Tuition Calculation Overview. To provide an overview of the components involved in tuition...
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Transcript of Tuition Calculation Overview. To provide an overview of the components involved in tuition...
Objective
To provide an overview of the components involved in tuition calculation and to explain how setup changes can affect student accounts.
Components Student Financials
Relationships Overview of Tuition Calculation
Components
Tuition Calculation Controls
Billing & Due Date Calendars
Adjustment Calendars
Criteria
Minimum/Maximum Fees
Term Fees
Waivers
Course Lists & Course List Fees
Tuition Groups
Course/Class Fees
Individual and Batch Calculations
Student Financials Relationships
AdmissionsApplication Fees,
Deposits, Status Changes
General LedgerJournals,
Chartfields
Financial Aid
Anticipated Aid, Disbursements
Accounts PayableVouchers, Vendors
Payroll Tables
SF Refunds
Student RecordsEnrollment
Campus Community
Personal Data,Address,
Residency, Relations,
Communication, Checklist &
Comments (3C’s), Service Indicators
Student Financial
s
ExternalCashNet, BOA,
FL Prepay
Tuition Calc Overview
Waivers Criteria / Equation
Class / Course Fees
Term Fees
Adjustment
Calendars
Tuition Group
Billing & Due Date Calendars
Example of Billing & Due Date CalendarSummer 2014
Pivot Date: Term Start Date 5/12/2014
From Day To Day Due % Due Date Calc: Days -9999 8 100.00 Days from Pivot Date: 8
Student Registers up to 5/20/2014Tuition is Due: 5/20/2014
9 20 100.00 Days from Run Date 0Student Registers between 5/21/2014 6/1/2014
Tuition is Due: Same Day Tuition Calc Runs
21 50 100.00 Days from Pivot Date: 50Student Registers between 6/2/2014 7/1/2014
Tuition is Due: 7/1/2014
51 9999 100.00 Days from Run Date 0Student Registers after 7/2/2014
Tuition is Due: Same Day Tuition Calc Runs
Billing & Due Date Calendars
Tuition Calc Recap
Waivers Criteria / Equation
Class / Course Fees
Term Fees
Adjustment
Calendars
Tuition Group
Billing & Due Date Calendars
Adding a row to term activation
Adding a row to Student Program Plan (not correcting an existing row) but only with certain actions (and leave of absence isn’t one of them. The impacted CPP row must have a program status of AD (Admitted), AC (Active) or AP (Applicant).
The ACAD_CAREER on the STDNT_CAR_TERM row must equal the ACAD_CAREER on the impacted CPP row.
The STRM on the STDNT_CAR_TERM row must have a begin date that is greater than or equal to the effective date on the impacted CPP row.
What actions turn the Tuition Calc Required flag on?
Changing the Override Tuition Group on the tuition calc page.
Changing a value on Optional Fees per Student
Changing an Equation Variable
Changing or adding Student Enrollment (add/drop/withdraw/cancel)
Changing or adding Residency
Posting Grades (if this is turned on at the Business Unit)
Changing or adding a Student Group
Changing the End Date on
Student Enroll OEE
ELIG_TO_ENROLLFORM_OF_STUDYFULLY_ENRL_DTLAST_DATE_ATTENDEDPROJ_BILL_UNTOVRD_BILL_UNITSWITHDRAW_CODEWITHDRAW_DATEINSTITUTIONTERM
Changing any of these fields on STDNT_CAR_TERM:
ACADEMIC_LOADACAD_LEVEL_BOTACAD_LEVEL_PROJACAD_LOAD_APPRSTDNT_CAR_NBRACAD_PROG_PRIMARYACAD_YEARBILLING_CAREERCUR_RESIDENT_TERMSTRF_RESIDENT_TERMS
What actions turn the Tuition Calc Required flag on?
Actions that do NOT turn the Tuition Calc Required flag
• Setup of tuition calc or courses/classes
• Item type changes
• Using CORRECTION mode on student program plan instead of adding a new row.