Oracle/Student Financials Fundamentals Rel 9.2 Ed 5

Student Financials Fundamentals Rel 9.2 Ed 5 Certification Training Course Overview

Enroll for the 4-days Student Financials Fundamentals Rel 9.2 Ed 5 training and certification course from Koenig solutions accredited by Oracle.

In addition to defining rules for calculating and collecting tuition and fees, participants learn how to set up the PeopleSoft Enterprise Student Financials accounting structure (Business Units, Account Types, and Item Types). In depth activities provide participants with hands-on experience on how to set up security options and trees. Participants use workflow to review and approve groups of transactions and also learn how financial data is transmitted and received for groups of students. Additionally, this course demonstrates how a student’s account is updated with anticipated aid and how aid is disbursed into the student account to reduce the balance. Participants prepare for billing customers, create billing standard requests, and design the invoice layout. Finally, participants review refunding rules, process a withdrawal, and run a batch refund.

Target Audience

This course is designed for:

  • Analyst
  • Implementer
  • Manager

Learning Objectives

Upon completion of this course, participants will be able to:

  • Calculate tuition and fees
  • Define the PeopleSoft Student Financials Foundation
  • Review tuition and fee calculations
  • Maintain receivables
  • Disburse financial aid
  • Bill customers
  • Setup service indicators
  • Process refunds
  • Setup tuition and fee calculations

Student Financials Fundamentals Rel 9.2 Ed 5 (32 Hours) Download Course Contents

Live Virtual Classroom Fee For Both Group Training & 1-on-1 Training On Request
Group Training
08 - 11 Aug 09:00 AM - 05:00 PM CST
(8 Hours/Day)

06 - 09 Sep 09:00 AM - 05:00 PM CST
(8 Hours/Day)

04 - 07 Oct 09:00 AM - 05:00 PM CST
(8 Hours/Day)

1-on-1 Training (GTR)
4 Hours
8 Hours
Week Days
Week End

Start Time : At any time

12 AM
12 PM

GTR=Guaranteed to Run
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
On Request
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Course Modules

Module 1: Setting Up Tuition and Fee Calculations
  • Describing PeopleSoft Campus Solution components
  • Describing the set up for calculating tuition
  • Defining term and session tables
  • Setting up calendars
  • Establishing minimum and maximum fees
  • Defining criteria, tuition groups and waivers
  • Charging course fees
  • Scheduling classes
Module 2: Calculating Tuition and Fees
  • Adding students to programs
  • Activating students in a term
  • Calculating tuition and fees
  • Reviewing PeopleSoft Student Financials Self Service
Module 3: Defining the PeopleSoft Student Financials Foundation
  • Using keywords to search for item types
  • Setting up item types
  • Securing PeopleSoft Student Financials
  • Creating charge priority lists
  • Setting up global invoicing
  • Implementing payment swapping
Module 4: Reviewing Tuition and Fee Calculations
  • Defining transaction and optional fees
  • Setting up self service miscellaneous purchases
  • Describing the population selection update process
Module 5: Maintaining Receivables
  • Defining posting parameters in business units
  • Using workflow to notify users
  • Defining groups types and origins
  • Reviewing posting functionality
Module 6: Disbursing Financial Aid
  • Awarding financial aid manually
  • Passing anticipated aid
  • Disbursing financial aid
  • Reviewing global disbursement rules
  • Performing batch authorization and disbursement
Module 7: Billing Customers
  • Billing a customer
  • Preparing for billing
  • Using the payment applier
Module 8: Setting Up Service Indicators
  • Topic details are not available.
Module 9: Processing Refunds
  • Describing refunding
  • Defining refunding rules
  • Defining Payroll and AP refunding rules
  • Creating student online and batch refunds
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Course Prerequisites

Suggested Prerequisite

  • Understanding of the Campus Solutions academic structure

Required Prerequisite

  • Understanding of basic navigation and PeopleSoft concepts
  • Able to run processes and reports
  • Use of control tables to enforce business rules