SAP Easy Access Menu

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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 students academic records display on the
  right side of the screen

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Student Search

• There are three ways to pull up a students
  records
• Enter the students ID in the Student Number
  field
• Enter the students last name in the Student
  Number field, press Enter, and then double-click
  on the students name in the search screen

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Student Search

• Click on the Possible Entries icon in the Student
  Number field, enter the students last name,
  first name, and/or ID number (SSN) on the
  Personal Data tab, press Enter, and then
  double-click on the students 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 students 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 students 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 students 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.
In this case, we enter 8000 to see Tuition and
Mandatory Fee data
After specifying your criteria, click on the
Continue icon.
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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
Your settings remain until you log out. To
SAVE your settings, click on the Display/Change
Settings icon on the Application toolbar.
In the List display area, use the drop-down
menus to choose Line Layout, Sort Variant, and
Initial screen.
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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
FilterFunnel 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