Student Account Queries {FCTO-24}


Cashiers often need to query the account of a specific student, often whilst in the process of issuing a receipt.  Several options are available to address this need.


On-Screen Queries  {FCTO-3}
Block 6:  Student Account Query   {FCTO-3b7}

If the cashier is actually in the process of issuing a receipt and wishes to query previous transactions for this student, she proceeds to Block 7 and presses <EXECUTE QUERY> to see full detail.

Blocks 3, 4 or 5   {FCTO-3b3,4 & 5}

This screen may also be used for queries.  If <ENTER QUERY> is pressed, the cursor will move to the transaction field in Block 3, assuming that a specific transaction will usually be queried.  The user may move to any other field in any of these Blocks.

If a specific student is queried in Block 4, the system will display the first receipt made out to this student as well as his detail in Block 3, and the balance of his account in the top right hand corner. To see full detail of previous transactions, the user could move to Block 7 as described above and press <EXECUTE QUERY> again.

In The Format Of A Statement For One Student {FCTO-24}. This option is also available in {FSAOR2-1}

User Selection Prompt Text
* an item between square brackets [ ] is the default answer 		Type
&
Length		 Comments
  (M)ultiple or (S)ingle statements:
    
  If (S)ingle
Enter start account type or ALL:		 A4  
  Do you want statements in foreign currency : (Y / N): A1  
  Print Statement For Students With Stop Status (Y / N): A1  
  Overide default accumulation date? (Y / N): A1  
  If (Y)es
Date up to which to accumulate B / F balance :		 (DD-MON-YYYY)  
  Ageing to be printed (Y / N):
If (Y)es
Enter the Number Of Days For The Last Ageing Column:		 A1

N3		  
  Include Transactions Up To -Enter- For Sysdate:
 (DD-MON-YYYY)  
  The following two parameters will repeat.
Enter student number  (0) to EXIT
Enter (P)ostal or (A)ccount address for statements:
The user may enter a number of student numbers and their individual parameters or <RETURN> to exit		 A1  
  If (M)ultiple
Enter start account type or ALL:		 A4  
  Do you want statements in foreign currency : (Y / N): A1  
  Registered students (Y)es / (N)o / (A)ll:
 A1  
  If Registered (Y)es and (N)o
Enter calender year for statements:		 A1  
  Enter block code or 'ALL': A2  
  Enter the first student no:
  
  Enter the last student no:
  
  Enter offering type selection:
 1) All offering types
 2) Include up to 10 offering types
 3) Exclude up to 10 offering types
 Enter your choice :		    
  Print statements for zero balances (Y / N): A1  
  Lowest balance on account type to include (return = Lowest bal on system):
  
  Highest balance on account type to include(return = highest bal on system):
  
  Enter message1-6 for statement:
 A70  
  Overide default accumulation date? (Y / N): A1  
  Date up to which to accumulate B/F balance (DD-MON-YYYY):
Ageing to be printed (Y / N):
If (Y)es
Select one of the following
1)      Age Analysis Only
2)      Effective Payment Only
3)      Age Analysis and Effective Payment
Include Transactions Up To -Enter- For Sysdate:
 (DD-MON-YYYY)  
  Enter the Number Of Days For The Last Ageing Column (Greater than 90)     N3  
  Include Transactions Up To-Enter- For Sysdate: (DD-MON-YYYY)  
  Statements for residence students (O)nly / (I)nclude / (E)xclude:
If (O)nly / (E)xclude
 A1  
  Enter year of residence: N4  
  Enter residence start block code : A2  
  Enter residence end block code : A2  
  Enter start residence code : N4  
  Enter end residence code : N4  
  Statements per financial status (Y / N):
If (Y)es
 A1  
  Enter start financial status code : A4  
  Enter end financial status code : A4  
  Should status description be printed (Y / N): A1  
  Statements per employer code (Y / N):
If (Y)es
 A1  
  Enter start employer code : A5  
  Enter end employer code : A5  
  Statements per faculty code (Y / N):
If (Y)es
 A1  
  Enter start faculty code : N4  
  Enter end faculty code : N4  
  Enter start qualification code : A4  
  Enter end qualification code : A4  
  Statements can be printed for the old bursary system using the sponsor codes or can be printed for the new bursary and loans system using bursary codes

SELECT ONE OF THE FOLLOWING:
 1) SPONSOR CODE for the OLD bursary system
 2) BURSARY CODE for the NEW bursary system
 3) Print by sponsor code
 4) None of the above

 ENTER YOUR CHOICE (9):		    
  Students sorted (N)umerical / (A)lphabetical: A1  
 
A student must satisfy all the criteria specified above to be selected.

Sort Order Per Comments
Numerical or on Student number. x
If the selection was for multiple statements, a last Account will be printed with the following information:

Total Number of Students.
Total Deposit Balance.
Total Fee Balance.


System Select  
No special system selection.


Example:

Example of ...




Processing
Rules		  
  No special processing rules.



See Also:



History of Changes

Date System Version By Whom Job Description
29-May-2008 v01.0.0.0 Charlene van der Schyff t145483 New manual format.
13-Jul-2009 v01.0.0.0 Magda van der Westhuizen t160160 Insert new image.