- DATA VIEW NAME
- BURSAR_ASSESSED_TUITION
- OVERVIEW
- This view provides fiscal year-to-date summarized tuition assessment and payment data by student, term, fiscal year and type of charge (item type). The view includes multiple fiscal years. The data for a fiscal year is locked to transactions within the summer, fall and spring terms associated with the fiscal year. Changes to the student account after the fiscal year ends are not captured. The data during a fiscal year contains multiple cumulative runs that generally occur each week. These can be compared but should never be combined.
- LOAD FREQUENCY
- Data is refreshed weekly on every Monday
- DATA CUSTODIAN
- Bursar’s Office
Contact: Laura Rader, Interim Bursar - AUTHORIZATION
- You must receive approval to access data from the data custodian. This data view uses UDDS code to limit the records returned based on your authorization. For information about how to get authorized for InfoAccess data views, connect to the InfoAccess Home Page
- SPECIAL
CONSIDERATIONS - This data view is appropriate for:
- Campus-level staff that administer or monitor student tuition billing and payments;
- School, college and division staff who need on-demand access to monitor the tuition for their self-supporting ( program revenue ) programs and to verify student billing. Examples of roles include: the School/College Budget Officer, the program financial manager, or the program accountant. If the only need is summarized financial reports for a term or year, that information can be obtained from other sources.
All staff using this data view should respect the privacy of the students and comply with FERPA. Anyone who wants to combine this data with other student data should consult with Academic Planning and Institutional Research before doing so.
Prior to the data custodian approving access, the user must do the following:
- For staff within a department, receive approval from the School/College/Division Financial Officer.
- Successfully complete training on this data view and FERPA requirements.
- Complete a user agreement understanding the terms of use.
To complete these steps, contact Ann Bourque, Madison Budget Office.
- QUESTIONS
- Contact: Division of Information Technology Help Desk
Phone: 264-HELP (4357) - LAST UPDATED
- 04/2015 – New view created
08/2015 – Updated Descriptions. - 03/2020 – Added fields Account_Type, Career, Career_Descr
- DATA FORMATS
- Primary Key Columns are identified with an asterisk(*)
- Alphanumeric Data
- VARCHAR2( N) (N) = maximum length. Field contains letters and/or numbers. Trailing blanks are eliminated.
Example: VARCHAR2 (5) could contain ‘ABC12’ or ‘ABC’ or ‘A’ - Numeric Data
- NUMBER (N) (N) = length. Field contains only numbers.
NUMBER (X,Y) = format for numbers with decimal positions.
X = total number of digits
Y = the number of digits after the decimal
Examples: NUMBER (6) represents 250012 NUMBER (6,2) represents 2500.12 - Date
- DATE – Date can be in various formats. Date functions available with your query tool can be used to format the date.
Examples: DATE (YYYYMMDD), DATE (YYDDD), DATE (DD-MM-YY)
| Column Name | Format | Description |
|---|---|---|
| *FISCAL_YEAR | VARCHAR2(4) | Four digit year to represent the 12-month financial accounting and budget year for the State of Wisconsin during which the tuition transaction posted. For example, the period between July 1, 2014 & June 30, 2015 will be represented as 2015. The fiscal year consists of three academic terms beginning with the summer term from the prior academic year. |
| REPORT_RUN_DATE | DATE | The date the report was run. Provides an approximate date cutoff for transactions if the fiscal year has not ended. |
| ACCOUNT_TYPE | VARCHAR2(3) | The student’s financial account type. ISP = Study Abroad-Int’l Studies PGM TUT = Tuition and Fees |
| *TERM | VARCHAR2(4) | Numeric representation for the academic term (formerly the semester). The term code is derived as follows: Character 1 = Century (0 = 1900 and 1 = 2000) Character 2 & 3 = Academic Year Character 4 = Term ( 2=Fall, 4=Spring and 6=Summer) |
| *STUDENT_EMPLID | VARCHAR2(11) | One of three types of unique identifiers for a student. |
| CAMPUS_ID | VARCHAR2(16) | One of three types of unique identifiers for a student. |
| STUDENT_NAME | VARCHAR2(50) | The student’s preferred last name, first name, middle name. |
| TUITION_RESIDENCY | VARCHAR2(5) | Residency used for tuition billing. R = Resident N = Non-resident S = Minnesota Reciprocity |
| TUITION_RES_DESCR | VARCHAR2(30) | Tuition Residency Description |
| CAREER | VARCHAR2(4) | The type of academic career in which the student is currently enrolled. Values are: UGRD = Undergraduate GRAD = Graduate VMED = Veterinary Medicine Professional LAW = Law Professional MEDS = Medical Professional PHAR = Pharmacy Professional USPC = University Special Students |
| CAREER_DESCR | VARCHAR2(30) | The description of the student’s career. |
| ACAD_PLAN_CODE | VARCHAR2(10) | Academic Plan |
| ACAD_PLAN_DESCR | VARCHAR2(30) | Academic Plan Description |
| ACAD_SUBPLAN_CODE | VARCHAR2(10) | Academic Subplan |
| ACAD_SUBPLAN_DESCR | VARCHAR2(30) | Academic subplan description |
| FULL_TIME_IND | VARCHAR2(1) | Indicator to identify whether a student is full-time or part-time according to the number of credits for the student’s program and term. Y = full-time N = part-time |
| POOL_IND | VARCHAR2(1) | Identifies whether the item type revenue provides general support of Madison campus (“the pool”) or to a specific program for purposes of supporting that program. Y = pool (general support) N = non-pool (tuition for a self-supporting program ) |
| ITEM_TYPE_REPORT_STATUS | VARCHAR2(1) | The status assigned by the Madison Budget Office for reporting purposes to identify whether the item type is active or inactive. A = active I = inactive |
| *ITEM_TYPE | VARCHAR2(12) | A 12-digit number assigned in the ISIS Student Financial System to identify an accounting string (fund, department, program code, account code) for specific transactions (such as the resident tuition for a capstone certificate). |
| ITEM_TYPE_DESCR | VARCHAR2(30) | Item Type Description |
| ACCESSED_AMT | NUMBER(14,2) | The amount billed to a student. |
| TOTAL_PAID_AMT | NUMBER(16,2) | The amount of tuition or fees that have already been paid. This is the sum of all the tuition paid including Third Party, Wisconsin Academic Excellence Scholarship and general payments. |
| WAIVER_AMT | NUMBER(14,2) | Fee remissions. The assessed tuition or fee amount that will not be paid by the student for reasons identified in state statute (e.g., fee remissions for veterans, fee remissions for funeral assistants, fee remissions for teaching assistants, etc.) |
| UNPAID_AMT | NUMBER(14,2) | The amount of tuition or fees that still needs to be received. FORMULA: Unpaid = Assessed – Paid – Waivers – Academic Excellence Scholarships – Third Party Paid |
| THIRD_PARTY_DEFERRAL_AMT | NUMBER(14,2) | Amount of a student’s tuition paid directly by another entity. This does not include scholarships. |
| THIRD_PARTY_PAID_AMT | NUMBER(14,2) | The amount of tuition collected from a third party. This does not include scholarships. |
| THIRD_PARTY_BALANCE_AMT | NUMBER(14,2) | The amount of tuition still owed by a third party. This does not include scholarships. FORMULA: Third Party Deferral Balance = Third Party Deferral Total – Third Party Deferral Paid |
| ACAD_EXCEL_PAID_AMT | NUMBER(14,2) | The amount of a student’s tuition paid by a Wisconsin Academic Excellence Scholarship. |
| GENERAL_PAID_AMT | NUMBER(14,2) | The amount of assessed tuition or fees that have been received and that are NOT waivers, academic excellence scholarships and third party payments. |
| CHARTFIELD | VARCHAR2(50) | General Ledger Code. The funding source and accounting string associated with an item type. Consists of the fund (131), project (if any), fiscal year (single digit), legacy unit (A for Madison), division (two digits), department and sub-department (four digits), program code (R), account code |
| UDDS | VARCHAR2(7) | Seven character code identifying the organizational unit. |
| DIVISION | VARCHAR2(2) | The second and third digits of the UDDS code representing the Division or College. |
| DEPTID | VARCHAR2(6) | The fourth and fifth digits of the UDDS code representing the Department and Sub-department |
| FUND | VARCHAR2(3) | The code that represents a fund (i.e. 131). Derived from the GL Code orChartfield column. |
| PROJECT | VARCHAR2(7) | The code that represents a project. Derived from the GL Code orChartfield column. |
| ACCOUNT | VARCHAR2(10) | The code that represents the account. Derived from the GL Code orChartfield column. |
| *BILL_LINE_NBR | VARCHAR2(15) | The line on the student bill that is associated with the charge. |
| *PROCESS_INSTANCE | NUMBER(10) | PeopleSoft term for a unique number that identifies each batch process request. This value is automatically incremented and assigned to each requested process when the process is submitted to run. |
| EXTRACT_DATE_TIME | DATE | The date and time these data were extracted. Format : YYYYMMDD HH24:MI:SS |