A Student Records user will use the List Payments screen to find and reconcile Payment Items and to create and provide a daily transaction report for Finance.
This screen uses the PASIprep List Items Template
The following PASIprep Permission Levels are used to control access this functionality:
Permission | Behavior |
---|---|
PASIprep Level 30 Permission - View Payment Items | View Payments Items |
PASIprep Level 31 Permission - Manage Payment Items | Manage Payment Items |
The user can query for a list of Payment Items with the following criteria :
Field | Description |
---|---|
Type (Payment Item Type) | The type of Item related to the payment * Transcript * Diploma Exam Registration - Rewrite * Diploma Exam Registration - Unfunded * Diploma Exam Registration - Rewrite Unfunded student |
Created by Start Date/Time | The earliest date and time the Payment Item was created Mandatory; by default, it is set to 24 hours in the past |
Created by End Date/Time | The latest date and time the Payment Item was created Mandatory; by default, it is set to the current date/time |
Show Waived Transaction Only | Ensures the query returns only waived transactions |
The following controls are used within this section of the screen:
Control | Behavior |
---|---|
Search | Invokes the query using the search criteria provided. See query logic below. |
Clear All | Clears search criteria |
This screen is used to support payment reconciliation and reporting for transactions processed by Student Records. As such the query only considers the following records:
The following data is presented on the PASIprep Business Object Grid:
Field Name | Description |
---|---|
Check Box |
Checkbox to select the record for further actions |
View |
Opens the: |
Edit |
Opens the: |
Type | The type of Item related to the payment * Transcript * Diploma Exam Registration - Rewrite * Diploma Exam Registration - Unfunded * Diploma Exam Registration - Rewrite Unfunded student |
ASN |
ASN of the student the transcript order / DER Request is for |
Order/DER | If the payment item is a Transcript Order, this is the Document Order Identifier, shown as a hyperlink
If the payment item is a Diploma Exam Registration Request, this is the Diploma Exam Registration Request ID |
Copies/Registrations |
If the payment item is a Transcript Order, this is the sum of the Number of Copies of all the Document Order Items in the Order |
Amount Collected |
If the payment item is a Transcript Order, this is the Document Order’s Document Order Amount Collected |
Total Cost |
If the payment item is a Transcript Order, this is the Document Order’s Document Order Total Amount |
Payment Method |
If the payment item is a Transcript Order, this is the Document Order’s Document Order Payment Method |
Created By |
Show the user who created the Transcript Document Order / Diploma Exam Registration Request |
Created Date/Time |
This is the created date/time for the item |
Payment Reference ID (hidden by default) |
If the payment item is a Transcript Order, this is the Document Order Payment Transaction ID |
Last Updated Date (hidden by default) | Show the last updated date/time for the record |
Last Updated By (hidden by default) | Show the user who last modified the record |
The following controls are used within this section of the screen:
Control | Behavior |
---|---|
Download Receipt | Selecting this option will open the corresponding receipt PDF (DER or Transcript) - see Payment Receipts Specification for more details |