Purpose

This form gives a 'display only' view of payments and how they are currently applied.

Customer

INTF0052 displays payment records and the processed payment applications created for those payments.

This form has three blocks:

• The top block is for customer details. This includes students or sponsors.
• The middle block shows a payment by the customer on each line.
• The bottom block shows where the payment selected in the middle block has been applied.

This form is 'display only' and is accessed directly from the the main menu.
Upon entry to this form, enter the customer details (person ID or sponsor code) and then execute the query. If you wish to display deleted records for the customer, then select the 'Include Deleted Records?' check box before executing the query.

Note: If your institution uses the COFI Designated Payment Model (DESG_PAYMENT_MODEL_IND is set to N in the I_INT_CONTROL table), then the more powerful INTF3053 form may be available to you.

For further information on COFI, see Understanding the Callista Open Finance Interface COFIF1INTR3 or Special Topics COFIF1INTR5

The Customer block contains:

• Person ID (LOV)
• Name
• Sponsor Code (LOV)
• Include Deleted Records? check box

The Payment block contains:

• Receipt Date
• Receipt Number
• Currency
• Amount
• Applied Amount
• Deleted check box

The Payment Application block contains:

• Due Date
• Amount
• Fee Type

Spread Table

• Fee Period
• Fee Category
• Course
• Deleted check box
• Unit Code
• Period
• Invoice Number
• Invoice Line Description

Rules/Notes:

If the Include Deleted Records check box is selected then logically deleted payment records for the customer will be displayed in the Payments and Payment Applications blocks.
To include deleted records the Include Deleted Records check box must be selected as part of the query in this form.

Records in the Payments and Payment Application blocks are 'display only', they cannot be updated, deleted or marked as deleted.