Australia - New Zealand (ANZ)

  • 1.  Payment Allocations for Online Payments

    Posted 09-13-2009 01:12 AM

    Hi everyone, apologies if you have already received this ...

     

    Hello all,

     

    The University of Southern Queensland are implementing online payments through CyberSource as part of our v9.0 upgrade project which is going live on the 28th September 2009.

     

    I would like to know how other universities have configured their online payments item type and associated charge priority. We are having difficulty in determining how we can ensure that a payment made against a particular account type will remain against that account type even if the fees are reversed or credited. Our current business policy/practice is that all credits remain in the originating account type unless the student requests them to be moved to another account.

     

    Under our current setup we have separate item types with a different charge priority list for each account type thus isolating a payment and not allowing it to move to another account. Because the v9.0 self service configuration only allows you to associate one item type with credit card payments our current setup will not work.

     

    I would appreciate any comments greatly.

     

    Many thanks, Peta

     

    Peta Jones

    Project Manager, Student Financials

    Project S (Staff & Student Support Systems)

    University of Southern Queensland

    Phone:  (07) 4687 5656

    Email: jonespe@usq.edu.au">jonespe@usq.edu.au




     

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  • 2.  Payment Allocations for Online Payments

    Posted 09-13-2009 04:15 PM
    Hi Peta

    we at Unitec New Zealand are interested in any responses that you get this query as we have our own problems down here!

    regards

    Jenny

    Jenny Ritson
    Financial and Support Services Manager
    jritson@unitec.ac.nz
    09 815 4321 ext 8314

    >>> "Peta Jones" <jonespe@usq.edu.au> 13/09/2009 17:11 >>>

    Hi everyone, apologies if you have already received this ...

    Hello all,

    The University of Southern Queensland are implementing online payments through CyberSource as part of our v9.0 upgrade project which is going live on the 28thSeptember 2009.

    I would like to know how other universities have configured their online payments item type and associated charge priority. We are having difficulty in determining how we can ensure that a payment made against a particular account type will remain against that account type even if the fees are reversed or credited. Our current business policy/practice is that all credits remain in the originating account type unless the student requests them to be moved to another account.

    Under our current setup we have separate item types with a different charge priority list for each account type thus isolating a payment and not allowing it to move to another account. Because the v9.0 self service configuration only allows you to associate one item type with credit card payments our current setup will not work.

    I would appreciate any comments greatly.

    Many thanks, Peta

    Peta Jones
    Project Manager, Student Financials
    Project S (Staff & Student Support Systems)
    University of Southern Queensland
    Phone: (07) 4687 5656
    Email: jonespe@usq.edu.au ( jonespe@usq.edu.au">http://www.heug.org/jonespe@usq.edu.au )





    -----End Original Message-----
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  • 3.  Payment Allocations for Online Payments

    Posted 09-13-2009 08:31 PM
    Hi Peta,

    At UniSA we allow our payments to bounce across any outstanding amounts - not that I advocate that as either good or bad, it works for us, but we do occasionally have issues with student's payments being allocated contrary to student's intent.

    The issue you have is not isolated to Self-Service though I believe. In any case, using one Item Type that is allowed to pay any outstanding charge won't allow you to constrain the payment to the original (payment hierarchy) designated account type, irrespective of how you enter it. For instance, we use 3 item types to accept our 3 forms of external file payments (webpay, auspost and bpay). All 3 can pay any charge (as designated by the Account Type tab of the Item Type) and is associated with our 'Standard' Payment Overall Priority and Charge Priority List.

    To date have you only had on-campus receipting? How else have you managed to ensure a payment is allocated to the correct Item Type? Do you also split your bills by Item Types to ensure one payment does not count for more than one charge (type) at a time?


    regards
    Jason

    Jason Dolan
    Project Manager
    Enabling Systems Projects - Student Placement System
    Information Strategy and Technology Services
    University of South Australia
    A2-05, A Building
    Mawson Lakes Campus
    Mawson Lakes SA 5095

    Ph: +61 8 8302 6330
    Mob: +61 434 601 092

    Em: jason.dolan@unisa.edu.au<mailto:jason.dolan@unisa.edu.au>

    CRICOS Provider Number 00121B

    From: Peta Jones [mailto:jonespe@usq.edu.au]
    Sent: Sunday, 13 September 2009 2:42 PM
    To: anz.heug@list.heug.org
    Subject: [anz.heug] - Payment Allocations for Online Payments


    Hi everyone, apologies if you have already received this ...


    Hello all,


    The University of Southern Queensland are implementing online payments through CyberSource as part of our v9.0 upgrade project which is going live on the 28th September 2009.


    I would like to know how other universities have configured their online payments item type and associated charge priority. We are having difficulty in determining how we can ensure that a payment made against a particular account type will remain against that account type even if the fees are reversed or credited. Our current business policy/practice is that all credits remain in the originating account type unless the student requests them to be moved to another account.


    Under our current setup we have separate item types with a different charge priority list for each account type thus isolating a payment and not allowing it to move to another account. Because the v9.0 self service configuration only allows you to associate one item type with credit card payments our current setup will not work.


    I would appreciate any comments greatly.


    Many thanks, Peta


    Peta Jones
    Project Manager, Student Financials
    Project S (Staff & Student Support Systems)
    University of Southern Queensland
    Phone: (07) 4687 5656
    Email: jonespe@usq.edu.au<jonespe@usq.edu.au>">http://www.heug.org/jonespe@usq.edu.au>






    -----End Original Message-----
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  • 4.  Payment Allocations for Online Payments

    Posted 09-13-2009 11:43 PM
    Hi Peta,



    For OUA, this is how it works:

    - If student drops a unit paid for by cash/cheque/credit card, the
    outstanding credit pays of any non-tuition fee item types (i.e. drop
    penalty). We have configured non-tuition fee item types as first priority.

    - The remainder of the credit goes into an unallocated fund (i.e.
    refund pending) until it's manually reversed and posted against an
    outstanding tuition (if there are pending student enrolments) as requested by
    the student. We consciously made this decision to avoid paying off tuition
    fee(s) that the student may not want to pay for or if the student has not
    made up his/her mind to continue with the enrolment process.





    FYI, we only offer the following payment method types:

    - Credit card

    - FEE HELP

    - Cheque/cash

    - Direct deposit (as an exception)

    - NO BPAY





    Hope this helps.

    thanks

    Rachel Zarate-Lee

    Business Solutions Manager

    Open Universities Australia

    Tel: +61 3 8628 2542

    www.open.edu.au <http://www.open.edu.au>

    From: Jason Dolan [mailto:Jason.Dolan@unisa.edu.au]
    Sent: Monday, 14 September 2009 10:31 AM
    To: anz.heug@list.heug.org
    Subject: [anz.heug] - RE: Payment Allocations for Online Payments



    Hi Peta,



    At UniSA we allow our payments to bounce across any outstanding amounts - not
    that I advocate that as either good or bad, it works for us, but we do
    occasionally have issues with student's payments being allocated contrary to
    student's intent.



    The issue you have is not isolated to Self-Service though I believe. In any
    case, using one Item Type that is allowed to pay any outstanding charge won't
    allow you to constrain the payment to the original (payment hierarchy)
    designated account type, irrespective of how you enter it. For instance, we
    use 3 item types to accept our 3 forms of external file payments (webpay,
    auspost and bpay). All 3 can pay any charge (as designated by the Account
    Type tab of the Item Type) and is associated with our 'Standard' Payment
    Overall Priority and Charge Priority List.



    To date have you only had on-campus receipting? How else have you managed to
    ensure a payment is allocated to the correct Item Type? Do you also split
    your bills by Item Types to ensure one payment does not count for more than
    one charge (type) at a time?





    regards

    Jason



    Jason Dolan

    Project Manager

    Enabling Systems Projects - Student Placement System

    Information Strategy and Technology Services

    University of South Australia

    A2-05, A Building

    Mawson Lakes Campus

    Mawson Lakes SA 5095



    Ph: +61 8 8302 6330

    Mob: +61 434 601 092



    Em: jason.dolan@unisa.edu.au



    CRICOS Provider Number 00121B



    From: Peta Jones [mailto:jonespe@usq.edu.au]
    Sent: Sunday, 13 September 2009 2:42 PM
    To: anz.heug@list.heug.org
    Subject: [anz.heug] - Payment Allocations for Online Payments



    Hi everyone, apologies if you have already received this ...



    Hello all,



    The University of Southern Queensland are implementing online payments
    through CyberSource as part of our v9.0 upgrade project which is going live
    on the 28th September 2009.



    I would like to know how other universities have configured their online
    payments item type and associated charge priority. We are having difficulty
    in determining how we can ensure that a payment made against a particular
    account type will remain against that account type even if the fees are
    reversed or credited. Our current business policy/practice is that all
    credits remain in the originating account type unless the student requests
    them to be moved to another account.



    Under our current setup we have separate item types with a different charge
    priority list for each account type thus isolating a payment and not allowing
    it to move to another account. Because the v9.0 self service configuration
    only allows you to associate one item type with credit card payments our
    current setup will not work.



    I would appreciate any comments greatly.



    Many thanks, Peta



    Peta Jones

    Project Manager, Student Financials

    Project S (Staff & Student Support Systems)

    University of Southern Queensland

    Phone: (07) 4687 5656

    Email: jonespe@usq.edu.au <jonespe@usq.edu.au>">http://www.heug.org/jonespe@usq.edu.au>








    -----End Original Message-----



    -----End Original Message-----



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    Griffith, Macquarie, Monash, RMIT, Swinburne, UniSA

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  • 5.  Payment Allocations for Online Payments

    Posted 09-14-2009 12:51 AM
    Hi Peta,

    At RMIT we have not upgraded to v9.0 yet. We are still at v7.6 but our payments are allocated in the following order:
    Unpaid charges from previous semesters
    Material Fees
    Library Fines
    Student Contribution or tuition fees
    Any other charges

    If all has been paid and there is nothing to allocate a payment to, it is applied to an EXCESS account, where the student can apply for a refund or it can sit in that account until the students adds more enrolment and then the money will allocate to those charges when they get added to the system.

    We also, however, can manually reallocate payments if necessary. This can be, for instance, if a student pays for an admin fee "any other charges", the system will allocate the payment to Student Contribution or tuition fees according to the above payment priority rules. We can then manually reallocate the payment to pay off the admin fee.

    We also have separate rules around HECS payment allocations but this relates to when payments are allocated to apply to terms/semesters (SF Term Defaults and HECS Payment Allocation Rules). For instance if a payment is made on 1/4/09 it will get allocated to second semester as the first semester census date has passed.

    I hope this helps.


    Regards

    Suzie Bergkessel
    Manager - Student Financial Systems
    Academic Registrar's Group
    RMIT University


    CRICOS provider code 00122A

    Tel: (03) 9925 8804
    Fax: (03) 9925 8757

    Email: suzie.bergkessel@rmit.edu.au
    440 Elizabeth Street, Melbourne
    Blg 88, Level 9, Desk 136

    This message contains privileged and confidential information intended for the use only of the addressee named above. If you are not the intended recipient of this message you are hereby notified that you must not disseminate, copy or take any action in relation to it. If you have received this message in error, please immediately notify the sender at the above address.






    >>> "Peta Jones" <jonespe@usq.edu.au> 13/9/09 3:11 pm >>>
    Hi everyone, apologies if you have already received this ...

    Hello all,

    The University of Southern Queensland are implementing online payments through CyberSource as part of our v9.0 upgrade project which is going live on the 28th September 2009.

    I would like to know how other universities have configured their online payments item type and associated charge priority. We are having difficulty in determining how we can ensure that a payment made against a particular account type will remain against that account type even if the fees are reversed or credited. Our current business policy/practice is that all credits remain in the originating account type unless the student requests them to be moved to another account.

    Under our current setup we have separate item types with a different charge priority list for each account type thus isolating a payment and not allowing it to move to another account. Because the v9.0 self service configuration only allows you to associate one item type with credit card payments our current setup will not work.

    I would appreciate any comments greatly.

    Many thanks, Peta

    Peta Jones
    Project Manager, Student Financials
    Project S (Staff & Student Support Systems)
    University of Southern Queensland
    Phone: (07) 4687 5656
    Email: jonespe@usq.edu.au






    -----End Original Message-----
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  • 6.  Payment Allocations for Online Payments

    Posted 09-14-2009 02:06 AM
    Hi Peta

    Good luck with your golive.

    At Newcastle we have started our upgrade (8.9 to 9). We don't use CyberSource, or any of those other companies.

    However, I believe I do understand your issue.

    We have similar setup to what yours sounds like. We have a payment item type that can only pay HECS, another one can only pay PAYPLAN and a general PAYMENT that can pay everything else, thereby restricting payments.


    > Because the v9.0 self service configuration only allows you to associate one item type with credit card payments our current setup will not work.

    I believe that is correct and it does not replicate how you had this operating in v7.6. Don't know if you can modify the system or how big a job that would be.

    I wonder how many Universities would be needed to come on board in order to have Oracle/CyberSource (or Touchnet) look into this ? Over the years this has been done differently around the different Universities. So I don't think it we would have a very strong case.


    Cheers
    Renee.

    Renee Picton
    Student and Academic Services
    University of Newcastle
    ph +61 2 49217890



    >>> "Suzie Bergkessel (Khalifa)" <suzie.bergkessel@rmit.edu.au> 14/09/09 2:51 pm >>>
    Hi Peta,

    At RMIT we have not upgraded to v9.0 yet. We are still at v7.6 but our payments are allocated in the following order:
    Unpaid charges from previous semesters
    Material Fees
    Library Fines
    Student Contribution or tuition fees
    Any other charges

    If all has been paid and there is nothing to allocate a payment to, it is applied to an EXCESS account, where the student can apply for a refund or it can sit in that account until the students adds more enrolment and then the money will allocate to those charges when they get added to the system.

    We also, however, can manually reallocate payments if necessary. This can be, for instance, if a student pays for an admin fee "any other charges", the system will allocate the payment to Student Contribution or tuition fees according to the above payment priority rules. We can then manually reallocate the payment to pay off the admin fee.

    We also have separate rules around HECS payment allocations but this relates to when payments are allocated to apply to terms/semesters (SF Term Defaults and HECS Payment Allocation Rules). For instance if a payment is made on 1/4/09 it will get allocated to second semester as the first semester census date has passed.

    I hope this helps.


    Regards

    Suzie Bergkessel
    Manager - Student Financial Systems
    Academic Registrar's Group
    RMIT University


    CRICOS provider code 00122A

    Tel: (03) 9925 8804
    Fax: (03) 9925 8757

    Email: suzie.bergkessel@rmit.edu.au
    440 Elizabeth Street, Melbourne
    Blg 88, Level 9, Desk 136

    This message contains privileged and confidential information intended for the use only of the addressee named above. If you are not the intended recipient of this message you are hereby notified that you must not disseminate, copy or take any action in relation to it. If you have received this message in error, please immediately notify the sender at the above address.






    >>> "Peta Jones" <jonespe@usq.edu.au> 13/9/09 3:11 pm >>>
    Hi everyone, apologies if you have already received this ...

    Hello all,

    The University of Southern Queensland are implementing online payments through CyberSource as part of our v9.0 upgrade project which is going live on the 28th September 2009.

    I would like to know how other universities have configured their online payments item type and associated charge priority. We are having difficulty in determining how we can ensure that a payment made against a particular account type will remain against that account type even if the fees are reversed or credited. Our current business policy/practice is that all credits remain in the originating account type unless the student requests them to be moved to another account.

    Under our current setup we have separate item types with a different charge priority list for each account type thus isolating a payment and not allowing it to move to another account. Because the v9.0 self service configuration only allows you to associate one item type with credit card payments our current setup will not work.

    I would appreciate any comments greatly.

    Many thanks, Peta

    Peta Jones
    Project Manager, Student Financials
    Project S (Staff & Student Support Systems)
    University of Southern Queensland
    Phone: (07) 4687 5656
    Email: jonespe@usq.edu.au






    -----End Original Message-----

    -----End Original Message-----
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  • 7.  Payment Allocations for Online Payments

    Posted 09-14-2009 02:11 AM
    Hi Renee and Peta,

    How have you controlled your payments going to the correct Item Type? Is it via your billing process (ie. split charges/types per bill) and what methods have you traditionally allowed students to make payments - are any electronic/external source?


    regards
    Jason



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  • 8.  Payment Allocations for Online Payments

    Posted 09-14-2009 02:29 AM
    Hi Renee, the issue here is that the delivered SF Merchant
    configuration page only allows one item type for online credit card
    payments. ANU has the same configuration that most AUS unis do with one
    item type/payment allocation/charge priority rule for HECS and one for
    other item types. This configuration is not able to be replicated using
    the delivered online payment functionality.
    Yes, this is an issue for AUS universities but I believe it is from the
    Oracle side and not the payment provider side.
    We went with our own in house built self service including online
    payments during our upgrade. The payment gateway is not with
    Cybersource. The part of the business process that deals with the
    messaging to and from the payment provider does not really need to be
    concerned about the payment rules etc. It is the configuration in the
    Oracle product that tells the payment where it should be allocated once
    a successful payment has been returned to the student system (ie which
    item type to be attached to a payment based on the type of charge and
    hence the other configuration that already exists and used for all your
    other payments, then follows).
    In the delivered version of Student Self Service, the SF Merchant setup
    only allows one item type and this is the problem. We didn't go down
    this path, so I only can speak to the investigations we did up to the
    point of deciding not to use any delivered configuration tables.
    WRT Jason's concerns, we have used the same logic for external payments
    too ie assign different item types for HECS and other tuition and fee
    payments and therefore, have different payment allocation rules and
    separate invoices as well.
    We did partially use the delivered miscellaneous configuration for
    course materials online which does include a different item type for
    each type of misc charge used but a single item type for the payment.
    This payment has different rules again because it is a non-compulsory
    payment and shouldn't be applied to any other charges.
    Regards, Joan



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  • 9.  Payment Allocations for Online Payments

    Posted 09-14-2009 08:22 AM
    Hi

    I had forwarded this to someone from our finance team but they don't
    appear to have posted yet. Like most Universities we had separate item
    types for our different payment types eg HECS, and other payment types.
    When we went with Cybersource we were concerned about only having one item
    type. Similar to the RMIT response we agreed on a payment allocation
    order which we went with. We move payments manually if we need to but my
    understanding is that this has not been a significant issue for us.

    Regards

    Barbara Buckley
    Program Manager
    Project Office
    Information Services
    Willett Centre (N53) 1.23D
    Nathan Campus
    Griffith University
    170 Kessels Road
    Nathan, QLD 4111
    Australia

    Phone: (07) 373 54424
    Fax: (07) 373 57845

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    From:
    "Joan Angel" <Joan.Angel@anu.edu.au>
    To:
    anz.heug@list.heug.org
    Date:
    14/09/2009 04:31 PM
    Subject:
    [anz.heug] - RE: Payment Allocations for Online Payments



    Hi Renee, the issue here is that the delivered SF Merchant
    configuration page only allows one item type for online credit card
    payments. ANU has the same configuration that most AUS unis do with one
    item type/payment allocation/charge priority rule for HECS and one for
    other item types. This configuration is not able to be replicated using
    the delivered online payment functionality.
    Yes, this is an issue for AUS universities but I believe it is from the
    Oracle side and not the payment provider side.
    We went with our own in house built self service including online
    payments during our upgrade. The payment gateway is not with
    Cybersource. The part of the business process that deals with the
    messaging to and from the payment provider does not really need to be
    concerned about the payment rules etc. It is the configuration in the
    Oracle product that tells the payment where it should be allocated once
    a successful payment has been returned to the student system (ie which
    item type to be attached to a payment based on the type of charge and
    hence the other configuration that already exists and used for all your
    other payments, then follows).
    In the delivered version of Student Self Service, the SF Merchant setup
    only allows one item type and this is the problem. We didn't go down
    this path, so I only can speak to the investigations we did up to the
    point of deciding not to use any delivered configuration tables.
    WRT Jason's concerns, we have used the same logic for external payments
    too ie assign different item types for HECS and other tuition and fee
    payments and therefore, have different payment allocation rules and
    separate invoices as well.
    We did partially use the delivered miscellaneous configuration for
    course materials online which does include a different item type for
    each type of misc charge used but a single item type for the payment.
    This payment has different rules again because it is a non-compulsory
    payment and shouldn't be applied to any other charges.
    Regards, Joan



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