HEUG Student Financials Essentials Rel 9
Currently, no providers in North America have scheduled a date for this course. We can schedule a class at one of our regional offices or on-site at your location.
- Vendor:
- Oracle Corporation
- Course:
- D74234GC10
- Start Date:
- Unscheduled
- Length:
- 3 Days
- Location:
- Expired Class Date
- Tuition:
- $2,400
No Dates
Scheduled
Course Description
In addition to defining rules for calculating and collecting tuition and fees, participants learn how to set up the PeopleSoft Enterprise Student Financials accounting structure (Business Units, Account Types, and Item Types). In depth activities provide participants with hands-on experience on how to set up security options and trees. Participants use workflow to review and approve groups of transactions and also learn how financial data is transmitted and received for groups of students.Additionally, this course demonstrates how a students account is updated with anticipated aid and how aid is disbursed into the student account to reduce the balance. Participants prepare for billing customers, create billing standard requests, and design the invoice layout. Finally, participants review refunding rules, process a withdrawal, and run a batch refund.Learn To: Set up and calculate tuition and feesAuthorize and disburse financial aidSet up the student financials foundationProcess withdrawals and refunds
Skills Gained
- Calculate tuition and fees
- Define the PeopleSoft Student Financials Foundation
- Review tuition and fee calculations
- Maintain receivables
- Disburse financial aid
- Bill customers
- Setup service indicators
- Process refunds
- Setup tuition and fee calculations
Who Can Benefit
- Business Analysts
- Functional Implementer
- Project Manager
Prerequisites
- Understanding of basic navigation and PeopleSoft concepts
- Understanding of the Campus Solutions academic structure
- Able to run processes and reports
- Use of control tables to enforce business rules
Syllabus
Setting Up Tuition and Fee Calculations
- Describing PeopleSoft Campus Solutions Components
- Describing the Setup for Calculating Tuition
- Describing User Defaults
- Defining Term and Session Tables
- Setting Up Calendars
- Describing Tuition Calculation Controls
- Establishing Minimum and Maximum Fees
- Defining Term Fees
Calculating Tuition and Fees
- Adding Students to Programs
- Activating students in a term
- Calculating tuition and fees
- Reviewing PeopleSoft Student Financials Self Service
Defining the PeopleSoft Student Financials Foundation
- Reviewing the Financial Foundation
- Using Keywords to Search for Item Types
- Setting Up Item Types
- Reviewing the General Ledger Interface
- Reviewing Business Units
- Implementing Security
- Securing PeopleSoft Student Financials
- Reviewing Item Type Groups
Disbursing Financial Aid
- Awarding Financial Aid Manually
- Passing Anticipated Aid
- Disbursing Financial Aid
- Reviewing the Excess FA Account
- Reviewing Global Disbursement Rules
- Performing Batch Authorization and Disbursement
Setting Up Service Indicators
Processing Refunds
- Describing Refunding
- Defining Refunding Rules
- Reviewing Item Types
- Defining Payroll Refunding Rules
- Defining AP Refunding Rules
- Creating Student Online and Batch Refunds
Activity 1: Setting Up User Defaults
Activity 2: Adding Calendars
Activity 3: Adding Term Fees
Activity 4: Adding Criteria
Activity 5: Adding a Tuition Group
Activity 6: Creating and Linking Fee Triggers
Activity 7: Setting Up Fee Waivers
Activity 8: Setting Up Course Fees
Activity 10: Activating and Enrolling Students
Activity 11: Calculating Tuition (for Quinn)
Activity 12: Calculating Tuition (for Tracy)
Activity 13: Processing a Payment (for Quinn)
Activity 14: Processing a Refund (for Quinn)
Activity 15: Adding a Tree to the TableSet Controls and a Business Unit
Activity 16: Securing PeopleSoft Student Financials
Activity 17: Adding Item Type Groups
