Fees Building Configuration Page

On this page:

Use this page to define how the Fees package is used within a building. For each building, you can specify the text to print on student billing statements, define how fees may be reduced based on student information, and indicate how course fees should be prorated based on when students add or drop courses and whether course fees should be prorated when students resolve into specific marking periods of a course.

View a building's fees configuration

1. Select Administration > Fees Setup > Setup > Fees Building Configuration.
   • If a search page displays, select the building.
   • If the detail page displays for a building other than the one you want, use Search to select another building.

Add a building's fees configuration

1. Select Administration > Fees Setup > Setup > Fees Building Configuration.
   • If a search page displays, select the building.
   • If the detail page displays for a building other than the one you want, use Search to select another building.
2. Define values as needed.
3. Click Save.

Add a prorate schedule

1. Select Administration > Fees Setup > Setup > Fees Building Configuration.
   • If a search page displays, select the building.
   • If the detail page displays for a building other than the one you want, use Search to select another building.
2. On the Prorate Schedules panel, click Add.
3. Enter the course duration in number of weeks for the schedule. For example, enter 18 for semester length courses.
4. Define the prorate schedule in the Course Added and Course Dropped sections.
5. Click Save.

Change a building's fees configuration

1. Select Administration > Fees Setup > Setup > Fees Building Configuration.
   • If a search page displays, select the building.
   • If the detail page displays for a building other than the one you want, use Search to select another building.
2. Change values as needed.
3. Click Save.

Delete a building's fees configuration

1. Select Administration > Fees Setup > Setup > Fees Building Configuration.
   • If a search page displays, select the building.
   • If the detail page displays for a building other than the one you want, use Search to select another building.
2. Click

   

    (Delete).
3. Click Yes.

Delete a prorate schedule

After you delete the details for a schedule, the schedule no longer displays. Note that the DEF schedule is always displayed, but the schedule is only used if you have entered details in the Courses Added or Courses Dropped sections.

1. Select Administration > Fees Setup > Setup > Fees Building Configuration.
   
   • If a search page displays, select the building.
   • If the detail page displays for a building other than the one you want, use Search to select another building.
2. On the Prorate Schedules panel, select the 

   

    (Delete) checkbox for all rows in the Courses Added and Courses Dropped sections for the schedule.
3. Click Save.

Fields

Prorate Settings Panel

Note

The change date for a course is the date that the change was made to the course in the student's schedule; it is not the course's add date or drop date.

Prorate Schedules Panel

Weeks in Course Sections

These sections specify how course fees should be prorated when students add or drop courses.

You can set up multiple rules for prorating courses that are added or dropped if the length of a course (for example, semester or year-long) determines how fees should be prorated. If all courses follow the same schedule, define the schedule in the Weeks in Course: DEF section.

To add a new Weeks in Course rule, click Add on the Prorate Schedules panel.

To reorder row in this section, click the tab to the left of the row and drag and drop to the desired location.

Course Added Section

Field	Description
After # Days	Number of days after the start of class on which the prorate percentage applies. When a course is added on or after the stated number of days, the course will be prorated the set amount. The number of days reflects calendar days, not membership days or days that the course meets. For example, if the student's fees should be prorated 100% if the course is dropped one week after the class starts, enter 7.
% Discount	Percent that the fee will be discounted if the student adds a course on or after the stated number of days. Enter the percentage as a whole number between 0 and 100.
(Delete)	To delete a record, select the row's Delete checkbox, then click Save.

Course Dropped Section

Field	Description
After # Days	Number of days after the start of class on which the prorate percentage applies. When a course is dropped on or after the stated number of days, the course will be prorated the set amount. The number of days reflects calendar days, not membership days or days that the course meets. For example, if the student's fees should be prorated 100% if the course is dropped one week after the class starts, enter 7.
% Discount	Percent that the fee will be discounted if the student drops a course on or after the stated number of days. Enter the percentage as a whole number between 0 and 100.
(Delete)	To delete a record, select the row's Delete checkbox, then click Save.

Reduced Rates Panel

This panel specifies the criteria for determining the students who should be billed reduced rates and the discounts that should be applied. It displays three sections, allowing you to specify different discounts for each of the possible fee types: Course Fees, Activity Fees, and Student Fees.

The criteria rows in each section are listed in priority order, with the first row representing the highest priority and subsequent rows listed in descending order. To reorder row in this section, click the tab to the left of the row and drag and drop to the desired location.

For related information, refer to Reducing Rates for Disadvantaged Children.

Course Fees Section

Course Fees are billed by the Create Billed Items option based on the courses in a student's schedule.

Field	Description
% Discount	The discount percentage to apply to students who have the selected value. For example, if a student receives a 10 percent discount on a fee of $20.00, the amount charged would be $18.00. Enter the percentage as a whole number between 0 and 100.
Table	The table for selecting the column (field) to use as criteria.
Column	The column (field) for specifying the criteria for this rate.
Value	The value that the student must have for the selected table and column to qualify for the reduced rate applied to fees.
Fee Sub-Category	Select the sub-category to assign to student fee records that were reduced by the rate. Assigning a sub-category can help you analyze fee information for your building. For example, you can run the Fee Category report to see the total fees that have been billed for a reduced fee category.
(Delete)	To delete a record, select the row's Delete checkbox, then click Save.

Activity Fees Section

Activity Fees are billed by the Create Billed Items option based on the activities in which the student participates.

Field	Description
% Discount	The discount percentage to apply to students who have the selected value. For example, if a student receives a 10 percent discount on a fee of $20.00, the amount charged would be $18.00. Enter the percentage as a whole number between 0 and 100.
Table	The table for selecting the column (field) to use as criteria.
Column	The column (field) for specifying the criteria for this rate.
Value	The value that the student must have for the selected table and column to qualify for the reduced rate applied to fees.
Fee Sub-Category	Select the sub-category to assign to student fee records that were reduced by the rate. Assigning a sub-category can help you analyze fee information for your building. For example, you can run the Fee Category report to see the total fees that have been billed for a reduced fee category.
(Delete)	To delete a record, select the row's Delete checkbox, then click Save.

Student Fees Section

Student Fees are billed by the Create Billed Items option based on student criteria. They also can be billed to a group of students by the One-Time Billing option (Fees > All > Utilities > One-Time Billing).

Field	Description
% Discount	The discount percentage to apply to students who have the selected value. For example, if a student receives a 10 percent discount on a fee of $20.00, the amount charged would be $18.00. Enter the percentage as a whole number between 0 and 100.
Table	The table for selecting the column (field) to use as criteria.
Column	The column (field) for specifying the criteria for this rate.
Value	The value that the student must have for the selected table and column to qualify for the reduced rate applied to fees.
Fee Sub-Category	Select the sub-category to assign to student fee records that were reduced by the rate. Assigning a sub-category can help you analyze fee information for your building. For example, you can run the Fee Category report to see the total fees that have been billed for a reduced fee category.
(Delete)	To delete a record, select the row's Delete checkbox, then click Save.

Billing Statement Panel