Student Course Fee Inquiry  (FINF9100)

To see help about a particular feature of this screen, click on the feature in the picture below.

About The Information In This Screen

The screen is divided into two blocks:

• Student Course Attempt - shows student course attempts. If the screen is entered:
  • via the Student Course Fees button in the Person block of the Person Inquiry screen, all the course attempts for the context student are displayed.
  • via the Student Course Fees button in the Student Course Attempt block of the Person Inquiry screen, only the course attempt selected in that screen is displayed here.
  • via the Course Fees button in the Student Course Attempt Inquiry screen, only the course attempt selected in that screen is displayed here.
  • directly from a menu, the screen fields are blank and a query must be performed in this block to retrieve the required student course attempts. Note that dependent on the query criteria, student course attempts can be retrieved for more than one student.
  • via the Course Fee Inquiry button in the Student Fee Calendar Inquiry screen, all the course attempts for the context student are displayed.

A query cannot be performed in this block if the screen is entered in context from another screen. A query can be performed where the screen is entered from a menu. To perform a query here it is preferable to use a student's ID number as query criteria. An alternative is to use the Find Person button to activate the Find Person form, which can be used to locate the required student record.

Information lamps are displayed at the top of the screen where applicable. These lamps and their meaning are:

• ENCUMBERED - displays when the student currently has an encumbrance of any type. Administrative encumbrances can be checked in the Maintain Basic Person Encumbrance Detail form (ENRF6310). Academic encumbrances can be checked via the Maintain Student Progression Rule form (PRGF6600). A zoom can be created to these forms - access depends on Callista security roles.
• DECEASED - displays where the student has been recorded as deceased.

The navigation buttons in this block are described under 'Where To From Here?'.

• Fee Assessment - displays basic details of the student's fee assessments for the selected course attempt, for all fee periods where a fee assessment has been calculated.

Queries can be performed in this block, with all fields except Total Amount Due, Total Payments, Sponsor Amount and Outstanding Balance being queryable. For example, to see the fee assessments for the selected course for a particular financial period (say 1999 financial year), a query could be performed using the financial period calendar attributes (FINANCIAL 01/01/1999 31/12/1999) as query criteria. Totals are recalculated for each column in this block.

Information lamps are displayed at the top of the block where applicable. The lamps and their meanings are:

• MULTIPLE CURRENCIES - the student has fee assessment records with amounts in more than one currency. Column totals are not displayed where assessments are in more than one currency.
• CHANGED FEE CATEGORY - displays where the course attempt fee category differs from that used when the selected assessment was made. I.e. the fee category has been changed between the times of the selected fee assessment and the current inquiry.
• HECS OPTION OVERRIDE - appears when the Fee Calendar selected has had its HECS Option overridden in ENRF3110.

The navigation buttons in this block are described under 'Where To From Here?'.

Where To From Here?

• Return to the previous screen (if applicable) - by clicking on the Exit button .
• End your inquiry session - by selecting Exit Forms from the Action menu.
• Return to the menu - by clicking on the Exit button, as many times as required, to scroll back through previously viewed screens.
• View details of credit amounts for the student - by clicking on the System Credits button.
• View details of any refunds for the student - by clicking on the Student Refunds button.
• View fee assessments for the student, grouped by fee period - by clicking on the Calendar Inquiry button.
• View a summary of fee transactions for the student - by clicking on the Fee Statement button. This option is only available where a Last Notification date is recorded in this form. I.e. the person has been sent a statement of account.
• View transaction details for a particular fee assessment - by clicking on the required fee assessment and clicking on the Transaction Detail button.

Detail in this Screen

• Person ID - the identification number of a person recorded in Callista. A person may or may not be a student.
• - the Find Person button. Clicking on the button displays the Find Person screen which is used to specify detailed query criteria to assist in locating the record of a person.
• System Credits button - clicking on the button displays the System Credit Inquiry screen containing details of any credit amounts due to the student.
• Student Refunds button - clicking on the button displays the Student Refund Inquiry screen containing details of any refunds calculated or entered for the student.
• Calendar Inquiry button - clicking on the button displays the Student Fee Calendar Inquiry screen containing details of fee assessments for the student, grouped by fee period.
• Course Version - the course version of a course attempt recorded for the context student. e.g. The course 'M300.2' is version 2 of course M300.
• Calendar Type - displays the calendar type of the academic period in which the course attempt was applicable. This is relevant to institutions which operate more than one academic calendar. e.g. Institutions with a campus in another country may have an academic calendar specifically for that campus.
• Commencement Date - the date the student commenced the course attempt.
• Course Attempt Status - indicates the current status of a student's course attempt. Possible values and their meaning are:
  • UNCONFIRM - Course to which the student has been admitted (pre-enrolled or offered a place), but has not yet confirmed their intention to accept the place and enrol.
  • INACTIVE - where the student has accepted the offer and confirmed their intention to enrol, but has no enrolled units.
  • ENROLLED - Course in which the student has ENROLLED units.
  • INTERMIT - Course from which the student is currently intermitted (has approved leave of absence). Once the intermission has expired, the status reverts to INACTIVE or ENROLLED.
  • LAPSED - Continuing (returning) student has failed to confirm their unit enrolment within the designated time frame.
  • DISCONTIN - Course from which the student has been withdrawn.
  • COMPLETE - Course in which the student has satisfied the completion requirements.
• Fee Category (course attempt) - the fee category for the course attempt. The fee category is assigned to the course attempt at admission or enrolment.
• Fee Calendar - the fee period in which fees were assessed. FEE-SEM2 01/07/2000 31/12/2000 indicates that fees were assessed in the semester 2 fee period of 2000.
• Fee Type - the type of fee assessed.
• Total Amount Due - the individual assessment of a student's financial obligation for a particular fee type in a particular fee period. Shows zero where the debt has been written off.
• Total Payments - individual amounts credited against the assessment for the particular fee type in the particular fee period. Includes payments by a sponsor.
• Sponsor Amount - the amount of the assessment, shown under Total Amount Due, which is sponsored.
• Total Amount Owing - the Total Amount Due, less expected discount(s), less Total Payments. If the debt has been written off, this field will only show zero after the person payment schedule (FINJ6111) has been rerun for the person.
• Fee Summary button -clicking on the button displays the Student Fee Summary screen that shows a detailed breakdown of the student's debt and payments for the selected fee assessment. If there is no additional information to be displayed in the Student Fee Summary screen, the button is inactive.
• Totals - the sum of the values in each column. Note that requerying in this block using different query criteria may result in a different set of records being displayed. The totals are recalculated based on the new set of records.

The following fields are related to the selected (highlighted) fee assessment record.

• Financial Period - the financial period in which the selected fee assessment occurred.
• Last Transaction - the date on which the last transaction related to the selected fee assessment occurred. This includes assessment, credit and discount transactions. This date may differ from the Last Effective Assessment date if a retrospective fee asessment was processed. The Fee Transaction Detail Inquiry screen shows details of all transactions for the fee assessment.
• Fee Category (fee assessment) - the fee category under which the assessment was made. This may differ from the course attempt fee category where the fee category has been changed since the assessment occurred. If the fee category has changed, the CHANGED FEE CATEGORY lamp is displayed in the top right hand corner of the Fee Assessment block.
• Manual Entry indicator - indicates that at least one manual entry has been made for the fee assessment. The system will not perform any further automatic fee assessments for this fee type in this fee period.
• Last Effective Assessment - the effective date of the last fee assessment for the fee type. Fee assessments can be processed retrospectively by backdating the fee assessment effective date. Hence, this date and the Last Transaction date may be different.
• System Fee Type - The system fee type of the selected fee assessment. System fee types HECS and TUITION are used by the system to distinguish the fees that must be reported to the Australian Government in DEST returns. A system fee type of OTHER is used for non-reportable fees.
• Fee Trigger Cat - The system fee trigger category for the selected fee assessment. The student will have been assessed for the particular fee when the fee assessment routine matched their course and/or unit set and/or unit(s) to a trigger defined for the fee. Valid values for the system fee trigger category are COURSE, INSTITUTN, UNIT, COMPOSITE and UNITSET.
• HECS OPTION- This field shows the current HECS Option for the selected Fee Calendar.
• Last Notification - the last date on which the student was officially notified of their debt.
• Last Reminder - the most recent date on which the student was reminded of overdue debt.
• Fee Statement button - clicking on the button displays the Student Course Fee Statement screen which lists transactions related to the individual fee assessment selected in this screen.
• Transaction Detail button - clicking on the button displays the Fee Transaction Detail Inquiry screen containing details of the transactions recorded for the individual fee assessment selected in this screen.

Updated 4 February 2003