PeopleSoft Student Financials Fundamentals Training Rel 9

PeopleSoft Student Financials Fundamentals Training Rel 9

Introduction:

PeopleSoft Student Financials Fundamentals Training Rel 9 Course - hands-on

In addition to defining rules for calculating and collecting tuition and fees, with this PeopleSoft Student Financials Fundamentals Training Rel 9 Course, participants will 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.

Duration: 4 days

PeopleSoft Student Financials Fundamentals Training Rel 9

PeopleSoft Student Financials Fundamentals Training Rel 9Related Courses:

Customize It:

• If you are familiar with some aspects of this PeopleSoft Student Financials Fundamentals Training Rel 9 course, we can omit or shorten their discussion.
• We can adjust the emphasis placed on the various topics or build the PeopleSoft Student Financials Fundamentals Training Rel 9 course around the mix of technologies of interest to you (including technologies other than those included in this outline).
• If your background is nontechnical, we can exclude the more technical topics, include the topics that may be of special interest to you (e.g., as a manager or policy-maker), and present the PeopleSoft Student Financials Fundamentals Training Rel 9 course in manner understandable to lay audiences.

Prerequisites:

• Understanding of basic navigation and PeopleSoft concepts
• Understanding of the Campus Solutions academic structure
• Able to run processes and reports
• Use of control tables to enforce business rules

Audience / Target Group:

• Business Analysts
• Functional Implementer
• Project Manager

What You Will Learn:

• 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
• Process refunds and withdrawals
• Calculate tuition and fees
• Define the PeopleSoft Student Financials Foundation
• Review tuition and fee calculations
• Maintain receivables
• Disburse financial aid
• Bill customers
• Setup service indicators
• Setup tuition and fee calculations

Course Syllabus:

Setting Up Tuition and Fee Calculations

Describing PeopleSoft Campus Solution components
Describing the set up for calculating tuition
Defining term and session tables
Setting up calendars
Establishing minimum and maximum fees
Defining criteria, tuition groups and waivers
Charging course fees
Scheduling classes

Calculating Tuition and Fees

Adding students to programs
Activating students in a term
Calculating tuition and fees
Reviewing PeopleSoft Student Financials Self Service

Defining the PeopleSoft Student Financials Foundation

Using keywords to search for item types
Setting up item types
Securing PeopleSoft Student Financials
Creating charge priority lists
Setting up global invoicing
Implementing payment swapping

Reviewing Tuition and Fee Calculations

Defining transaction and optional fees
Setting up self service miscellaneous purchases
Describing the population selection update process

Maintaining Receivables

Defining posting parameters in business units
Using workflow to notify users
Defining groups types and origins
Reviewing posting functionality

Disbursing Financial Aid

Awarding financial aid manually
Passing anticipated aid
Disbursing financial aid
Reviewing global disbursement rules
Performing batch authorization and disbursement

Billing Customers

Billing a customer
Preparing for billing
Using the payment applier

Setting Up Service Indicators

Processing Refunds

Describing refunding
Defining refunding rules
Defining Payroll and AP refunding rules
Creating student online and batch refunds

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Time Frame: 0-3 Months4-12 Months

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