SD Statement - iComms {FSAOR2-9}


This option for printing of student statements is using the iComms functionality. These statements will print without account type differentiation.


The statement is created by using iComms and set up through {GMNT-5}. This document is created using the document group I6101GRP on {GMNT-5}. This document group is populated by ITS and cannot be changed by the user. The user can however design a local style sheet and create their own document group. The stylesheet must be linked to the menu on {USERS-1 block 4}. See list of available letter objects in examples.

When this option is used to create student statements, transactions will be linked to a statement number when printed to ensure that the exact statement can be reproduced at any time. This means that transaction cannot be flagged with a no-show indicator once linked to a statement.

The statement will print transactions according to the transaction group codes and consolidations as defined by the user in {FSAC-23} and {FSAC-24}.

An image of the statement is stored in the Document Storage and Retrieval subsystem when statements are run as test document (N)o.
A copy of the a generated statement is accessed by choosing the specific statement number from the list available on {FSAO-7} when the student account is queried per statement number. On right click a pop-up menu will be presented allowing the user to view, print or mail a copy of the statement.

The institution address and contact detail print as part of the statement as well as the institution bank detail. The following System Operation Definitions on {FCSM-1 block 2} for subsystem 'SD' must be populated by the user to indicate the campus code and cash book code detail that must be used:

Interest rates will be part of the statement if interest was calculated on the student account for the period that the statement is run for.

Notes that are recorded against a student can be printed on the statement. The note category 'ZPDN' is an ITS category called Public Domain Notes and cannot be restricted. This category must specifically be used when notes are created that must print on the Student Debtor Statements. Only notes linked to this category will print on statements. All notes that are linked to this category where the note status is null will print on the student statement.
 
User Selection Prompt Text
* an item between square brackets [ ] is the default answer
Type
&
Length
Comments
   Please ensure that funds have been distributed from the default account type
  

Print Letters A1

Print Lists A1

Print Labels A1

Print Ascii A1

Send SMS A1

Contact Type A2

Address Type A2

Communication Type A2

SMS Communication Type A2

Sort Alphabetically or Numerically A2

Document Date DD-MON-YYYY

Is this a Test Document A1 A test document will only generate the amount of documents as defined in {GMNT-5}. Records will not be written to the log-file and transactions will not be linked to a statement number.
If (N)o, transactions will be linked to a statement and records will be written to the log-file.
  Student Number Selection: (A)ll / (R)ange / (S)elective
A1
  • (R)ange will ask for a start and end student number before continuing:
    • Start Student Number
    • End Student Number
  • (A)ll will include all students as per user selection
  • (S)elective will keep on asking for a student number until the user leaves the field blank and enters to continue:
    • Student Number <ENTER> to Exit

(D)eposit Transactions / (F)ee Transactions / (A)ll Trans. A1

Print Statements for Students With a Status where Action is Suspend Printing (Y/N) A1

Include Transaction up to Date DD-MON-YYYY

Print (T)ransaction Date or (R)eference Date
A1


Include Contract Account Types (Y)es / (N)o
A1


Print Notes from which Date DD-MON-YYYY

Include or Exclude Student where the Unprinted Balance is Zero (I/E)
A1


Specify the Threshold Value
N17
The System will not Process Statements Where the Unprinted Value is Less than or Equal to the Threshold Value

Highest Student Balance in Student Currency
N17


Currency Selection: (A)ll / (R)ange / (S)elective
A1
  • (R)ange will ask for a start and end currency code before continuing:
    • Start Currency Code
    • End Currency Code
  • (A)ll will include all currency codes
  • (S)elective will keep on asking for a currency code until the user leaves the field blank and enters to continue:
    • Enter Currency Code or press <ENTER> to Continue

Financial Status Selection: (Y)es / (N)o
A1


Print Financial Status Detail at Bottom of Statement (Y)es / (N)o
A1


Financial Status Selection: (A)ll / (R)ange / (S)elected
A1
  • (R)ange will ask for a start and end financial status code before continuing:
    • Start Financial Status
    • End Financial Status
  • (A)ll will include all financial status codes
  • (S)elective will keep on asking for a financial status code until the user leaves the field blank and enters to continue:
    • Enter Financial Status or press <ENTER> to Continue

Employer Selection: (Y)es / (N)o
A1


Employer Selection: (A)ll / (R)ange / (S)elective
A1
  • (R)ange will ask for a start and end employer code before continuing:
    • Start Employer Code
    • End Employer Code
  • (A)ll will include all employer codes
  • (S)elective will keep on asking for a employer code until the user leaves the field blank and enters to continue:
    • Enter Employer Code or press <ENTER> to Continue

Bursary Selection: (Y)es / (N)o
A1


Print Bursary Address (in stead of Student Address) (Y)es / (N)o
A1


Bursary Year
N4


Bursary Block Selection: (A)ll / (R)ange / (S)elective A1
  • (R)ange will ask for a start and end block code before continuing:
    • Start Block Code
    • End Block Code
  • (A)ll will include all block codes
  • (S)elective will keep on asking for a block code until the user leaves the field blank and enters to continue:
    • Enter Block Code or press <ENTER> to Continue

Bursary Code Selection: (A)ll / (R)ange / (S)elective A1
  • (R)ange will ask for a start and end bursary code before continuing:
    • Start Bursary Code
    • End Bursary Code
  • (A)ll will include all bursary codes
  • (S)elective will keep on asking for a bursary code until the user leaves the field blank and enters to continue:
    • Enter Bursary Code or press <ENTER> to Continue

Academic Registration Selection:
  • (A) - All: All registered, not registered and never registered
  • (Y) - Yes: All Registered Students for the Year
  • (N) - No: All Students NOT Registered for the Year
  • (E) - Never: Students with NO Registration
Please Enter Your Registration Selection
A1


Enter the Registration Year
N4


Block Code Selection: (A)ll / (R)ange / (S)elective
A1
  • (R)ange will ask for a start and end block code before continuing:
    • Start Block Code
    • End Block Code
  • (A)ll will include all block codes
  • (S)elective will keep on asking for a block code until the user leaves the field blank and enters to continue:
    • Enter Block Code or press <ENTER> to Continue

Faculty Selection: (A)ll / (R)ange / (S)elective
A1
  • (R)ange will ask for a start and end faculty code before continuing:
    • Start Faculty Code
    • End Faculty Code
  • (A)ll will include all faculty codes
  • (S)elective will keep on asking for a faculty code until the user leaves the field blank and enters to continue:
    • Enter faculty Code or press <ENTER> to Continue

Department Selection: (A)ll / (R)ange / (S)elective
A1
  • (R)ange will ask for a start and end department code before continuing:
    • Start Department Code
    • End Department Code
  • (A)ll will include all department codes
  • (S)elective will keep on asking for a department code until the user leaves the field blank and enters to continue:
    • Enter Department Code or press <ENTER> to Continue

Qualification Selection: (A)ll / (R)ange / (S)elective
A1
  • (R)ange will ask for a start and end qualification code before continuing:
    • Start Qualification Code
    • End Qualification Code
  • (A)ll will include all qualification codes
  • (S)elective will keep on asking for a qualification code until the user leaves the field blank and enters to continue:
    • Enter Qualification Code or press <ENTER> to Continue

Campus Selection: (A)ll / (R)ange / (S)elective
A1
  • (R)ange will ask for a start and end campus code before continuing:
    • Start Campus Code
    • End Campus Code
  • (A)ll will include all campus codes
  • (S)elective will keep on asking for a campus code until the user leaves the field blank and enters to continue:
    • Enter Campus Code or press <ENTER> to Continue

Offering Type Selection: (A)ll / (R)ange / (S)elective
A1
  • (R)ange will ask for a start and end offering type before continuing:
    • Start Offering Type
    • End Offering Type
  • (A)ll will include all offering types
  • (S)elective will keep on asking for an offering type until the user leaves the field blank and enters to continue:
    • Enter Offering Type or press <ENTER> to Continue

Student Type Selection: (A)ll / (R)ange / (S)elective
A1
  • (R)ange will ask for a start and end student type before continuing:
    • Start Student Type
    • End Student Type
  • (A)ll will include all student types
  • (S)elective will keep on asking for a student type until the user leaves the field blank and enters to continue:
    • Enter Student Type or press <ENTER> to Continue

Study Period Selection: (A)ll / (R)ange / (S)elective
A1
  • (R)ange will ask for a start and end study period before continuing:
    • Start Study Period
    • End Study Period
  • (A)ll will include all study periods
  • (S)elective will keep on asking for a study period code until the user leaves the field blank and enters to continue:
    • Enter Study Period or press <ENTER> to Continue

(C)ash / (T)erms / (A)ll
A1


(U)ndergraduate / (P)ost-graduste / (A)ll
A1


Residence Selection:
  • (Y) - Yes:  Students in Residence for the Year
  • (N) - No: Students not in Res for Year but in Res for Another Year
  • (A) - All: Residence Selection Not Applicable
  • (E) - Never: All Students Never Registered in a Res
Please Enter Your Residence Selection:
A1


Residence Year
N4


Residence Block Selection: (A)ll / (R)ange / (S)elective
A1
  • (R)ange will ask for a start and end block code before continuing:
    • Start Block Code
    • End Block Code
  • (A)ll will include all block codes
  • (S)elective will keep on asking for a block code until the user leaves the field blank and enters to continue:
    • Enter Block Code or press <ENTER> to Continue

Residence Code Selection: (A)ll / (R)ange / (S)elective
A1
  • (R)ange will ask for a start and end residence code before continuing:
    • Start Residence Code
    • End Residence Code
  • (A)ll will include all residence codes
  • (S)elective will keep on asking for a residence code until the user leaves the field blank and enters to continue:
    • Enter Residence Code or press <ENTER> to Continue
 

Sort Order Per Comments
  

 



System Select   
   No special system selection


Example
:

fsaor2-9r1i1


fsaor2-9r1i2


 

fsaor2-9r1i3


fsaor2-9r1i4





List of letter objects and examples as per statement above:

I0000037 <StudNumber>  101000046
I0000077  <StudNames> Mmasadi
I0000035 <StudSurn> Baloyi
I0000041 <StudTitleInitSurn> ME M Baloyi
I0000110 <StudIDNumber> 79071200090845
I0000073 <CampCode> 82
I0000016 <CampDesc> Tertiary Institution
I0000022 <DocDate> 08-DEC-2008
I0000047 <StudAddr> P.O. Box 987235
MUCKLENEUK
Pretoria
0002
I0000052 <StudAddrLine1> P.O. Box 987235
I0000051 <StudAddrLine2>
I0000050 <StudAddrLine3> MUCKLENEUK
I0000049 <StudAddrLine4> Pretoria
I0000048 <StudAddrPCode> 0002
I0000422 <StmntStartDate> 08-DEC-2008
I0000423 <StmntEndDate> 08-DEC-2008
I0000421 <StmntNumber> 1
I0000424 <EntityCurrencyCode> SAR
I0000425 <EntityCurrencyDesc> RSA RANDS
I0000426 <LocalCurrencyCode> SAR
I0000427 <LocalCurrencyDesc> RSA RANDS
I0000459 <InstitutionName> Integrated Tertiary Software -RELEASE
I0000419 <NCRNumber> NCRCP20
I0000437 <InstPhyAddr> 23 CHURCH STREET
HATFIELD
Pretoria
0002
I0000438 <InstPhyAddrLine1> 23 CHURCH STREET
I0000439 <InstPhyAddrLine2>
I0000440 <InstPhyAddrLine3> HATFIELD
I0000441 <InstPhyAddrLine4> Pretoria
I0000442 <InstPhyAddrPCode> 0002
I0000456 <InstTelePhone> 021 234 4747
I0000457 <InstEmail> anderson@twbti.ac.za
I0000458 <InstFax>  012 346 3399
I0000443 <InstPosAddr> PO BOX 12
HATFIELD
Pretoria
0002
I0000444 <InstPosAddrLine1> PO BOX 12
I0000445 <InstPosAddrLine2>
I0000446 <InstPosAddrLine3> HATFIELD
I0000447 <InstPosAddrLine4> Pretoria
I0000448 <InstPosAddrPCode> 0002
I0000434 <BankName> STANDARD BANK
I0000435 <BankBranchCode> 102
I0000436 <BankAccountNumber> 123456789123
I0000428 <OpeningBalance> 0.00
I0000429 <Payments> -400.00
I0000430 <Charges> 11665.83
I0000431 <ClosingBalance> 11265.83
I0000450 <AccountSummary_R> Payments Received    -400.00
Tuition Fee                9500.00

Application Fee           400.00

Registration Fee          500.00

Laboratory Fee          1250.00

Interest                        15.83
I0000432 <Aging_R>

fsaor2-9r1i5

 

I0000433    <InterestRates_R><InterestRates_R>

fsaor2-9r1i6          

 

I0000449    <StudStmntTransactions_R>

fsaor2-9r1i7




I0000602    <StmntNotes_R>

fsaor2-9r1i8.jpg



Processing
Rules
 None



History Of Changes

Date System Version By Whom Job Description
14-May-2009
v01.0.0.0 Christel van Staden
t148723 New manual format.
17-Aug-2010 v03.0.0.0 Christel van Staden t189700 Print notes on statements
13-Sep-2013
v03.0.0.1
Christel van Staden
f193837
Correct batch prompts