Student Refund Inquiry  (FINF9140)

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 three blocks:

• Person - shows the context student for whom refund details are displayed.

This screen can only be entered in context from either the Student Course Fee Inquiry screen or the Student Fee Calendar Inquiry screen. Queries cannot be performed in this block. To retrieve refund details for other students, return to the previous screen (by clicking on the Exit button ) and 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 when the student has been recorded as deceased.
• Refund - displays details of any refunds which have been processed for the student.
• Refund Reference - displays details referring to the notification of each refund to an external financial system.

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.
• Refund Group - the sequence number which is either:
  • assigned by the Callista job which identifies students with system credits (FINJ6430), and processes (subject to parameters) refunds for these students. The sequence number assists in identifying the batch in which the refund was processed. OR
  • assigned when a refund record is manually created (in FINF6420).
• Refund Status - the status of the refund. Possible statuses are:
  • PENDING - the refund has been created but is awaiting approval
  • APPLIED - the refund has been notified to an external financial system
  • CANCELLED - the refund has been cancelled prior to payment
  • APPROVED - the refund has been approved for payment
• Authorised On - the date on which the refund was approved.
• Payment Type - displays the method by which the refund was/will be paid.
• Refund Amount - the amount of money involved in this refund, in the specified currency.
• System Credit - the total amount by which the student is in credit. The refund amount may be part or all of this credit amount.
• Authorising Person ID - identifies the person who authorised the refund.
• Comments - additional information recorded for the refund record.
• External Ref Type - the type of external reference recorded. The description for external reference type should be self explanatory.
• External Reference - the reference code by which this refund record is identifiable in an external financial system.
• Reference Date - the date the external reference was recorded in Callista.

Last Modified on 24 September 1999