CS: Local Configuration Guide - Student Financials
The Student Financials Configuration Guide explains necessary tables needed to setup an institution in the PeopleSoft system. The order of the configuration tables presented in this guide adheres to the table setup sequence required to successfully set up all tables necessary for the Campus Solutions Student Financials module. Student Financials configuration is dependent upon Campus Solution Academic Structure configuration setup being completed.
A Set Control Value is established (WAnnn), connected to a Default SetID (WAnnn)for the institution and a Tree Name (ITEM_SECURITY_nnn) is created for the institution. (nnn = college code, e.g. WA130 for Lower Columbia College)
A college can view this initial setup by navigating to the TableSet Control page and entering the institution code (e.g. WAnnn) the TableSet Control page opens on the Record Group tab. Click the Tree tab to view the default SetID established for the institution's Set Control Value, as well as view the Tree Name established (e.g. ITEM_SECURITY_nnn) for the institution in the Tree Controls section. Establishing this configuration during implementation allows for the institution SetID to share "trees." Trees depict hierarchical structures that represent a group of summarization rules for a particular database field. By using trees, the system has a single place to look for summarization rules. This centralization enables rules to be defined once and then use them throughout the system. Trees in Student Financials are used for such things as Charge Priorities and Payment rules.
Navigation: PeopleTools> Utilities> Administration> TableSet Control > Tree (tab)
Security Role:
- ZZ SACR SF Bill Col Tax Config
- ZZ SACR SF Cashiering Config
- ZZ SACR SF Charges Fees Config
- ZZ SACR SF GL Config
As part of configuration, the project team prior to implementation created a Tree for each institution to be used within SF for security as well as payment allocations.
When looking at the tree in the Tree Manager it helps to understand the concept of Trees in PeopleSoft. Trees depict hierarchical structures that represent a grouping of values to leveraged by rules configured in the system for a particular database field. By using trees, the system has a single place to look for groupings of values used in the rules. Trees in Student Financials are used for such things as Charge Priorities and Payment rules and are consolidated under a college specific Tree as displayed in the image below. To find your institution's SF Tree configuration, on the Tree Manager page, search for the Tree Name: ITEM_SECURITY_nnn, for example, ITEM_SECURITY_130 where '130' is the college code for Lower Columbia College.
Navigation: Tree Manager > Tree Manager
Security Role: ZD Tree Viewer
Define keywords to allow for searching within item types. Keywords are shared by FA and SF.
Key words enable colleges to quickly locate item types within a long list of possibilities. For example, in a list of dozens of payment item types, only a handful that are related to loans. If colleges decided to define 'LOAN' as a key word (10 character limit) and associating it with the select few item types, it is much easier to locate just the item type needed. Up to three keywords can be defined per item type. Key words are associated with edit tables, and one must select the appropriate edit table to use for each key word. As of the date of this document, keywords are not in use. Should a college decide to leverage key words after deployment the college would need to work with the Customer Services organization to properly configure.
Navigation: Set Up SACR > Product Related > Student Financials > Item Types > Keywords
Security Role:
- ZC SACR Config
- ZC AA Local Configuration
- ZC SR Local Configuration
- ZD SACR SF Item Type Config
- ZD SACR SF Local Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: KEYWORDS
Page: KEYWORDS
Action: A/UD/DA/C
Item types are the backbone of the PeopleSoft Student Financials system. Each item type defines and describes an individual transaction. One of the many functions of item types is to classify charges, payments, waivers, financial aid, and more on customer accounts.
The Student Financials features will require item types to be configured properly to work within the logic of the processes (such as refunds, write-offs, third party contracts, payment plans, Financial Aid etc.).
Item Types work in conjunction with the Tree Design(Tree Manager) and are actually organized with in the tree architecture to aid in other system functionality.
Item types are deliberately created within a range of numbers in order to be categorized on the item type trees. It is this categorization that aids system functionality; For example what type of charges can a payment pay. This is important as item types will continue to be added in your production environment so the numbering of new item types needs to follow the defined numbering scheme laid out by the Item Type Tree.
The Initial Setup page is used to start defining new item types. Most notably the description and the classification. In other words: Its name and what it does.
Navigation: Home> Setup SACR> Product Related > Student Financials > Item Types > Item Types
Security Role: ZD SACR SF Item Type Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: ITEM_TYPE_PANEL
Page: Item Types
Action: A/UD/DA/C
Define 1098T eligibility (Only available on Charges) and any minimum or maximum amounts.
Navigation: Set Up SACR > Product Related > Student Financials > Item Types > Item Types
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Item Type Config
- ZD SACR SF Local Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: ITEM_TYPE_PANEL
Page: Amount Edits
Action: A/UD/DA/C
Define Priorities (Charge/Payment Overall and Payment) for payment/waiver/financial aid item types. The Charge Priority List, explained later, utilizes the Item Type Tree groupings to dictate what a payment/waiver/financial aid can pay.
Define if credit item type (payment/waiver/financial aid) can be used to source a refund. If it will inherit the charges GL string as it pays toward the revenue/receivable.
Define if Item Type represents taking in a specific type of Tender. (Cashiering)
Navigation: Setup SACR> Product Related > Student Financials > Item Types > Item Types
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Item Type Config
- ZD SACR SF Local Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: ITEM_TYPE_PANEL
Page: Miscellaneous
Action: A/UD/DA/C
Define external awards residing on the student account for acknowledgment within the FA processing. As of the date of this document, external awards will not be used.
Navigation: Setup SACR> Product Related > Student Financials > Item Types > Item Types
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Item Type Config
- ZD SACR SF Local Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: ITEM_TYPE_PANEL
Page: External Awards
Action: A/UD/DA/C
Define restrictions on posting items. As of the date of this document, restrictions will not be used.
Navigation: Setup SACR> Product Related > Student Financials > Item Types > Item Types
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Item Type Config
- ZD SACR SF Local Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: ITEM_TYPE_PANEL
Page: Posting Restrictions
Action: A/UD/DA/C
Define the account types to which this item type can post. Also important in feature functionality for example: Payment Plans and Third Party Contracts.
Navigation: Setup SACR> Product Related > Student Financials > Item Types > Item Types
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Item Type Config
- ZD SACR SF Local Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: ITEM_TYPE_PANEL
Page: Account Types
Action: A/UD/DA/C
GL values populated on item types determines the data that is sent to finance for student transactions. Item type GL data includes; Effective Date, GL Business Unit, Ledger, Department, Account, Fund, Class, Operating Unit and Chartfield 2 (N). Optional GL data can include; Product (based on specific funds), Program and Project/Grant (based on specific funds). Any GL values needed for item types must first be created in finance.
Navigation: Setup SACR> Product Related > Student Financials > Item Types > Item Types
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Item Type Config
- ZD SACR SF Local Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: ITEM_TYPE_PANEL
Page: Account Types
Action: A/UD/DA/C
Define item type groups to be used in various processing. This groups a mix of Item Type Nodes (categories). Item Type Groups have been configured for 1098-T reporting, Return of Title IV funds, Enrollment Cancelation, Payment plans and Veterans Reporting.
Navigation: Set Up SACR > Product Related > Student Financials > Item Types > Item Type Groups
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Item Type Config
- ZD SACR SF Local Config
Menu: DESIGN_ACADEMIC_STRUCTURE
Component: ITEM_GROUPINGS
Page: Item Type Groups
Action: A/UD/DA/C
Define Value Added Tax transaction types. As of the date of this document, Tax Transaction Codes will not be used.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > Tax Transaction Codes
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: VAT_TXN_CD
Page: Tax Transaction codes
Action: A/UD/DA/C
Institution using PeopleSoft that are under the jurisdiction of one or more tax authorities that require the institution to charge taxes for certain specific transactions. Those institutions are required to process tax charges, and therefore must define one or more tax authority codes. Tax codes are used to link taxes to charge item types. This configuration does not apply to how the colleges in our system use Student Financials and therefore is not configured for our system.
Create tax authority codes to process taxes attached to charges. As of the date of this document, Tax Authorities will not be used.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > Tax Authorities
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: TAX_AUTHORITY
Page: Tax Authorities
Action: A/UD/DA/C
Specify VAT rebates for tax authorities. As of the date of this document, Rebates will not be used.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > Tax Authorities
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: TAX_AUTHORITY
Page: Rebate
Action: A/UD/DA/C
Define tax codes using one or more tax authorities. As of the date of this document, Tax Codes will not be used.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > Tax Codes
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: TAX_CODE_VAT
Page: Tax Code
Action: A/UD/DA/C
Student Financials enables you to create late fees that the system assesses when it identifies past due charges.
Create late fee definitions to identify past due charges and assess late fees. As of the date of this document, delivered Late Fees will not be used.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > Late Fees
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: DESIGN_ACADEMIC_STRUCTURE
Component: LATE_FEE_TABLE
Page: Late Fees Setup1
Action: A/UD/DA/C
Create Set up aging category information for late fees. As of the date of this document, delivered Late Fees will not be used.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > Late Fees
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: DESIGN_ACADEMIC_STRUCTURE
Component: LATE_FEE_TABLE
Page: Late Fees Setup2
Action: A/UD/DA/C
Define late fee maximums and due dates. As of the date of this document, delivered Late Fees will not be used.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > Late Fees
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: DESIGN_ACADEMIC_STRUCTURE
Component: LATE_FEE_TABLE
Page: Late Fees Setup3
Action: A/UD/DA/C
Specify academic programs for late fees. As of the date of this document, delivered Late Fees will not be used.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > Late Fees
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: DESIGN_ACADEMIC_STRUCTURE
Component: LATE_FEE_TABLE
Page: Late Fees Setup4
Action: A/UD/DA/C
To supplement the Late Fees process, Campus Solutions offers an alternative Late Fees calculation process
While Late Fees uses past-due amounts, aging categories, or both to calculate late fees, Late Fees - Billing compares the amount due from a specified billing record with the amount of payments or credits on the account. If the payments or credits are less than the amount due, the student is assessed a late fee.
Late Fees - Billing enables you to:
- Define which payments or credits are considered in the calculation, using Item Type Group.
- Define a threshold amount for which, the account is not assessed the late fee if the unpaid balance is less than this threshold.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > Late Fees - Billing
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: DESIGN_ACADEMIC_STRUCTURE
Component: SSF_LATE_FEE_CD
Page: Late Fees - Billing
Action: A/UD/DA/C
Payment overall priority rules define the order of payment allocation when payments do not fully cover all eligible charges. Based on our configuration payment overall priority rules act as a tiebreaker for competing charges.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > Payment Overall Priority
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: DESIGN_ACADEMIC_STRUCTURE
Component: OVERALL_PRIORITY
Page: Payment Overall Priority
Action: A/UD/DA/C
Institutions that use an automated system to manage student finances can create student permissions that are a record of standing permissions from students to apply restricted credits. This configuration does not apply to colleges in our system and therefore we have not configured this for any colleges to date.
Create form for permission to apply restricted credits. CONFIGURED AS DELIVERED.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > Student Permission Forms
Security Role:
- ZC AA Local Configuration
- ZC SR Local Configuration
ZD SACR SF All Config - ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: MAINTAIN_CUSTOMERS
Component: WAIVER_FORM_TBL
Page: Permission Forms
Action: A/UD/DA/C
Defining charge priority rules is the first step in determining how the system applies a payment. Charge priority setup defines exactly what charges are eligible for payment under a particular rule set. We also define whether payments can be applied to charges from various time periods and can they establish a priority order for allowed charges.
Because charge priority list details are defined at the tree node level, Charge priority lists depend on item type trees setup to identify which charge items are qualified for the particular type of payment.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > Charge Priority List
Security Role:
- ZC AA Local Configuration
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: CHARGE_PRIORITY
Page: Charge Priority List
Action: A/UD/DA/C
Used to define billing and due date calendars using tuition calculation process.
Billing and due date calendars are associated with tuition calculation and are used to determine the percentage of specific fees due to be paid by a particular time. Because a due date calendar is required for the setup of fees, you must define at least one billing and due date calendar for your institution. You can also define additional billing and due date calendars as needed to meet the requirements of your business processes.
When creating your billing and due date calendar, you can specify that the payment of a fee is due in full at a particular date, or you can create a payment schedule. For example, you can define a billing and due date calendar that indicates that your application fee is due in full at the time that an application is filed and create another billing and due date calendar for installment payments for your tuition fees. You can also design the system so that a due date for a fee is designated at the time that you create a bill or post a charge.
Navigation: Set Up SACR > Product Related > Student Financials > Tuition and Fees > Billing and Due Calendars
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: DUE_DATE_PANEL
Page: Billing and Due Calendars
Action: A/UD/DA/C
Used to define a refund schedule for classes that are dropped or withdrawn.
These calendars determine how the system adjusts term and class level fees when a student withdraws or drops a class. The system uses the number of days that a term or class has been in session or the class attendance percentage to determine the percentage of refund due.
Different adjustments schedules can be configured for different drop reasons.
Navigation: Set Up SACR > Product Related > Student Financials > Tuition and Fees > Adjustment Calendars
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: ADJ_TERM_PANEL
Page: Adjustment Calendars
Action: A/UD/DA/C
Origin Types represent sources of charges or payments that are used during group posting. You can also use the description that you define for an origin as criteria for selecting groups during group data entry.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > Origin Table
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: MAINTAIN_RECEIVABLES
Component: ORIGIN_TABLE
Page: Origin Table
Action: A/UD/DA/C
Institutions that use an automated system to manage student finances can create student permissions that are a record of standing permissions from students to apply restricted credits. This configuration does not apply to colleges in our system and therefore we have not configured this for any colleges to date.
Student Financials enables you to import charge and payment information from outside sources. This is not configured currently for any colleges in our system.
Navigation: Set Up SACR > Product Related > Student Financials > External File Layouts
Security Role: Not Deployed
Menu: DEFINE_STUDENT_FINANCIALS
Component: BANK_INPUT_FILE
Page: External File Layouts
Action: A/UD/DA/C
Define the first set of field positions and lengths. Functionality not being used.
Navigation: Set Up SACR > Product Related > Student Financials > External File Layouts
Security Role: Not Deployed
Menu: DEFINE_STUDENT_FINANCIALS
Component: BANK_INPUT_FILE
Page: Field Details 1
Action: A/UD/DA/C
Define the second set of field positions and lengths. Functionality not being used.
Navigation: Set Up SACR > Product Related > Student Financials > External File Layouts
Security Role: Not Deployed
Menu: DEFINE_STUDENT_FINANCIALS
Component: BANK_INPUT_FILE
Page: Field Details 2
Action: A/UD/DA/C
Define the third set of field positions and lengths. Functionality not being used.
Navigation: Set Up SACR > Product Related > Student Financials > External File Layouts
Security Role: Not Deployed
Menu: DEFINE_STUDENT_FINANCIALS
Component: BANK_INPUT_FILE
Page: Field Details 3
Action: A/UD/DA/C
Defining locations and lengths of control data. Functionality not being used.
Navigation: Set Up SACR > Product Related > Student Financials > External File Layouts
Security Role: Not Deployed
Menu: DEFINE_STUDENT_FINANCIALS
Component: BANK_INPUT_FILE
Page: Control Totals
Action: A/UD/DA/C
Group types represent sets of frequently posted receivables such as financial aid, housing charges, lock box payments, etc. User must select Group Type when they perform Group Post data entry. Users can use the description of a group type as criteria for selecting groups for viewing during group data entry.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > Group Type Table
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: MAINTAIN_RECEIVABLES
Component: GROUP_TYPE
Page: Group Type Table
Action: A/UD/DA/C
Student Financials General Function utility setup page unique to each Business Unit.
Defines the business rules used in SF processing for that business unit. This page links the General Ledger and AP business, as well as defines the type of accounting used at the institution.
Navigation: Set Up SACR > Product Related > Student Financials > SF Business Unit > General 1
Security Role: ZD SACR SF All Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: DFLT_TERM_TBL
Page: General 1
Action: A/UD/DA/C
Defines the business rules used in SF processing for that business unit. This page defines some of the views, as well as the aging set for the business unit.
Navigation: Set Up SACR> Product Related> Student Financials> SF Business Unit > General 2
Security Role: ZD SACR SF All Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: DFLT_TERM_TBL
Page: General 2
Action: A/UD/DA/C
Defines the business rules used in SF processing for that business unit. The page is used to define values used in the posting process.
Navigation: Set Up SACR> Product Related> Student Financials> SF Business Unit > Posting Setup
Security Role: ZD SACR SF All Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: DFLT_TERM_TBL
Page: Posting Setup
Action: A/UD/DA/C
Defines the business rules used in SF processing for that business unit. Used to define how often certain processes will commit transactions.
Navigation: Set Up SACR > Product Related > Student Financials > SF Business Unit > Commit Options
Security Role: ZD SACR SF All Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: DFLT_TERM_TBL
Page: Commit Options
Action: A/UD/DA/C
Defines the business rules used in SF processing for that business unit. Used to define rules for the Collections module.
Navigation: Set Up SACR> Product Related> Student Financials> SF Business Unit > Collections
Security Role: ZD SACR SF All Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: DFLT_TERM_TBL
Page: Collections
Action: A/UD/DA/C
Defines the business rules used in SF processing for that business unit. Used to define rules in relation to refunding within the institution.
Navigation: Set Up SACR> Product Related> Student Financials> SF Business Unit > Refund Setup
Security Role: ZD SACR SF All Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: DFLT_TERM_TBL
Page: Refund Setup
Action: A/UD/DA/C
Defines the business rules used in SF processing for that business unit. Defines if approvals are used, as well as the levels of approvals. As of the date of this document, approvals will not be used.
Navigation: Set Up SACR> Product Related> Student Financials> SF Business Unit > Refund Approval
Security Role: ZD SACR SF All Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: DFLT_TERM_TBL
Page: Refund Approval
Action: A/UD/DA/C
Defines the business rules used in SF processing for that business unit. Used to keep track of various numbers used in SF processing such as group post batch numbers as well as receipt numbers.
Navigation: Set Up SACR> Product Related> Student Financials> SF Business Unit > Counters
Security Role: ZD SACR SF All Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: DFLT_TERM_TBL
Page: Counters
Action: A/UD/DA/C
Defines the business rules used in SF processing for that business unit. A default term value simplifies data entry. Typically, changing the default term value at the beginning of each term is most beneficial. Using effective dating functionality, you can predefine default term values in advance and have them automatically change on the first day of the term.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > SF Term Default
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Cashiering Config
- ZZ SACR SF Charges Fees Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: DFLT_TERM_TBL
Page: SF Term Default
Action: A/UD/DA/C
Item reasons provide brief explanations for payment and charge reversals. They provide background information to auditors and staff.
Navigation: Set Up SACR > Product Related > Student Financials > Charges and Payments > Item Reasons
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: ITEM_REASONS
Page: Item Reason
Action: A/UD/DA/C
Define vendor information. CONFIGURED AS DELIVERED.
Navigation: Set Up SACR > Product Related > Student Financials > Refunds > AP Set Controls - Vendor
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: SF_AP_VNDR_OPTIONS
Page: AP Set Controls - Vendor
Action: A/UD/DA/C
Defines Liability Status Codes as determined by DEST for element 490. Liability Status is used in Australian configuration. It will not be used by SBCTC.
Navigation: Set Up SACR > Product Related > Student Financials > Australian Defaults > Liability Status
Security Role: Not Deployed
Menu: DEFINE_STUDENT_FINANCIALS
Component: SSF_HECS_EX_TBL
Page: Liability Status
Action: A/UD/DA/C
Tuition calculation controls determine the academic careers that are eligible for tuition and fee calculation each term.
Define parameters, rules, errors and warnings used for tuition calculation.
Navigation: Set Up SACR > Product Related > Student Financials > Tuition and Fees > Tuition Calculation Controls
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local COnfiguration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: CALC_CNTROL_PANEL
Page: Tuition Calculation Controls
Action: A/UD/DA/C
Define parameters, rules, errors and warnings used for tuition calculation. Tuition calc will not run during batch refund process.
Navigation: Set Up SACR > Product Related > Student Financials > Tuition and Fees > Tuition Calculation Controls
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: CALC_CNTROL_PANEL
Page: Refund Calculation Controls
Action: A/UD/DA/C
Define parameters, rules, errors and warnings used for tuition calculation. Replicated messages currently in production for Spokane and Tacoma.
Navigation: Set Up SACR > Product Related > Student Financials > Tuition and Fees > Tuition Calculation Controls
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: CALC_CNTROL_PANEL
Page: Display Error/ Warning Controls
Action: A/UD/DA/C
Student Financials for 1098-T generation it is required that institutions have Tax Indentification Number (TIN) a TIN under which the institution files 1098-T tax information to the IRS.
Set up a tax identification number for filing 1098-T tax forms with the IRS. In Production, colleges will enter the appropriate Contact Name, Contact Phone Number, and Institution Address.
Third party payments that offset 1098-eligible charges will be included in the FinAid Group Item Type Group (1098FinAid). This is necessary to get the system to properly offset the amount in Box 2.
Navigation: Set Up SACR > Product Related > Student Financials > Taxes > 1098-T TIN Table
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZZ SACR SF Bill Col Tax Config
Menu: MANAGE_TAX_REPORTING
Component: SF_1098_INST
Page: 1098-T TIN Detail
Action: A/UD/DA/C
Set up valid citizenship statuses. CONFIGURED AS DELIVERED.
Navigation: Set Up SACR > Product Related > Student Financials > Taxes > 1098-T TIN Table
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZZ SACR SF Bill Col Tax Config
Menu: MANAGE_TAX_REPORTING
Component: SF_1098_INST
Page: 1098-T Citizenship
Action: A/UD/DA/C
Define Accounts Payable interface and voucher numbering parameters. AP User ID will need to be obtained from FS (generic user ID) in production, as well as Check Vendor ID, Direct Deposit Vendor ID & DFI Qualifier.
Navigation: Set Up SACR > Product Related > Student Financials > Refunds > AP Business Unit
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: BUS_UNIT_AP
Page: AP Business Unit
Action: A/UD/DA/C
Criteria are essentially questions that can be answered yes or no. In PeopleSoft Student Financials, use criteria to compare one or more variable values to a student's academic situation to determine whether an action should be triggered (for example, applying a waiver to fees), or in which tuition group the student should be included.
The Criteria component is a flexible means of identifying and classifying students. Criteria can be as simple as a single variable (for example, is the student a sophomore) or extremely complex involving multiple variables.
Used to define certain qualifications a student has to either be placed in a tuition group, or to be eligible (or ineligible) for a fee/waiver.
Navigation: Set Up SACR > Product Related > Student Financials > Tuition and Fees > Criteria
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: SEL_CRITERIA_PANEL
Page: Criteria
Action: A/UD/DA/C
Define what criteria will be used and the associated values.
Navigation: Set Up SACR> Product Related> Student Financials> Tuition and Fees > Criteria
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: SEL_CRITERIA_PANEL
Page: Criteria Details
Action: A/UD/DA/C
Used to define a way of waiving or reducing tuition or fees for students who meet specific criteria. Waiver groups enable you to attach one or more waivers directly to class, course, and course list fees. Waiver codes have been chosen to reflect the legacy fee pay status codes.
Navigation: Set Up SACR > Product Related > Student Financials > Tuition and Fees > Waivers
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SF Funct Analyst
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
Menu: CALCULATE_TUITION_AND_FEES
Component: WAIVER_PANEL
Page: Waivers
Action: A/UD/DA/C
Used to define a group of waiver codes that can be applied to course/classes. Need Course/Class Fees setup before setting up Waiver Groups.
Navigation: Set Up SACR > Product Related > Student Financials > Course and Class Fees > Waiver Groups
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: WAIVER_GROUP_PANEL
Page: Waiver Groups
Action: A/UD/DA/C
Create shortcut keys of ChartFields for department receipt entry in cashiering.
Navigation: Set Up SACR > Product Related > Student Financials > General Ledger Interface > SpeedTypes
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZZ SACR SF GL Config
Menu: ADMINISTER_SF_GL_INTERFACE
Component: SPEEDTYPE
Page: SpeedTypes
Action: A/UD/DA/C
International Health Coverage was design by Oracle to support the Australian Overseas Student Health Cover business process. With the addition of this feature to the core Campus Solutions product, customers can use IHC to manage the health care policies for their international students, however at the time of the publication of this guide the feature has not been configured for any colleges in our system.
Define coverage and rates for Providers. SBCTC is not using the International Health Coverage functionality to track/charge health insurance to international students. International Health Insurance charges will be configured as a mandatory Term Fee and be charged to international students each quarter.
Navigation: Set Up SACR > Product Related > Student Financials > International Health Coverage > Provider Table
Security Role: ZC SACR Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: SSF_IHC_PROVIDER
Page: Provider Table
Action: A/UD/DA/C
Define the International Health Coverage Provider Table. SBCTC is not using the International Health Coverage functionality to track/charge health insurance to international students. International Health Insurance charges will be configured as a mandatory Term Fee and be charged to international students each quarter.
Navigation: Set Up SACR > Product Related > Student Financials > International Health Coverage > Coverage and Rates
Security Role: ZC SACR Config
Menu: DESIGN_ACADEMIC_STRUCTURE
Component: CAR_PTR_EXCEPTIONS
Page: Coverage and Rates
Action: A/UD/DA/C
Define institutional contact Information. SBCTC is not using the International Health Coverage functionality to track/charge health insurance to international students. International Health Insurance charges will be configured as a mandatory Term Fee and be charged to international students each quarter.
Navigation: Set Up SACR > Product Related > Student Financials > International Health Coverage > Institutional Contact
Security Role: ZC SACR Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: SSF_IHC_CONTACT
Page: Institutional Contact
Action: A/UD/DA/C
Define Item Types and Account Types for the Business Unit. SBCTC is not using the International Health Coverage functionality to track/charge health insurance to international students. International Health Insurance charges will be configured as a mandatory Term Fee and be charged to international students each quarter.
Navigation: Set Up SACR > Product Related > Student Financials > International Health Coverage > Item and Account Types
Security Role: ZC SACR Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: SSF_IHC_DEFAULTS
Page: Item and Account Types
Action: A/UD/DA/C
Create a combination period to retrieve consolidated academic statistics. As of the date of this document, Combination Periods will not be used by SBCTC.
NEED SCREENSHOT UNABLE TO ACCESS
Navigation: Set Up SACR > Product Related > Student Financials > Taxes > Combination Period Table
Security Role: UNABLE TO QUERY
Menu: MANAGE_TAX_REPORTING
Component: SF_CNST_CMB_PR_TBL
Page: Combination Period Table
Action: A/UD/DA/C
A sub-set of pages to aid in the managing of student accounts with past due receivables.
SBCTC is not using this functionality. Collection letters will be generated using Population Selection and Communication Generation instead.Create templates and delivery schedule of dunning letters for past due accounts.
Navigation: Set Up SACR > Product Related > Student Financials > Collections > Collection Letter Template
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
Menu: DEFINE_STUDENT_FINANCIALS
Component: COLL_LTRTMP_TABLE
Page: Collection Letter Template
Action: A/UD/DA/C
Define and establish collectors within the system. CS Collector A has been configured as a catch-all collector. The actual Collector will be setup in the system once there is actual User ID in Production.
Navigation: Set Up SACR > Product Related > Student Financials > Collections > Collector
Security Role:
- ZC AA Local Configuration
- ZC SCR Config
- ZC SR Local Configuration
- ZZ SACR SF Bill Col Tax Config
Menu: COLLECT_RECEIVABLES
Component: COLLECTOR_SF
Page: Collector
Action: A/UD/DA/C
Create a list of corporate collection criteria defined in your system. CS Collector A has been configured as a catch-all collector. The actual Collection Criteria will be setup in the system once there is actual User ID in Production.
Navigation: Set Up SACR > Product Related > Student Financials > Collections > Corporate Collection Criteria
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZZ SACR SF Bill Col Tax Config
Menu: COLLECT_RECEIVABLES
Component: COLL_CRITER_ORG
Page: Corporate Collection Criteria
Action: A/UD/DA/C
Define student collection item types assigned to collector User IDs or roles.
Navigation: Set Up SACR > Product Related > Student Financials > Collections > Collection Criteria
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZZ SACR SF Bill Col Tax Config
Menu: COLLECT_RECEIVABLES
Component: COLL_CRITER_ORG
Page: Collection Criteria
Action: A/UD/DA/C
College Defined options for assigning meaning to Collection Effort activity from within the collection module.
Navigation: Set Up SACR > Product Related > Student Financials > Collections > Follow-Up Table
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZZ SACR SF Bill Col Tax Config
Menu: COLLECT_RECEIVABLES
Component: FOLLOW_UP
Page: Follow-Up Table
Action: A/UD/DA/C
Define codes that identify why the system moved an item out of collections.
Navigation: Set Up SACR > Product Related > Student Financials > Collections > Reason Out
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZZ SACR SF Bill Col Tax Config
Menu: COLLECT_RECEIVABLES
Component: REASON_OUT_SF
Page: Reason Out
Action: A/UD/DA/C
Define codes that identify why the system moved an item into collections. CONFIGURED AS DELIVERED.
Navigation: Set Up SACR > Product Related > Student Financials > Collections > Reason In
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZZ SACR SF Bill Col Tax Config
Menu: COLLECT_RECEIVABLES
Component: REASON_IN_SF
Page: Reason In
Action: A/UD/DA/C
Create transaction fees for adding or dropping classes as of a specific date. Functionality will not be used.
Navigation: Set Up SACR > Product Related > Student Financials > Tuition and Fees > Transaction Fees
Security Role:
- ZC AA Local COnfiguration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: TRANSACTION_FEES
Page: Transaction Fees
Action: A/UD/DA/C
You must define the rules that your institution uses to assess application fees. Each application fee code that you define represents one or more individual fee charges (sub fees).
Each application fee code requires the definition of one or more sub fees that make up the charge. You can set up sub fees so that they are cumulative or mutually exclusive. You can also define a combination of cumulative and mutually exclusive fees.
Setup Pages for configuring Application Fees. If charging fees for every student using online admissions applications. Otherwise, if selectively Charging student application fees based on admission type and other criteria. See Query used in Mass Select Transactions Group Processing: QCS_SF_APPL_FEE_GRP_PST
Navigation: Set Up SACR > Product Related > Student Financials > Admission Fees > Application Fees
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: APPLICATION_FEES
Page: Application Fees
Action: A/UD/DA/C
Create admission deposit fees, due dates and status changes for payments. Functionality not being used.
Navigation: Set Up SACR > Product Related > Student Financials > Admission Fees > Deposit Fees
Security Role:
- ZC AA Local COnfiguration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: DEPOSIT_FEES
Page: Deposit Fees
Action: A/UD/DA/C
Your institution may have several fees that apply to many, but not all, students. For example, many students might need to purchase a parking sticker. By setting up a parking sticker fee as an optional fee, students can choose to purchase a parking sticker at the time of registration.
Your institution may have several fees that apply to many, but not all, students. For example, many students might need to purchase a parking sticker. By setting up a parking sticker fee as an optional fee, students can choose to purchase a parking sticker at the time of registration.
Navigation: Set Up SACR > Product Related > Student Financials > Optional Fees > Optional Fees
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: OPT_FEE_TABLE
Page: Optional Fees
Action: A/UD/DA/C
Link optional fee codes to terms and assign date parameters. Functionality not being used.
Navigation: Set Up SACR > Product Related > Student Financials > Optional Fees > Optional Fees - Terms
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: OPT_FEE_TERM
Page: Optional Fees - Terms
Action: A/UD/DA/C
Define optional fee amounts. Functionality not being used.
Navigation: Set Up SACR > Product Related > Student Financials > Optional Fees > Optional Fees per Term
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: DESIGN_ACADEMIC_STRUCTURE
Component: CAR_PTR_EXCEPTIONS
Page: Career Pointer Exception Rule
Action: A/UD/DA/C
Define ranges for term fees, applications fees and other institutional charges. Not all colleges will have these configured.
Navigation: Set Up SACR > Product Related > Student Financials > Tuition and Fees > Minimum / Maximum Fees
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: MIN_MAX_FEE_PANEL
Page: Minimum / Maximum Fees
Action: A/UD/DA/C
Course lists are created to group linked courses. This allows the ability to assign a course fee to a course list rather than attaching the fee to specific courses. Course lists can also be used with third-party contracts to control what courses are covered by the sponsor contract. Course Lists are dependent upon the conversion of the course catalog. These values will be configured when the course catalog is available in Production.
Navigation: Set Up SACR > Product Related > Student Financials > Course and Class Fees > Course Lists
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: CRSE_LIST_PANEL
Page: Course Lists
Action: A/UD/DA/C
Create student criteria to add to the course fee definition. As of the publication of this guide, SBCTC will not use Rate Tables.
Navigation: Set Up SACR > Product Related > Student Financials > Course and Class Fees > Rate Tables for Course Fees
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: CRSE_RATE_PANEL
Page: Rate Tables for Course Fees
Action: A/UD/DA/C
The ctcLink Project Team has configured the Payment Merchant links the Peoplesoft electronic payment process to a payment adapter and a Cybersource Profile ID. A Payment Merchant is configured for each Cybersource Profile ID. Colleges will have a unique Cybersource Profile ID for Student Self Service, another if the college charges an Online Admissions fee where payment is expected to be received through the Online Admissions Application and another for colleges accepting credit card payments at the Cashier's office.
In addition, separate Payment Merchants are needed for Credit Card payment and eCheck payment. Not all colleges offer eCheck payment options, therefore not all colleges will have this configured for their institution.
Two custom adapters have been created for CyberSource integration. The CYBERSOURCE adapter is used for Student Self Service, Online Admissions, and Cashiering transactions. Another adapter was developed to support the Online Student Enrollment and Continuing Education (OSECE) integration, known as the CYBERSOURCEOCE adapter; however this second adapter is likely to be replaced with the adoption of the CampusCE product integration currently under integration development.
Peoplesoft online payment in ctcLink:
A Student has ‘Make a Payment’ page under Financial information Tile on their ctcLink Student Homepage. Upon clicking, it displays the outstanding balance and has option to make an online payment from there. Make a Payment button in that page, takes them to secured CyberSource website, where user enters the Personal Information such First Name, Last Name, Address, Email Address, Credit Card Information and Finish the Payment. If the payment is accepted in CyberSource, users are redirected to PeopleSoft and complete the transaction.
Below are the configurations that needs to be established to integrate the CyberSource with new colleges coming to ctcLink:
1. Payment Merchant configuration:
The following navigation to configure Payment Merchants: Setup SACR > Common Definitions > Electronic Payment > Payment Merchant
Payment Merchant links the PeopleSoft electronic payment process with CyberSource (CyberSource profile). A separate Payment Merchant and associated CyberSource profile must be created for each online payment types offered by college. For example, a profile would be needed for Student Self Service and Online Admissions (only for colleges that collect the registration fee). Each of these Payment Merchant will be linked with CyberSource profiles during CyberSource configuration.
PS:
1. Third Party Merchant ID field in this configuration will be used as CyberSource profile name in CyberSource configuration (a link btw PeopleSoft and CyberSource).
2. Key (SOAP key) and Expire Date fields under Security Key section in this configuration needs to be updated once the CyberSource configuration is complete. The expire date will be determined based on the day it is generated and usually valid for 2 to 3 years.
Merchant Setup ID Naming Convention
The Merchant Setup ID follows a standard naming convention for colleges, which begins with the first 3 characters of the institution (e.g. 171 = WA171 for Spokane Community College as displayed in the example screen shot).
- The naming convention for the Self Service Credit Card is nnnSELF_CCRD (e.g. 171SELF_CCRD)
- The naming convention for the eCheck is nnnSELF_ECHK (e.g. 171SELF_ECHK)
- The naming convention for the Online Admissions Application credit card setup is nnnOAA_CCRD (e.g. 090SELF_CCRD)
- The naming convention for the Online Admissions Application eCheck setup is nnnOAA_ECHK (e.g. 090SELF_ECHK)
To determine which configuration is relevant for your college first understand how your college accepts Online Payments in PeopleSoft, and whether the college accepts Credit Cards using CyberSource and/or accepts eChecks.
Example of Self Service Credit Card:
Example of Online Admissions Application Credit Card below:
- Merchant Setup ID Enter a descriptive Merchant Setup ID. Should be prefixed with the college code.
- Description Enter text to describe this Payment Merchant.
- Status Choose “Active”.
- Service Provider - Choose “Cybersource”.
- Third Party Merchant ID Enter the CyberSource Profile ID that is associated with this Payment Merchant.
- Hosted Payment Provider Should be checked.
- Hosted Payment Setup/Adapter - For Student Self Service, Online Admissions, and Cashiering enter “CYBERSOURCE”. For Online Student Enrollment and Continuing Education (OSECE) enter “CYBERSOURCEOCE”.
- Electronic Payment Setup/Service Operation Enter SCC_EPAYMENT_SYNC.
- Electronic Payment Setup/Adapter Enter SCC_INT_BROKER.
- Security Key Setup/Key ID Enter the CyberSource Key ID.
- Security Key Setup/Key - Copy and paste the Key value that was generated during the CyberSource configuration section 2.2.1 Generate SOAP Toolkit API Transaction Security Keys. The Security key is not specific to Profile ID, but it is specific to the Merchant ID.
- Supported Transactions - Add values of 91, 92, and 93 as shown in the screen above.
Example of Self-Service Echeck
- Merchant Setup ID Enter a descriptive Merchant Setup ID. Should be prefixed with the college code.
- Description Enter text to describe this eCheckPayment Merchant.
- Status Choose “Active”.
- Service Provider - Choose “Cybersource”.
- Third Party Merchant ID - This should be the CyberSource Profile ID that is associated with this Payment Merchant.
- Hosted Payment Provider Should be checked.
- Hosted Payment Setup/Adapter Blank.
- Electronic Payment Setup/Service Operation - Blank.
- Electronic Check/Verification Level Choose Verification.
- Electronic Check/Settlement Method Choose Best Possible.
- Electronic Check/ACH Class Choose POP.
An SF merchant (student financials merchant) is an entity within the Student Financials application that enables you to set up unique credit card and eCheck processing rules for different departments in your institution. You can use an SF merchant to set up credit card and eCheck processing for cashiering offices and student self-service functions. The SF merchant definition provides information needed by the ePayment service provider and defines what services it performs and what customer information the system displays on the payment page.
To process credit cards and eChecks in Student Financials, you must establish at least two SF merchant definitionsone for credit card support and one for eCheck support. If you have different processing rules for credit card processing in the cashiering office than you do in student self service, then you must establish multiple credit card SF merchants to handle these different processing rules.
Most likely colleges will establish one SF Merchant for each Payment Merchant that has been configured.
- SF Merchant ID Enter a descriptive SF Merchant ID. Should be prefixed with the college code.
- Description - Enter text to describe this SF Merchant.
- Process Option Choose Credit Card or Electronic Check.
- Payment Merchant Choose the appropriate Payment Merchant .
- Hosted payment Provider Should be checked.
- Credit Card Real-Time Authorization, Real-Time Capture, and Real-Time Credit should all be checked.
- Default Options/Contact Type Choose PRI.
- Default Options/Address Usage Choose S_EMAIL.
- Default Options/Type of Name Choose Primary.
- Default Options/Phone Type Choose Mobile.
- Default Options/Email ID Not Checked.
Set Up SACR > Common Definitions > Self Service > Student Financials > SF Merchants
SF Institution set will be just one per Institution and holds the setup for two payment options within same pages
Set Up SACR > Common Definitions > Self Service > Student Financials > SF Institution Set
Define self-service ePayment parameters, rules, and usage for one or more business units. For multi-college districts, SF Institution Set is configured at the district level so that students can view and pay tuition all together for all colleges in a multi-campus district online. These values will be setup in Production once there is a Merchant ID number from Cybersource.
Navigation: Set Up SACR > Common Definitions > Self Service > Student Financials > SF Institution Set
Security Role:
- ZC SACR Config
- ZD SACR SF All Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: INSTITUTION_SET
Page: INSTITUTION_SET_01
Action: A/UD/DA/C
Term fee codes are the most generalized method of establishing rates for tuition and fees. Each term fee code comprises one or more term fee definitions. Each term fee definition comprises one or more term sub fee codes. And each term sub fee code comprises one or more term sub fees. This multilevel structure provides flexibility and convenience.
By using different fee triggers and calculation methods at the lower levels, one term fee code can control how tuition is calculated for a wide range of unique student situations. Another term fee code can do the same for room and board combinations. Take the time to learn how term fee codes work and how you can use them to solve your most complex tuition calculation needs.
Used to define the various charges that can be added to a student account via the tuition calculation process. Term fee codes are the most generalized method of establishing rates for tuition and fees. Each term fee code comprises one or more term fee definitions. Each term fee definition comprises one or more term sub fee codes. And each term sub fee code comprises one or more term sub fees. This multilevel structure provides flexibility and convenience.
By using different fee triggers and calculation methods at the lower levels, one term fee code can control how tuition is calculated for a wide range of unique student situations. Another term fee code can do the same for room and board combinations. Take the time to learn how term fee codes work and how you can use them to solve your most complex tuition calculation needs.
Navigation: Set Up SACR > Product Related > Student Financials > Tuition and Fees > Term Fees
Security Role:
- ZC AA Local Configuration
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: TERM_FEE_PANEL
Page: Term Fees Code
Action: A/UD/DA/C
Used to define the various charges that can be added to a student account via the tuition calculation process. CONFIGURED AS DELIVERED.
Navigation: Set Up SACR> Product Related> Student Financials> Tuition and Fees > Term Fees
Security Role:
- ZC AA Local Configuration
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: TERM_FEE_PANEL
Page: Term Fees
Action: A/UD/DA/C
Used to define the various charges that can be added to a student account via the tuition calculation process. CONFIGURED AS DELIVERED.
Navigation: Set Up SACR> Product Related> Student Financials> Tuition and Fees > Term Fees
Security Role:
- ZC AA Local Configuration
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: TERM_FEE_PANEL
Page: Term Sub Fees Codes
Action: A/UD/DA/C
Used to define the various charges that can be added to a student account via the tuition calculation process. CONFIGURED AS DELIVERED.
Navigation: Set Up SACR> Product Related> Student Financials> Tuition and Fees > Term Fees
Security Role:
- ZC AA Local Configuration
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: TERM_FEE_PANEL
Page: Term Sub Fees
Action: A/UD/DA/C
Used to define the various charges that can be added to a student account via the tuition calculation process.
Navigation: Set Up SACR> Product Related> Student Financials> Tuition and Fees > Term Fees
Security Role:
- ZC AA Local Configuration
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: TERM_FEE_PANEL
Page: Term Fees Residency
Action: A/UD/DA/C
Define fee classes to enable reporting on specific types of fees. Mandatory Fee (MAN) is the only fee class configured.
Navigation: Set Up SACR> Product Related> Student Financials> Tuition and Fees > Fee Classes
Security Role:
- ZC AA Local Configuration
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: FEE_CLASS
Page: FEE_CLASS_TBL
Action: A/UD/DA/C
Tuition groups enable you to combine large groups of students who are charged, generally, the same set of fees under the same rules. Within the tuition group definition, you use adjustment codes, term fee, course list, and waiver definitions to fine-tune charges and adjustments (refund rules) so that students receive the correct charges for their unique situations. Because so much flexibility is in the components that compose the tuition group, you can define relatively few tuition groups to control all tuition calculations. Students might be assigned to a tuition group as they are activated for a term or be automatically assigned to the correct group using criteria that you have defined when tuition is calculated. You can also override the system-assigned tuition group on an individual student basis.
Used to gather large groups of students who are charged basically the same fees and tuition under a certain set of rules. Within that tuition group, different term fees, adjustment calendars and waivers are assigned.
Examples of College setup for 3 tuition groups:
1. UGRD: Tuition group contains all academic term fees.
2. CNED: Tuition group does not contain any term fees as CNED courses will all be setup with course/class fees.
3. DOC: Tuition for department of corrections students does not contain any term fees as students are not charged any fees.
Navigation: Set Up SACR > Product Related > Student Financials > Tuition and Fees > Tuition Groups
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: SEL_GROUP_PANEL
Page: Definition
Action: A/UD/DA/C
Used to define adjustment calendars that will determine refund schedules for members of the tuition group.
Navigation: Set Up SACR> Product Related> Student Financials> Tuition and Fees > Tuition Groups
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: SEL_GROUP_PANEL
Page: Adjustment Codes
Action: A/UD/DA/C
Used to define the criteria a student must meet to be place in this tuition group.
Navigation: Set Up SACR> Product Related> Student Financials> Tuition and Fees > Tuition Groups
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: SEL_GROUP_PANEL
Page: Criteria
Action: A/UD/DA/C
Used to define the criteria a student must meet to be place in this tuition group.
Navigation: Set Up SACR> Product Related> Student Financials> Tuition and Fees > Tuition Groups
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: SEL_GROUP_PANEL
Page: Term Fees
Action: A/UD/DA/C
Used to define a course list. No course list configured.
Navigation: Set Up SACR> Product Related> Student Financials> Tuition and Fees > Tuition Groups
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: SEL_GROUP_PANEL
Page: Course Lists
Action: A/UD/DA/C
Used to define waiver codes that can be applied to a number of fees. All waivers will be attached at the term fee level and none at the tuition group.
Navigation: Set Up SACR> Product Related> Student Financials> Tuition and Fees > Tuition Groups
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF All Config
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: SEL_GROUP_PANEL
Page: Waivers
Action: A/UD/DA/C
Allows simplified setup to attach fees to a list of courses. Course List Fees are dependent upon the conversion of the course catalog, which begins initially in the second round of conversion during implementation and if finalized by the third round of conversion during implementation. Courses are then moved into the PeopleSoft production environment prior to deployment for colleges to begin cleanup and maintenance. Once in production Course List Fees can be configured on the established courses. From that point on Course List Fees will be maintained within PeopleSoft Production (ctcLink).
Navigation: Set Up SACR > Product Related > Student Financials > Course and Class Fees > Course List Fee
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: CLST_FEE_PANEL
Page: Course List Fee
Action: A/UD/DA/C
Fees set at the class level apply only to the specified section of the course in the term scheduled. Class fees do not change or replace the fee at the course level. Class feels cannot be seen or changed at the course level.
Used to define the amount charged for a particular class. This fee will not override a course fee. Class Fees will be configured using the Maintain Schedule of Classes and configured in the Production environment prior to go live.
Navigation: Set Up SACR > Product Related > Student Financials > Course and Class Fees > Class Fees
Alternate Navigation: Curriculum Management > Schedule of Classes > Maintain Schedule of Classes
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
- ZD CM Central Configuration (Alternate Navigation)
- ZZ CM Local Configuration (Alternate Navigation)
Menu: CALCULATE_TUITION_AND_FEES
Component: CLASS_FEE_PANEL
Page: Class Fees
Action: A/UD/DA/C
Related Query:
- QCS_SF_CLASS_SUBFEE_TABLE
- CTC_SR_CLASS_FEE
Used to define the amount charged for a particular class. This fee will not override a course fee. Class Fees will be configured using the Maintain Schedule of Classes and configured in the Production environment prior to go live.
Navigation: Set Up SACR > Product Related > Student Financials > Course and Class Fees > Class Fees
Alternate Navigation: Curriculum Management > Schedule of Classes > Maintain Schedule of Classes
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
- ZD CM Central Configuration (Alternate Navigation)
- ZZ CM Local Configuration (Alternate Navigation)
Menu: CALCULATE_TUITION_AND_FEES
Component: CLASS_FEE_PANEL
Page: Class Sub Fees
Action: A/UD/DA/C
Fees set at the class level apply only to the specified section of the course in the term scheduled. Class fees do not change or replace the fee at the course level. Class feels cannot be seen or changed at the course level.
Used to define the amount charged for a particular class. This fee will override a course fee. Class Fees will be configured using the Maintain Schedule of Classes and configured in the Production environment prior to go live.
Navigation: Set Up SACR > Product Related > Student Financials > Course and Class Fees > Class Fees Modal
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: CLASS_FEE_MODAL
Page: Class Fee Modal
Action: A/UD/DA/C
Related Query:
- QCS_SF_CLASS_SUBFEE_TABLE
- CTC_SR_CLASS_FEE
Used to define the amount charged for a particular class. This fee will override a course fee. Class Fees will be configured using the Maintain Schedule of Classes and configured in the Production environment prior to go live.
Navigation: Set Up SACR> Product Related> Student Financials> Course and Class Fees > Class Fee Modal
Alternate Navigation: Curriculum Management > Schedule of Class > Maintain Schedule of Classes
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
- ZD CM Central Configuration (Alternate Navigation)
- ZZ CM Local Configuration (Alternate Navigation)
Menu: CALCULATE_TUITION_AND_FEES
Component: CLASS_FEE_MODAL
Page: Class Fee Sub Modal
Action: A/UD/DA/C
Course fees are set at the catalog level and applies to all sections that are scheduled for a specific term. Course fees can’t be seen or changed at the class level.
Used to define the amount charged for a particular course. This fee would then be charged to all sections within this course, depending on the setup. Course Fees will be configured using the Course Catalog and configured in the Production environment prior to go live.
Navigation: Set Up SACR > Product Related > Student Financials > Course and Class Fees > Course Fees
Alternate Navigation: Curriculum Management > Course Catalog > Course Catalog
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Configuration
- ZZ SACR SF Charges Fees Config
- ZC CM Central Configuration (Alternate Navigation)
- ZD CM Central Configuration (Alternate Navigation)
- ZD CM Local Configuration (Alternate Navigation)
- ZZ CM Local Configuration (Alternate Navigation)
Menu: CALCULATE_TUITION_AND_FEES
Component: CRSE_FEE_PANEL
Page: Course Fees
Action: A/UD/DA/C
Related Query: QCS_SF_ACTIVE_CRSE_INCL_FEE
Used to define the amount charged for a particular course. This fee would then be charged to all sections within this course, depending on the setup. During the implementation phase Course Fees are configured using the Course Catalog in the Production environment prior to go live.
Navigation: Set Up SACR > Product Related > Student Financials > Course and Class Fees > Course Fees Modal
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
Menu: CALCULATE_TUITION_AND_FEES
Component: CRSE_FEE_PANEL
Page: Course Sub Fees
Action: A/UD/DA/C
Course fees are set at the catalog level and applies to all sections that are scheduled for a specific term. Course fees can’t be seen or changed at the class level.
Create or update course fees through the Course Catalog. During the implementation phase Course Fees are configured using the Course Catalog in the Production environment prior to go live.
Navigation: Set Up SACR> Product Related> Student Financials> Course and Class Fees > Class Fee Modal
Alternate Navigation: Curriculum Management > Schedule of Class > Maintain Schedule of Classes
Security Role:
Menu: CALCULATE_TUITION_AND_FEES
Component: CLASS_FEE_MODAL
Page: Class Fees Modal
Action: A/UD/DA/C
Related Query: QCS_SF_ACTIVE_CRSE_INCL_FEE
Create or update course fees through the Course Catalog. During the implementation phase Course Fees are configured using the Course Catalog in the Production environment prior to go live.
Navigation: Set Up SACR> Product Related> Student Financials> Course and Class Fees > Class Fee Modal
Alternate Navigation: Curriculum Management > Schedule of Class > Maintain Schedule of Classes
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZD SACR SF Local Config
- ZZ SACR SF Charges Fees Config
- ZD CM Central Configuration (Alternate Navigation)
- ZZ CM Local Configuration (Alternate Navigation)
Menu: CALCULATE_TUITION_AND_FEES
Component: CLASS_FEE_MODAL
Page: Class Fee Sub Modal
Action: A/UD/DA/C
Before you can run your cashiering process, you must first define the characteristics of your cashiering office. Your institution may have multiple cashiering offices, located on or off campus. Different cashiering offices often serve different roles in your institution. The Cashiering feature provides the flexibility to define different cashiering offices, each with its own set of cashiering rules and requirements.
Create new cashiering offices and rules that go with that office. Colleges will have one or more cashiering offices configured (e.g. MAIN, or MAINAR) and represent the Cashiering Offices that will be balanced by a cashier.
Navigation: Set Up SACR > Product Related > Student Financials > Cashiering > Cashiering Offices
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZZ SACR SF Cashiering Config
Menu: RUN_CASHIERING
Component: CASHIERING_OFFICES
Page: Cashiering Offices
Action: A/UD/DA/C
Used to define charges that will receive credit with a payment made via the cashier office. Colleges will have the following types of targets configured, Cash, Check, Credit Card. Users will match the target and tender based on payment method.
Navigation: Set Up SACR > Product Related > Student Financials > Cashiering > Target Keys
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZZ SACR SF Cashiering Config
Menu: RUN_CASHIERING
Component: TARGET_KEYS
Page: Target Keys
Action: A/UD/DA/C
Used to define the tender types that are available for this cashier office. Colleges will have the following types of tenders configured, Cash, Check, Other Credit Card. Users will match the target and tender based on payment method.
Navigation: Set Up SACR > Product Related > Student Financials > Cashiering > Tender Keys
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZZ SACR SF Cashiering Config
Menu: RUN_CASHIERING
Component: TENDER_KEYS
Page: Tender Keys
Action: A/UD/DA/C
Used to define valid registers that will be used by this cashier office. Registers are setup for each office. All registers are configured to automatically print receipts after payment.
NEED SCREENSHOT NO DATA IN SVX
Navigation: Set Up SACR > Product Related > Student Financials > Cashiering > Valid Registers
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZZ SACR SF Cashiering Config
Menu: RUN_CASHIERING
Component: REGISTERS
Page: Valid Registers
Action: A/UD/DA/C
Used to define cashiers that have access to process payments within this Cashier Office. At deployment, Cashiers are populated in Production as an initial setup once the Security User Profiles exists. At that time they will also be assigned to their correct registers. Each time a new cashier is hired this setup process will be required.
Navigation: Set Up SACR > Product Related > Student Financials > Cashiering > Valid Cashiers
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZZ SACR SF Cashiering Config
Menu: RUN_CASHIERING
Component: CASHIERS
Page: Valid Cashiers
Action: A/UD/DA/C
Used to define valid reasons used when voiding receipts.
Navigation: Set Up SACR > Product Related > Student Financials > Cashiering > Void Reasons
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZZ SACR SF Cashiering Config
Menu: DEFINE_STUDENT_FINANCIALS
Component: VOID_REASONS
Page: Valid Reasons
Action: A/UD/DA/C
Define messages that appear on printed transaction receipts. Functionality not being used.
Navigation: Set Up SACR > Product Related > Student Financials > Cashiering > Receipt Print Messages
Security Role:
- ZC AA Local Configuration
- ZC SACR Config
- ZC SR Local Configuration
- ZZ SACR SF Cashiering Config
Menu: RUN_CASHIERING
Component: MESSAGES
Page: Receipt Print Messages
Action: A/UD/DA/C
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