Purpose

This form is used to maintain Scholarship Offering Instance Payment Details

SubSystem

Scholarships

This form is used to maintain a payment schedule for a Scholarship Offering Instance and Define valid Payment Method/s that can be used to make the scholarship payment.

The payment schedule describes the payments expected to be made for any scholarships accepted for this Scholarship Offering Instance and will include details for the Scholarships Management Period, the Payment Date and Payment Amount.

Each Scholarship Management Period is a unique period in which any activity undertaken is valid for all payments in that period. The Scholarship Offering Instance payments act as the reference budgeted payment amounts for a Management Period and their total reflects the value of the scholarship offering instance.

This form is also used to define the Payment Method/s that can be used to make scholarship payments for this Scholarship Offering Instance. These Payment Methods are selected from a Payment Methods list of values (defined in SCHF0310) and applied to the Scholarship Offering Instance.

For a Payment Method it is possible to define a default distribution of payments across a number of permitted payment methods and define what percentage of the payment will be made via that method.

If only one payment method is applied to the Scholarship Offering Instance then this payment method is the default and will have 100% of the distribution.

This form can be accessed from the Maintain Scholarship Offering Details form (SCHF0510), in the context of a Scholarship Offering Instance.

The Scholarship Offering Instance block contains:

• Scholarship Code
• Version Number
• Status
• Title
• Scholarship Category
• Calendar Type
• Start Date
• End Date

The Payment Details block contains:

• Payment Schedule Tab
  • Management Period
  • Date Alias
  • Payment Date
  • Amount ($)
  • Scholarship Value ($)
  • Total Scheduled Payment Amount ($)

• Payment Method Tab

• Payment Method
• Description
• Default Payment Distribution (%)

Rules/Notes:

Fields in the Scholarship Offering Instance block cannot be edited in this form.

Management Period values available in the LOV are Calendars of type SCHSHP-MGT with status of ACTIVE or PLANNED.

The field beside the Management Period field displays the Start Date - End Date range defined for the selected Management Period instance.

Date Alias values available in the LOV are date aliases defined for the selected Management Period instance.

The Payment Date value is the date of this instance of the Date Alias.

The Scholarship Value($): field displays the value of this scholarship.

The Total Scheduled Payment Amount ($): field displays the sum of amounts for this payment schedule

To define Payment Details for a Scholarship Offering Instance:

• Go to SCHF0500 and query for the required Scholarship version
• Click on the the Scholarship Offering Instance button to go to SCHF0510
• Select the required Scholarship Offering and Scholarship Offering Instance and then click on the Payment Details button to go to SCHF0610.

• Click on the Payment Method tab
• Select a Payment Method using the LOV
• Record a Default Payment Distribution (%) value.
• If the Payment is split between more than one Payment Methods, select the other payment method value(s) and enter the Default Payment Distribution (%) value(s) for each.
• If further payment methods are allowable but not default, select other Payment methods and enter distribution = 0%
• Save

• Click on the Payment Schedule tab
• Select a Management Period for this Scholarship Offering Instance.
• Select the Date Alias for the Date on which Payment will be made
• Record the Amount ($)
• Repeat for other Management Periods relevant to this Scholarship Offering Instance.
• The Total Scheduled Payment Amount ($): value will update as each Management Period record is saved.

Rules/Notes:

Scholarship Management Periods cannot overlap for the same Scholarship Offering Instance.

Only Payment Method values that are open can be selected.

When a Payment value is saved for a Scholarship Offering Instance when no corresponding Payment Methods have been defined, then a message is displayed, warning that Payments cannot be made unless at least one Payment Method is defined.

Default Payment Distributions must total 100%.

The defined schedules of Management Periods for a scholarship offering instance cannot be altered if that Scholarship Offering Instance has existing Person Scholarships.

If changes to the Amount are made to a Scholarship Offering Instance Management Period which has existing Person Scholarships then a warning is displayed advising the user that altering thee payment schedule may affect budget forecasts and available funds but will not affect the current person Scholarships.

A Commonwealth Scholarship of Type 7 is a once-only payment and therefore should only have one management period. An error occurs if a second payment record is recorded.