PeopleSoft Student Financials Fundamentals Training Rel 9

CSX Practitioner I: Identification and Protection Training

Academic Advisement Fundamentals Training Rel 9.2

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

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.

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Course Details:

Customize It

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.

Audience/Target Group

PeopleSoft Student Financials Fundamentals Training Rel 9 Course – Audience/Target Group

The target audience for this training course:

Business Analysts
Functional Implementer
Project Manager

Prerequisites

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

Objectives

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

Content:

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.

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