Purpose

To assign Disbursement Categories to selected Fee Disbursement Formulas.

SubSystem

Finance

This form is used to assign Disbursement Categories to individual Fee Disbursement Formulas selected in the calling form, Maintain Fee Disbursement Formulae (FINF7210).

Disbursement Categories provide a flexible method of aggregating amounts calculated at the student level of Fee Disbursement for reporting purposes. In effect, they can be assigned to enable a 'cross section' to be taken across the existing methods of dividing fees for disbursement.

Disbursement Categories are recorded in the form Maintain Disbursement Categories, FINF1I00.

For example, particular formulas across a number of Fee Types may be included in the same Disbursement Category. Disbursement Allocations at the student level (Disbursement Snapshot Detail Allocation) can be aggregated together when their formula belongs to the Disbursement Category of interest.

To aggregate amounts disbursed for all Fee Types associated with Government funding, a Categorisation such as CWEALTH could be recorded against all the formulas in sets associated with these Fee Types.

Accessed

The form is accessed through FINF7210, via the Categorisation button.

The Fee Disbursement Formula block contains:

• Fee Type
• System Fee Type
• System Fee Trigger Category
• Calendar Type
• Start Date
• End Date

The Disbursement Categorisation block contains:

• Disbursement Category
• Description

Rule/Notes:

One or more Disbursement Categories can be assigned to the formula selected in the calling form, FINF7210, by

• Entering or selecting a Disbursement Category from the LOV

Rules/Notes:

The LOV displays all open values for Disbursement Categories.