Maintain 3rd Party Payment Audit Trail {FSATPP-9}

This option in the same as option {FSATPP-4} with the exception that the user may update/change the field New Record Type or Rollback (Both field per record cannot be used) as long as the field Recalculated Date is null. To apply the update/change to the system the user must run option {FSATPP-9}.

The option consist of two blocks namely:

Sort Order of Audit Information
Audit Information

Fields in the option:

Block 1: 3rd Party Payment Audit Trail: Sort Order

The purpose of the first block of this application is to allow the user to enter a sort order for records to be queried in block 2. This is helpful when querying as it allows the user to define the sort order in which records are returned in block 2. It is not mandatory to enter a sort order, except the default sort order and the user can go directly to block 2 to enter and/or execute a query. The sort order is distinct values between 1 and 12 in the different fields below.

Example: the default.

Block 2: 3rd Party Payment Audit Trail: Audit Trail

Only fields that can be maintained will be discussed, for the rest see option {FSATPP-4}

Field

Type
&
Length

Description

New Record Type

When will the user use this field:

If option {FSATPP-5} assigned a fail/restricted record type, that is normally not reported to the 3rd party, then the user may change it to a pass/not restricted record type.
To do a rollback will not solve the problem because the students data will not result in a pass/not restricted if recalculated by option {FSATPP-5}

The rules if using this field

a. This field can be updated, by the user if field Rollback and Recalculated Date is null, from null to not null or not null to null.

b. Only records where the Record Type is not equal to 3A, 3P, 31, 3S or 3Q is allowed to be updated in this field.

c. When the user update this field they are only allowed to use the following record types in the New Record Type field, namely: 3P, 31, 3S or 3Q.

The user is not allowed to pick any one of the 4 values randomly. The following rule will be applied:

Each record has a 3rd Party Report Code and the 3rd Party Report Code definition has a 3rd Party Report Rule Code. If this 3rd Party Report Rule Code is equal to or like the following, then the user may use the following record type:

Equal or Like	3rd Party Report Rule Code	May use record type
Equal	A	3P
Like	B% or C%	3P
Like	D%, E% or I%	31
Like	F%, G% or J%	3S
Like	H%	3Q

<List of Values> function is available and apply the above rules.
Pop Up Menu that has the following:

Description of the New Record Type.
List Of Value

Rollback

When will the user use this field:

The student data of the record has been change and the user required that option {FSATPP-5} must reassess the 3rd party record according to the current student data.

The rules if using this field:

This field can be updated, by the user if field New Record Type and Recalculated Date is null, from null to not null or not null to null.

User

The system will set this field to value of the user id if either new record type or rollback has a value, if the value is removed and both fields is null, the system will set this field to null as well.

Change Date

DD-MON-YYYY

The system will set this field to value of system date if either new record type or rollback has a value, if the value is removed and both fields is null, the system will set this field to null as well.

Recalculated Date

DD-MON-YYYY

This field must be null for the above function to be active. If new record type or rollback is not null then this value will be set to system date when the recalculation is done by {FSATPP-8}.

Example:

Example: The first two records are an example of a changed records.

Processing Rules
	No special processing rules