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Financial Aid Fundamentals Rel 9.2 Ed 4

In addition to defining rules for calculating and collecting tuition and fees, participants learn how to set up the PeopleSoft Enterprise Student Financials accounting structure (Business Units,...

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Course Code FIN-AID-FUND
Duration 4 days
Available Formats Classroom, Virtual
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In addition to defining rules for calculating and collecting tuition and fees, participants 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.

Skills Gained

  • Setting Up Tuition and Fee Calculations
  • Calculating Tuition and Fees
  • Defining the PeopleSoft Student Financials Foundation
  • Reviewing Tuition and Fee Calculations
  • Maintaining Receivables
  • Disbursing Financial Aid
  • Billing Customers
  • Setting Up Service Indicators
  • Processing Refunds

Who Can Benefit

  • Analyst
  • Implementer
  • Manager

Prerequisites

  • Understanding of Campus Solutions Academic Structure
  • Running and processing reports
  • Using control tables to enforce business rules
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