A300037: SIS Credit Note (New)

Description:

Allows recording of Credit Notes in SIS.

Located At:

Main > Add-In Modules > School Information System > Admissions > SIS Credit Note

Initial Tabs, Fields, And Columns:

  • General (Tab Page)
    • Credit Note #
    • For Branch
    • Document Type
      • Options:
        • Enrollment, Admission, And Other Fees
    • Document Date
    • Effective On, School Year
    • Show Miscellaneous Fees, Show Supplies Fees, Show Tuition Fees
    • New Student?
      • Options:
        • Check or Uncheck
    • Student ID
    • Full Name (First, Middle, and Last Names)
    • Citizenship, Child #, Course ID
  • Personal Information (Tab Page)
    • Birth Date, Current Age
    • Gender
      • Options:
        • Male or Female
    • Tel #, Mob #, Email Address
  • Tuition Fees (Tab Page)
    • Total Unit/s, Tuition w/Tax
    • Grid:
      • Add?, Disc?, Subject ID, Unit/s, U/P, Total, Add Cost(+), Discount(-), Tax, Tax Amt, Total w/ Tax
  • Miscellaneous Fees (Tab Page)
    • Total Fees w/ Tax
    • Grid:
      • Add?, Disc?, Charge ID, Unit/s, U/P, Total, Add Cost(+), Discount(-), Tax, Tax Amt, Total w/ Tax
  • Supplies Fees (Tab Page)
    • Total Supplies w/ Tax
    • Grid:
      • Supply Item, Warehouse, Lot, Quantity, U/P, Total, Tax, GUOM, UOM, Tax Amt, Total w/ Tax
  • Applied Document (Tab Page)
    • Auto Add Advances (Button)
    • Total Applied
    • Grid:
      • Document, Currency Notes, (OD) Applied, (OD) Discount, (Src) Discount, (Src) Total
      • Custom Rate?
        • Options:
          • Check or Uncheck
      • New Rate, Eff Date, Due Date, Disc Date, Program
  • Costs, Discounts, And Fees Summary (Tab Page)
    • Total Tuition, Total Miscellaneous Fees, Total Supplies Fees
    • Add Cost By
      • Options:
        • Percentage or Fixed
    • Add Cost (Fxd or %)
    • Tuition Add Cost, Miscellaneous Add Cost
    • Discount By
      • Options:
        • Percentage or Fixed
    • Discount (Fxd or %)
    • Tuition Discount, Miscellaneous Discount
    • Tuition Tax, Miscellaneous Fees Tax, Supplies Fees Tax
    • Invoice Total, Total Applied, Balance After Apply
  • Payment Terms (Tab Page)
    • Payment Terms
    • Grid:
      • Due Date, Amount, Line Item Notes
  • Initial Fixed Payments (Tab Page)
    • Grid:
      • Fixed Payment (TSG), Total w/ Tax
  • Currency (Tab Page)
    • Currency, Rate Type
    • Rate Control
      • Options:
        • Buying or Selling
    • Rate Date, Rate Amount

Example:

General Tab Page

 

Personal Information Tab Page

 

Tuition Fees Tab Page

 

Miscellaneous Fees Tab Page

 

Supplies Fees Tab Page

 

Applied Document Tab Page

 

Cost, Discounts, And Fees Summary Tab Page

 

Payment Terms Tab Page

 

Initial Fixed Payments Tab Page

 

Currency Tab Page

SS28: Workflow (Added Sort, Item Type “Report”, And Initial Field Values)

Sort

Allows you to arrange the Workflow menu.

Item Type “Report”

Allows you to add Reports to the workflow.

Initial Field Values

When a program or a report is run from the workflow, you can optionally set default values or disable fields when they load.

 

Added The Following:

  • General (Tab Page)
    • Sort
  • Workflow Item Editor
    • Item Type
      • Report
    • Initial Field Values
      • Grid:
        • Field ID
        • Value
        • Disabled?

Example:

Sort

Item Type “Report”

Initial Field Values

 

SS10: Payment Terms (Allow Due Date To Go Below The Effective Date)

Previously, all due dates that are generated by the Payment Terms that are lower than the last effective date are automatically moved to that last effective date (or by another option, next year). This update allows you to optionally turn on or off that feature.

Added The Following:

  • General (Tab Page)
    • Move The Due Dates To The Last High Due Date When It Is Below Or Lower Than The Last Effective Date? (Check/Uncheck)

Example:

GL00010: Reclass Terms (Added TSG and For Document Date #)

TSG or Terms Sequence Group:

Allows the Reclass Terms to maintain totals based on SS29: Terms Sequence Group.

For Document Date:

Previously, only one (1) document date is allowed as the basis for re-class date. In this update, you are allowed up to 5 document dates to serve as the basis for re-class date computations. This option is only available if the program using the re-class terms allows for it.

Note: When a match cannot be made, the lowest “For Document Date” number will be the basis of computation.

Added The Following:

  • Reclass Structure (Tab Page)
    • (Optional) TSG
    • For Document Date
      • Options:
        • All Dates In Sequence, Number 1, Number 2, Number 3, Number 4, Number 5

Example:

SS10: Payment Terms (Added For Effective Date #)

Previously, only one (1) effective date is allowed as the basis for Due Date and Discount Date computations. In this update, you are allowed up to 5 effective dates to serve as the basis for due date and discount date computations. This option is only available if the program using the payment terms allows for it. (Example: AA00013A: Supplier Miscellaneous Invoice features 5 effective dates).

Note: When a match cannot be made, the lowest “For Effective Date” number will be the basis of computation.

Added The Following:

  • Payment Structure (Tab Page)
    • For Effective Date
      • Options:
        • All Dates In Sequence, Number 1, Number 2, Number 3, Number 4, Number 5

Example: