PeopleSoft Student Financials Fundamentals Training Rel 9
Commitment | 4 days, 7-8 hours a day. |
Language | English |
How To Pass | Pass all graded assignments to complete the course. |
User Ratings | Average User Rating 4.8 See what learners said |
Price | Call |
Delivery Options | Instructor-Led Onsite, Online, and Classroom Live |
Course Overview
PeopleSoft Student Financials Fundamentals Training Rel 9 Course – Hands-on
PeopleSoft Student Financials Fundamentals Training Rel 9 Course – Customize it
- We can adapt this training course to your group’s background and work requirements at little to no added cost.
- If you are familiar with some aspects of this training course, we can omit or shorten their discussion.
- We can adjust the emphasis placed on the various topics or build the training 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 training course in manner understandable to lay audiences.
PeopleSoft Student Financials Fundamentals Training Rel 9 Course – Audience/Target Group
The target audience for this training course:
- Business Analysts
- Functional Implementer
- Project Manager
PeopleSoft Student Financials Fundamentals Training Rel 9 Course – Class Prerequisites
The knowledge and skills that a learner must have before attending this training course are:
- 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
PeopleSoft Student Financials Fundamentals Training Rel 9 Course – Objectives:
Upon completing this training course, learners will be able to meet these objectives:
- 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
PeopleSoft Student Financials Fundamentals Training Rel 9 – Course Content
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
Whether you are looking for general information or have a specific question, we want to help.
I got a lot out of the real world scenarios presented in class. Brian