Transcript SAP Easy Access Menu - University of Kentucky

CM_CA_310
Display Student
Account Balance
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Course Content
• Introduction
• Unit 1- PIQST00 Account Balance Display
• Unit 2 – FPL9 Account Display
• Course Summary
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Prerequisites and Roles
•Prerequisites
 UK_100 IRIS Awareness & Navigation
 CM_200 Student Lifecycle Management Overview
•Roles
 Student Lifecycle Management End Users
 Admission/Registrar Office
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Student Account Balance
• In order to access student account balances, you need:
 To complete the CM_CA_310 Student Account Balance
course and pass the assessment
 To be designated as a person with the responsibility to
view student account balances
 To sign a Statement of Responsibility (SOR) form located
at http://www.uky.edu/IRIS
 If you have signed your SOR in the past, you do not need to
sign it again
• If you do not have access, please work with your college
contact to get this access assigned
 The college contact list is located at
http://www.uky.edu/IRIS/CM/cm-group.html
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Unit 1
PIQST00
Student Account
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PIQST00
• In production, use one of the following methods to access
PIQST00 which contains both Student File and Student Master
Data records

Enter PIQST00 in the command
field and press Enter

Add PIQST00 to your favorites
(preferred by most users)

Use the menu path, Student
Lifecycle Management  PIQST00
Student File
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PIQST00 Student File
• The Object Manager
displays on the left side
of the screen

Most users do not use
this feature

To close, use the
menu Settings  Hide
Object Manager
• The student’s academic
records display on the
right side of the screen
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Student Search
•There are three ways to pull up a student’s records
Enter the student’s ID in the Student Number field
Enter the student’s last name in the Student Number field,
press Enter, and then double-click on the student’s name in
the search screen
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Student Search
Click on the Possible Entries icon in the Student Number field,
enter the student’s last name, first name, and/or ID number
(SSN) on the Personal Data tab, press Enter, and then doubleclick on the student’s name
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FERPA
• Students may place privacy flags on their records which indicate
that the student has restricted directory information under the
Family Educational Rights and Privacy Act (FERPA)
• When the records are accessed, the Data Privacy Warning (FERPA)
window displays
• If this message displays, no information can be released on this
student, not even to the student unless the student provides
picture ID
• Close the window by clicking on the Continue icon or pressing
Enter
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Student File - Account Balance Icon
Once the student information is displayed,
click on the Account Balance icon
(located on the Application Toolbar)
NOTE: If you click the icon and the student has no
open (unpaid) items, you will remain on the Student
File screen.
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Unit 1 - Exercise
Exercise 1
Display Student
Account Balance
(PIQST00)
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Account Display: Is There a Balance?
If the student has open (unpaid) items, the Account
Display screen appears.
Status Indicators:
•Red means the Receivable is open (unpaid) and due.
•Yellow means the item is due today.
•Green means the item is not due.
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Account Balance Display - Views
Different views are available at the top of the screen.
Click on the view name to display that view:
• The screen opens with Receivables selected.
This
shows the open (unpaid) items on the account.
• Click on Totals to see an overview.
• Click on Payment list to see payments that have been
made.
• Click on Chronology to sort by due date.
• NOTE: The Down Payments view is not used.
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Account Balance Display - Columns
• Post Date – Date the transaction was posted to the student’s
account
• Due Date – Date the payment is due.
In most cases, the
posting date and due date are the same.
• Document Number – CM document number for the item
posted to the student’s account.
• Confirmation Number – Number assigned by the system
when a student pays via the web (Biller Direct).
• Total Amount – Original amount of the transaction before
anything was cleared.
• Open Items – Unpaid balance of the transaction.
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Account Balance Display - Columns
• Type – The code for the transaction type.
• Per – Period Key; some transactions will be assigned an
identifier to indicate the period in which they were
posted. Example: For 0830, the 08 specifies 2008 and
the 30 specifies Spring Semester
• Grant – The type of financial aid that is posted to a
student’s account.
• Transaction type – The specific type of transaction
• Description – A brief description of the transaction.
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Unit 2
FPL9 Detailed
Account Display
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FPL9 Account Display
To display more
DETAILED
Student Account
information, use
transaction FPL9
If you know the student
number, enter it in the
Business partn field
(Business Partner) and press
Enter.
Or click on the
Possible Entries icon
to perform a search.
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FPL9 Search
Always use
Partner by
Student
to perform an
FPL9 search.
The search fields appear.
Type your search terms
and press Enter. If more
than one student is
returned, double-click on
the appropriate entry.
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FPL9 Recommended Settings
Select these settings when using FPL9.
List Type: NOSTATS
Non-Statistical Items
Line Layout:
ZMB ST Acct Bal with
Clearing Docs
Sort Variant:
002 Post Date
Ascending
Initial Screen: 1 Receivables
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FPL9 Recommended Settings
Use the drop-down
menus to specify
settings.
For example, most
likely you do not
want statistical
postings (such as
estimated aid) to be
displayed.
To indicate this, in
the List Type field
select: NOSTATS
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FPL9 Selection Conditions
In the “Further
selections” area, to
specify the fields you
want displayed, click
the Create Selection
Conditions button.
On the list that appears, select
the fields you want to see.
Then press Enter or click
on the Continue icon.
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FPL9 Selection Conditions
In this case we select
“Main Trans” which
stands for Main
Transactions.
Then press Enter or
click the Continue icon
to display the
Selection Criteria
Values window .
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FPL9 Selection Criteria
Now specify your selection
criteria values. To see
options, click on the
Possible Entries icon.
After specifying your
criteria, click on the
Continue icon.
In this case, we enter
8000 to see Tuition and
Mandatory Fee data
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FPL9
Because we specified 8000 as our Selection Criteria,
only Tuition and Mandatory Fees are displayed on
the student account screen.
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FPL9 Main Transactions
 8000 = Tuition and Mandatory Fees
(Fee Calculation 257-3406)
 9600 = Financial Aid
(Financial Aid 257-3172)
 9010
= Athletic Rent/NCAA/Special Requests
(Athletics Department 257-3838)
 9400 = Housing (Housing 257-1866)
 9300 = Dining = (Food Services 257-6159)
 5000 = Refunds (Payments)
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FPL9 Object Types – Mandatory Fees
TUIT
Tuition
TECH
Technology Fee
SPEC
Program & Course Fees
WRFL
WRFL
HOUS
Housing
SECT
Seaton Center Fee
DINI
Dining
SCTR
Student Center Fee
INHI
International Student
Health Insurance
SHEA
Student Health Fee
SSER
Student Services
INTL
International Study
Abroad Fee
SACT
Student Activity Board
ATHL
Athletic Fee
SGOV
Student Government
STVF
Student Involvement Fee
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FPL9
In the List display
area, use the dropdown menus to
choose Line Layout,
Sort Variant, and
Initial screen.
Your settings remain
until you log out.
To SAVE your settings,
click on the
Display/Change
Settings icon on the
Application toolbar.
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FPL9 Locks
Shown here are the
locks that appear in
FPL9.
If there is an
adjustment, a lock is
put on the account for
30 days.
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FPL9 Example #1
This student dropped a class but had made
a payment; therefore, only the amount for
the dropped class was posted.
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FPL9 Example #2
This account does not have any payments;
therefore, all the charges are open
(unpaid).
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FPL9 Example #3
This account was reduced by the full amount
since the student cancelled at 100%.
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FPL9 Tools
Filter
Funnel = Display only certain data
Sort in Ascending Order – A to Z
Sort in Descending Order – Z to A
Sum
Sum From
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CM Help
• myHelp website:
 http://myHelp.uky.edu/rwd/HTML/CM.html
 Contains Quick Reference Cards (QRCs), updated course
manuals, Simulations, CM Frequently Asked Questions,
CM Go-Live Book, and other job aids
• IRIS website
 http://www.uky.edu/IRIS/CM/
 Contains Information Directory, Forms, and other
references
• Problems with AD password, myUK portal not working, or
IRIS session suddenly terminated and you cannot regain
access
 Contact the IT Customer Service Center (7-1300) or you
computer support technician
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Other CM Courses
• Register for Instructor Led courses at
http://www.uky.edu/IRIS/train
 CM_AD_300 Event Planning
 CM_AD_315 Booking Rules
 CM_AD_340 Program of Study
• IRIS CM Web Courses
are available at
http://myhelp.uky.edu/rwd/HTML/CM.html
 CM_200 Student Lifecycle Management Overview
 CM_AD_310 Student Records
 CM_AD_320 Booking
 CM_WP_210 Grading
 CM_WP_220 Overrides
 CM_WP_310 Advising
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Summary
You now are able to:
• Display the Student Account Balance
via the Student File (transaction PIQST00)
• Display detailed student account
information using transaction FPL9
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