CM_CA_310 Student Account Balance v8

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CM_CA_310

Display Student Account Balance

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Course ContentCourse Content

• Introduction•Unit 1- PIQST00 Account Balance Display•Unit 2 – FPL9 Account Display•Course Summary

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Prerequisites and RolesPrerequisites and Roles

•PrerequisitesUK_100 IRIS Awareness & NavigationCM_200 Student Lifecycle Management Overview

•RolesStudent Lifecycle Management End UsersAdmission/Registrar Office

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Student Account BalanceStudent Account Balance• In order to access student account balances, you need:

To complete the CM_CA_310 Student Account Balance course and pass the assessmentTo be designated as a person with the responsibility to view student account balancesTo sign a Statement of Responsibility (SOR) form located at http://www.uky.edu/IRIS

If you have signed your SOR in the past, you do not need to sign it again

• If you do not have access, please work with your college contact to get this access assigned

The college contact list is located at http://www.uky.edu/IRIS/CM/cm-group.html

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Unit 1Unit 1

PIQST00Student Account

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PIQST00PIQST00• In production, use one of the following methods to access

PIQST00 which contains both Student File and Student Master Data records

Enter PIQST00 in the command field and press Enter

Add PIQST00 to your favorites (preferred by most users)

Use the menu path, Student Lifecycle Management PIQST00 Student File

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PIQST00 Student FilePIQST00 Student File• The Object Manager

displays on the left side of the screen

Most users do not use this featureTo close, use the menu Settings Hide Object Manager

• The student’s academic records display on the right side of the screen

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Student SearchStudent Search

•There are three ways to pull up a student’s recordsEnter the student’s ID in the Student Number field

Enter the student’s last name in the Student Number field, press Enter, and then double-click on the student’s name in the search screen

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Click on the Possible Entries icon in the Student Number field, enter the student’s last name, first name, and/or ID number (SSN) on the Personal Data tab, press Enter, and then double-click on the student’s name

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Student SearchStudent Search

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FERPAFERPA• Students may place privacy flags on their records which indicate

that the student has restricted directory information under the Family Educational Rights and Privacy Act (FERPA)

• When the records are accessed, the Data Privacy Warning (FERPA)window displays

• If this message displays, no information can be released on thisstudent, not even to the student unless the student provides picture ID

• Close the window by clicking on the Continue icon or pressing Enter

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Student File Student File -- Account Balance IconAccount Balance Icon

Once the student information is displayed, click on the Account Balance icon (located on the Application Toolbar)

NOTE: If you click the icon and the student has no open (unpaid) items, you will remain on the Student File screen.

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Unit 1 Unit 1 -- ExerciseExercise

Exercise 1

Display StudentAccount Balance (PIQST00)

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Account Display: Is There a Balance?Account Display: Is There a Balance?

If the student has open (unpaid) items, the Account Display screen appears.

Status Indicators:•Red means the Receivable is open (unpaid) and due.•Yellow means the item is due today.•Green means the item is not due.

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Account Balance Display Account Balance Display -- ViewsViews

Different views are available at the top of the screen. Click on the view name to display that view: •The screen opens with Receivables selected. This

shows the open (unpaid) items on the account. •Click on Totals to see an overview.•Click on Payment list to see payments that have been

made.•Click on Chronology to sort by due date.•NOTE: The Down Payments view is not used.

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Account Balance Display Account Balance Display -- ColumnsColumns

• Post Date – Date the transaction was posted to the student’s account

• Due Date – Date the payment is due. In most cases, the posting date and due date are the same.

• Document Number – CM document number for the item posted to the student’s account.

• Confirmation Number – Number assigned by the system when a student pays via the web (Biller Direct).

• Total Amount – Original amount of the transaction before anything was cleared.

• Open Items – Unpaid balance of the transaction.

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Account Balance Display Account Balance Display -- ColumnsColumns

•Type – The code for the transaction type.•Per – Period Key; some transactions will be assigned an

identifier to indicate the period in which they were posted. Example: For 0830, the 08 specifies 2008 and the 30 specifies Spring Semester

•Grant – The type of financial aid that is posted to a student’s account.

•Transaction type – The specific type of transaction•Description – A brief description of the transaction.

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Unit 2Unit 2

FPL9 Detailed Account Display

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FPL9 Account DisplayFPL9 Account Display

To display more DETAILED Student Account information, use transaction FPL9

If you know the student number, enter it in the Business partn field (Business Partner) and press Enter.

Or click on the Possible Entries icon to perform a search.

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FPL9 SearchFPL9 Search

The search fields appear.

Type your search terms and press Enter. If more than one student is returned, double-click on the appropriate entry.

Always use Partner by Student

to perform an FPL9 search.

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FPL9 Recommended SettingsFPL9 Recommended Settings

Select these settings when using FPL9.

List Type: NOSTATSNon-Statistical Items

Line Layout: ZMB ST Acct Bal withClearing Docs

Sort Variant: 002 Post Date Ascending

Initial Screen: 1 Receivables

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FPL9 Recommended SettingsFPL9 Recommended Settings

Use the drop-down menus to specify settings.

For example, most likely you do not want statistical postings (such as estimated aid) to be displayed.

To indicate this, in the List Type field select: NOSTATS

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FPL9 Selection ConditionsFPL9 Selection Conditions

On the list that appears, select the fields you want to see.

Then press Enter or click on the Continue icon.

In the “Further selections” area, to specify the fields you want displayed, click the Create Selection Conditions button.

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FPL9 Selection ConditionsFPL9 Selection Conditions

Then press Enter or click the Continueicon to display the Selection Criteria Values window .

In this case we select “Main Trans” which stands for Main Transactions.

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FPL9 Selection CriteriaFPL9 Selection Criteria

Now specify your selection criteria values. To see options, click on the Possible Entries icon.

In this case, we enter 8000 to see Tuition and Mandatory Fee data

After specifying your criteria, click on the Continue icon.

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FPL9 FPL9

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Because we specified 8000 as our Selection Criteria, only Tuition and Mandatory Fees are displayed on the student account screen.

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FPL9 Main TransactionsFPL9 Main Transactions

8000 = Tuition and Mandatory Fees(Fee Calculation 257-3406)

9600 = Financial Aid (Financial Aid 257-3172)

9010 = Athletic Rent/NCAA/Special Requests (Athletics Department 257-3838)

9400 = Housing (Housing 257-1866)

9300 = Dining = (Food Services 257-6159)

5000 = Refunds (Payments)

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FPL9 Object Types FPL9 Object Types –– Mandatory FeesMandatory Fees

TUIT Tuition TECH Technology Fee

SPEC Program & Course Fees WRFL WRFL

HOUS Housing SECT Seaton Center Fee

DINI Dining SCTR Student Center Fee

INHI International StudentHealth Insurance

SHEA Student Health Fee

SSER Student Services INTL International Study Abroad Fee

SACT Student Activity Board ATHL Athletic Fee

SGOV Student Government STVF Student Involvement Fee

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FPL9FPL9

Your settings remain until you log out.

To SAVE your settings, click on the Display/Change Settings icon on the Application toolbar.

In the List displayarea, use the drop-down menus to choose Line Layout, Sort Variant, and Initial screen.

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FPL9 LocksFPL9 Locks

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Shown here are the locks that appear in FPL9.

If there is an adjustment, a lock is put on the account for 30 days.

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FPL9 Example #1FPL9 Example #1

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This student dropped a class but had made a payment; therefore, only the amount for the dropped class was posted.

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FPL9 Example #2FPL9 Example #2

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This account does not have any payments; therefore, all the charges are open(unpaid).

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FPL9 Example #3FPL9 Example #3

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This account was reduced by the full amount since the student cancelled at 100%.

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FPL9 ToolsFPL9 Tools

FilterFunnel = Display only certain data

Sort in Ascending Order – A to ZSort in Descending Order – Z to ASum

Sum From

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CM HelpCM Help• myHelp website:

http://myHelp.uky.edu/rwd/HTML/CM.htmlContains Quick Reference Cards (QRCs), updated course manuals, Simulations, CM Frequently Asked Questions, CM Go-Live Book, and other job aids

• IRIS websitehttp://www.uky.edu/IRIS/CM/Contains Information Directory, Forms, and other references

• Problems with AD password, myUK portal not working, or IRIS session suddenly terminated and you cannot regain access

Contact the IT Customer Service Center (7-1300) or you computer support technician

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Other CM CoursesOther CM Courses• Register for Instructor Led courses at

http://www.uky.edu/IRIS/train CM_AD_300 Event PlanningCM_AD_315 Booking RulesCM_AD_340 Program of Study

• IRIS CM Web Courses are available at http://myhelp.uky.edu/rwd/HTML/CM.html

CM_200 Student Lifecycle Management OverviewCM_AD_310 Student RecordsCM_AD_320 Booking CM_WP_210 GradingCM_WP_220 OverridesCM_WP_310 Advising

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SummarySummary

You now are able to:•Display the Student Account Balance

via the Student File (transaction PIQST00) •Display detailed student account

information using transaction FPL9