Purpose

To match a Refund Status defined by the institution to a System Refund Status

SubSystem

Finance

A credit amount may be calculated in the System if either a student or sponsor has overpaid for Assessed Fees. When authorised, such amounts can be refunded to the person or organisation through the institution's Financial System (external to Callista). The Refund Statuses reflect the progress of authorising such refunds. Authorisation is given in Callista.

This form is used to link an institution defined Refund Status to a System Refund Status. It is the System Statuses which provide functionality within Callista.

Refund Statuses are used by the job FINJ6430 (Process Student Refunds), and in the form FINF6420 (Maintain Refunds).

The Refund Status block contains:

• Refund Status
• Description
• System Refund Status
• Closed check box

Rule/Notes:

Use this form to assign Refund Status names chosen by the institution to System Refund Statuses. One or more institution defined Statuses can map to each System Status.

Statuses no longer required can be closed. Once recorded against a student or sponsor, a status cannot be deleted.  

Rules/Notes:

System Refund Statuses are set to PENDING as the default.

System defined Statuses are PENDING, APPROVED, APPLIED, CANCELLED.

Unless it is important to retain a term already in use in the institution, it is recommended that institution defined Status names reflect System Status names.

The System Status APPLIED cannot be set except by the System. It is therefore particularly recommended that only one institution defined value is recorded for this status