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Student Financials Fundamentals Rel 9.2

Cost
$4000 USD
Course Code
D46613GC50
Duration
4 Days
Format
Live Virtual Class

Course Schedule

Student Financials Fundamentals Rel 9.2

$4,000.00

Scheduled, 10-Apr-2023 - 13-Apr-2023, 09:00 AM - 05:00 PM US Eastern
Scheduled, 20-Jun-2023 - 23-Jun-2023, 09:00 AM - 05:00 PM US Pacific
Scheduled, 02-Oct-2023 - 05-Oct-2023, 09:00 AM - 05:00 PM US Eastern
Scheduled, 16-Jan-2024 - 19-Jan-2024, 09:00 AM - 05:00 PM US Eastern
Choose an option
Student Financials Fundamentals Rel 9.2 – Scheduled, 10-Apr-2023 - 13-Apr-2023, 09:00 AM - 05:00 PM US Eastern
$4,000.00
Student Financials Fundamentals Rel 9.2 – Scheduled, 20-Jun-2023 - 23-Jun-2023, 09:00 AM - 05:00 PM US Pacific
$4,000.00
Student Financials Fundamentals Rel 9.2 – Scheduled, 02-Oct-2023 - 05-Oct-2023, 09:00 AM - 05:00 PM US Eastern
$4,000.00
Student Financials Fundamentals Rel 9.2 – Scheduled, 16-Jan-2024 - 19-Jan-2024, 09:00 AM - 05:00 PM US Eastern
$4,000.00
SKU: D46613GC50 Categories: , ,

Overview

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 student’s 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:

  •  Enroll students in terms, programs and plans
  • Set up and calculate tuition and fees
  • Authorize and disburse financial aid
  • Set up the student financials foundation
  • Bill customers
  • Process refunds and withdrawals

Audience

  • Analyst
  • Implementer
  • Manager

Suggested Prerequisites

  • Understanding of Campus Solutions Academic Structure
  • Running and processing reports
  • Using control tables to enforce business rules

Topics

  • Setting Up Tuition and Fee Calculations
  • Calculating Tuition and Fees
  • Defining the PeopleSoft Student Financials Foundation
  • Reviewing Tuition and Fee Calculations
  • Maintaining Receivables
  • Disbursing Financial Aid
  • Billing Customers
  • Setting Up Service Indicators
  • Processing Refunds

Overview

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 student’s 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:

  •  Enroll students in terms, programs and plans
  • Set up and calculate tuition and fees
  • Authorize and disburse financial aid
  • Set up the student financials foundation
  • Bill customers
  • Process refunds and withdrawals

Audience

  • Analyst
  • Implementer
  • Manager

Suggested Prerequisites

  • Understanding of Campus Solutions Academic Structure
  • Running and processing reports
  • Using control tables to enforce business rules

Topics

  • Setting Up Tuition and Fee Calculations
  • Calculating Tuition and Fees
  • Defining the PeopleSoft Student Financials Foundation
  • Reviewing Tuition and Fee Calculations
  • Maintaining Receivables
  • Disbursing Financial Aid
  • Billing Customers
  • Setting Up Service Indicators
  • Processing Refunds

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