Student Accounting Integration

The following student accounting processes are integrated between Anthology Student and Finance & HCM.

Creating a Student Record in Finance & HCM

When Finance & HCM is integrated with Anthology Student, the student information that is sent with the student transaction from Anthology Student is used to create or update student records in Finance & HCM.

When student information is received in Finance & HCM, one of the following actions occur:

  • A new student record is created if a matching Student Id is not available in Finance & HCM.

    When a new student record is created:

    • A new party record of Person type is created in the Global address book and linked to the student record.

    • A new customer record of Person type is created and linked to the party record that is already linked to the student record.

  • The existing student record is updated if a matching Student Id is available in Finance & HCM.

    The corresponding customer and Person type records in the Global address book are also updated.

Note: When Finance & HCM completes processing student records in a batch, the following information is sent back to Anthology Student:

  • The SIS Student Id.

  • The status of each student record that is processed (whether Finance & HCM has created, updated, or found errors with the student record).

For more information, refer to Creating or Updating a Student Record.

Transactions from Student

Anthology Student sends the following transaction records to Finance & HCM:​

  • Subsidiary Charge
  • Subsidiary Payment
  • Subsidiary Refund
  • Stipend
  • Refund
  • Disbursement
  • Charge
  • Payment
  • Revenue Recognition
  • Miscellaneous Receipts

For more information, refer to Transactions Released from a SIS.

Payment Journal Integration

When the payment journal is posted for a worker in Finance & HCM, Anthology Student receives the following data from Finance & HCM:

  • Date – The date on which the worker was paid.

  • Period End Date - The end date of the payroll period.

  • Hours – The number of hours worked by the worker.

  • Check # - The check number of the payment made to the worker.

  • Gross Amount Paid – The amount paid to the worker.

  • Academic Year Sequence - The academic year sequence associated with the academic year for which the funds are awarded.

The Disbursed amount and Pending amount fields for the corresponding student award are updated in Finance & HCM once the integration between Finance & HCM and Anthology Student is successful.

When more than one award or more than one earning statement is present in a payment journal, the Gross amount is calculated from the earning statement and its associated awards, and a single cumulative line is sent to Anthology Student for each award.

Note: The Integration status of the record is updated as Not Integrated, Pending, or Integrated depending on whether the integration was successful or not.

For more information, refer to Payment Journal Integration.

Student Integration Process Batch

Use the Student Integration process batch job to send changes related to specific tables from Finance & HCM to Anthology Student.

The integration status of the records sent to Anthology Student can be viewed in the Integration Request page (under Student Accounting > Integration > Integration Request).

For more information, refer to Student Integration Process Batch Job.

Fund Source Synchronization

When Finance & HCM is integrated with Anthology Student, any updates to the FA Fund Source information in Finance & HCM is automatically sent to Anthology Student and corresponding records are added to the Integration Request page (under Student Accounting > Integration > Integration Request).​

When the Processed field for the FA Fund Source record is selected on the Integration Request page, it indicates the record was sent successfully. When the Processed field is cleared for a record, it indicates the record failed to be sent. The failed records can be processed later using the Student integration process batch job (under the Student accounting > Integration).​

For more information, refer to ​FA Fund Source Synchronization.