Student Financials Fundamentals Rel 9.2 Ed 5 Course Overview

To ensure a productive learning experience in the Student Financials Fundamentals Rel 9.2 Ed 5 course, participants should ideally have the following prerequisites:

• Basic understanding of higher education institution financial processes and terminology.
• Familiarity with PeopleSoft navigation and PeopleSoft Campus Solutions concepts.
• An understanding of academic structure within Campus Solutions (such as terms, sessions, and class scheduling).
• Knowledge of general accounting principles and their application in student financial operations.
• Proficiency with using computers, including the ability to operate a web browser and use office productivity software (e.g., Microsoft Office Suite).
• Basic problem-solving skills and the ability to apply logical thinking to setting up and configuring systems.

These prerequisites are designed to provide a solid foundation for learning the specifics of the PeopleSoft Campus Solutions Student Financials module. No prior expertise in PeopleSoft is required, but exposure to PeopleSoft or similar enterprise resource planning (ERP) systems can be beneficial.

Target Audience for Student Financials Fundamentals Rel 9.2 Ed 5

The Student Financials Fundamentals Rel 9.2 Ed 5 course equips professionals with skills to manage tuition and fees using PeopleSoft Campus Solutions.

• University and College Administrators
• Student Financial Services Staff
• Bursars and Billing Officers
• Financial Aid Officers
• IT Professionals managing student information systems
• Registrars and Enrollment Managers
• PeopleSoft Campus Solutions Implementers
• Business Analysts in Higher Education Institutions
• Higher Education Consultants specializing in student financials
• ERP Specialists in the Education sector
• Compliance Officers in Education Finance

Learning Objectives - What you will Learn in this Student Financials Fundamentals Rel 9.2 Ed 5?

Introduction to Course Learning Outcomes:

Gain comprehensive skills in managing student finances within PeopleSoft Campus Solutions 9.2, from setting up and calculating tuition fees to disbursing financial aid and processing refunds.

Learning Objectives and Outcomes:

• Understand the key components of PeopleSoft Campus Solutions and their roles in student financial management.
• Set up and define the calculations for tuition and fees, including term and session tables, calendars, and minimum-maximum fee thresholds.
• Learn to categorize students into tuition groups, apply waivers, and charge course-specific fees effectively.
• Add and activate students in terms for accurate tuition calculation and leverage PeopleSoft Student Financials Self Service for review.
• Establish a foundational understanding of item types, secure the financials system, and manage charge priority lists for global invoicing.
• Develop skills to set up transaction and optional fees, as well as enable self-service for miscellaneous purchases.
• Maintain receivables by defining posting parameters, utilizing workflow notifications, and understanding group types and origins.
• Manage financial aid disbursement processes, including manual awarding, anticipation, batch authorization, and compliance with global disbursement rules.
• Learn the billing process for customers, prepare for billing cycles, and apply payments through the payment applier.
• Set up service indicators for student accounts and execute refund processes, including defining rules and creating online and batch student refunds.