Fee Scheduling Select the validity unit To specify the time frame within which the fee is to be collected with respect to the reference date and the validity of the collected fee, select the appropriate values in the Duration, Duration Unit, Validity and Validity Unit selection boxes. Select the duration Select the duration unit Select the validity GD: Make the bubbles appear in the indicated sequence one at a time.

Fee Scheduling Select an academic session To specify the academic session to which the fee schedule applies, from the search results in the Lookup page, select a session and click the Select button. Click Select GD: Make the bubbles appear in the indicated sequence one at a time. 1 2

To insert more fee structures and associate them with academic sessions defined for a course, click the Add Row button and repeat all steps. Click Add Row

Fee Scheduling After adding multiple fee structures for the fee schedule, to save the fee schedule click the Save button. Click Save

Fee Scheduling To try out the steps of fee scheduling, click the Try It button. GD: Show the resultant screen of the previous step here and provide the Try It button.

Fee Collection: Broad Steps GD: Show the flowchart in sync with the VO. Fee Structure Definition Fee Schedule Definition Fee Schedule Generation Fee Schedule Tagging Fee Collection TCS (SME): The flowchart is enough by itself. THE VO is confusing and please remove it completely. VO is required to maintain consistency of this screen (considering that this screen has been used multiple times) TCS (SME): Instead of Fee Schedule tagging, you can mention Fee Schedule tagging in the academic template. (mention this as part of the OST- in the blue band, no need of the current VO) To be discussed; this should be included here for the completion of the process.

Fee Schedule Tagging To begin with the process of tagging the fee schedule with a course, click Settings -> Academics -> Academic Template. Select Settings -> Academics -> Academic Template

Fee Schedule Tagging Click Select To select an existing academic template, click the Search button, select the required option, and then click the Edit button. Select an academic template Click Edit 1 23

To begin the process of tagging a fee schedule with the selected academic template, click the Fee Schedule tab. Fee Schedule Tagging Click Fee Schedule

In the Fee Schedule tab, after selecting the required Program and the corresponding Execution Pattern, to select a fee schedule, click the Lookup icon. Fee Schedule Tagging Click Lookup

To select a fee schedule, from the search results in the Lookup page, select a fee schedule and click the Select button. Fee Schedule Tagging Select a fee schedule 1 Click Select 2

To save the Fee Schedule details and tag them with the current academic template, click the Save button. Fee Schedule Tagging Click Save

Fee Schedule Tagging To try out the steps of tagging a fee schedule with a course, click the Try It button. GD: Show the resultant screen of the previous step here and provide the Try It button.

Fee Collection: Broad Steps GD: Show the flowchart in sync with the VO. Fee Structure Definition Fee Schedule Definition Fee Schedule Generation Fee Schedule Tagging Fee Collection

To start with generating a fee schedule for a batch, click the Fee -> Schedule Generation option. Fee Schedule Generation Click Fee -> Schedule Generation

After selecting the site and the batch, to select the start date of the period for which the schedule is to be generated, click the calendar icon and select the required date, month, and year. Fee Schedule Generation Select a start date

After selecting the end date, to generate the schedule, click the Generate button. Fee Schedule Generation Click Generate

To try out the steps of generating a fee schedule, click the Try It button. Fee Schedule Generation GD: Show the resultant screen of the previous step here. Provide the Try IT button for the learner.

Fee Collection: Broad Steps GD: Show the flowchart in sync with the VO. Fee Structure Definition Fee Schedule Definition Fee Schedule Generation Fee Schedule Tagging Fee Collection

Receipt voucher is generated in F&A Fee collected through CMS Fee collected through CMS Sales Invoice created in F&A Voucher to be approved in F&A Transaction is posted in GL Cash AccountingAccrual Accounting Invoice generated in CMS and posted in F&A through CMS Voucher to be approved in F&A Fee collected through CMS Fee collected through CMS RASI generated in F&A Transaction is posted in GL Fee Collection: Accounting Types GD: Create the flowchart in sync with the VO one at a time. TCS: In the VO, a brief explanation about the base transaction site and the accounting site needs to be given. Eduriser: Can you provide the explanation? TCS (SME): To send Explanation added TCS: Need not make in the workflow. You can mention in VO as a best practice that posting an invoice in F&A through CMS after fee collection would be better. Fixed

Fee Collection

Fee Collection: Accrual Accounting To create an invoice for the fee to be collected, click the Fee -> Invoice Generation option. Click Fee -> Invoice Generation

Fee Collection: Accrual Accounting To generate the invoice for a batch, look up for a site and a batch. GD: Show only Site and Batch Name filled in this grab. Select a site Select a batch 1 2

Fee Collection: Accrual Accounting To specify the calendar for the invoice, in the Invoice Date selection box, select the appropriate option. The Schedule Calendar Period option enables generating multiple invoices as per the fee collection schedule. The Inputted Calendar Period allows generating one invoice per calendar period, irrespective of the number of times fee is collected in that period. GD: In this grab, show the Invoice date being selected as Schedule’s Calendar Period. Select the invoice calendar TCS: Mention the purpose of the invoice calendar. Eduriser: Please provide the purpose. I do not know it. TCS (SME): will send. Added

Fee Collection: Accrual Accounting To create parties, student or fee head, for fee accrual, click the Create Parties button. These parties will be created in F&A. Click Create Parties

Fee Collection: Accrual Accounting To generate the invoice, click the Generate Invoice button. Click Generate Invoice

Fee Collection: Accrual Accounting Click Generate Invoice A message confirming the successful generation of invoice appears.

Fee Collection: Accrual Accounting To start with the invoice posting process, click the Fee -> Invoice Posting option. Click Fee -> Invoice Posting

Fee Collection: Accrual Accounting To select a site, from the search results in the Lookup page, select a site and click the Select button. Select a site 1 Click Select 2

Fee Collection: Accrual Accounting To look for the invoices in the selected site, click the Search button. Note: If you post the invoice before fee collection, then you cannot edit the fee. Click Search TCS: 2 Steps are missing. After selecting the site click on the Search button. Here the invoices generated will be seen. And post the same. Don’t do approve all, show the approval of a single invoice. Eduriser: Added the steps; however, since there is insufficient data, I will need the grabs from you. Screenshot Added GD: The batch name should be blank in this grab.

Fee Collection: Accrual Accounting To approve an invoice, from the search results, select the invoice and click the Approve Selected button. Click Approve Selected GD: This grab should show the search results with one record selected Select the invoice to be approved

Fee Collection: Accrual Accounting To try out the steps of generating and posting an invoice, click the Try It button. GD: Show the resultant screen of the previous step here and provide the Try It button.