SD Statement - Fixed Format {FSAOR2-10}

This option can be used to print student statements for internal use. The report output is a fixed formatted stylesheet. A 'own' stylesheet that will suit the needs of the institution can be developed (either by the institution or a quotation can be provided by ITS on request). This stylesheet can then be added to this menu option as the default report output format.

Standard Stylesheet: IZB01PDF (If a own stylesheet is developed, the name of the stylesheet MUST start with 'IZB'.

The parameters of this report is dependent on the following System Operational Definition {FCSM-1}:

Code 'S3' for subsystem 'SD' - 'SD IComms Statement According to (T)rans. Type Groups or (A)cc Type Groups or (N)ot Applicable'

If this SOD is set to (T)ransaction Type Groups and a formatted report is requested, the user will only be able to select Financial Groupings:

(S) - per Student Only or
(T) - Transaction Group Code.

If the SOD is set to (A)cc Type Groups or (N)ot Applicable, the user will be able to select Financial Groupings:

(S) per Student Only
(R) - Account Type Group and Agreement
(A) - per Account Type Only
(AG) - per Account Type per Agreement
(G) - per Agreement Only
(GA) per Agreement per Account Type

This SOD cannot be updated. It is thus important for the user to familiarize with the different report outputs before this SOD is set to a specific value.

Requesting this report according to (R) - Account Type Group and Agreement, account type groups must be defined in {FSAC-25} and the payment agreements must be linked to sort orders in {FSAM-24}

Requesting this report according to (T) - Transaction Type Group, transaction type group codes must be defined in {FSAC-23} and the applicable transaction types must be grouped / consolidated in {FSAC-24}

Prompt Text ^{* an item between square brackets [ ] is the default answer}	Type & Length	Comments
Print Statement in (L)ocal or (F)oreign Currency	A1
(D)eposit Transactions / (F)ee Transactions / (A)ll Transactions	A1
Include Contract Account Types: (Y)es / (N)o	A1
Override Default Accumulation Date (Y/N)	A1
Last Transaction Date to Include or <ENTER> for System Date	DD-MON-YYYY
Print (T)ransaction Date or (R)eference Date	A1
(I)nclude or (E)xclude Zero Statement Balance	A1
Lowest Student Balance in Student Currency	N18
Highest Student Balance in Student Currency	N18
Print Statement for Students with Stop Status (Y/N)	A1
Statement Message Line 1	A70
Student Number Selection: (A)ll / (R)ange / (S)elective	A1
Output Format: (R)aw / (F)ormatted	A1

Student Number Selection: (A)ll and Output Format: Formatted and SOD 'S3' set to (A)cc Type Groups or (N)ot Applicable		Student Number Selection: (A)ll and Output Format: Formatted and SOD 'S3' det to (T)rans Type Groups
Grouping of Financial Information on Statement: (S) - per Student Only (R) - Account Type Group and Agreement (A) - per Account Type Only (AG) - per Account Type per Agreement (G) - per Agreement Only (GA) - per Agreement per Account Type Please Enter Your Output Grouping Selection	A2	Grouping of Financial Information on Statement: (S) - per Student Only (T)rans Group Code Please Enter Your Output Grouping Selection
Sorting of Multiple Student Statements: (A)lphanumeric on Surname and Initials (N)umric on Student Number Please Enter Your Student Sorting Selection:	A1
Print Student Aging Detail (Y/N) If Print Student Aging Detail is Yes Select Type of Aging to be Printed 1 - Age Analysis Only 2 - Effective Payment Only 3 - Age Analysis and Effective Payment Please Enter Your Selection: Number of Days for the Last Aging Column	A1 N1 N3
Print Notes (Y/N) If Print Notes is Yes Date from which to print Notes	A1 DD-MON-YYYY

Student Number Selection: (A)ll and Output Format: Raw	A1
Raw Output: (X)ML or (C)SV
	A1
Student Number Selection: (R)ange and Output Format: Formatted		Student Number Selection: (A)ll and Output Format: Formatted and SOD 'S3' det to (T)rans Type Groups
Start and End Student Number
Grouping of Financial Information on Statement: (S) - per Student Only (R) - Account Type Group and Agreement (A) - per Account Type Only (AG) - per Account Type per Agreement (G) - per Agreement Only (GA) - per Agreement per Account Type Please Enter Your Output Grouping Selection		Grouping of Financial Information on Statement: (S) - per Student Only (T)rans Group Code Please Enter Your Output Grouping Selection
Sorting of Multiple Student Statements: (A)lphanumeric on Surname and Initials (N)umric on Student Number Please Enter Your Student Sorting Selection:
Print Student Aging Detail (Y/N) If Print Student Aging Detail is Yes Select Type of Aging to be Printed 1 - Age Analysis Only 2 - Effective Payment Only 3 - Age Analysis and Effective Payment Please Enter Your Selection: Number of Days for the Last Aging Column
Print Notes (Y/N) If Print Notes is Yes Date from which to print Notes

Student Number Selection: (R)ange and Output Format: Raw
Raw Output: (X)ML or (C)SV

Student Number Selection: (S)elective and Output Format: Formatted		Student Number Selection: (A)ll and Output Format: Formatted and SOD 'S3' det to (T)rans Type Groups
Enter Student Number or Press <ENTER> to Exit		This parameter repeats until user presses enter
Use (P)ostal or (A)ccount Address		This parameter will repeat for each student number entered above
Grouping of Financial Information on Statement: (S) - per Student Only (R) - Account Type Group and Agreement (A) - per Account Type Only (AG) - per Account Type per Agreement (G) - per Agreement Only (GA) - per Agreement per Account Type Please Enter Your Output Grouping Selection		Grouping of Financial Information on Statement: (S) - per Student Only (T)rans Group Code Please Enter Your Output Grouping Selection
Print Student Aging Detail (Y/N) If Print Student Aging Detail is Yes Select Type of Aging to be Printed 1 - Age Analysis Only 2 - Effective Payment Only 3 - Age Analysis and Effective Payment Please Enter Your Selection: Number of Days for the Last Aging Column
Print Notes (Y/N) If Print Notes is Yes Date from which to print Notes		Parameters for selective students stops at this point

Student Number Selection: (S)elective and Output Format: Raw		This combination is not a option
Parameters continue the same for all from this point onwards*******************************************************
Currency Selection: (A)ll / (R)ange / (S)elective
Financial Status Selection: (Y)es / (N)o	A1
If Financial Status Selection is Yes Print Financial Status Detail at Bottom of Statement (Y)es / (N)o Financial Status Selection: (A)ll / (R)ange / (S)elective	A1 A1
Employer Selection: (Y)es / (N)o	A1
If Employer Selection is Yes Employer Selection: (A)ll / (R)ange / (S)elective	A1
Bursary Selection (Y)es / (N)o	A1
If Bursary Selection is Yes Print Bursary Address (instead if Student Address) (Y)es / (N)o Bursary Year Bursary Block Selection: (A)ll / (R)ange / (S)elective Bursary Code Selection: (A)ll / (R)ange / (S)elective	A1 N4 A1 A1
Academic Registration Selection: (A) - All: All registered, not registered and never registered (Y) - Yes: All registered students for a year (N) - No: All students NOT registered for a year (E) - Never: Students with NO registration Please Enter Your Registration Selection:
If Registration Selection is (Y)es or (N)o Enter the Registration Year Block Code Selection: (A)ll / (R)ange / (S)elective Faculty Selection: (A)ll / (R)ange / (S)elective Department Selection: (A)ll / (R)ange / (S)elective Qualification Selection: (A)ll / (R)ange / (S)elective Campus Selection: (A)ll / (R)ange / (S)elective Offering Type Selection: (A)ll / (R)ange / (S)elective Student Type Selection: (A)ll / (R)ange / (S)elective (C)ash / (T)erms /(A)ll (U)ndergraduate / (P)ost-graduate / (A)ll	N4 A1 A1 A1 A1 A1 A1 A1 A1 A1
Residence Selection: (Y) - Yes: Students in Residence for a year (N) - No: Students NOT in residence for a year but in residence for another year (A) - All: Residence selection not applicable (E) - Never: All students never registered in a residence Please Enter Your Residence Selection:
If Residence Selection is (Y)es or (N)o Residence Year Residence Block Selection: (A)ll / (R)ange / (S)elective Residence Code Selection: (A)ll / (R)ange / (S)elective	N4 A1 A1

Sort Order	Per	Comments
	x	x

System Select
	No special system selection.

Example: Single Student - Formatted Output

History of Changes

Date	System Version	By Whom	Job	Description
19-Mar-2013	v03.0.0.0	Christel van Staden	t189700	New manual