Generate Flat Fee for Book Sales

Before starting, ensure a book fee item has already been created.

1. Verify book fee prices

   From the FNO dashboard, navigate to Modules ▸ Product information management ▸ Products ▸ Released products. Filter the Product name column for Book fees (②). Click Sell on the Action Pane (③) and under View select Sales price (④). Confirm prices are set up for all required grades, curricula, and streams.

   

2. Create a fee schedule template for book sales

   Navigate to Modules ▸ Academic management ▸ Fee schedules ▸ All fee schedules and click New (⑥). Set Customer type to Student (⑦), enter a Description, and select a Fee and charge interval (⑧). In Fee schedule lines, click + Add line and choose the book fee item (⑨). Click Save and close.

   

3. Generate the sales order

   Navigate to Modules ▸ Academic management ▸ Periodic tasks ▸ Generate sales order batch processing. Set a Fee generation date within the fee and charge interval, select the Fee and charge interval, set Posting option to Create sales order, enter a Batch description, and select the book sales fee schedule template (⑫). In Records to include, filter by the Student account number (⑬). Click OK.

   

4. Send the proforma invoice

   Return to Modules ▸ Academic management ▸ Students ▸ All students, open the student record, click Sell (⑮) ▸ Orders ▸ All sales orders (⑯), and select the generated sales order. Click Confirm sales order, enable Print confirmation and Use print management destination, then click OK to send the proforma invoice.