Campus Portal Configuration Items
The options in the Campus Portal Configuration Items section determine how AR information is processed and displayed in the Campus Portal.
Note
These options are available to schools with the CRM Student license.
Available Settings
Select or deselect the available fields based on your school's preferences.
Note
J1 Web does not have a setting for the credit card processor. Authorize.net is the default and only option.
Campus Portal Payment Receipt Group. Use this drop-down to select which receipt code and receipt number are associated with payments made in the Campus Portal. Receipt codes defined in your system are available for selection.
Display Preliminary Financial Aid in the Campus Portal. Select this checkbox to make preliminary financial aid information visible in the Campus Portal Student feature.
Display Unposted Items in the Campus Portal. Select this checkbox to make unposted and suspended transactions visible to students in the Campus Portal My Financial Account feature.
Note
Suspended @C and @F transactions are not included when this checkbox is selected.
Display Preliminary Charges in the Campus Portal. Select this checkbox to make preliminary student charges (@C and @F) visible in the Campus Portal Student feature.
The following settings are used for legacy account statements generated by students in the Campus Portal. If your school uses the new Financial Document Center, these checkboxes should remain unchecked as statements are generated and published from the J1 Web Account Statements page.
Bill Remaining Balance. When selected, a student's entire payment plan balance is due when statements are generated. When unselected, the next payment plan amount due is displayed on the statement.
If the Use Period End Month for Payment Plan Month checkbox is selected, the Subsidiary Control Period End Date month determines what payment plan transactions and balances are displayed on the Course and Fee Statement generated from the Campus Portal Student feature. If unselected, a month number must be entered in the Payment Plan Month column.
Database Location
Selections for the checkboxes in this section are saved to the BU_CONFIG table in the following columns.
Checkbox Option | Database Column |
|---|---|
Campus Portal Payment Receipt Group | CC_RECEIPT_GRP |
Display Preliminary Financial Aid in the Campus Portal | DISPLAY_PRELIM_FINAID_ONLINE |
Display Unposted Items in the Campus Portal | DISPLAY_UNPOSTED_ITEMS_ONLINE |
Display Preliminary Charges in the Campus Portal | DISPLAY_PRELIM_CHARGES_ONLINE |
Bill Remaining Balance | BILL_REMAINING_BAL |
Use Period End Month for Payment Plan Month | USE_PER_END_MON_FOR_PAYPLN_MON |
Payment Plan Month | PAYPLAN_MONTH |
How to Update Campus Portal Configuration Items
From the Finance Receivables Administration Hub options, select AR configuration. The AR Configuration Settings page opens.
Click the Edit button and then click the Campus Portal Configuration Items link at the top of the page to navigate to that section.
Select one or more of the section's options. See above section for details about each setting.
Click Save changes.