PeopleSoft Enterprise Student Financials 9.0 Reports...SF754 StudentsinCollections Thisreportlistsstudents placedincollections. (Crystal) StudentFinancials, Collections,Customersin

PeopleSoft Enterprise StudentFinancials 9.0 Reports

March 2010

PeopleSoft Enterprise Student Financials 9.0 ReportsSKU cs9lssf-r0310

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Contents

Chapter 1PeopleSoft Student Financials Reports .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1PeopleSoft Student Financials Reports: A to Z ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Crystal and SQR Reports.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . 1Setup Table Crystal Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . 8

Chapter 2Report Samples... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. iii

Contents

iv Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

CHAPTER 1

PeopleSoft Student Financials Reports

This appendix provides an overview of Student Financials reports, and enables you to view a summary tables of allreports.

Note. For samples of some of these reports, see the Portable Document Format (PDF) files published on CD-ROMwith your documentation.

See AlsoEnterprise PeopleTools PeopleBook: Process Scheduler

PeopleSoft Student Financials Reports: A to ZThis table lists the Student Financials reports, sorted alphanumerically by report ID.

• Crystal and SQR Reports• Setup Table Reports

Crystal and SQR ReportsReport ID and Report

NameDescription Navigation Run Control Page

SF707Group Summary Report

Group posting summaryreport of student financialsystem. (Crystal)

Student Financials, Chargesand Payments, GroupProcessing, Group Summary

RUNCTL_SF707

SF708Fee Calculation ErrorsReport

This report lists all errormessages for a batch ID.(Crystal)

Student Financials, Tuitionand Fees, Calculate BatchTuition, Tuition Calc ErrorReport

RUNCTL_SF708

SF709Fees After CalculationReport

This report lists all tuitionand fees for a student.(Crystal)

Student Financials, Tuitionand Fees, CalculateBatch Tuition, Fees AfterCalculation Report

RUNCTL_SF709

SF710Fees Prior to Posting Report

This report lists a student’stuition and fees prior toposting. (Crystal)

Student Financials, Tuitionand Fees, Calculate BatchTuition, Fees Prior to PostingReport

RUNCTL_SF710

SF711ABICrystal Bill for StudentFinancials

This report generates astudent bill for print usingCrystal. (Crystal)

Student Financials, BillCustomers, Student Bills,Print Invoice Crystal

RUNCTL_SF711AB

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1

PeopleSoft Student Financials Reports Chapter 1

Report ID and ReportName

Description Navigation Run Control Page

SF726Daily Activity

Summary of daily postingactivity, by Item type Code.(Crystal)

Student Financials, Chargesand Payments, PostingReports, Daily Activity

RUNCTL_SF726

SF727Daily Posting Activity

Daily posting activity forstudent post. (Crystal)

Student Financials, Chargesand Payments, PostingReports, Daily PostingActivity

RUNCTL_SF727

SF728Enrollment CancellationReport

This report lists all studentswho have been processed forenrollment cancellation forterm or class cancellations.(Crystal)

Student Financials, Tuitionand Fees, Cancellation,Report Cancellation

RUNCTL_SF728

SF732Refund Customers Rpt

This report lists informationon individual refunds.(Crystal)

Student Financials, Refunds,Reports, Individual Refunds

RUNCTL_SF732

SF736Run Organization Report

Refund ExternalOrganization Report bybusiness unit. (Crystal)

Student Financials, Refunds,Reports, CorporationRefunds

RUNCTL_SF732

SF750Receipts per Business Day

This report lists allinformation about receiptsprocessed on a specificbusiness date in cashiering.(Crystal)

Student Financials,Cashiering, Balance byBusiness Day, Receipts ByBusiness Date

RUNCTL_SF750

SF750RReceipt by Number

This report generates acashiering receipt for printusing Crystal. It lists allreceipt information. (Crystal)

Student Financials,Cashiering, Balance byBusiness Day, Receipts ByNumber Summary

RUNCTL_SF750R

SF753ABICrystal Org Bill for SF

This report generates anexternal organization bill forprint using Crystal. (Crystal)

Student Financials, BillCustomers, Corporate Bills,Print Invoice Crystal

RUNCTL_SF753AB_ORG

SF754Students in Collections

This report lists studentsplaced in collections.(Crystal)

Student Financials,Collections, Customers inCollection

RUNCTL_COLLECT_SF

SF755Organizations in Collections

This report lists allorganizations placed incollections. (Crystal)

Student Financials,Collections, Corporations inCollection

RUNCTL_COLLECT_SF

SF756Group Detail Report

Group posting detail report.(Crystal)

Student Financials, Chargesand Payments, GroupProcessing, Group Detail

RUNCTL_SF707

SF757Receipts by Deposit ID

This report lists allinformation about receiptsprocessed using a specifieddeposit ID within cashiering.(Crystal)

Student Financials,Cashiering, Balance ByBusiness Day, Receipts byDeposit ID Summary

RUNCTL_SF757

SF783Late Fees Report

This report lists allindividuals who wereassessed late fees for a givenbatch ID. (Crystal)

Student Financials, Chargesand Payments, Late Fees,Late Fees Report

RUNCTL_SF783

2 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Chapter 1 PeopleSoft Student Financials Reports



SF800Business Unit PermissionList

SF security listing ofbusiness units secured by apermission list. (Crystal)

Set Up SACR, Security,Secure Student Financials,Permission List Reports,Business Unit

PRCSRUNCNTL_SF

SF801Business Unit User ID

SF security listing ofbusiness units secured by asingle user ID. (Crystal)

Set Up SACR, Security,Secure Student Financials,User Reports, Business Unit

PRCSRUNCNTL_SF

SF802Cashier Office PermissionList

This report lists anypermission lists with securityfor specified cashier offices.(Crystal)

Set Up SACR, Security,Secure Student Financials,Permission List Reports,Cashier Office

PRCSRUNCNTL_SF

SF803Cashier Office User ID

This report lists all user IDswith security for specifiedcashier offices. (Crystal)

Set Up SACR, Security,Secure Student Financials,User Reports, Cashier Office

PRCSRUNCNTL_SF

SF804Credit Card Permission List

This report lists anypermission lists with creditcard security. (Crystal)

Set Up SACR, Security,Secure Student Financials,Permission List Reports,Credit Card

PRCSRUNCNTL_SF

SF805Credit Card User ID

This report lists any user IDswith credit card security.(Crystal)

Set Up SACR, Security,Secure Student Financials,User Reports, Credit Card

PRCSRUNCNTL_SF

SF806Company Permission List

SF security listing ofcompanies secured by apermission list. (Crystal)

Set Up SACR, Security,Secure Student Financials,Permission List Reports,Company

PRCSRUNCNTL_SF

SF807Company User ID

SF security listing ofcompanies secured by asingle user ID. (Crystal)

Set Up SACR, Security,Secure Student Financials,User Reports, Company

PRCSRUNCNTL_SF

SF809Item Type Permission List

SF security listing ofitem types secured by apermission list. (Crystal)

Set Up SACR, Security,Secure Student Financials,Permission List Reports,Item Type

PRCSRUNCNTL_SF

SF810Item Type User ID

SF security listing of itemtypes secured by a singleuser ID. (Crystal)

Set Up SACR, Security,Secure Student Financials,User Reports, Item Type

PRCSRUNCNTL_SF

SF811SetID Permission List

SF security listing of setIDssecured by a permission list.(Crystal)

Set Up SACR, Security,Secure Student Financials,Permission List Reports,SetID

PRCSRUNCNTL_SF

SF812SetID User ID

SF security listing of setIDssecured by an individualuser ID. (Crystal)

SetID Set Up SACR,Security, Secure StudentFinancials, User Reports,SetID

PRCSRUNCNTL_SF

SF814TP Contracts

Third-party contract setupvalues. (Crystal)

Student Financials, PaymentPlans, Third Party Contract,Third Party Contract Report

RUNCTL_SF814

SF815ETrial Bal by Acct (Eff Dt)

This report lists the trialbalance by account by itemeffective date. (Crystal)

Student Financials, GLInterface, Trial BalanceReports, By Account

RUNCTL_SF815





SF815PTrial Bal by Acct (Post Date)

This report lists trial balancesby account by posted date.(Crystal)

Student Financials, GLInterface, Trial BalanceReports, By Account

RUNCTL_SF815

SF816ETrial Bal by Stud Itm (EffDt)

Trial balance by studentitem (item effective date).(Crystal)

Student Financials, GLInterface, Trial BalanceReports, By Student Item

RUNCTL_SF815

SF816PTrial Bal by Stud Itm (PstDt)

Trial balance by student item(post date). (Crystal)

Student Financials, GLInterface, Trial BalanceReports, By Student Item

RUNCTL_SF815

SF817ETrial Bal by Student (Eff Dt)

Trial balance by student (itemeffective date). (Crystal)

Student Financials, GLInterface, Trial BalanceReports, By Student

RUNCTL_SF815

SF817PTrial Bal by Student (PostDt)

Trial balance by student (postdate). (Crystal)

Student Financials, GLInterface, Trial BalanceReports, By Student

RUNCTL_SF815

SF818ETrl Bal Corp by Acct (EffDt)

Trial balance corporationby account (item effectivedate). (Crystal)

Student Financials, GLInterface, Trial BalanceReports, By CorporateAccount

RUNCTL_SF815

SF818PTrl Bal Corp by Acct (Pst Dt)

Trial balance organization byaccount (post date). (Crystal)

Student Financials, GLInterface, Trial BalanceReports, By CorporateAccount

RUNCTL_SF815

SF819ETrial Bal by Corp Itm(Eff Dt)

Trial balance by corporationitem (item effective date).(Crystal)

Student Financials, GLInterface, Trial BalanceReports, By Corporate Item

RUNCTL_SF815

SF819PTrial Bal by Corp Itm(Pst Dt)

Trial balance by corporationitem (post date). (Crystal)

Student Financials, GLInterface, Trial BalanceReports, By Corporate Item

RUNCTL_SF815

SF820ETrial Bal by Corp (Eff Date)

Trial balance by corporation(item effective date).(Crystal)

Student Financials, GLInterface, Trial BalanceReports, By Corporation

RUNCTL_SF815

SF820PTrial Bal by Corp (PostDate)

Trial balance by corporation(post date). (Crystal)

Student Financials, GLInterface, Trial BalanceReports, By Corporation

RUNCTL_SF815

SF821Credit History for AllStudents

Credit history for all students,for a specified business unitand effective date. (Crystal)

Student Financials,Collections, Credit History,All Customer Report

RUNCTL_SFBU_ASOFDT

SF822Credit History for OneStudent

Credit history for onestudent, for a specifiedbusiness unit and effectivedate. (Crystal)

Student Financials,Collections, Credit History,One Customer Report

RUNCTL_SF822

SF823Credit History for AllCorporations

Credit history for allcorporations, for a specifiedbusiness unit and effectivedate. (Crystal)

Student Financials,Collections, Credit History,All Corporation Report

RUNCTL_SF823

SF824Credit History for OneCorporation

Credit history for onecorporation, for a specifiedbusiness unit and effectivedate. (Crystal)

Student Financials,Collections, Credit History,One Corporation Report

RUNCTL_SF824





SF825Credit History Studentby Acct

Credit history for all students,by account, for a specifiedbusiness unit and effectivedate. (Crystal)

Student Financials,Collections, Credit History,Customer Report by Account

RUNCTL_SF825

SF826Credit History by Accountfor Corporations

Credit history for allcorporations, by accountnumber, for a specifiedbusiness unit and effectivedate. (Crystal)

Student Financials,Collections, Credit History,Corporate Account Report

RUNCTL_SF826

SF828Open Refunds

Open refunds, sorted bystudent name. (Crystal)

Student Financials, Refunds,Reports, Open Refunds

RUNCTL_SF828

SF829Refunds by Date

This report lists all refundsprocessed for a certain date.(Crystal)

Student Financials, Refunds,Reports, Refunds by Date

RUNCTL_SF829

SF830Completed Refunds by Date

This report lists all completedrefunds by date. It also listsinformation on paycheckgross, taxes and net amounts.(Crystal)

Student Financials, Refunds,Reports, Completed Refundsby Date

RUNCTL_SF830

SF847Group Post SuspendedReport

Detailed list of transactionsthat have not been postedthrough the Group Postprocess. (Crystal)

Student Financials, Chargesand Payments, GroupProcessing, Group Post—Suspended

RUNCTL_SF847

SF853Batch Refund

This report lists all refundsprocessed within a specifiedBatch ID. (Crystal)

Student Financials, Refunds,Process Batch Refunds,Report Batch Refunds

RUNCTL_SF853

SF854Batch RefundMessages

This report lists all erroror warning messagesencountered during aspecified Batch ID. (Crystal)

Student Financials, Refunds,Process Batch Refunds,Report Batch Messages

RUNCTL_SF854

SF856Account Audit Statement

Detail transaction listing foran individual or externalorganization. (Crystal)

Student Financials, Chargesand Payments, PostingReports, Account AuditStatement Report

RUNCTL_SF856

SF859Tax Assessment SummaryReport

The tax assessment summaryreport for a given periodby business unit and taxauthority. (Crystal)

Student Financials, Taxes,Tax Reports, GST TaxSummary Report

RUNCTL_SF859

SF860Individual tax detail

Individual tax detail reportfor a given reporting period.(Crystal)

Student Financials, Taxes,Tax Reports, Individual GSTTax Detail

RUNCTL_SF860

SF861Organization Tax Detail

Organization tax detail reportfor a given reporting period.(Crystal)

Student Financials, Taxes,Tax Reports, OrganizationGST Tax Detail

RUNCTL_SF861

SF862Batch Credit Card Detail Rpt

This report lists all therelevant credit card detailsper batch ID from the RefundCredit Card −Web process.(Crystal)

Student Financials, Refunds,Electronic Payment Refunds,Batch ePayment RefundDetails

RUN_CNTL_SF862





SF1098RPPrint 1098-T Forms

This process prints 1098-Tforms and creates electronictransmission files. (SQR)

Student Financials, Taxes,Tax Reports, 1098–T FormPrint

RUNCTL_SF_SF1098RP

SF1098VP1098-T Validation and Audit

The 1098-T ValidationReport lists any records withinvalid data and assigns avalidation status to recordson the 1098-T Audit report.The Audit report lists allrecords generated in the1098-T generation processfor review before printing ortransmitting the file. (SQR)

Student Financials, Taxes,Tax Reports, 1098–T AuditReport

RUNCTL_SF_SF1098VP

SFBILLIVPrint Non-Extract FileInvoice

This report generates bills forprinting. (XML Publisher)(SQR)

• Student Financials, BillCustomers, Student Bills,Print Invoice

• Student Financials, BillCustomers, CorporateBills, Print Invoice

RUN_CNTL_PBILLRUN_CNTL_PBILL_ORG

SFBKPOSTSF Backup Post

This process purges theQUICK_POST_TBL andconsolidates the transactionsinto a posting group forreview. A listing of thesetransactions may begenerated. (SQR)

Student Financials, Chargesand Payments, GroupProcessing, Purge PostingTable

RUN_CNTL_SFBKPOST

SFCALTUITuition ResidencyCalculation

This report lists all studentsfor whom tuition residencycalculation has beenprocessed. (SQR)

Student Financials, Tuitionand Fees, Calculate BatchTuition, Calculate Terms inResidency

RUNCTL_CALC_TUIT_R

SFCOLLECCollections

This report lists eachstudent or corporationthat has been assigned tocollections. This includesthe past due categories andamounts. (SQR)

Student Financials,Collections, ProcessCollections

RUNCTL_COLLECT_SF

SFCOLLTRCollections Dunning Letter

This is a process that createscommunication recordsin PeopleSoft CampusCommunity for eachcollection letter requiringgeneration. (SQR)

Student Financials,Collections, LetterGeneration, GenerateDunning Letters

RUNCTL_SFBU

SFCPTMFECopy Term Fees

This program copies termfees from one term or onesession to another. The reportshows the details of the addedterm fees. (SQR)

Set Up SACR, ProductRelated, Student Financials,Tuition and Fees, CopyTerm Fees

RUNCTL_SFCPTMFE

SFDONATGenerate Donation Receipts

This program generates theinformation for receipts fordonations received byUniversities from thirdparties. (SQR)

Student Financials, Taxes,Generate Donation Receipts

RUN_PARM_DONAT





SFGENT4SF Generate T4A Data

Generates T4A data inpreparation for printing T4Aslips. (SQR)

Student Financials, Taxes,Generate T4A

RUNCTL_SF_GENT4

SFGLVAL1Invalid GL InterfaceChartfield Report

Lists invalid chartfields in SFtargets, tenders, class/coursefees and item types byterm. (SQR)

Set Up SACR, ProductRelated, Student Financials,General Ledger Interface,ChartField Validation

RUNCTL_SFGLVAL1

SFGT2202SF Generate T2202 Data

Generates T2202A data inpreparation for printingT2202A forms. (SQR)

Student Financials, Taxes,Generate T2202A

RUNCTL_SF_SFGT2202

SFJT2202Process T2202A Report File

This process generates theT2202A information. It willeither update the tables inpreparation for printing,or generate a report forreview. (SQR)

Student Financials, Taxes,Create T2202A Extract File

RUNCTL_SF_SFJT2202

SFLOCKINLock In Tuition and Fees

This report lists studentswho have had their tuitionlocked in. (SQR)

Student Financials, Tuitionand Fees, Process TuitionLock In

RUNCTL_LCK_IN_TUIT

SFPENRDPSF Enrollment Deposits

Creates and releases serviceindicators based on studentpayment of enrollmentdeposits. (SQR)

Student Financials, Chargesand Payments, EnrollmentDeposits

RUNCTL_ENRL_DPSTRUNCTL_ENRL_DPST2

SFPR2202Print T2202A Tax Forms

This process prints T2202Atax forms. (SQR)

Student Financials, Taxes,Print T2202A

RUNCTL_SFPR2202

SFPRGPLDSF External File Load

The process to load externalfiles. A detail listing of thetransactions loaded may begenerated. (SQR)

Student Financials, Chargesand Payments, GroupProcessing, External Files

RUNCTL_SFGPLOAD

SFRCRCPTPrint Receipt

This program prints studentpayment / departmentreceipts. (SQR) It generatesincome tax receipts forstudents enrolled in nondegree courses (Canadian)

Student Financials, Taxes,Generate Tax Receipts

RUNCTL_SFRECEPT

SFRSCVWSF Load Security Views

Listing of table views used inSF security. (SQR)

Set Up SACR, Security,Secure Student Financials,Process, Set Security

RUNCTL_SFSCRTY

SFRVRGRPGroup Reversal

Used to reverse a group afterit has been posted. (SQR)

Student Financials, Chargesand Payments, GroupProcessing, Reverse Groups

RUNCTL_SFRVRGRP

SFTBLVALTable Validation Report

This process reportson, and/or corrects anyreferential integrity issueswithin SF tables. (SQR)

Student Financials, Chargesand Payments, ValidateTables

RUN_CNTL_SFTBLVAL

SFTRMCPYCopy Term Session

This process copies chartfieldinformation by Item TypeClassification from one Termto another. (SQR)

Set Up SACR, ProductRelated, Student Financials,General Ledger Interface,Copy Term

RUNCTL_SFGL_FEE





SFWRTOFFBatchWrite off

Detailed listing of accountsflagged to be written off.(SQR)

Student Financials,Collections, Write Offs, RunWrite-off Process

RUNCTL_WRITE_OFF

Setup Table Crystal ReportsReport ID and Report

NameDescription Navigation Run Control Page

SF701Term Fees Table

This report lists allinformation from the TermFees Table. (Crystal)

Reporting Tools, Query,Query Manager

RUNCTL_SFSETID

SF702Term Sub Fees Report

This report lists informationfrom the Term Subfees Table.(Crystal)


RUNCTL_SF703

SF703Class Fees Report

This report lists allinformation from the ClassFees Table. (Crystal)


RUNCTL_SF704

SF704Course Fees Report

This report lists allinformation from the CourseFees Table. (Crystal)


RUNCTL_SF705

SF705Course Rates Table

This report lists allinformation from the CourseRates Table. (Crystal)


RUNCTL_SFSETID

SF712Billing and Due Calendars

This report lists allinformation from the Billingand Due Calendars Table.(Crystal)


RUNCTL_SF712

SF713Keyword Table

This report lists allinformation in the KeywordTable. (Crystal)


RUNCTL_SFSETID

SF714Account Type Table

Detailed setup report of theinstitution’s SF accounttypes. (Crystal)


RUNCTL_SF714

SF717Fee Class Table

This report lists allinformation in the Fee ClassTable. (Crystal)


RUNCTL_SF717

SF718Item Reason Table

Listing of item reason valuescreated. (Crystal)


RUNCTL_SF718

SF719Charge Priority List

Listing of values definedin the Charge Priority Listsetup. (Crystal)


RUNCTL_SF719

SF720Business Unit Table

Business Unit Table.(Crystal)


RUNCTL_SF720

SF721Group Type Table

Listing of the Group TypeTable. (Crystal)


RUNCTL_SF721

SF722Origin Table

Listing of values defined theorigin table setup. (Crystal)


RUNCTL_SF722





SF730Selection Criteria

This report lists informationin the Criteria Table.(Crystal)


RUNCTL_SF730

SF733Cash Offered Table Report

This report lists informationrelative to cashiering offices.(Crystal)


RUNCTL_SF733

SF734Tender Key Table Report

Report for the Tender KeyTable. (Crystal)


RUNCTL_SF734

SF735Target Key Table Report

Report for the Target KeyTable. (Crystal)


RUNCTL_SF735

SF740Cashier Message BusinessDate

This report lists all cashieringoffice messages. (Crystal)


RUNCTL_SF740

SF741Cashier Message Tender

This report lists any CashierTender messages within acashiering office. (Crystal)


RUNCTL_SF741

SF742Cashier Message Target

This report lists any CashierTarget messages within acashiering office. (Crystal)


RUNCTL_SF742

SF743Valid Cashiers Per Office

Report of the valid cashiersfor each office. (Crystal)


RUNCTL_SF743

SF744Follow Up Table

This report lists follow upactions for collectionsactivity by setID and as ofdate. (Crystal)


RUNCTL_SFASOFDT

SF745Collection Criteria

This report lists the criteriaused to assign studentcollection items to theappropriate collector.(Crystal)


RUNCTL_SFBU

SF746Corp Collection Criteria

This report lists the criteriaused to assign corporatecollection items to theappropriate collector.(Crystal)


RUNCTL_SFBU

SF747Collector

This report lists the collectorsby user ID. (Crystal)


RUNCTL_SFBU_ASOFDT

SF748Reason In Table

This report lists allinformation in the Reason Intable for collection activity.(Crystal)


RUNCTL_SFASOFDT

SF749Reason Out Table

This report lists allinformation in the ReasonOut table to remove astudent/corporation fromcollections. (Crystal)


RUNCTL_SFASOFDT

SF769Waiver Form Table

This lists all informationon the Waiver Form Table.(Crystal)


RUNCTL_SFASOFDT





SF773Application Fee

List of application fee codeswith subfees for each term.(Crystal)


RUNCTL_SFSETID

SF774ACourse List

This report contains theCourse List Details. (Crystal)


RUNCTL_SFASOFDT

SF774BCourse List Fees

This report lists allinformation from the CourseList Fee and Course ListSubfee Table. (Crystal)


RUNCTL_SFSETID

SF775Deposit Fees

This report lists allinformation from the DepositFee Table. (Crystal)


RUNCTL_SFSETID

SF776MinimumMaximum Fee

This lists all information onthe MinimumMaximum FeeTable. (Crystal)


RUNCTL_SFSETID

SF777Optional Fee Table

This report lists all valuesin the Optional Fee Table.(Crystal)


RUNCTL_SFASOFDT

SF778Optional Fee Term

This report lists all validvalues in the Optional Feesper Term Table. (Crystal)


RUNCTL_SFSETID

SF779Transaction Fees

This report lists allinformation on theTransaction Fee Table.(Crystal)


RUNCTL_SF779

SF779Transaction Fee Table

Transaction Fee Table.(Crystal)


RUNCTL_SFSETID

SF780Calc Control Table

List of careers in use for eachterm and the parameters (autocalc tuition/waivers, term andtransaction wash periods).(Crystal)


RUNCTL_SF771

SF781Waiver Table

This report lists allinformation on the WaiverTable. (Crystal)


RUNCTL_SFSETID

SF784Billing AgingMessages

This report lists all billingaging messages set up for abusiness unit. (Crystal)


RUNCTL_SFBU_ASOFDT

SF785Billing Message Table

Billing Message Table.(Crystal)


RUNCTL_SFASOFDT

SF786Billing Scan Line

This report lists allinformation from the BillingScan Line table. (Crystal)


PRCSRUNCNTL_SF

SF787Billing Type Table

This report lists allinformation from the BillingType Table. (Crystal)


RUNCTL_SFASOFDT

SF788Billing Messages forStudents

This report lists informationfrom the Billing Messagespage. (Crystal)


RUNCTL_SFBU_ASOFDT





SF789Billing Messages for Corp

This report lists informationfrom the Corporate Messagespage. (Crystal)


RUNCTL_SFBU_ASOFDT

SF790Billing Messages forCustomers

This report lists informationfrom the Customer Messagespage. (Crystal)


RUNCTL_SFBU_ASOFDT

SF791Invoice Layout

This report lists allinformation from the InvoiceLayout component. (Crystal)


RUNCTL_SFSETID

SF792Invoice Number

This report lists allinformation from the InvoiceNumber page. (Crystal)


PRCSRUNCNTL_SF

SF793Messages by Item Type

Messages by item type.(Crystal)


RUNCTL_SFBU_ASOFDT

SF794Billing Message Category

This report lists informationfrom the Billing MessageCategory page. (Crystal)


RUNCTL_SFBU_ASOFDT

SF795Billing Standard Request

This report lists allinformation from the BillingStandard Request table basedon setID. (Crystal)


RUNCTL_SFASOFDT

SF855Adjustment Calendars

List of detail for alladjustment codes inthe database. Includesadjustment options, adjustreasons, terms, and line datafor each category. (Crystal)


RUNCTL_SF855

SF858Tuition Group Report

This report lists allinformation for tuitiongroups. (Crystal)


RUNCTL_SF858


CHAPTER 2

Report Samples


Institution TIN: 95-1223331Institution Name : PeopleSoft UniversityInstitution Address: 4475 Willow Street

Pleasanton, CA 94588Institution Contact: Janet Smith 323/925-1742

Student SSN: 394-74-0423 Box 1 Amount:Student Name: Susan H Odelia Box 2 Amount: 2,800.00Student EMPLID: SFEK00051 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount: 1,000.00

Lee, CA 94587 Box 5 Amount:Future Per(Y/N): Y

Correction (Y/N): N Half Time (Y/N): YGraduate (Y/N): N

Student SSN: 539-53-7835 Box 1 Amount:Student Name: Jornell O Marshall Box 2 Amount: 7,150.00Student EMPLID: SFEK00052 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount: 1,000.00



Student SSN: 617-12-4339 Box 1 Amount:Student Name: Ramona I Weintraub Box 2 Amount: 7,100.00Student EMPLID: SFEK00053 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount: 1,000.00



Student SSN: 157-64-2017 Box 1 Amount:Student Name: Sirius P Chella Box 2 Amount: 7,100.00Student EMPLID: SFEK00054 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount: 300.00



Student SSN: 399-24-0526 Box 1 Amount:Student Name: Logan K Scannell Box 2 Amount: 6,800.00Student EMPLID: SFEK00055 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount: 1,000.00


Correction (Y/N): N Half Time (Y/N): NGraduate (Y/N): N

Student SSN: 180-96-9027 Box 1 Amount:

PeopleSoftReport ID: SF1098VP AUDIT AND VALIDATE 1098-T Page No. 1

Run Date 11/11/2004Run Time 09:32:26

Mode = Validate and Audit Only

-----------------------------------------------------------------------------------------------------------------------------

Student Name: Maria L Lourdes Box 2 Amount: 2,700.00Student EMPLID: SFEK00056 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount:



Student SSN: 885-79-1317 Box 1 Amount:Student Name: Jacob M Houston Box 2 Amount: 2,500.00Student EMPLID: SFEK00057 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount:



*** Invalid SSN

Student SSN: 204-35-8251 Box 1 Amount:Student Name: Leonard N Kellogg Box 2 Amount: 2,400.00Student EMPLID: SFEK00058 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount:



Student SSN: 313-96-5625 Box 1 Amount:Student Name: Halle B Cretchen Box 2 Amount: 1,800.00Student EMPLID: SFEK00059 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount:



Student SSN: 300-83-4376 Box 1 Amount:Student Name: Artis G Maklafey Box 2 Amount: 1,600.00Student EMPLID: SFEK00060 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount: 1,000.00



Student SSN: 686-69-5895 Box 1 Amount:Student Name: Amy F Orning Box 2 Amount: 6,800.00Student EMPLID: SFEK00061 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount: 375.00



Student SSN: 808-87-0746 Box 1 Amount:Student Name: Manuella V Rupong Box 2 Amount: 6,500.00Student EMPLID: SFEK00062 Box 3 Amount:


Run Date 11/11/2004Run Time 09:32:26


-----------------------------------------------------------------------------------------------------------------------------

Student Address: 123 Main Street Box 4 Amount: 1,000.00Lee, CA 94587 Box 5 Amount:

Future Per(Y/N): YCorrection (Y/N): N Half Time (Y/N): Y

Graduate (Y/N): N

*** Invalid SSN

Student SSN: 131-26-5324 Box 1 Amount:Student Name: Jorge C Elias Box 2 Amount: 2,200.00Student EMPLID: SFEK00063 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount:



Student SSN: 678-10-3626 Box 1 Amount:Student Name: Moses D Morning Box 2 Amount: 7,400.00Student EMPLID: SFEK00064 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount: 475.00



Student SSN: 891-47-8298 Box 1 Amount:Student Name: Gretchen W Boorack Box 2 Amount: 1,500.00Student EMPLID: SFEK00065 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount:



*** Invalid SSN

Student SSN: 160-51-6922 Box 1 Amount:Student Name: Jamie A Priney Box 2 Amount: 1,800.00Student EMPLID: SFEK00066 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount:


Correction (Y/N): N Half Time (Y/N): NGraduate (Y/N): N

Student SSN: 202-79-9653 Box 1 Amount:Student Name: Evelyn T De la Croix Box 2 Amount: 1,800.00Student EMPLID: SFEK00067 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount:



Student SSN: 853-25-8795 Box 1 Amount:Student Name: Cherise R Orlach Box 2 Amount: 1,800.00Student EMPLID: SFEK00068 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount:


Run Date 11/11/2004Run Time 09:32:26


-----------------------------------------------------------------------------------------------------------------------------



*** Invalid SSN

Student SSN: 680-49-0139 Box 1 Amount:Student Name: Daniel C Shibeley Box 2 Amount: 1,600.00Student EMPLID: SFEK00069 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount:



Student SSN: 911-06-0781 Box 1 Amount:Student Name: Helena G Waters Box 2 Amount: 2,400.00Student EMPLID: SFEK00070 Box 3 Amount:Student Address: 123 Main Street Box 4 Amount:



*** Invalid SSN

Student SSN: 001-02-0001 Box 1 Amount:Student Name: Aaron E Abbatista Box 2 Amount: 4,128.00Student EMPLID: SFTX00001 Box 3 Amount:Student Address: 9301 E Chevy Chase Dr Box 4 Amount:

Granada Hills, CA 91340 Box 5 Amount:Future Per(Y/N): N

Correction (Y/N): N Half Time (Y/N): NGraduate (Y/N): Y

Student SSN: 003-02-0003 Box 1 Amount:Student Name: Sharon Babajanian Box 2 Amount: 4,056.00Student EMPLID: SFTX00003 Box 3 Amount:Student Address: 350 S Verdugo Rd Box 4 Amount: 2,000.00

Glendale, CA 91205 Box 5 Amount:Future Per(Y/N): N

Correction (Y/N): N Half Time (Y/N): YGraduate (Y/N): Y

Student SSN: 004-02-0004 Box 1 Amount:Student Name: Emma Yukota Box 2 Amount: 6,750.00Student EMPLID: SFTX00004 Box 3 Amount:Student Address: 106 Fairfield Rd Box 4 Amount:

Northridge, CA 91326 Box 5 Amount:Future Per(Y/N): N


Student SSN: 005-02-0005 Box 1 Amount:Student Name: Glenn Caballero Box 2 Amount: 3,700.00Student EMPLID: SFTX00005 Box 3 Amount:Student Address: Box 4 Amount:

, Box 5 Amount:


Run Date 11/11/2004Run Time 09:32:26


-----------------------------------------------------------------------------------------------------------------------------

Future Per(Y/N): NCorrection (Y/N): N Half Time (Y/N): Y

Graduate (Y/N): Y

*** Invalid Address

Student SSN: - - Box 1 Amount:Student Name: Janet Wu Box 2 Amount: 3,200.00Student EMPLID: SFTX00006 Box 3 Amount:Student Address: 10550 Topanga Canyon Blvd Box 4 Amount:

Woodland Hills, CA 91367 Box 5 Amount:Future Per(Y/N): N


*** Missing SSN or SSN = 000000000

Student SSN: 007-02-0007 Box 1 Amount:Student Name: Hakim Da Cruz Box 2 Amount: 6,711.50Student EMPLID: SFTX00007 Box 3 Amount:Student Address: 20450 N Valley Box 4 Amount:

Burbank, CA 91505 Box 5 Amount:Future Per(Y/N): N


Student SSN: 636-99-7777 Box 1 Amount:Student Name: Jesse Martinez Box 2 Amount: 1,050.00Student EMPLID: SR13265 Box 3 Amount:Student Address: 3455 Hacienda Drive Box 4 Amount:

Pleasanton, CA 94588 Box 5 Amount:Future Per(Y/N): N


Student SSN: 232-11-5566 Box 1 Amount:Student Name: Valerie Basile Box 2 Amount: 4,100.00Student EMPLID: SR13582 Box 3 Amount:Student Address: 2672 Skyline Drive Box 4 Amount: 610.00

CA, CA 94602 Box 5 Amount:Future Per(Y/N): N



Run Date 11/11/2004Run Time 09:32:26


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Statement of Account:

Detach and Return with Payment

Signature: X___________________________________

Credit Card Nbr: ______________________________

Expiration Date: _______________________________

If the Amount Due Now is not paid by the stated Due Dates, a penalty charge will beassessed, and a Hold placed on your records and campus services. Partial payments will be applied to the previous balance and mandatory fees first.

Invoice ID:

Amount Due Now:Jul. 22, 2001Print Date:

Invoice Date:

tocTrademark NoticeLicense Restrictions Warranty/Consequential Damages DisclaimerWarranty DisclaimerRestricted Rights NoticeHazardous Applications NoticeThird Party Content, Products, and Services DisclaimerContentsPeopleSoft Student Financials Reports PeopleSoft Student Financials Reports: A to Z Crystal and SQR ReportsSetup Table Crystal Reports

Report Samples

Documents

PeopleSoft Enterprise Student Financials 9.0 Reports...SF754 StudentsinCollections Thisreportlistsstudents placedincollections. (Crystal) StudentFinancials, Collections,Customersin