To report on potential fee encumbrances for students, and those already applied.

This report would generally be run after checking on overdue payments by running job FINJ6230. Where appropriate, FINJ6230 creates pending fee encumbrances for students who have defaulted on payments.

The current report can list such pending fee encumbrances, which must then be authorised in the form FINF6311.

When in tandem with FINJ6230, this report would normally be run after major payment due dates, taking into account the receipt of payments into the subsystem.

A financial period must be supplied. Select this from the list of values or accept the default of the current financial calendar instance.

Select a particular fee period and/or fee category, or alternatively accept the default of all values (%) for these two parameters.

The last three parameters determine the students reported according to the statuses of the fee encumbrances that apply to them. One or more statuses can be selected. To include students with:

• pending fee encumbrances to be authorised, set Include Pending Encumbrances to Yes
• fee encumbrances already authorised in form FINF6311, set Include Applied Encumbrances to Yes
• fee encumbrances that have been cancelled in form FINF6311, set Include Cancelled Encumbrances to Yes.

For each selected fee category, the report lists those students with potential and/or actual encumbrances (depending on the statuses selected by parameter) incurred in relation to a fee.

These statuses refer to actions undertaken in the Authorise Fee Encumbrances form, FINF6311. They are institution defined equivalents of the three system statuses WAIT APRVL (for pending fee encumbrances), APPLIED (for those authorised) or CANCELLED (for those where a decision has been made not to authorise them).