Purpose

To display the total Outstanding Balance for a Student or a Sponsor as at a specified Date

The report can be run in immediate or batch mode.

The Schedule of Outstanding Balances block contains:

Parameters Tab

• As at Date
• Fee Type
• Student Type
• 'Include temporary transactions' check box

  Button

  • Calendar Lookup

Rules/Notes:

For information about System (or control) parameters, see All About Standard Reports.

As at Date

The As at Date parameter is used to display the total Outstanding Balance for student or a sponsor as at a specified date.

Fee Type

Enables the selection of a specific Fee Type using the LOV or all Fee Types (%).

Student Type

Enables the selection of sponsored students (SP), non-sponsored students (ST) and all students (%).

'Include temporary transactions' check box

When this check box is selected, I_INVOICE data with a summary_status of ‘READYTMP’ will be used in the creation of the report.

Scope of report

This report summarises all students who have non-zero balances, regardless of whether the debt is overdue or if the student is in credit, as at a given date.

Report layout

The report displays the Sponsor Codes and the Student Codes (account owners) and the Total Amount Outstanding as at the specified Date. The report is sorted alphabetically by either the Sponsor Code or Student Name.