Update the Funding Type of a Unit Enrolment

Overview

A Student's Unit Enrolment records in the system can have a different Funding Type depending on how the Student will pay for each Unit Enrolment. The instructions below will guide you on how to update a Unit Enrolment Funding Type and the fields to check if the update is indeed successful.

Workflow

1. Load the Student's Unit Enrolment record where you want to update the Funding Type, see Edit a Unit Enrolment record.

2. With the Unit Enrolment record loaded, go to the FINANCIAL INFORMATION section and edit the Funding Type field accordingly.

Refer to the following scenarios:

(A) UPFRONT FEES to FEE-HELP

Scenario:

• Unit Fee = 2075.00

• The student will defer the total unit fee to HELP

• Student is fee-paying non-overseas

Workflow

1. In the FINANCIAL INFORMATION section, change the Funding Type to the required HELP option

2. Save the Unit Enrolment by clicking the SAVE UNIT ENROLMENT button.

3. Edit the Student status code (E490) under the TCSI INFORMATION section to reflect a FEE-HELP payment, e.g. 230

(B) FEE-HELP to UPFRONT FEES

Scenario:

• Unit Fee = 2075.00

• Students will pay the unit fee full amount upfront

• Student is fee-paying non-overseas

Workflow

1. In the FINANCIAL INFORMATION section, change the Funding Type to the UPFRONT FEES option

2. Edit the Student status code (E490) under the TCSI INFORMATION section to reflect an UPFRONT payment, e.g. 302

3. Save the Unit Enrolment by clicking the SAVE UNIT ENROLMENT button.