Tuition Calculation Overview. To provide an overview of the components involved in tuition calculation and to explain how setup changes can affect student.

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Presentation transcript:

Tuition Calculation Overview

To provide an overview of the components involved in tuition calculation and to explain how setup changes can affect student accounts.

 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

* Configuration changes only done by SF

* FIU has more than one calendar

Example of Billing & Due Date Calendar Summer 2014 Pivot Date: Term Start Date5/12/2014 From DayTo DayDue %Due Date Calc:Days Days from Pivot Date:8 Student Registers up to5/20/2014 Tuition is Due:5/20/ Days from Run Date0 Student Registers between5/21/20146/1/2014 Tuition is Due: Same Day Tuition Calc Runs Days from Pivot Date:50 Student Registers between6/2/20147/1/2014 Tuition is Due:7/1/ Days from Run Date0 Student Registers after7/2/2014 Tuition is Due: Same Day Tuition Calc Runs

Trigger Criteria Tuition Group Criteria

Class Vs. Student

Two types of Criteria: Trigger Tuition group

Waivers have trigger criteria Item Type Groups

 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.  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_ENROLL FORM_OF_STUDY FULLY_ENRL_DT LAST_DATE_ATTENDED PROJ_BILL_UNT OVRD_BILL_UNITS WITHDRAW_CODE WITHDRAW_DATE INSTITUTION TERM Changing any of these fields on STDNT_CAR_TERM: ACADEMIC_LOAD ACAD_LEVEL_BOT ACAD_LEVEL_PROJ ACAD_LOAD_APPR STDNT_CAR_NBR ACAD_PROG_PRIMARY ACAD_YEAR BILLING_CAREER CUR_RESIDENT_TERMS TRF_RESIDENT_TERMS

Setup of tuition calc or courses/classes Item type changes Using CORRECTION mode on student program plan instead of adding a new row.