Calculating and Viewing Tuition for Multiple Students


Concept


Steps:

  1. Begin by navigating to the Tuition for Multiple Students page.

     

    Click the Student Financials link.

    Step 1
  2. Click the Tuition and Fees link.

    Step 2
  3. Click the Calculate Batch Tuition link.

    Step 3
  4. Click the Calculate Tuition link.

    Step 4
  5. You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the report may help you remember it for future use.

     

    Click the Add a New Value tab.

    Step 5
  6. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

     

    Enter the desired information into the Run Control ID field. Enter

     a valid value
     e.g.
     "TMS1"
    .

    Step 6
  7. Click the Add button.

    Step 7
  8. Use the Tuition for Multiple Students page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 8
  9. Use the Tuition for Multiple Students page to calculate tuition in batch.

    Step 9
  10. Use the Run Option field to specify what to calculate for this batch of students. There are seven choices:

    Calc and Post Tuition, Waivers: (calculate and post tuition, waivers): Calculates and posts tuition and fee waivers for all students who meet the criteria that you select on this page.

    Calculate Tuition only: Calculates but does not post tuition for all students who meet the criteria that you select on this page. This option does not calculate or post waivers.

    Calculate Waivers only: Calculates but does not post waivers for all students who meet the criteria that you select on this page. This option does not calculate or post tuition.

    Calculate and Post Tuition: Calculates and posts tuition only for all students who meet the criteria that you select on this page.

    Calculate and Post Waivers: Calculates and posts fee waivers only for all students who meet the criteria that you select on this page.

    Post Tuition only: Posts tuition that you have already calculated.

    Post Waivers only: Posts waivers that you have already calculated.

    Step 10
  11. Use the Select Option field to specify how students should be selected for tuition calculation. There are two choices:

    All students: Calculates tuition for all students, regardless of when their tuition was last calculated.

    Required Only: Calculates tuition for students who meet the criteria in the page and for whom the tuition calculation required flag is set to yes.

    Step 11
  12. Click in the Academic Career field.

    Step 12
  13. Use the Academic Career field to select an optional academic career for which you want to calculate tuition and fees. You can leave this field blank to calculate tuition for all careers limited by your run option and select option settings.

     

    Enter the desired information into the Academic Career field. Enter

     a valid value
     e.g.
     "UGRD"
    .

    Step 13
  14. Click in the Term field.

    Step 14
  15. Use the Term field to select an optional term for which you want to calculate tuition and fees.

     

    Enter the desired information into the Term field. Enter

     a valid value
     e.g.
     "0540"
    .

    Step 15
  16. Click in the Academic Program field.

    Step 16
  17. Use the Academic Program field to select an optional academic program for which you want to calculate tuition and fees. Leave this field blank to calculate tuition and fees for all eligible students in all academic programs limited by your run option and select options settings.

     

    Enter the desired information into the Academic Program field. Enter

     a valid value
     e.g.
     "LAU"
    .

    Step 17
  18. At this point, you would continue to run the Tuition for Multiple Students process just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for an example of running a process.

    Step 18
  19. After you successfully run the process, you will review the messages associated with the calculation.

     

    Click the View Fee Calculation Messages link.

    Step 19
  20. There are 12 digits in the Batch ID number.

     

    Enter the desired information into the Batch ID field. Enter

     a valid value
     e.g.
     "000000000004"
    .

    Step 20
  21. Click the Search button.

    Step 21
  22. Use the Fee Calc Messages (Batch) page to review the warning and error messages for all of the students calculated in this batch.

    Step 22
  23. Notice the ID in Batch field. The range of student EmplIDs starts at AA0040 and ends at SRTS0004.

     

    On this page, the EmplIDs displayed are AA0040 through FA0635.

    Step 23
  24. For the purposes of this example, the group of students that you want to review have EmplIDs beginning with SFEK, which is likely at the end of the batch.

     

    Click the Go to Last Chunk button.

    Step 24
  25. The EmplIDs you are looking for will be listed on this page.

     

    Click the View All link.

    Step 25
  26. Click the vertical scrollbar.

    Step 26
  27. The Warnings you see here don't mean that the tuition has not been calculated properly.  Rather, these warnings signify whether (or not) certain criteria have been included in the tuition calculation.

    Step 27
  28. Click the Messages 2 tab.

    Step 28
  29. The Messages 2 tab displays more fee calculation information.

    Step 29
  30. Next, you will use the Fees After Calculation (Batch) page to see the tuition calculation results.

     

    Click the Review Fees After Calculation link.

    Step 30
  31. Use the Fees After Calculation (Batch) page to review fees after batch tuition calculation.

    Step 31
  32. You have to find the students whose IDs begin with SFEK again.

     

    Click the Go to Last Chunk button.

    Step 32
  33. Click the View All link.

    Step 33
  34. Click the vertical scrollbar.

    Step 34
  35. The Tuition and Fees tabs display the tuition and the fees that were calculated for each student.

    Step 35
  36. For Jornell Marshall, EmplID SFEK00052, you can click the different tabs to see all of the calculation information.

    Step 36
  37. Click the Tuition and Fees 2 tab.

    Step 37
  38. The Tuition and Fees 2 tab displays course and session information.

     

    Click the Tuition and Fees 3 tab.

    Step 38
  39. The Tuition and Fees 3 tab displays waivers, calendar, and adjustment information.

     

    Click the Tuition and Fees 4 tab.

    Step 39
  40. The Tuition and Fees 4 tab displays billing and academic career information.

    Step 40

You have successfully calculated tuition and fees for multiple students.

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