Student Course Fee Statement  (FINF9110)

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:

• Fee Assessment - shows the context fee assessment for which transactions are displayed in the Fee Statement block.

This screen can only be entered in context from either the Student Course Fee Inquiry screen or the Student Fee Calendar Inquiry screen and only when the selected fee assessment in either of these screens has its Last Notification Date set. Queries cannot be performed in this block. To retrieve the records of other student fee assessments, return to the previous screen (by clicking on the Exit button ) and select another fee assessment record or perform a new query there.

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.
• Fee Statement - displays all recorded transactions for the context fee assessment.

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

• DEFERRED - displays when the student has a system HECS payment type DEFERRED as at the census date. (Refer to Government HECS Option mapping in ENRF0161)
• UPFRONT - displays where the student has a system HECS payment type UPFRONT as at the census date.
• UPFRONT_D - displays where the student has a system HECS payment type UPFRONT_D (upfront payment with discount) as at the census date.

Where To From Here?

• Return to the previous screen - 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.

Detail in this Form

• Person ID - the identification number of a person recorded in Callista. A person may or may not be a student.
• Course Code - the course code for the course attempt which is the subject of the fee assessment.
• Financial Period - the financial period in which the fee assessment occurred (includes the following start and end date fields).
• 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.
• 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 tuition fees.
• Fee Trigger Category - 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.
• Payment Due or Received - if the transaction is a debt (assessment), the date payment is due. If the transaction is a payment, the date the payment was received.
• Transaction Type - the System defined type of the transaction. Only values which might appear on a student's statement of account are shown. Values displayed here, and their meanings are:
  • ASSESSMENT - an automatically generated transaction recording a fee assessment
  • PAYMENT - a transaction recording a fee payment
  • DISCOUNT - a transaction recording the application of a discount

Note: Only debt which has been notified to the student is shown.

• Transaction Amount - the amount of the transaction, in the specified currency.
• Tax Amount - the amount of tax attributable to taxable transactions. These transactions may be either assessment, discount or payment transactions.
• Sponsored Amount - The amount of the student's fees which is sponsored. This field only contains data where the transaction type is ASSESSMENT.
• Discount Available - The amount of an available discount. This field only contains data where the transaction type is ASSESSMENT.
• Expected Payment - the amount of an expected payment. This field only contains data where the transaction type is ASSESSMENT.
• Optional Payment indicator - shows whether or not payment for the fee type is optional. Debt against optional payment fee types is not pursued where payment is not made by the due date.
• Discount Percentage - percentage of discount applicable to the fee type for payment by the due date. Only one or other of discount percentage or discount amount is applicable for a particular fee type.
• Discount Amount - amount of discount applicable to the fee type for payment by the due date. Only one or other of discount percentage or discount amount is applicable for a particular fee type.
• Disc Minimum Payment - the minimum payment which must be made, for the fee type, in order to attract a discount.
• Exchange Rate - the exchange rate applicable at the time of the transaction. The local currency has an exchange rate of 1. Exchange rates are manually recorded in Callista, the frequency of their recording being determined by the institution.
• Sponsor Code - displays only for PAYMENT transaction types, if payment was made by sponsor and for DISCOUNT transaction types where sponsorship is 100%

Updated 31 January 2002