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Accounts Receivable Reporting View Reports

SGHE Banner Operational Data Store
Reporting View Target: INSTALLMENT_PLAN

Description Contains installment plan information (short-term loans, tuition payment plans, etc.) for each account inlcuding installment plan reference number, academic period, number of payments, first installment date, plan amount, interest rate, and late fee amount.
Key & Frequency One row per installment reference number.
Recommended Search Columns ACCOUNT_UID, INSTALLMENT_PLAN
REFERENCE_NUMBER

Target Column Business Definition Database Data Type Source Name Source Column
ACADEMIC_PERIOD Academic period associated with the installment plan. VARCHAR2(63)

TBRISTL

TBRISTL_TERM_CODE

ACADEMIC_PERIOD_DESC Academic period description. VARCHAR2(255)

STVTERM

STVTERM_DESC

ACADEMIC_YEAR Academic year associated with the academic period on this record. VARCHAR2(63)

STVTERM

STVTERM_ACYR_CODE

ACADEMIC_YEAR_DESC Academic year description. VARCHAR2(255)

FUNCTION

GOKODSF.F_GET_DESC

ACCOUNT_UID System generated, unique, internal identification number assigned to this person or organization entity. NUMBER

TBRISTL

TBRISTL_PIDM

ADMINISTRATIVE_GROUP Organization-oriented identifier for the record used to determine access authorization to this record. Institution defined. VARCHAR2(255)

NA

NA

AUTO_PLAN_ACTIVE_IND Indicates whether the plan is to remain active for additional transaction. VARCHAR2(1)

TBRISTL

TBRISTL_AUTO_CALC_ACTIVE_IND

AUTO_PLAN_IND Indicates whether the plan amount was automatically calculated. VARCHAR2(1)

TBRISTL

TBRISTL_AUTO_CALC_PLAN_IND

FIRST_INSTALLMENT_DATE Date the first installment is due. DATE

TBRISTL

TBRISTL_FIRST_INSTALL_DATE

ID Person's identification number used to access the records associated with the person. VARCHAR2(63)

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

INSTALLMENT_PLAN Installment plan code. VARCHAR2(63)

TBRISTL

TBRISTL_INSTALLMENT_PLAN

INSTALLMENT_PLAN_DESC Installment plan description. VARCHAR2(255)

TBRISTL

TBRISTL_DESC

INTEREST_RATE Interest rate percentage associated with the installment plan. NUMBER

TBRISTL

TBRISTL_INT_RATE

LATE_FEE_AMOUNT Late fee amount. NUMBER

NA

NA

LATE_FEE_EXEMPTION_IND Late fee exemption. VARCHAR2(1)

NA

NA

MULTI_SOURCE Institution value for the record when the optional multi-institution facility feature has been applied. VARCHAR2(63)

NA

NA

MULTI_SOURCE_DESC Institution description when the optional multi-institution facility feature has been applied. VARCHAR2(255)

NA

NA

NAME Name of the person (last name, first name, middle initial) or organization. VARCHAR2(255)

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

NUMBER_OF_PAYMENTS Interest rate percentage associated with the installment plan. NUMBER

TBRISTL

TBRISTL_NUMBER_OF_PAYMENTS

PAY_PERIOD Number of days within the payment periods. NUMBER

TBRISTL

TBRISTL_PAY_PERIOD

PLAN_AMOUNT Plan amount. NUMBER

TBRISTL

TBRISTL_PLAN_AMOUNT

PROCESS_GROUP Process-oriented identifier for the record used to determine access authorization to this record. Institution defined. VARCHAR2(255)

NA

NA

REFERENCE_NUMBER Internal reference number assigned to each installment plan a person or non-person account has. NUMBER

TBRISTL

TBRISTL_REF_NUMBER

SERVICE_FEE Service charge that is posted to the account at the time of the installment plan. NUMBER

TBRISTL

TBRISTL_SERV_CHARGE

SERVICE_PERCENTAGE Percent of the plan amount to be charged in service fee. NUMBER

TBRISTL

TBRISTL_SVC_CHG_PCT

SUB_ACADEMIC_PERIOD A session, portion or part of the academic period. VARCHAR2(63)

NA

NA

SUB_ACADEMIC_PERIOD_DESC A session, portion or part of the academic period. VARCHAR2(255)

NA

NA



Ver: 8.0