Assigning Optional Fees & Recalculating Tuition and Fees


Concept


Steps:

  1. Begin by navigating to the Optional Fees page.

     

    Click the Set Up SACR link.

    Step 1
  2. Click the Product Related link.

    Step 2
  3. Click the Student Financials link.

    Step 3
  4. Click the Optional Fees link.

    Step 4
  5. Click the Optional Fees link.

    Step 5
  6. Click the Add a New Value tab.

    Step 6
  7. Click in the Optional Fee Code field.

    Step 7
  8. Enter the desired information into the Optional Fee Code field. Enter

     a valid value
     e.g.
     "05PRK"
    .

    Step 8
  9. Click the Add button.

    Step 9
  10. Use the Optional Fees page to define the fee code and careers that the optional fee applies to.

    Step 10
  11. Enter the desired information into the Effective Date field. Enter

     a valid value
     e.g.
     "01/01/1900"
    .

    Step 11
  12. Click in the Description field.

    Step 12
  13. Enter the desired information into the Description field. Enter

     a valid value
     e.g.
     "05 PARKING STICKER"
    .

    Step 13
  14. Click in the Short Description field.

    Step 14
  15. Enter the desired information into the Short Description field. Enter

     a valid value
     e.g.
     "05PARK"
    .

    Step 15
  16. Click the Academic Career list.

    Step 16
  17. Use the Academic Career field to enter the specific careers to which the system applies the optional fee.

     

    Select Add all Careers to apply the optional fee to all active academic careers in the institution. If you add all careers, the Academic Career field becomes unavailable.

     

    Click the Undergraduate list item.

    Step 17
  18. Click the Add Row button.

    Step 18
  19. Click the Academic Career list.

    Step 19
  20. Click the vertical scrollbar.

    Step 20
  21. Click the Graduate list item.

    Step 21
  22. Click the Values tab.

    Step 22
  23. Use the Values page to define the valid values for this optional fee.

    Step 23
  24. Enter the desired information into the Valid Value field. Enter

     a valid value
     e.g.
     "PRKING"
    .

    Step 24
  25. Click in the Description field.

    Step 25
  26. Enter the desired information into the Description field. Enter

     a valid value
     e.g.
     "PARKING STICKER"
    .

    Step 26
  27. Click in the Short Description field.

    Step 27
  28. Enter the desired information into the Short Description field. Enter

     a valid value
     e.g.
     "STICKER"
    .

    Step 28
  29. Click the Add Row button.

    Step 29
  30. Enter the desired information into the Valid Value field. Enter

     a valid value
     e.g.
     "NOPARK"
    .

    Step 30
  31. Click in the Description field.

    Step 31
  32. Enter the desired information into the Description field. Enter

     a valid value
     e.g.
     "NO PARKING STICKER"
    .

    Step 32
  33. Click in the Short Description field.

    Step 33
  34. Enter the desired information into the Short Description field. Enter

     a valid value
     e.g.
     "NO STICKER"
    .

    Step 34
  35. Use the Initial Value check box to specify the default fee to be charged.

     

    In this example, the default value NOPARK means that the system does not charge an optional parking sticker fee to a student unless PRKING is manually selected during tuition calculation.

     

    Click the Initial Value option.

    Step 35
  36. Click the Save button.

    Step 36
  37. Notice that after you save, the system adds the Description to the Fee Code name.

    Step 37
  38. Next, you will add optional fees for a term.

     

    Click the Optional Fees - Terms link.

    Step 38
  39. Use the Optional Fees - Term page to link optional fees to terms.

    Step 39
  40. Enter the desired information into the Term field. Enter

     a valid value
     e.g.
     "0570"
    .

    Step 40
  41. Click in the Account Type field.

    Step 41
  42. Enter the desired information into the Account Type field. Enter

     a valid value
     e.g.
     "PAR"
    .

    Step 42
  43. Click in the Item Type field.

    Step 43
  44. There are 12 digits in an item type.

     

    Enter the desired information into the Item Type field. Enter

     a valid value
     e.g.
     "400000000500"
    .

    Step 44
  45. Click in the Due Date Code field.

    Step 45
  46. Enter the desired information into the Due Date Code field. Enter

     a valid value
     e.g.
     "TRMSTART"
    .

    Step 46
  47. Use the Start Date field to enter an optional start date to specify the first day that the optional fee can be selected.

    Step 47
  48. Use the Stop Date field to enter an optional stop date to specify the last day that the optional fee can be selected. The Optional Fees for a Student page functionality cannot be used to calculate or link students to an optional fee after this date. However, if changes are necessary, you can use the Optional Fees Override page.

    Step 48
  49. Use the No Change Date field to specify an optional no change date after which enrollment changes do not affect the amount of optional fees charged.

    Step 49
  50. Select the One Fee for All Careers check box to charge students on fee regardless of the number of billing careers to which they are associated. If you clear this check box, the system charges students associated with more than one billing career once for each career.

    Step 50
  51. Click the Save button.

    Step 51
  52. Next, you will add optional fees per terms.

     

    Click the Optional Fees per Term link.

    Step 52
  53. Use the Optional Fees per Term page to define optional fee amounts.

    Step 53
  54. Click the Academic Load list.

    Step 54
  55. Click the Full-Time list item.

    Step 55
  56. Click in the Effective Date field.

    Step 56
  57. Enter the desired information into the Effective Date field. Enter

     a valid value
     e.g.
     "01/01/2006"
    .

    Step 57
  58. Click in the Flat Amount field.

    Step 58
  59. Enter the desired information into the Flat Amount field. Enter

     a valid value
     e.g.
     "50.00"
    .

    Step 59
  60. Click the Add Row button.

    Step 60
  61. Click the Academic Load list.

    Step 61
  62. Click the Half-Time list item.

    Step 62
  63. Click in the Effective Date field.

    Step 63
  64. Enter the desired information into the Effective Date field. Enter

     a valid value
     e.g.
     "01/01/2006"
    .

    Step 64
  65. Click in the Flat Amount field.

    Step 65
  66. Enter the desired information into the Flat Amount field. Enter

     a valid value
     e.g.
     "50.00"
    .

    Step 66
  67. Click the Save button.

    Step 67
  68. Next, you will assign the optional fees to a student.

     

    Click the vertical scrollbar.

    Step 68
  69. Click the Student Financials link.

    Step 69
  70. Click the Tuition and Fees link.

    Step 70
  71. Click the Assign Optional Fees link.

    Step 71
  72. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "0065"
    .

    Step 72
  73. Click the Search button.

    Step 73
  74. Use the Optional Fees for a Student page to calculate optional fees for an individual student.

    Step 74
  75. The system displays the Valid Value that you defined on the Optional Fees per Term page.

     

    Click in the Valid Value field.

    Step 75
  76. Enter the desired information into the Valid Value field. Enter

     a valid value
     e.g.
     "PRKING"
    .

    Step 76
  77. Click the Refresh button.

    Step 77
  78. Click the Calculate Tuition and Fees button.

    Step 78
  79. Click the Display Optional Fees link.

    Step 79
  80. Use the Optional Fees page to review a student's optional fees.

    Step 80
  81. You can see that you assigned the health and parking fees to Megan.

     

    Click the Return link.

    Step 81
  82. Click the Student Accounts link.

    Step 82
  83. The Student Accounts page displays the optional fees and other fees for Megan.

    Step 83
  84. Click the Account Details link.

    Step 84
  85. Next, you will override Megan's parking sticker charge.

     

    Click the Return link.

    Step 85
  86. Click the Return link.

    Step 86
  87. Click the Override Optional Fees link.

    Step 87
  88. Use the Optional Fees Override page to override optional fees after the no change date.

    Step 88
  89. Click in the Valid Value field.

    Step 89
  90. Enter the desired information into the Valid Value field. Enter

     a valid value
     e.g.
     "NOPARK"
    .

    Step 90
  91. Click the Refresh button.

    Step 91
  92. Notice that you changed the Valid Value to NOPRK, so Megan's $50.00 parking sticker charge is now $0.00.

     

    Next, recalculate her tuition and fees.

    Step 92
  93. Click the Calculate Tuition and Fees button.

    Step 93
  94. Click the Display Optional Fees link.

    Step 94
  95. Notice there is no charge for the parking sticker.

     

    Click the Return link.

    Step 95
  96. Click the Student Accounts link.

    Step 96
  97. Click an entry in the Account Details column.

    Step 97
  98. Click the Item Details link.

    Step 98
  99. The Item Details page displays the charge and its reversal.

     

    Click the Return link.

    Step 99
  100. Click the Return link.

    Step 100
  101. Click the Detail Trans link.

    Step 101
  102. The Item Description tab displays line item transactions.

     

    Click the Item Detail tab.

    Step 102
  103. The Item Detail tab displays other line item transaction detail.

     

    Click the Return link.

    Step 103

You have successfully created and assigned optional fees. You have also recalculated fees after the no change date.

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