The Payment Plan process calculates and posts payment installments for tuition fees, mandatory fees, course fees, class fees and other fees as the college determines are eligible for students to make payments on.  Payment plans are created or copied for each term and students are assigned to the specific plan either by college staff or via student self-service if the college provides that option.  Once a student is enrolled into a payment plan the outstanding charges are paid and installment amounts are created with payment due dates based from the criteria entered into the plan when it was created.  Students can make their installment payments in person at the cashier office or online via student self-service.

Here we have 4 main Payment Plan processes, the first CF.010.1  Enrollment is where college staff or individual student enrolls into classes.  The second Tuition Calculation process, CF.010.2  Tuition Calculation is where college staff calculates the tuition for an individual student.  The third Manage Payment Plans process, CF.010.3  Manage Payment Plans is where college staff create a payment plan(s), manually assign or cancel students to/from a plan and accept payment for the installments.  The fourth Payment Plan process, CF.010.4  SF Transactions to General Ledger is where a nightly schedules SBCTC job is run to send SF transactions over to Finance to record into the general ledger.

The high level flow business process diagram below shows the four steps of the Payment Plan process.  Follow the link to the first step to access the User Acceptance Test (UAT) Guide.  The guide will contain a business process flow diagram outlining the steps to complete the test activities and correlate to the Quick Reference Guide links that demonstrate how to execute each step.  Once complete, click the link to the next step in the high level flow to access the next UAT Guide.

Printable View of CF.010. SF Payment Plans

In planning to test the 'End-to-End' process for Payment Plans, please consider the relevant data scenarios that need to be tested as part of this process and include them in your test plan:

• Create payment plans with various number of payments (installments), billing cycles and plan types
  • Examples include; 2 installments, 3 installments, etc.
  • Examples include; bi-monthly, monthly or weekly
  • Examples include; calculated, existing or lump sum
• Assign student manually or via self-service if that option is available in the above scenario

The FIRST step in the testing process for SF Payment Plans is:

CF.010.1 Enrollment

Payment Plans Walk Through Recording

UAT Walk Through Slide Deck