Purpose

Displays a student's Debt, Payment Details and Amount Owing.

SubSystem

Finance

This form presents a different view depending on whether the Fee Type, in the context of a Fee Assessment, has a Government Loan Scheme associated with it or not.

For either view, the screen is divided into five areas:

• Student Fee Summary - shows the particular Fee Assessment for which debt and payment details are displayed. This information is brought forward when a Fee Assessment record is selected and the Fee Summary icon is clicked, in either the Student Fee Calendar Inquiry screen or the Student Course Fee Inquiry screen.
  
  Queries cannot be performed in this screen. To query another student Fee Assessment record, click on the Back button and select another Fee Assessment record from the screen to which you are returned.

• DEBT - shows debt details for the context Fee Assessment, broken down into components.
• PAYMENTS - shows details of payments recorded for the context Fee Assessment, broken down into components.
• OWING - shows details of amounts still owing for the context Fee Assessment, broken down into components.
• The summary area shows details of:
  • Either overdue debt amounts or next payment amounts and
  • The total amount of the debt which remains to be paid.

The form is accessed through FINF9100, via the Student Fee Summary button on the right hand, middle side of the bottom block or from FINF9200 via the Student Fee Summary button on the right hand, far side of the Fee Assessment block.

The Student Fee Summary block for context Fee Assessments that do not have a Fee Type associated with a Government loan scheme contains:

• Person ID
• Fee Type
• Fee Calendar

Debt

• Student Amount Due
• Sponsor Amount Due
• Discount Available
• Amount Due
• Tax Amount Due
• Expected Payment

Payment

• Student Payments
• Sponsor Payments
• Discount Awarded
• Sub-Total Payments
• Tax Payment
• Total Payments

Owing

• Student Amount Owing
• Sponsor Amount Owing
• Discount Available
• Amount Owing
• Tax Amount Due
• Total Amount Owing

• Next Payment
• On

Back navigation button

Rule/Notes:

Student Fee Summary

• Person ID - the identification number of a person recorded in Callista. The surname, title and given names of the person are also displayed.
• Fee Type - the Fee Type of the particular Fee Assessment for which debt and payment details are shown.
• Fee Calendar - the Fee Period in which the particular Fee Assessment, for which debt and payment details are shown, was made.

• Student Amount Due - the total amount of the Fee Assessment (debt) for which the student is liable less any associated discount available to the student.
• Sponsor Amount Due - the total amount of the Fee Assessment for which the sponsor is liable.
• Discount Available - the calculated potential discount for paying on-time. The amount is calculated based on the defined payment schedule for the Fee Type/Fee Period. If paying by installments and a payment is made late, no discount is awarded for that installment and the Discount available is adjusted accordingly. The Overdue Amount is displayed and will be the sum of the original expected amount, the unawarded discount and the tax applicable to the unawarded discount.
• Amount Due - the total assessed amount of the debt. For example, the sum of Student Amount Due, plus Discount Available. Payments are not included in this figure.
• Tax Amount Due - the amount of tax due. The amount shown is calculated on the Total Amount Due, less the Discount Available, and is shown for information only. Where the Fee Type is not taxable, the amount shown is zero.
• Expected Payment - the total amount of payment expected when payments are made according to the student's Person Payment Schedule. It is calculated from the Amount Due, plus the Tax Amount Due. Where payment is scheduled to be made by installments, the amount shown is the total of all expected installment payments.

• Student Payments - the total amount of payments received from the student for the particular Fee Assessment, less the tax component of those payments. Callista calculates the tax component of all payments and this aggregate amount is shown in the Tax Payment field.
• Sponsor Payments - the total amount of payments received from the student's sponsor for the particular Fee Assessment, less the tax component of those payments. Callista calculates the tax component of all payments and this aggregate amount is shown in the Tax Payment field.
• Discount Awarded - The discount awarded for meeting the payment schedule discount criteria. This is provided for information only and is not considered in any of the calculated values.
• Sub-Total Payments - The total of the amounts shown at Person Payments and Sponsor Payments. This is the total of payments made by the student and their sponsor less the tax component of those payments.
• Tax Payment - the sum of the tax components of payments made by the student and their sponsor. Callista calculates the tax component of payments according to the tax rate specified for the Fee Type/Fee Period.
• Total Payments - the total of Person Payments, Sponsor Payments and Tax Payment. I.e. the total of the actual amounts paid by the student and their sponsor.

Owing

• Student Amount Owing - the difference between the Student Amount Due and Student Payments.
• Sponsor Amount Owing - the difference between the Sponsor Amount Due and Sponsor Payments.
• Discount Available - the difference between the DEBT Discount Available and PAYMENT Discount Awarded.
• Amount Owing - the difference between DEBT Amount Due and PAYMENT Total Payments.
• Tax Amount Due - the difference between the DEBT Tax Amount Due and PAYMENT Tax Payment.
• Total Amount Owing - the difference between DEBT Expected Payment and PAYMENT Total Payment.

Summary

• Next/Overdue Payment lamp - this lamp changes depending on whether or not payments are overdue. There are three possibilities:
  • If payments are overdue, the Overdue Amount and the date payment was due are displayed. If more than one payment is overdue, Overdue Amount shows the total amount of all overdue payments. The date shown is the due date of the earliest overdue payment.
  • If payments have been made on or before their due dates, Next Payment Due is displayed along with the amount of that payment. The due date of the next payment is also shown.
  • If there is no outstanding balance, i.e. the debt has been fully paid, this area of the screen will be blank.

The Student Fee Summary block for context Fee Assessments that have a Fee Type associated with a Government loan scheme contains:

• Person ID
• Fee Type
• Fee Calendar

Debt

• Student Amount Due
• Sponsor Amount Due
• Loan Discount Available
• Loan Amount Due
• Amount Due
• Tax Amount Due
• Expected Payment

Payment

• Student Payments
• Sponsor Payments
• Loan Discount Awarded
• Loan Payments
• Sub-Total Payments
• Tax Payment
• Total Payments

Owing

• Student Amount Owing
• Sponsor Amount Owing
• Loan Discount Available
• Loan Amount Owing
• Amount Owing
• Tax Amount Due
• Total Amount Owing

• Next Payment
• On

Back navigation button

Rule/Notes:

Student Fee Summary

• Person ID - the identification number of a person recorded in Callista. The surname, title and given names of the person are also displayed.
• Fee Type - the Fee Type of the particular Fee Assessment for which debt and payment details are shown.
• Fee Calendar - the Fee Period in which the particular Fee Assessment, for which debt and payment details are shown, was made.

• Student Amount Due - the total amount of the Fee Assessment (debt) for which the student is liable.
• Sponsor Amount Due - the total amount of the Fee Assessment (a debt) for which the sponsor is liable.
• Loan Discount Available - the sum of the discount from the Person Payment Schedule for each student course attempt.
• Loan Amount Due - the sum of the loan amounts in the Person Payment Schedule for each student course attempt
• Amount Due - the total assessed amount of the debt, less loan discount available. For example, the sum of Person Amount Due and Sponsor Amount Due. Payments are not included in this figure.
• Tax Amount Due - the amount of tax due. The amount shown is calculated on the Total Amount Due, less the Discount Available, and is shown for information only. Where the Fee Type is not taxable, the amount shown is zero.
• Expected Payment - the total amount of payment expected when payments are made according to the student's Person Payment Schedule. It is calculated from the Total Amount Due, less the Discount Available, plus the Tax Amount Due. Where payment is scheduled to be made by installments, the amount shown is the total of all expected installment payments.

• Student Payments - the total amount of payments received from the student for the particular Fee Assessment, less the tax component of those payments. Callista calculates the tax component of all payments and this aggregate amount is shown in the Tax Payment field.
• Sponsor Payments - the total amount of payments received from the student's sponsor for the particular Fee Assessment, less the tax component of those payments. Callista calculates the tax component of all payments and this aggregate amount is shown in the Tax Payment field.
• Loan Discount Awarded - the sum of the discount received in association with the loan scheme payments.
• Loan Payments - the sum of Loan Scheme payments less Loan Discount Awarded
• Sub-Total Payments - The total of the amounts shown at Person Payments and Sponsor Payments. This is the total of payments made by the student and their sponsor less the tax component of those payments.
• Tax Payment - the sum of the tax components of payments made by the student and their sponsor. Callista calculates the tax component of payments according to the tax rate specified for the Fee Type/Fee Period.
• Total Payments - the total of Person Payments, Sponsor Payments and Tax Payment. I.e. the total of the actual amounts paid by the student and their sponsor, including loan discounts awarded.

Owing

• Student Amount Owing - the difference between the Student Amount Due and Student Payments.
• Sponsor Amount Owing - the difference between the Sponsor Amount Due and Sponsor Payments.
• Loan discount Available - the difference between the DEBT Loan Discount Available and the PAYMENT Loan Discount Received.
• Loan Amount Owing - the difference between the Loan Amount Due and Loan Payments.
• Amount Owing - the difference between DEBT Total Amount Due and PAYMENT Total Payments.
• Tax Amount Due - the difference between the DEBT Tax Amount Due and PAYMENT Tax Payment.
• Total Amount Owing - the difference between DEBT Expected Payment and PAYMENT Total Payment.

Summary

• Next/Overdue Payment lamp - this lamp changes depending on whether or not payments are overdue. There are three possibilities:
  • If payments are overdue, the Overdue Amount and the date payment was due are displayed. If more than one payment is overdue, Overdue Amount shows the total amount of all overdue payments. The date shown is the due date of the earliest overdue payment.
  • If payments have been made on or before their due dates, Next Payment Due is displayed along with the amount of that payment. The due date of the next payment is also shown.
  • If there is no outstanding balance, i.e. the debt has been fully paid, this area of the screen will be blank.

Return to the previous screen - by clicking on the Back button.

Return to the menu - by selecting Exit Forms from the Action menu in the underlying screen.

Return to the previous screen - by clicking on the Exit buttonin the toolbar of the underlying screen or by selecting Close from the Action menu in the underlying screen.