Query 3rd Party Report Rules {FSATPP-2}

The purpose of the option is to allow the user to view the processing rules, as programed into 3rd Party Payment Calculation Report {FSATPP-5}, when using the defined 3rd Party Report Definitions and its payment rules {FSATPP-3}.

New rules can be develop by ITS.

This is a query only option.

Fields in the option:

Block 1 : Query 3rd Party Report Codes.

This is a query only option.

Field	Type & Length	Description
Rule Code	A4	The defined 3rd Party Rule code.
Description	A40	The 3rd Party Rule code description.
Processing Rules	A4000	The processing rules of the 3rd Party Rule code

Example(s):

Rule Codes

Rule	Description
Rule Code A	Once Subject Results are Finalised Payment per Subject Credit
Rule Code B	Once Subject Results are Finalised Payment per Subject for Specified Qualification/s
Rule Code C	Once Subject Results are Finalised Once Off Payment
Rule Code D	Once Subject Refundable Withdrawal Period has Passed:- Payment per Event and Transaction Type
Rule Code E	Once Qualification Refundable Withdrawal Period has Passed: - Payment per Event and Transaction Type
Rule Code F	Once Subject Service Request Application has a Outcome:-Payment per Event and Transaction Type
Rule Code G	Once Qualification Service Request Application has a Outcome Payment per Event and Transaction Type
Rule Code H	Once Qualification is Awarded for Certification Qualification NO 3rd Party Payment
Rule Code I	Once Approved Qualification Refundable Withdrawal Period has Passed: - Payment per Event and Transaction Type
Rule Code J

Rule Code A: Payments per Subject Credit as soon as Result is Available

General

Processing

Fee Structure raise Accrual/Commission at registration

3rd Party Payment Process ignores the fact whether an accrual was raised or not.

Only Subjects flagged as Unit Standard Subjects are used.

May select subjects linked to predefine Exam Types.

The predefined Exam Type List is equal to EX1.

Predefine Exam Types is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	EX1
Internal Code	*1

*1 The Exam Type Code as define in option {SCODE2-2}
Rules:

If no records exist for External Body 3RP External Code Type EX1
then

All exam types will be used in this rule.

else

This rule will only use exam types defined.

May In/Exclude Exemption Subjects.

As predefine in EY1.

In/Exclude Exemption Subjects is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	EY1
Internal Code	*1

*1 Only values INCLUDE or EXCLUDE is allowed
Rules:

Only one record must exist for this definition with the value of INCLUDE or EXCLUDE.

If Include Exemption Subjects then Exemption Types may be predefine.

The predefined Exemption Type List is equal to EZ1.

Exemption Types is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	EZ1
Internal Code	*1

*1 The Exemption Types Code as define in option {SCODE-28}
Rules:

If Include Exemption Subjects then records must exist for External Body 3RP External Code Type EZ1

Based on a Final Mark the amounts are Payable, using Value per Credit and Subject Credit.

Contract Definition may exclude a record.

This 3rd Party Rule Code does not use the Related field of the Subject Definition, it only uses the Curriculum Module.

Only 3rd Party Audit File records where Record Type is equal to "3P" will be reported to the 3rd Party.

Select Student with Subject Result Code

Rules:
Do not use the start and end date of the selection criteria.

Validate the 3rd Party Report Code Definition, Payable Transaction Type and Income Transaction Type. If invalid the 3rd Party Report Code will not be processed.

All new records will use Start System Date and Time for the 3rd Party Rule Code.

Generate two GL Journal's, Write-Off and 3rd Party Payment in the Year and Cycle of the SD Subsystem.

Select Students with Subject Result Codes, where:

The Result Code (of Final Mark) is not null.
For pass or fail.
Excluding cancelled Subjects.
Subject is a Unit Standard Subject.
For specific Exam Types.
In/Exclude Exemption.

If Include Exemption then for specific Exemption Types.

Not yet in the Audit Report.
Only for Selection Criteria Academic Year.

Validate Subject/Curriculum Module

Define

Curriculum Modules as M
A Subject (Mother) with Curriculum Modules as L
A Subject not define as M/L as K

If Rule is flagged as Subject

Report K as soon as K has a result code
Report M as soon as L has a result code, using the result of L for M

If Rule is flagged as Curriculum Module

Report K as soon as K has a result code
Report M as soon as M has a result code, using the result of M

This rule does not report L

For each Student,Subject Result do the following:

Add to Count.
Write Audit Trail.
If last Curriculum Module of a Subject, write-off Subject Accrual if any.

Rule Code can be Source of Funding and/or External Body Restricted or Not Restricted:

Fail:

Add to Count.
Accrual will be written-off.

Pass:

Process 3rd Party Payment/Commission using Accrual/Income.
Write Audit Trail.

To differentiate between Audit Trail records for this report code:

Records can be classified by Record Type and result code (Pass/Fail). The combinations are:

Funds Restricted Pass Record Type is equal to "FP".
Funds Restricted Fail Record Type is equal to "FF".
Ext. Body Restricted Pass Record Type is equal to "EP".
Ext. Body Restricted Fail Record Type is equal to "EF".
Not Restricted Fail Record Type is equal to "3F".
Not Restricted Pass Record Type is equal to "3P".

Back to rule codes

Rule B: Payment per Subject for Specified Qualification/s as soon as Result is Available

Rule B has 5 rule codes, namely B0, B1, B2, B3, B4. The reason is.

The client can have 5 different rule B setups that can be linked to different 3rd Party Report Definitions {FSATPP-3}.
The processing rules of the 5 rule B's is the same, the difference between them is that they use a different external code type set/setup for Exam Types, Exemption Subjects, Exemption Type and Qualification/s External Type and is coded as follow:

Rule B Code	Exam Types (EX%)	Exemption Subjects (EY%)	Exemption Type (EZ%)	Qualification/s External Type (QU%)
B0	EX2	EY2	EZ2	QU0
B1	EX3	EY3	EZ3	QU1
B2	EX4	EY4	EZ4	QU2
B3	EX5	EY5	EZ6	QU3
B4	EX6	EY6	EZ6	QU4

General

Processing

Fee Structure raise Accrual/Commission at registration.

3rd Party Payment Process ignores the fact whether an accrual was raised or not.

Only Subjects of predefined Qualification/s External Types.

May select subjects linked to predefine Exam Types.

The predefined Exam Type List is equal to EX%.

Predefine Exam Types is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	EX%
Internal Code	*1

*1 The Exam Type Code as define in option {SCODE2-2}
Rules:

If no records exist for External Body 3RP External Code Type EX%
then

All exam types will be used in this rule.

else

This rule will only use exam types defined.

May In/Exclude Exemption Subjects.

As predefine in EY%.

In/Exclude Exemption Subjects is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	EY%
Internal Code	*1

*1 Only values INCLUDE or EXCLUDE is allowed
Rules:
Only one record must exist for this definition with the value of INCLUDE or EXCLUDE.

If Include Exemption Subjects then Exemption Types may be predefine.

The predefined Exemption Type List is equal to EZ%.

Exemption Types is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	EZ%
Internal Code	*1

*1 The Exemption Types Code as define in option {SCODE-28}
Rules:

If Include Exemption Subjects then records must exist for External Body 3RP External Code Type EZ%

Based on a Final Mark the amounts are Payable, using Value per Subject from the Payment Transaction Type.

Contract Definition may exclude a record.

The predefined Qualification/s External Type is equal to QU%.

Qualifications External Type is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	QU%
Internal Code	*1

*1 The Qualification Code as define in option {SACAD-13 }
Rules:

Records must exist for External Body 3RP External Code Type QU%

This 3rd Party Rule Code does not use the Related field of the Subject Definition, it uses only the Curriculum Module.

Do not use the start and end date of the selection criteria.

Validate the 3rd Party Report Code Definition, Payable Transaction Type and Income Transaction Type. If invalid the 3rd Party Report Code will not be processed.

All new records will use Start System Date and Time for the 3rd Party Rule Code.

Generate two GL Journal's, Write-Off and 3rd Party Payment in the Year and Cycle of the SD Subsystem.

Select Students with Subject Result Codes where:

The Result Code (of Final Mark) is not null.
For pass or fail.
Excluding cancelled Subjects, The Subject must be registered under a predefined Qualification/s.
For specific Exam Types.
In/Exclude Exemption.

If Include Exemption then for specific Exemption Types.

Not yet in the Audit Report.
Only for Selection Criteria Academic Year.

Validate Subject/Curriculum Module

Define

Curriculum Modules as M
A Subject (Mother) with Curriculum Modules as L
A Subject not define as M/L as K

If Rule is flagged as Subject

Report K as soon as K has a result code
Report M as soon as L has a result code, using the result of L for M

If Rule is flagged as Curriculum Module

Report K as soon as K has a result code
Report M as soon as M has a result code, using the result of M

This rule does not report L

For each Student, Subject Result do the following:

Add to Count.
Write Audit Trail.
If last Curriculum Module of a Subject, write-off Subject Accrual if any.

Rule Code can be Source of Funding and/or External Body Restricted or Not Restricted:

Fail:

Add to Count.
Accrual will be written-off.

Pass:

Process 3rd Party Payment/Commission using Accrual/Income.
Write Audit Trail.

To differentiate between Audit Trail records for this report code:

Records can be classified by Record Type and Result Code (Pass/Fail). The combinations are:

Back to rule codes

Rule Code C: Once Off Payment using Certificate Seen

Rule C has 5 rule codes, namely C0, C1,C2, C3, C4. The reason is.

The client can have 5 different rule C setups that can be linked to different 3rd Party Report Definitions {FSATPP-3}.
The processing rules of the 5 rule C's is the same, the difference between them is that they use a different external code type set/setup for 3rd Party Report Code and Certificate Seen Code and is coded as follow:

Rule C Code	3rd Party Report Code (RC%)	Certificate Seen Code (CS%)
C0	RC0	CS0
C1	RC1	CS1
C2	RC2	CS2
C3	RC3	CS3
C4	RC4	CS4

General

Processing

No Fee is raised for the student from this action.

Based on a Final Mark and the Student not linked to a specific Certificate Seen Code, amounts are Payable.

Contract Definition may exclude a record.

This 3rd party Rule Code will use a selection that is based on a 3rd Party Report that has a 3rd Party Report Rule Code of "A" and the Student has a
Report Type of "3P".

The predefined 3rd Party Report External Type is equal to RC%.

3rd Party Report External Type is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	RC%
Internal Code	*1

*1 The 3rd Party Report Code as define in option {FSATPP-3}
Rules:

Records must exist for External Body 3RP External Code Type RC%

The predefined Certificate Seen Code External Type is equal to CS%.

Certificate Seen Code External Type is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	CS%
Internal Code	*1

*1 The Certificate Seen Code as define in option {SCODE-22 }
Rules:

Records must exist for External Body 3RP External Code Type CS%

This process will not use the start and end date of the selection criteria.

No further validation necessary of the 3rd Party Report Code Definition.

All new records will use Start System Date and Time for the 3rd Party Rule Code.

Generate one GL Journal, 3rd Party Payment, in the Year and Cycle of the SD Subsystem.

Select distinct Student Number from the 3rd Party Payment Audit Trail where:

The Audit Trail Academic Year is equal to the Selection Criteria Academic Year.
The Audit Trail Report Type is equal to "3P".
The Audit Trail 3rd Party Report Code has a 3rd Party Report Rule Code of A.
The Student do not have a Predefine Certificate Seen Record.

For each Student selected do the following:

Count Each Student Selected.
Linked the Student to the Certificate Seen Record and set the Certificate Seen flag to N.
Write to the Audit Trail.
Do the following after the last student was processed.

Processed the GL Journals. This is a Summary Debit and Credit Journal.

All Audit Trail records for this report code is classified by Record Type 3A

Back to rule codes

Rule Code D: Once Subject Refundable Withdrawal Period has Passed

Rule D has 9 rule codes, namely D1, D2, D3, D4, D5, D6, D7, D8, D9 . The reason is.

The client can have 9 different rule D setups that can be linked to different 3rd Party Report Definitions {FSATPP-3}.
The processing rules of the 9 rule D's is the same, the difference between them is that they use a different external code type set/setup for Exam Types, Exemption Subjects, Exemption Type, Subject and is coded as follow:

Rule D Code	Exam Types (EX%)	Exemption Subjects (EY%)	Exemption Type (EZ%)	Subjects (SU%)
D1	EX7	EY7	EZ7	SU1
D2	EX8	EY8	EZ8	SU2
D3	EX9	EY9	EZ9	SU3
D4	EXA	EYA	EZA	SU4
D5	EXB	EYB	EZB	SU5
D6	EXC	EYC	EZC	SU6
D7	EXD	EYD	EZD	SU7
D8	EXE	EYE	EZE	SU8
D9	EXF	EYF	EZF	SU9

General

Processing

Fee Structure raise Accrual/Commission at registration.

3rd Party Payment Process ignores the fact whether an accrual was raised or not.

Only Subjects of a predefined Subject List.

May select subjects linked to predefine Exam Types.

The predefined Exam Type List is equal to EX%.

Predefine Exam Types is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	EX%
Internal Code	*1

*1 The Exam Type Code as define in option {SCODE2-2}
Rules:

If no records exist for External Body 3RP External Code Type EX%
then

All exam types will be used in this rule.

else

This rule will only use exam types defined.

May In/Exclude Exemption Subjects.

As predefine in EY%.

In/Exclude Exemption Subjects is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	EY%
Internal Code	*1

*1 Only values INCLUDE or EXCLUDE is allowed
Rules:
Only one record must exist for this definition with the value of INCLUDE or EXCLUDE.

If Include Exemption Subjects then Exemption Types may be predefine.

The predefined Exemption Type List is equal to EZ%.

Exemption Types is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	EZ%
Internal Code	*1

*1 The Exemption Types Code as define in option {SCODE-28}
Rules:

If Include Exemption Subjects then records must exist for External Body 3RP External Code Type EZ%

Based on "Once Subject Refundable Withdrawal Period has Passed" the amounts are Payable, using Value per Subject from the Payment Transaction Type.

Contract Definition may Exclude a record.

The predefined Subject List is equal to SU%.

Subject External Type is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	SU%
Internal Code	*1

*1 The Subject Code as define in option {SACAD-14}

Rules:

Records must exist for External Body 3RP External Code Type SU%

This 3rd Party Rule Code does not use the Related field of the Subject Definition, it only uses the Curriculum Module.

Do not use the start and end date of the selection criteria.

Validate the 3rd Party Report Code Definition, Event 07, Payable Transaction Type and Income Transaction Type. If invalid the 3rd Party Report Code will not be processed.

All new records will use Start System Date and Time for the 3rd Party Rule Code.

Generate two GL Journal's, Write-Off and 3rd Party Payment in the Year and Cycle of the SD Subsystem.

Select Students with Subjects where:

The subject is in the 100% Cancellation Credit Liability Period.
Excluding cancelled Subjects.
The Subject must be registered under a predefined Subject List.
For specific Exam Types.
In/Exclude Exemption.

If Include Exemption then for specific Exemption Types.

Not yet in the Audit Report.
Only for Selection Criteria Academic Year.

Validate Subject/Curriculum Module

Define

Curriculum Modules as M
A Subject (Mother) with Curriculum Modules as L
A Subject not define as M/L as K

If Rule is flagged as Subject

Report K as soon as K has a result code
Report M as soon as L has a result code, using the result of L for M

If Rule is flagged as Curriculum Module

Report K as soon as K has a result code
Report M as soon as M has a result code, using the result of M

This rule does not report L

For each Student where the Subject Refundable Withdrawal Period has Passed do the following:

Add to Count.
Write Audit Trail.

Rule Code can be Source of Funding and/or External Body Restricted or Not Restricted:

Restricted

Accrual will be written-off.

Not Restricted:

Process 3rd Party Payment/Commission using Accrual/Income.

To differentiate between Audit Trail records for this report code:

Records can be classified by Record Type. The combinations are:

Subject/Curriculum Module Exclusions Record Type is equal to "S1".
Funds Restricted Record Type is equal to "F1".
External Body Restricted Record Type is equal to "E1".
Not Restricted Record Type is equal to "31".

Back to rule codes

Rule Code E: Once Qualification Refundable Withdrawal Period has Passed

Rule E has 5 rule codes, namely E0, E1,E2, E3, E4. The reason is.

The client can have 5 different rule E setups that can be linked to different 3rd Party Report Definitions {FSATPP-3}.
The processing rules of the 5 rule E's is the same, the difference between them is that they use a different external code type set/setup for Qualification List and is coded as follow:

Rule E Code	Qualification List (RC%)
E0	EQ1
E1	EQ2
E2	EQ3
E3	EQ4
E4	EQ5

General

Processing

Fee Structure raise Accrual/Commission at registration.

3rd Party Payment Process ignores the fact whether an accrual was raised or not.

Exemption Types is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	EZ%
Internal Code	*1

*1 The Exemption Types Code as define in option {SCODE-28}
Rules:

If Include Exemption Subjects then records must exist for External Body 3RP External Code Type EZ%

Only Qualifications of a predefined Qualification List.

Based on "Once Qualification Refundable Withdrawal Period has Passed" the amounts are Payable, using Value per Qualification from the Payment Transaction Type.

Contract Definition may Exclude a record.

The predefined Qualification List is equal to EQ1.

Qualifications External Type is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	EQ%
Internal Code	*1

*1 The Qualification Code as define in option {SACAD-13}
Rules:

Records must exist for External Body 3RP External Code Type EQ%

This 3rd Party Rule Code will not use the value of field Subject/ Curriculum Module.

Do not use the start and end date of the selection criteria.

Validate the 3rd Party Report Code Definition, Event 05, Payable Transaction Type and Income Transaction Type. If invalid the 3rd Party Report Code will not be processed.

All new records will use Start System Date and Time for the 3rd Party Rule Code.

Generate two GL Journal's, Write-Off and 3rd Party Payment in the Year and Cycle of the SD Subsystem.

Select Student with Qualification, Where:

The Qualification is in the 100% Cancellation Credit Liability Period.
Excluding cancelled Qualification.
The Qualification must be registered under a predefined Qualification List.
Not yet in the Audit Report.
Only for Selection Criteria Academic Year.

For each Student with Qualification Refundable Withdrawal Period has Passed do the following:

Add to Count.
Write Audit Trail.
Rule Code can be Source of Funding and/or External Body Restricted or Not Restricted:
Restricted

Accrual will be written-off.

Not Restricted:

Process 3rd Party Payment/Commission using Accrual/Income.

To differentiate between Audit Trail records for this report code:

Records can be classified by Record Type. The combinations are:

Funds Restricted Record Type is equal to "F1".
External Body Restricted Record Type is equal to "E1".
Not Restricted Record Type is equal to "31".

Back to rule codes

Rule Code F: Subject Service Request Application

Rule F has 6 rule codes, namely F1, F2, F3, F4, F5, F6. The reason is.

The client can have 6 different rule F setups that can be linked to different 3rd Party Report Definitions {FSATPP-3}.
The processing rules of the 6 rule F's is the same, the difference between them is that they use a different external code type set/setup for 3rd Exam Types, Exemption Type, Subject List and is coded as follow:

Rule F Code	Exam Types (EX%)	Exemption Type (EZ%)	Subjects (SF%)
F1	EXG	EZG	SF1
F2	EXH	EZH	SF2
F3	EXJ	EZJ	SF3
F4	EXK	EZK	SF4
F5	EXL	EZL	SF5
F6	EXM	EZM	SF6

General

Processing

Service Request Fee Structure may raise Accrual/Commission at application of the Service Request.

3rd Party Payment Process ignores the fact whether an accrual was raised or not.

Only Subjects as per Service Request and predefined Subject List.

Based on Service Request Application Outcome the amounts are Payable, using Value per Subject Credit or Payment Transaction Type.

May select subjects linked to predefine Exam Types.

The predefined Exam Type List is equal to EX%.

Predefine Exam Types is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	EX%
Internal Code	*1

*1 The Exam Type Code as define in option {SCODE2-2}
Rules:

If no records exist for External Body 3RP External Code Type EX%
then

All exam types will be used in this rule.

else

This rule will only use exam types defined.

Exemption must be equal to Yes on the Subject Registration Table.

May select subjects linked to predefine Exemption Types.

The predefined Exemption Type List is equal to EZ%.

Exemption Types is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	EZ%
Internal Code	*1

*1 The Exemption Types Code as define in option {SCODE-28}
Rules:

If Include Exemption Subjects then records must exist for External Body 3RP External Code Type EZ%

Contract Definition may Exclude a record.

The predefined Subject List is equal to SF%.

Subject External Type is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	SF%
Internal Code	*1

*1 The Subject Code as define in option {SACAD-14}

Rules:

Records must exist for External Body 3RP External Code Type SF%

This 3rd Party Rule Code will not use the value of field Subject/ Curriculum Module.

Do not use the start and end date of the selection criteria.

Validate the 3rd Party Report Code Definition, Service Request Code, Event 98, Payable Transaction Type and Income Transaction Type. If invalid the 3rd Party Report Code will not be processed.

All new records will use Start System Date and Time for the 3rd Party Rule Code.

Generate two GL Journal's, Write-Off and 3rd Party Payment in the Year and Cycle of the SD Subsystem.

Select Students with Service Request Outcomes, Where:

The Result Outcome Code not null.
Service Code is equal to the Service code of the 3rd Party Report Definition.
Not yet in the Audit Report.
Only for Selection Criteria Academic Year.

For each Student with Service Request Outcomes do the following:

*Add to Count.
*Write Audit Trail.

Service Request outcomes Not Eligible, Subject Excluded or Subject without a exempt academic record will reverse the Accrual.

Rule Code can be Source of Funding and/or External Body Restricted or Not Restricted:

Accrual will be written-off.

Service Request Eligible and Not Restricted:

Process 3rd Party Payment/Commission using Accrual/Income.

-Record Type differentiates between Audit Trail records for this report code. The combinations are:

Not Eligible Record Type is equal to "NS".
Subject Excluded Record Type is equal to "QS".
Subject does not have Exempt Record Type is equal to "DS".
Funds Restricted Record Type is equal to "FS".
External Body Restricted Record Type is equal to "ES".
Service Request Eligible and Not Restricted Record Type is equal to "3S".

Back to rule codes

Rule Code G: Qualification Service Request Application

Rule G has 6 rule codes, namely G1, G2, G3, G4, G5, G6. The reason is.

The client can have 6 different rule G setups that can be linked to different 3rd Party Report Definitions {FSATPP-3}.
The processing rules of the 6 rule G's is the same, the difference between them is that they use a different external code type set/setup for 3rd Qualification List and is coded as follow:

Rule G Code	Qualification List (SQ%)
G1	SQ1
G2	SQ2
G3	SQ3
G4	SQ4
G5	SQ5
G6	SQ6

General	Processing
Service Request Fee Structure may raise Accrual/Commission at application of the Service Request. 3rd Party Payment Process ignores the fact whether an accrual was raised or not. Only Qualifications as per Service Request and predefined Qualification List. Based on Service Request Application Outcome the amounts are Payable, using Payment Transaction Type. The Qualification was awarded. Contract Definition may Exclude a record. The predefined Qualification List is equal to SQ%. This 3rd Party Rule Code will not use the value of field Subject/ Curriculum Module.	Do not use the start and end date of the selection criteria. Validate the 3rd Party Report Code Definition, Service Request Code, Event 98, Payable Transaction Type and Income Transaction Type. If invalid the 3rd Party Report Code will not be processed. All new records will use Start System Date and Time for the 3rd Party Rule Code. Generate two GL Journal's, Write-Off and 3rd Party Payment in the Year and Cycle of the SD Subsystem. Select Students with Service Request Outcomes, Where: The Result Outcome Code must be not null. Service Code must be equal to the Service code of the 3rd Party Report Definition. Not yet in the Audit Report. Only for Selection Criteria Academic Year. For each Student with Service Request Outcomes do the following: Add to Count. Write Audit Trail. Service Request outcomes Not Eligible, Qualification Excluded or Qualification without a awarded academic record will reverse the Accrual Rule Code can be Source of Funding and/or External Body Restricted or Not Restricted: Accrual will be written-off. Service Request Eligible and Not Restricted: *Process 3rd Party Payment/Commission using Accrual/Income. Record Type differentiates between Audit Trail records for this report code. The combinations are: Not Eligible Record Type is equal to "NS". Qualification Excluded Record Type is equal to "QS". Qualification was not awarded Record Type is equal to "DS". Funds Restricted Record Type is equal to "FS". External Body Restricted Record Type is equal to "ES". Service Request Eligible and Not Restricted Record Type is equal to "3S". Back to rule codes

General

Processing

Service Request Fee Structure may raise Accrual/Commission at application of the Service Request.

3rd Party Payment Process ignores the fact whether an accrual was raised or not.

Only Qualifications as per Service Request and predefined Qualification List.

Based on Service Request Application Outcome the amounts are Payable, using Payment Transaction Type.

The Qualification was awarded.

Contract Definition may Exclude a record.

The predefined Qualification List is equal to SQ%.

This 3rd Party Rule Code will not use the value of field Subject/ Curriculum Module.

The Result Outcome Code must be not null.
Service Code must be equal to the Service code of the 3rd Party Report Definition.
Not yet in the Audit Report.
Only for Selection Criteria Academic Year.

For each Student with Service Request Outcomes do the following:

Add to Count.

Write Audit Trail.

Service Request outcomes Not Eligible, Qualification Excluded or Qualification without a awarded academic record will reverse the Accrual

Rule Code can be Source of Funding and/or External Body Restricted or Not Restricted:

Accrual will be written-off.

Service Request Eligible and Not Restricted:

*Process 3rd Party Payment/Commission using Accrual/Income.

Record Type differentiates between Audit Trail records for this report code. The combinations are:

Not Eligible Record Type is equal to "NS".
Qualification Excluded Record Type is equal to "QS".
Qualification was not awarded Record Type is equal to "DS".
Funds Restricted Record Type is equal to "FS".
External Body Restricted Record Type is equal to "ES".
Service Request Eligible and Not Restricted Record Type is equal to "3S".

Back to rule codes

Rule Code H: Once Qualification is Awarded for Certification Qualification

General

Processing

No 3rd Party Payments.

Only Awarded Qualification if define for Certification.

Contract Definition may Exclude a record.

The 3rd Party Report Definition will only use report definition parameters: Report Code, 3rd Party Code and Rule Codes.

Do not use the start and end date of the selection criteria.

Validate rest of the 3rd Party Report Code Definition, Service Request Code, Event 98, Payable Transaction Type and Income Transaction Type. If invalid the 3rd Party Report Code will not be processed

All new records will use Start System Date and Time for the 3rd Party Rule Code

Generate NO GL Journal for 3rd Party Audit Report

Get and validate the Note Type to be used in this Report Rule. External Body is "3RP" and External Type is "HNT"

Note Type is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	HNT
Internal Code	*1

*1 The Note Type as define in option {GCS2-10}

Rules:

Records must exist for External Body 3RP External Code Type HNT

Select Student with Awarded Qualification, Where:

The Qualification is flag for Certification.
Not yet in the Audit Report
Only for Selection Criteria Academic Year
For each Student with Awarded Qualification do the following:

Add to Count
Write Audit Trail.
For Not Restricted Record Type, validate the Student Note Type, If it does not exist, then insert a note for the student and note type.

When the endorsement is received, the user will update each note with Complete

Record Type differentiates between Audit Trail records for this report code. The combinations are:

Funds Restricted Record Type is equal to "FQ"
External Body Restricted Record Type is equal to "EQ"
Not Restricted Record Type is equal to "3Q"

Back to rule codes

Rule Code I: Once Approved Qualification Refundable Withdrawal Period has Passed

Rule I has 5 rule codes, namely I1, I2, I3, I4, I5. The reason is.

The client can have 5 different rule I setups that can be linked to different 3rd Party Report Definitions {FSATPP-3}.
The processing rules of the 5 rule I's is the same, the difference between them is that they use a different external code type set/setup for Qualification List and is coded as follow:

Rule I Code	Approved Qualification List (IQ%)
I1	IQ1
I2	IQ2
I3	IQ3
I4	IQ4
I5	IQ5

General

Processing

Fee Structure raise Accrual/Commission at registration.

3rd Party Payment Process ignores the fact whether an accrual was raised or not.

Only Approved Qualifications of a predefined Qualification List.

Based on "Once Qualification Refundable Withdrawal Period has Passed" the amounts are Payable, using Value per Qualification from the Payment Transaction Type.

Contract Definition may Exclude a record.

The predefined Qualification List is equal to IQ%

Approved Qualifications List External Type is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	IQ%
Internal Code	*1

*1 The Approved Qualification Code as define in option {SACAD-13} TAB - Approved Qualifications
Rules:

Records must exist for External Body 3RP External Code Type IQ%

This 3rd Party Rule Code will not use the value of field Subject/Curriculum Module.

The Approved Qualification is in the 100% Cancellation Credit Liability Period.
Excluding cancelled Approved Qualification.
The Approved Qualification must be registered under a predefined Qualification List.
Not yet in the Audit Report.
Only for Selection Criteria Academic Year.

For each Student with Qualification Refundable Withdrawal Period has Passed do the following:

Add to Count.
Write Audit Trail.
Rule Code can be Source of Funding and/or External Body Restricted or Not Restricated:

Accrual will be written-off.

Not Restricted:

Process 3rd Party Payment/Commission using Accrual/Income.

To differentiate between Audit Trail Record Type the combinations are:

Records can be classified by Record Type is equal to "F1".
External Body Restricted Record Type is equal to "E1".
Not Restricted Record Type is equal to "31".

Back to rule codes

Rule Code J: Qualification Service Request Before Award Qualification

Rule J has 6 rule codes, namely J1, J2, J3, J4, J5, J6. The reason is.

The client can have 6 different rule J setups that can be linked to different 3rd Party Report Definitions {FSATPP-3}.
The processing rules of the 6 rule J's is the same, the difference between them is that they use a different external code type set/setup for Qualification List and is coded as follow:

Rule C Code	Qualification List (QQ%)
J1	QQ1
J2	QQ2
J3	QQ3
J4	QQ4
J5	QQ5
J6	QQ6

General

Processing

Service Request Fee Structure may raise Accrual/Commission at application of the Service Request.

3rd Party Payment Process ignores the fact whether an accrual was raised or not.

Only Qualifications as per Service Request and predefined Qualification List.

Based on Service Request Application Outcome the amounts are Payable, using Payment Transaction Type.

Service Request for a Qualification before Qualification was awarded.

Contract Definition may Exclude a record.

The predefined Qualification List is equal to QQ%.

Qualifications External Type is defined in option {GOPS-21} and this rule use only the following fields.

External Body	3RP
External Code Type	QQ%
Internal Code	*1

*1 The Qualification Code as define in option {SACAD-13}
Rules:

Records must exist for External Body 3RP External Code Type QQ%

This 3rd Party Rule Code will not use the value of field Subject/ Curriculum Module.

The Result Outcome Code must be not null.
Service Code must be equal to the Service code of the 3rd Party Report Definition.
Not yet in the Audit Report.
Only for Selection Criteria Academic Year.

For each Student with Service Request Outcomes do the following:

Add to Count.
Write Audit Trail.
Service Request outcomes Not Eligible or Qualification Excluded will reverse the Accrual
Rule Code can be Source of Funding and/or External Body Restricted or Not Restricted:

If restricted, accrual will be written-off.

Service Request Eligible and Not Restricted:

Process 3rd Party Payment/Commission using Accrual/Income.

Record Type differentiates between Audit Trail records for this report code. The combinations are:

Not Eligible: Record Type is equal to "NS".
Qualification Excluded: Record Type is equal to "QS".
Funds Restricted: Record Type is equal to "FS".
External Body Restricted: Record Type is equal to "ES".
Service Request Eligible and Not Restricted Record: Type is equal to "3S".
Contract does not Exist/not linked to Registration: Type is equal to "DS".

Back to rule codes

History Of Changes

Date	System Version	By Whom	Job	Description
08-Aug-2006	v01.0.0.0	Marchand Hildebrand	t135029	New manual format.
28-Jan-2007	v01.0.0.0	Charlene van der Schyff	t134766	New Manual Format Updated. inserted Pic and more Columns.
22-Jun-2009	v01.0.0.1	Ernie van den Berg	t157364	Review the manual.