Student Payment Package - Documentation Acosys

Used By

school admins, administrative staff, or the school finance office

Data Type

master

Search Keys

Code, Name

When to Use This Form

When the school creates a fee package for a particular sub-class or study group.
When several payment items need combining into one billing package.
When the new school year's fees need preparing before students are billed.

Before You Start

Make sure the sub-class and student payment items have been created.
Prepare the list of fees, amounts, and payment order that will go into the package.

Workflow

Open Student Billing / Billing Setup / Student Payment Package.
Enter the code, package name, and the sub-class that uses the package.
Add the payment details along with the amounts or rules that apply.
Check the total and the arrangement of the details against the school fee policy.
Click Save so the package can be used when creating student bills.

Key Fields

Field	Explanation for Users	Status
Code `id`	Payment package code. Use a code that is easy to associate with the sub-class or school year.	Required
Name `name`	Payment package name shown when selecting a student's fee package.	Required
Sub Class `schoolsubclass`	Sub-class that will use this payment package.	Required
Payment Details `schoolpaymentpackagedetail`	List of payment items and amounts that make up this package.	Optional
Last Modified `updatetimestamp`	Last Modified is audit information filled in automatically by the application.	Optional

Details and Relations

Payment Details contains the list of fees that need to be checked one by one before the package is used.

What Happens After Saving

The package can be used to build student bills according to the sub-class.
Changing the payment details can affect new bills created after the change.
If the sub-class or required details are incomplete, the application rejects the save.

Common Problems

Package cannot be saved: check the code, name, sub-class, and payment details.
Student bill is wrong: check the items and amounts in the package details.
Package has the wrong sub-class: make sure the sub-class is selected before the package is used.

Available Fields

The following list summarizes the fields available on the form. Rarely used fields are still listed so they are easy to look up during training or support.

Field	Explanation for Users	Status
Code `id`	Payment package code. Use a code that is easy to associate with the sub-class or school year.	Required
Name `name`	Payment package name shown when selecting a student's fee package.	Required
Sub Class `schoolsubclass`	Sub-class that will use this payment package.	Required
Payment Details `schoolpaymentpackagedetail`	List of payment items and amounts that make up this package.	Optional
Created By `usercreate`	Created By is audit information filled in automatically by the application.	Optional
Modified By `useredit`	Modified By is audit information filled in automatically by the application.	Optional
Last Modified `updatetimestamp`	Last Modified is audit information filled in automatically by the application.	Optional

User Checklist

Code, package name, and sub-class are correct. Payment details and amounts have been checked. The fee arrangement follows school policy. The package is ready for creating student bills.

Menu Location

Student Billing / Billing Setup / Student Payment Package
/form/schoolpaymentpackage