FINW1000 - Promotion Discount Claim

Table of Contents


Overview

Promotion Discounts reduce the Tuition Fees payable for a student course attempt by a specified percentage and their details are recorded in FINW0100.
Promotion Discounts may be offered to agents or individual students and the Promotion Discount Claim page (FINW1000) displays promotional discounts that have been claimed in this way. Records appear here when a student has recorded the Promo ID in an Applicant Portal or Agent Applicant application. The page also provides the ability to revoke these promotional discounts. 

Admission Promotion Discounts can also be recorded for an Admission Application in ADMW1000. These can be displayed in FINW1000 in the Admission Promo ID and Admission Discount (%) fields (hidden by default). Where a Promo ID and an Admission Promotion Discount are recorded for an Admission Application, the Admission Discount (%) is used to calculate the discount.

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Navigation

This page can be accessed directly from the Callista menu.

A list of promotion discount claims are displayed on entry to this page. This list can be filtered to reduce the number of records.

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Field Descriptions

Promotion Discount Claim list

The list holds all claimed promotion discounts. A promotion discount is ‘claimed’ once a Promo ID has been recorded against an application in Applicant Portal or Agent Applicant Portal.

The promotion discount claim list toolbar also has an Include Only option which filters on records that were created in the last six months. Only these records will be displayed when loading the Promotion Discount Claim page. The filter can be removed by selecting the Include Only button and deselecting the 'Records created in the last 6 months' option in the menu item.

The table below shows the default order of the columns in the Promotion Discount Claim list.

Field: Description:
Promo ID Unique identifier for the promotion discount.

PROMOTION_DISCOUNT_CLAIM.PROMOTION_DISCOUNT_ID
Promo Description Description of the promotion discount. Defined for the promotion discount in FINW0100.

PROMOTION_DISCOUNT.DESCRIPTION
Discount (%) Percentage of the fee which is discounted. Defined for the promotion discount in FINW0100. This value cannot be updated here.

PROMOTION_DISCOUNT.DISCOUNT_PERCENTAGE
Discount Category The category as defined for the promotion discount in FINW0100. This may be AGENT, INDIVIDUAL or GENERIC.

PROMOTION_DISCOUNT.PROMOTION_DISCOUNT_CAT
Person ID ID for the person.

PERSON.PERSON_ID
Applicant Name Name of the applicant. e.g. JONES, MR TOM

AP_APPLICANT.SURNAME
AP_APPLICANT.TITLE
AP_APPLICANT.PREFERRED_GIVEN_NAME
Applicant Email Address Email address of the applicant.

AP_APPLICANT.EMAIL_ADDRESS
Agency Description Description of the agency.

ORG_UNIT.DESCRIPTION
Discount Claim Status Status of the Discount Claim. May be CLAIMED or REVOKED or ASSIGNED..

PROMOTION_DISCOUNT_CLAIM.S_PROMOTION_DISCOUNT_STATUS
Admission Outcome Status Outcome Status for the student's admission application.

ADM_COURSE_APPL_INSTANCE.ADM_OUTCOME_STATUS
Admission Offer Response Status Offer Response Status for the student's admission application.

ADM_COURSE_APPL_INSTANCE.ADM_OFFER_RESP_STATUS
Course Version Course Version for which the student has applied for admission. e.g. M300.1

AP_COURSE_APPLICATION.COURSE_CD
AP_COURSE_APPLICATION.VERSION_NUMBER
Location The description of the Course Offering Location for which the student has applied.

LOCATION.DESCRIPTION
Attendance Mode The description of the course offering Attendance Mode for which the student has applied.

ATTENDANCE_MODE.DESCRIPTION
Attendance Type The description of the course offering Attendance Type for which the student has applied.

ATTENDANCE_TYPE.DESCRIPTION
Applicant ID The Applicant ID of the applicant.

PROMOTION_DISCOUNT_CLAIM.APCA_APPLICANT_ID

The following columns are hidden by default. These can be added to your display via the View button.

Creation Date The date that this Discount Claim record was created.

PROMOTION_DISCOUNT_CLAIM.CREATION_DT
Location Code Location Code for the Course Offering Option's location.

LOCATION.DESCRIPTION
Attendance Mode Code Attendance Mode Code for the Course Offering Option's location.

AP_COURSE_APPLICATION.ATTENDANCE_MODE
Attendance Type Code Attendance Type Code for the Course Offering Option's location.

AP_COURSE_APPLICATION.ATTENDANCE_TYPE
Validity Start Date Start Date defined for the promotion discount in FINW0100.

PROMOTION_DISCOUNT.VALIDITY_START_DT
Validity End Date End Date defined for the promotion discount in FINW0100.

PROMOTION_DISCOUNT.VALIDITY_END_DT
Citizenship Type Citizenship Type for the applicant

PROMOTION_DISCOUNT.S_CITIZENSHIP_TYPE
Agency Org Unit Code Org unit code recorded for the agency

AGENCY.ORG_UNIT_CD
Agency Start Date Org Unit start date for the agency

AGENCY.ORG_UNIT_START_DT
Agency End Date Org Unit end date for the agency

AGENCY.ORG_UNIT_END_DT
Notes Notes recorded for the promotion discount in FINW0100.

PROMOTION_DISCOUNT_CLAIM.NOTES
Admission Promo ID Promotion discount code recorded for this student's Admission Application in ADMW1000. This has priority over any Promotion Discount Code recorded by the Applicant or Agent.

ADM_COURSE_APPL_INSTANCE.DISCOUNT_PROMOTION_ID
Admission Promo Description Percentage discount for Promotion discount code recorded for this student in ADMW1000.

PROMOTION_DISCOUNT.DESCRIPTION
Admission Discount (%) Percentage discount for Promotion discount code recorded for this student in ADMW1000.

PROMOTION_DISCOUNT.DISCOUNT_PERCENTAGE

The following additional columns are available via the Advanced Search button to filter the table.

Agency Limit The maximum number of claims allowed for this promotion discount for this Agency.

PROMOTION_DISCOUNT_AGENCY.LIMIT
Individual Limit It is recommended that you don't use this Advanced Search field.
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To Revoke a Promotion Discount Record

The above process can only be performed (or reversed) up until the application has been pre-enrolled.

To make the Discount Claim Status of all listed records editable, click on the Edit All toolbar button.

If an SCA Promotion Discount record is deleted in ENRF3260, then if it has a related discount claim record in FINW1000, the status of that record will change from CLAIMED to REVOKED.

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Promotion Discount Claim Statuses

In FINW1000, the claim status can be changed between CLAIMED and REVOKED up until the Course Preference is pre-enrolled. Where there is no overriding Promo ID recorded by an administrator in ADMW1000, when pre-enrolment occurs the status of the Promotion Discount record in FINW1000 changes to ASSIGNED and this status can no longer be modified in FINW1000.

During pre-enrolment, an SCA Promotion Discount record is created in ENRF3260. If pre-enrolment re-occurs for that student, the SCA Promotion Discount record will be logically deleted and its related Promotion Discount Claim record in FINW1000 is reset to CLAIMED before pre-enrolment proceeds. If an SCA Promotion Discount record in ENRF3260 is manually deleted, if it has a corresponding Promotion Discount Claim record in FINW1000, it will have its status changed from CLAIMED to REVOKED.

The existence of an SCA Promotion Discount record in ENRF3260 impacts the calculation of tuition fees for that Student Course Attempt so that the discount is applied.

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Related Pages...

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Last modified on 10 April, 2018 10:30 AM

History Information

Release Version Project Change to Document
20.0.0.2 2330 - Discount Manager Added Admission Promo ID and Admission Discount (%) fields and note about the deletion of SCA Discount records changing the status of corresponding Discount Claim records to REVOKED.
19.0.0.3 & 19.1.0.1 2233 - Discount Manager New help page