Fees/COFI Customer Inquiry Form

INTF0056 - Fees/COFI Customer Inquiry Form

Purpose	To give access to Fee (debt, payment, refund) information for a student
Subsystem	Callista Open Finance Interface
Normally Run By	A Fees Specialist
Anticipated Frequency	When irregularities in the debt - invoice - payment cycle is suspected for a student
Structure	Blocks	Person
		Fee Assessment Detail
		Debt and Payment Summary
		Student Refunds and Payments
	Buttons	Find Person
		Fee
		Tax
		Fee and Tax

INTF0056 is used to investigate student fee information where irregularities in the debt - invoice - payment cycle are suspected.

INTF0056 can be accessed from the main menu or from INTF0115, INTF0116, INTF0117 and INTF0118.

This form will display:

Payment totals from COFI tables and Callista tables and refunds from Callista tables
Fee assessment debt details
Summary totals for fee, tax and fee and tax amounts for the student sponsor and loan scheme. Summary totals will be displayed for each stage of the debt - invoice - payment cycle

The Person block contains:

Person ID
Sex
Date of Birth
Button
- Find Person

The Fee Assessment Detail block contains:

Fee Calendar
Start Date
End Date
Fee Type
Fee Category
Course Code
Currency Code
Student Status
Unit Code
Period

The Debt and Payment Summary block contains:

The following fields are the same for the Fee, Tax and Fee and Tax tabs:

	Student	Sponsor	Loan Scheme	Loan Scheme Discount Amount	Total
Fee Assessment Debt:
Person Payment Schedule - Gross:
Person Payment Schedule - Expected:
COFI Invoices:
Invoice Payment:
Fee Assessment Payment:
Fee Assessment Payment and Discount:

Buttons

Fee
Tax
Fee and Tax

The Refunds and Payments block contains:

Payment Load Table
Payments Table
Invoice Payment Table
Fee Assessment table
Refund
Currency Code

Rules/Notes:

The Fee Assessment Detail block sorts records in the following precedence:

End date
Start date
Fee Category
Fee Type

The records displayed can be in the context of parameters supplied from INTF0115, INTF0116, INTF0117 and INTF0118.

DEFINITIONS:

Person Payment Schedule - Gross: The amounts currently represented in the person_payment_schedule table for the specified debt before reductions for potential or earned discounts and loan scheme calculations.

Person Payment Schedule - Expected: The amounts of the specified debt expected to be paid. Discounts are expected to be taken unless the payment is made after the due date. A loan scheme may be expected to pay some of the debt.

Fee Assessment Payment: The amount of payments matched against the specified debt and recorded against the students fee assessment.

Last Modified on 06 September, 2004