COM-FSM

A/R Term Processes

Page last modified 15:53, 3 Dec 2014 by kgirrard

    Version as of 13:44, 13 Nov 2019

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    Managing A/R for each term involves a number of actions. Some are required, such as describing the fees that will be calculated during Fee Assessment activities, while others are optional or can be performed repeatedly during each term. The following sections describe these actions and how they fits into each term's processing.

     

    Create and manage past-due balance holds

    When: Prior to registration for an upcoming term

    Uses: Balance due hold report

     

    Collect and record Registration Fee

    When: Before and during registration

    Uses: Account by Term form

     

    Configure Term Fees

    When: Before any fee assessment occurs

    Uses: Term Fees form

     

    Assess Fees (for all students)

    When: After Regular Registration and Late Registration

    Uses: Batch Assess report

     

    Assess Fees (for individual students)

    When: Any time verification of current fee assessment is required

    Uses: Fee Assessment form

     

    Print Refund Checks

    When: After Late Registration, based on posting of Financial Aid to student accounts

    Uses: Check Batch form

     

    Check Non-payment status

    When: At deadline for fee payment

    Uses: Non-Payment report

     

    Check Registration Activity

    When: Periodically after Late Registration ends

    Uses: Regist. Activity report (Registration/Reports)

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