Administer Payment Plan Custom Documentation

Transcription

1 Administer Payment Plan Custom Documentation University of Wisconsin - Platteville Created: July 3, 2009

2 Administer Payment Plan Custom Documentation Table of Contents Administer Payment Plan Custom Documentation... 2 Administer Payment Plan, Setup Options... 3 Setup Payment Plan... 3 Administer Payment Plan, Inquire Options... 5 Payment Plan Summary No Documentation Available... 5 Administer Payment Plan, Process Options... 6 Compute Finance Charge (SFH505)... 6 Compute Payment (SFH506)... 8

3 Purpose Administer Payment Plan, Setup Options Setup Payment Plan The Payment Plan setup provides a method to define the parameters used when the payment plan and finance charges are applied to the billing process. Displaying the Payment Plan Setup page Complete the following steps to display the page: 1. UWP Satellite System, Administer UWP Payment Plan, Setup, Setup Payment Plan 2. Select Add a New Value link to create a new payment plan for the term. 3. Select Search to display an existing payment plan for a term. Selecting the Payment Plan Complete the following steps to display the Payment Plan Setup page. 1. Verify UWPLT displays in the Business Unit field. 2. Enter the term in the right of the Term field to select the term for which you wish to create the payment plan or display the current term payment plan parameters. 3. Click the Add button. 4. Select Update/Display to display an existing payment plan for a term. Entering Payment Plan Parameters Enter the following information on the Payment Plan Setup page. The information entered on this page is used to for payment plan and finance charges. 1. Enter account number assigned to Finance Charges in the Fin Charge Account Number field. The value entered in this field represents the account number assigned to finance charges. Currently FIN001 is the account number for finance charges. 2. Enter the account number assigned to the application fees in the App Fee Account Nbr field. The value entered in this field represents the account number assigned to application fees. Currently APP001 is the account number for application fees. 3. Enter the current academic year in the Academic Year field. The current academic year is 2010, which consists of Fall 780, Winterm 885, Spring 890, and Summer Enter the finance charge item type in the Fin Chg Item Type field. The value entered in this field represents the charge item type associated with the finance charge. Currently is the finance charge item type number. 5. Enter the percent of finance charge applied to the student s account in the Billing Cycle Percentage Rate field. For example, if the finance charge applied to the student s account is 1% of the unpaid balance enter, ). NOTE: The Percentage must be entered in a decimal format. 6. Enter the current calendar year in the Calendar Year field. For example, enter The Payments for Term portion of the page defines the parameters used by the system for the payment plans. Enter the following information: A. Enter the number assigned to the term s payment plan in the Payment Number field. The Payment number must be sequential (1, 2, 3, and so on). Page 3 Copyright (c) University of Wisconsin System Board of Regents 02/02/11 S:\WGroups\Development\tech_doc\User_Guide\UG_V90\Web_documentation\Administer_Payment_Plan_Custom_Documentation_v9.doc

4 B. Enter the date the bills are created in the Billing Date field. Enter the date in the following format: mm/dd/yyyy where mm represents the two-digit month, dd represents the two-digit day, and yyyy represents the four-digit year. c. Enter the percentage of the fees that are due for the payment plan in the Milestone Pct field. For example if 25% of the student s fees are due enter NOTE: The Percentage must be entered in a decimal format. NOTE: To insert another row click the Insert Row button. 8. Click the Save button to save the information. Page 4 Copyright (c) University of Wisconsin System Board of Regents 02/02/11 S:\WGroups\Development\tech_doc\User_Guide\UG_V90\Web_documentation\Administer_Payment_Plan_Custom_Documentation_v9.doc

5 Administer Payment Plan, Inquire Options Payment Plan Summary No Documentation Available Page 5 Copyright (c) University of Wisconsin System Board of Regents 02/02/11 S:\WGroups\Development\tech_doc\User_Guide\UG_V90\Web_documentation\Administer_Payment_Plan_Custom_Documentation_v9.doc

6 Purpose Administer Payment Plan, Process Options Compute Finance Charge (SFH505) The Finance Charge process provides a method to apply finance charges to a student s account based on the Payment Plan Setup defined for the term. Displaying the Finance Charge dialog Complete the following navigation to display the page: 1. UWP Satellite System, Administer UWP Payment Plan, Process, Compute Finance Charge (SFH505) 2. Click Add a New Value link to create the new run control identification. To use existing run control identification, click Find an Existing Value link. If you click Add a New Value link, enter the new identification in the Run Control ID field and click Add. If you click Find an Existing Value link, click Search to display a list of valid run control identifications. Double-click on the desired run control. Defining the Parameters Complete the following steps to display the Compute Finance Charge page. 1. Enter UWPLT in the Business Unit field. 2. Enter the date bills are generated (this should be the current date) in the Billing Date field. This should be the same date entered on the Payment Plan Setup page. 3. Enter the term for which the bills are generated in the Term field. This should be the term associated with the Billing Date and defined on the Payment Plan Setup page. 4. Click the Save button to save the parameters. 5. Click the Run button to run the process. WEB Process Scheduler Request Parameters Complete the following steps to generate the report via the WEB: 1. Click on the arrow to the right of the Server Name field and select PSNT. 2. In the Process List portion of the page complete the following steps to generate the report. A. Mark the checkbox under Select to define the report to want to generate. B. Click on the arrow to the right of the Type field and select Web. C. Click on the arrow to the right of the Format field and select PDF. When the report is run this will allow you to view a copy of the report over the web. 3. Click on the OK button to start the Process. Process Monitor Link Use the Process Monitor Link on the page to review the status of scheduled or running processes. You can view all processes to see the status of any job in the queue and control any processes you ve initiated. Complete the following steps: 1. Click on the Process Monitor link. Page 6 Copyright (c) University of Wisconsin System Board of Regents 02/02/11 S:\WGroups\Development\tech_doc\User_Guide\UG_V90\Web_documentation\Administer_Payment_Plan_Custom_Documentation_v 9.doc

7 2. Click the Refresh button to check the status of the process. If the Run Status is listed as Success, then your report has run successfully. 3. Click on the Go Back link at the bottom of the Process Monitor page to return to the Report page. Report Manager Link Use the Report Manager Link on the page to view the various reports you have generated. The Report Manager Link provides a secured mean to view report content and see content detail messages. Complete the following steps: 1. Click on the Report Manager link. 2. Click the Administration tab to display the Report list. 3. Locate the report you want to view. 4. At the far right side of the page, click the Detail link associated with the report to display the Report Detail page. NOTE: If necessary log into the system. 5. Locate the XXXX.PDF file where XXXX represents the name of the file you want to view in PDF format. This information should appear in the File List portion of the page. NOTE: After the process is completed the SFH505 file will be located in your network drop box. Page 7 Copyright (c) University of Wisconsin System Board of Regents 02/02/11 S:\WGroups\Development\tech_doc\User_Guide\UG_V90\Web_documentation\Administer_Payment_Plan_Custom_Documentation_v 9.doc

8 Purpose Compute Payment (SFH506) The Payment Plan process provides a method to determine the payment plan applied to the student s account based on the Payment Plan Setup defined for the term. Displaying the Payment Plan dialog Complete the following navigation to display the page: 1. UWP Satellite System, Administer UWP Payment Plan, Process, Compute Payment Plan (SFH506) 2. Click Add a New Value link to create the new run control identification. To use existing run control identification, click Find an Existing Value link. If you click Add a New Value link, enter the new identification in the Run Control ID field and click Add. If you click Find an Existing Value link, click Search to display a list of valid run control identifications. Double-click on the desired run control. Defining the Parameters Complete the following steps to display the Compute Pay Plan page for an individual. 1. Enter UWPLT in the Business Unit field. 2. Enter the date bills are generated (this should be the current date) in the Billing Date field. This should be the same date entered on the Payment Plan Setup page. 3. Enter the term for which the bills are generated in the Term field. This should be the term associated with the Billing Date and defined on the Payment Plan Setup page. 4. Click the Save button to save the parameters. 5. Click the Run button to run the process. WEB Process Scheduler Request Parameters Complete the following steps to generate the report via the WEB: 1. Click on the arrow to the right of the Server Name field and select PSNT. 2. In the Process List portion of the page complete the following steps to generate the report. A. Mark the checkbox under Select to define the report you want to generate. B. Click on the arrow to the right of the Type field and select Web. C. Click on the arrow to the right of the Format field and select PDF. When the report is run this will allow you to view a copy of the report over the web. 3. Click on the OK button to start the Process. Process Monitor Link Use the Process Monitor Link on the Compute page to review the status of scheduled or running processes. You can view all processes to see the status of any job in the queue and control any processes you ve initiated. Complete the following steps: 1. Click on the Process Monitor link. 2. Click the Refresh button to check the status of the process. Page 8 Copyright (c) University of Wisconsin System Board of Regents 02/02/11 S:\WGroups\Development\tech_doc\User_Guide\UG_V90\Web_documentation\Administer_Payment_Plan_Custom_Documentation_v 9.doc

9 If the Run Status is listed as Success, then your report has run successfully. 3. Click on the Go Back link at the bottom of the Process Monitor page to return to the Report page. Report Manager Link Use the Report Manager Link on the page to view the various reports you have generated. The Report Manager Link provides a secured mean to view report content and see content detail messages. Complete the following steps: 1. Click on the Report Manager link. 2. Click the Administration tab to display the Report list. 3. Locate the report you want to view. 4. At the far right side of the page, click the Detail link associated with the report to display the Report Detail page. NOTE: If necessary log into the system. 5. Locate the XXXX.PDF file where XXXX represents the name of the file you want to view in PDF format. This information should appear in the File List portion of the page. Page 9 Copyright (c) University of Wisconsin System Board of Regents 02/02/11 S:\WGroups\Development\tech_doc\User_Guide\UG_V90\Web_documentation\Administer_Payment_Plan_Custom_Documentation_v 9.doc