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Check Student Master

The student master is built from enrolment data created in the student management system. Academic attributes and demographic information must not be edited directly in D365 F&O — changes made at source synchronise automatically. Verify the following before running any fee batch.

  1. Open the student record

    From the FNO dashboard, open Modules ▸ Academic Management, expand Students, and click All students. Click the student's name to open their record (③).

    Check Student Master — the student record showing Current academic year under Enrolment details

  2. Confirm academic year and enrolment dates

    Under Enrolment details, confirm the Current academic year is correct (④). If it needs updating, make the change in the student management system.

    Click the Academic tab in the toolbar (⑤), then click Academic enrolments under Related information (⑥). Confirm the Effective date and Expiration date are current (⑦). Click Back when done.

    Check Student Master — Academic enrolments panel with Effective date and Expiration date

    Check Student Master — the General section showing the Sibling field

  3. Confirm sibling order and paid percentage

    If the student has siblings eligible for a family discount, confirm the Sibling field under General contains a number (e.g., eldest sibling = 1) (⑨).

    In the Relationships section, confirm the total Paid percentage equals 100.00 across all assigned fee payers.

    Check Student Master — the Relationships section showing Paid percentage totalling 100%

  4. Save

    Click Save if any adjustments were made.