Purpose

To allow the creation of new Fee Contract records for Post-Commencing Students via a batch process.

SubSystem

Finance

This job provides the ability to create new fee contract records for post-commencing students via a batch process. Contracts will only be created for students if they are eligible to have their contract rates varied. Eligible students will already have a contract record with a contract type that has the variable rate indicator set to Y. This job also provides the ability to end-date existing contracts.

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 Scheduler.

This process will create System Extract Records with a new System Extract Type of 'POST-CNTRT'.

System Extract Records 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 start date of the new contract falls within the date range of an existing contract.
• When the fee contract type to be applied to the new contract is closed.
• When the fee type to be applied to the new contract is closed.
• When the fee category to be applied to the new contract is closed.
• 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 details are 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 will be provided by Callista Software Services.

A is also provided to allow the extract output to be viewed. The view includes extra details such as the student’s Title, Surname and Given Names.

This job is accessed from the Main Menu.

The Create Post-Commencing Contract Fee Assessment Details block contains:

Existing Contract Parameters 1 tab

• Creation Comment
• Fee Type
• Fee Category
• Fee Contract Type
• Start Date From
• To
• Set End Date
• Person ID
• Person ID Group (inclusion)
• Test Run check box

Existing Contract Parameters 2 tab

• Course Code
• Course Attempt Status
• AND
• AND
• Responsible Organisational Unit
• Course Type
• Attendance Mode
• Attendance Type
• Location Code
• Location Type

  Buttons

• Find Person (ADMF1211)
• Find Course (ADMF1220)

New Contract Parameters tab

• Financial Period
• Contract Start Date
• Contract End Date
• Fee Contract Type

Rule/Notes:

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

The job has the following validations:

• The Fee Type selected is a valid Fee Type
• The Fee Category selected is a valid Fee Category
• The Contract Start Date From and the Contract End Date range is valid (i.e. the End Date is greater than the Start Date From)
• The Contract Start To and Contract End Date range is valid (i.e. the End Date is greater than the Start Date To)
• The Contract Start Date From and the Contract Start Date To range is valid (i.e. the Start Date To is greater than the Start Date From)
• The Existing Contract End Date and the New Contract Start Date range is valid (i.e. the New Contract Start Date is greater than the Existing Contract End Date)
• The New Contract Start Date and New Contract End Date range is valid (i.e. the New Contract End Date is greater than the New Contract Start Date)
• The Person ID is valid
• The Person ID Group (Inclusion) and (Exclusion) are valid
• The Course Code is valid
• 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
• Course Attempt Status 1 must be set before setting Course Attempt Status 2 which in turn must be set before setting Course Attempt Status 3
• If Course Attempt Status is not specified in the parameter form; the mandatory parameters for the new contracts (i.e. Financial Year and Contract Start Date) must be specified
• If at least on of the course attempt statuses specified in the parameter form is either 'ENROLLED' , 'INACTIVE' or 'INTERMIT'; the mandatory parameters for the new contracts (i.e. Financial Year and Contract Start Date) must be specified
• If one or more of the course attempt statuses are specified and are only from the set of 'COMPLETED', 'DISCONTIN' and 'LAPSED', then it is not possible to specify parameters that relate to the new contracts. These fields are disabled.

The following are Mandatory fields:

• Start Date From
• To
• Set End Date
• Financial Year
• Contract Start Date

Rules/Notes: