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INTR0110 - System Credits Report

Purpose

To list students and sponsors with available credit.
Subsystem Callista Open Finance Interface
Normally Run By A Callista Fees Administrator
Anticipated Frequency As required
Structure Block  System Credits Report
Tabs  Parameters 
Additional Student Parameters 
Button Find Person

 

This report can be run in immediate or batch mode.

The report lists students' and sponsors' available system credit amounts. Credit may result, for example, from an initial overpayment of fees, or because of a reduction in assessed fees after payment - commonly because of reduced load.

Credit is held in the currency of payment, and a credit in one currency does not preclude a student having a debt in a different currency.

The credit amounts reported here are determined by examination of :

  • A student or sponsor's balance for a particular currency in core Callista, arrived at by calculating total 'payment' transactions less total 'debt' transactions
  • And, where applicable, their interface balance for a currency, arrived at by calculating total unapplied payments less pending refunds
  • Further refinements as specified on the Additional Parameters tab.

For further information, see Credit in the Student Finance subsystem Special Topics section.

 

The System Credits Report block contains:

Parameters tab

  • Lower Credit Range
  • Upper Credit Range
  • Person ID
  • Sponsor Code
  • Minimum Age Of Credit (Days)

    Button

    • Find Person

Additional Student Parameters tab

  • Course Attempt Status
  • and
  • Exclude Course Attempt Status
  • Student Status
  • and
  • Fee Category
  • and
  • Citizenship Code
  • and

Rules/Notes:

 

 

A runtime comment can be entered.

To access all students and sponsors with available system credit, leave all subsequent parameters blank.

To limit the selection, type in:

  • A full Person ID number to report only on one student

OR

  • A Sponsor Code, to select only one sponsor.

The Student Number or Sponsor Code is validated against the database.

To report only on students and sponsors with particular credit characteristics, type in –

  • A Lower Credit Limit and/or an Upper Credit Limit

Setting a high lower limit would confine the report to those students and sponsors with large amounts of credit. Conversely, setting an upper limit might make the report a useful tool in determining the numbers involved if FINJ6430 were to be run (with the same upper limit) for automatic approval of refunds.

  • The Minimum Age of Credit, (days)

The age of credit is the number of days since the student's or sponsor's balance first went into credit. Where this is equal to, or greater than, the number of days specified by this parameter, the total credit for that person or organisation is reported.

Additional Parameters

Additional Parameters are available to further refine the output of this report. These parameters are:

  • Include Course Attempt Statuses (specify up to three statuses)
  • Exclude Course Attempt Status
  • Student Status (specify up to three payment options)
  • Fee Categories (specify up to three categories)
  • Current Citizenship Code (specify up to three codes)
 Rules/Notes:

The report is in two sections. All students meeting the selection criteria are listed, followed by all sponsors. Students and sponsors are grouped according to the currency of their credit amounts, and ordered alphabetically within this grouping. A person or organisation may have credit in more than one currency. Totals are given for each currency.

The student's citizenship code is also displayed on the report.

Supporting information: The latest receipt date reflects the most recent payment in Oracle Receivables, and the latest invoice date is the invoice with the latest due date in Oracle Receivables. The age of credit is the number of days since the balance first went into credit.

 

Last Modified on 28 September, 2004.