scheduling Subsystem. Keep a note of the request number of the job in order to check the run log.

The job is run as required, to alleviate a problem. It is not seen as a regular part of the fees processing cycle.

Dates altered by running this job can be checked in the Maintain Person Payment Schedules form, FINF3800. If an entry in a student's schedule has not been updated for some reason, a message is given in the job run log available in form JBSF5301, which is accessed via JBSF5300.

The Add Grace To Person Payment Schedules block contains:

Parameters Tab

• Fee Assessment Period
• Person ID
• Fee Type
• Fee Category
• Grace Days
• Grace Period Type
• Start Schedule Effective Date
• Notification Date
• Include Manual Entries check box
• Schedule Next Business Day check box

  Buttons

  • Find Person
  • Calendar Lookup

Rule/Notes:

Person Payment Schedules are created for individual students in FINJ6111, and contain the dates on which fee payments are due. The intention of this job is to extend selected payment periods if there has been a delay in running the invoice extract (FINJ6120) or posting Statements of Account to students

The job must be run for each Fee Period in which it is required to modify Person Payment Schedules. Select the period from the list of active Fee Assessment periods presented in the first parameter.

The next three parameters control the range of students for whom schedules are updated. The % symbol indicates that all values should be included for the parameter.

• Enter a Person ID if the job is to be run to update a single student's schedule, as an alternative to using the form FINF3800
• Select or type in a Fee Type and/or Fee Category to narrow the field to students liable for a particular fee and/or those included in a particular category

The remaining parameters specify how the schedules are to be altered.

• In the Grace Days field, enter the number of additional days to add to Payment Dates. The default is 1
• In the Grace Period Type field:
• Select ALL to apply the grace period to all Person Payment Schedule entries for the selected Fee Type
• Select FIRST to apply the grace period only to the first Person Payment Schedule entry for the selected Fee Type
• Select LAST to apply the grace period only to the last Person Payment Schedule entry for the selected Fee Type
• Enter either
• A Start Schedule Effective Date. Entering this date indicates an entry point into a schedule: only the entries with Payment Dates on or after this date will have Grace Days added, or
• A Notification Date. Setting this date indicates that only schedule entries with a matching notification date will be altered

• An individual student's Person Payment Schedule (PPS) can be amended in form FINF3800
• Grace Days are added to amended PPS entries when the Include Manual Entries check box is set to Y. Additional days are NOT added to amended PPS dates if this check box is set to N
• Grace Days cannot be added to manually adjusted COMSUPPORT (HECS) Fee Types
• Amendment of Payment Due Dates in FINF3800 may change the order of PPS entries and consequently whether Grace Days are added

For example, the first PPS entry for a Fee Type is manually adjusted resulting in a Payment Due Date that is later than the second entry. The order of the entries in the PPS is swapped. In this case, if the Include Manual Entries check box is set to N and the Grace Period Type field set to FIRST, Grace Days will be added to the first entry (previously the second entry prior to the manual adjustment) because this entry has not been manually adjusted

• When Payment Dates in a schedule are altered by this job, some calculated dates may not be business days. By setting the Schedule Next Business Day to Y, these Payment Dates are adjusted to fall on the next business day