Introduction

• Understanding Student Finance
• Overview for the Specialist User
• Student Finance - Special Topics
  • Levels
  • Rates
  • Derived Versus Nominated Course Attributes
  • Credit
  • Student Status
  • Government Loan Schemes
• Student Finance Glossary
• COFI Subsystem

Forms in this Subsystem

Individual Student - Enquiry and Maintenance

• Establish Fee Contracts (ADMF3660)
• Maintain Fee Contract Types (FINF1P00)
• Maintain Loan Scheme (FINF1S00)
• Maintain Fee Charge Percentage Variations (FINF2130)
• Maintain Contract Fee Assessment Rates (FINF2900)
• Manual Fee Assessment (FINF3610)
• Maintain Person Payment Schedules (FINF3800)
• Direct Assignment of Sponsorships (FINF4300)
• Authorise Fee Encumbrances (FINF6311)
• Maintain Refunds (FINF6420)
• Maintain Refund Payment Types (FINF1L00)
• Maintain Person Commonwealth Assistance Notice (FINF1W00)

• Student Course Fee Inquiry (FINF9100)
• Student Course Fee Statement (FINF9110)
• Fee Transaction Detail Inquiry (FINF9120)
• System Credit Inquiry (FINF9130)
• Student Refund Inquiry (FINF9140)
• Student Fee Calendar Inquiry (FINF9200)
• Student Fee Summary (FINF9900)
• Student Course Fee Category Details (FINF9910, from ENRF3000)
• On Demand Statement of Account (FINF6125)
• Maintain Student Finance Configuration (FINF1R00)

• Maintain Fee Disbursement Formula (FINF7210)
• Maintain Fee Category Disbursement Formula (FINF7220)
• Maintain Fee Disbursement Formula Rules (FINF7240)
• Authorise Fee Disbursement Journal (FINF7400)
• Maintain Fee Type Disbursement Formula (FINF7510)
• Maintain Disbursement Formula Fee Category Override (FINF7520)
• Maintain Disbursement Categorisation (FINF7530)
• Maintain Disbursement Formula Rules (FINF7540)
• Maintain disbursement Formula Org Unit Override (FINF7550)

• Rollover Fee Data (FINJ2A00)
• Fee Assessment Routine and Trace (FINJ3500)
• Fee Assessment from To Do Entries (FINJ3001)
• Reproduce Previous Fee Assessment Trace (FINJ3002)
• Write Off Minor Debts (FINJ3700)
• Maintain Contract Fee Periods (FINJ4410)
• Create Commencing Contract Fee Assessment Details (FINJ4420)
• Expire Fee Sponsorship (FINJ4430)
• Process Person Payment Schedules (FINJ6111)
• Add Grace Period to Person Payment Schedules (FINJ6112)
• Statement of Account Extract (FINJ6120)
• Reminder Notice Extract  (FINJ6121)
• Sponsor Summary Statement Extract (FINJ6130)
• PELS Notice of Liability Extract (FINJ6180)
• Student Contribution Notice of Liability Extract (FINJ6190)
• Commonwealth Assistance Notice Extract (FINJ6200)
• Bulk Update CAN Status (FINJ6210)
• Record Encumbrance Expiry Dates (FINJ6220)
• Process Overdue Payment Penalties (FINJ6230)
• Process Student HECS Payment Options (FINJ6231) - for pre-2005 records only. (Has been superceded by FINJ6240.)
• Process Loans Draw Down Entries (FINJ6235)
• Process Student Loan Scheme (FINJ6240)
• Process Student Refunds (FINJ6430)
• Process Disbursement Snapshot (FINJ7300)
• Delete Disbursement Snapshots (FINJ7310)
• Process Disbursement Journal (FINJ7400)
• Delete Disbursement Journals (FINJ7410)

• Sponsored Student Report (FINR0140)
• Contract Fee Period Exceptions Report (FINR0180)
• Student Status Change Report (FINR0190)
• Fee Encumbrance Report (FINR0210)
• Fee Refund Status Report (FINR0280)
• Course Trigger Fee Liabilities Report (FINR0290)
• Fee Type Validation Report (FINR0321)
• Fee Category Validation Report (FINR0322)
• Fee Structure Rollover Report (FINR2A10)
• Minor Debts Write Off Report (FINR3710)
• Fee Disbursement Snapshot Exceptions Report (FINR7320)
• Person CAN Detail Report (FINR0400)

• BOTPLS Notice of Liability Extract - View Details (ext_BOTPLS_liability_notice)
• Commonwealth Assistance Notice of Liability Extract - View Details (ext_can_liability)
• Statement of Account Extract - View Details (ext_fin_stmnt_account)
• HECS Notice of Liability Extract - View Details (ext_hecs_liability_notice)
• PELS Notice of Liability Extract - View Details (ext_pels_liability_notice)

Specialist Overview

• Overview for the Specialist User
• Special Topics
• Valid System Values for Fee Types

General Reference Data

• Maintain Student Finance External Reference Types (FINF1A00)
• Maintain Tax Reference (FINF1K00)
• Maintain Retention Method (FINF1M00)
• Maintain International Currency Codes (FINF1410)
• Maintain Fee Posting Accounts (FINF1800)
• Maintain Govt Discipline Bands (STAF112H)

Security Roles

• Maintain Security role Function Grants (SECF0063)
• Maintain Security Role Encumbrance Type Restrictions (SECF0093)

• Maintain Fee Sponsorship Statuses (FINF1B00)
• Maintain Fee Encumbrance Status (FINF1D00)
• Maintain Fee Sponsor Statuses (FINF1G00)
• Maintain Refund Status (FINF1J00)
• Maintain Fee Structure Statuses (FINF1200)
• Maintain System CAN Status (FINFIE00)

• Maintain Fee Types (FINF2100)
• Maintain Fee Type Calendar Instance Accounts (FINF2110)
• Maintain Fee Type Group (FINF2105)
  • Maintain Fee Type Group Calendar Instance (FINF2120)

Defining Fee Categories and Fee Liabilities

• Maintain Fee Categories (FINF2800)
• Maintain Fee Type Group Fee Cap (FINF2125)

Defining Schedules

• Define Retention Schedule (FINF28A0)
• Define Payment Schedule (FINF2860)
• Define Fee Encumbrances (FINF2890)

Defining Calculation Data

• Maintain Charge Method Apportion (FINF1720)
• Define Element Ranges (FINF2852)
• Define Fee Assessment Rates (FINF2853)

Adding Triggers

• Maintain Course Type Fee Trigger (FINF2220)
• Maintain Course Group Fee Trigger (FINF2221)
• Maintain Course Fee Trigger (FINF2222)
• Maintain Unit Fee Triggers (FINF2223)
• Maintain Fee Trigger Groups (FINF2224)
• Maintain Unit Set Fee Triggers (FINF2225)

Sponsorship

• Maintain Student Fee Sponsor Types (FINF1C00)
• Record Sponsor Details (FINF4100)
• Sponsor Inquiry (FINF9300)

 Disbursement

History Information