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Defining Optional Fees

To set up optional fees, use the Optional Fees component (OPT_FEE_TABLE).

Your institution may have several fees that apply to many, but not all, students. For example, many students might need to purchase a parking sticker. By setting up a parking sticker fee as an optional fee, students can choose to purchase a parking sticker at the time of registration.

Institutions can use Self Service Miscellaneous Purchases to allow students to select in self service.

For setup information:

See Setting Up Miscellaneous Fees.

This section discusses:

Page Name

Definition Name

Navigation

Usage

Optional Fees

OPT_FEE_TABLE

select Set Up SACR, then select Product Related, then select Student Financials, then select Optional Fees, then select Optional Fees

Define optional fee codes.

Values

OPT_FEE_VAL

select Set Up SACR, then select Product Related, then select Student Financials, then select Optional Fees, then select Optional Fees, then select Values

Define optional fee values.

Optional Fees - Term

OPT_FEE_TERM

select Set Up SACR, then select Product Related, then select Student Financials, then select Optional Fees, then select Optional Fees - Terms

Link optional fees to terms.

Optional Fees per Term

OPT_FEE_TERM_VAL

select Set Up SACR, then select Product Related, then select Student Financials, then select Optional Fees, then select Optional Fees per Term

Define optional fee amounts.

Access the Optional Fees page (select Set Up SACR, then select Product Related, then select Student Financials, then select Optional Fees, then select Optional Fees).

Image: Optional Fees page

This example illustrates the fields and controls on the Optional Fees page. You can find definitions for the fields and controls later on this page.

Optional Fees page

Field or Control

Definition
Add all Careers

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

Enter the specific careers to which the system applies the optional fee.

Access the Values page (select Set Up SACR, then select Product Related, then select Student Financials, then select Optional Fees, then select Optional Fees, then select Values).

Image: Values page

This example illustrates the fields and controls on the Values page. You can find definitions for the fields and controls later on this page.

Values page

Field or Control

Definition
Valid Value

Define the valid value for the optional fee. This is the value that is attached to an optional fee per term definition.
Description

Provide a description for the optional fee.
Short Desc (short description)

Provide a short description for the optional fee.
Initial Value

Select to make a valid value the default value.

Select the Init Value (initial value) check box as 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.

Access the Optional Fees - Term page (select (Set Up SACR, then select Product Related, then select Student Financials, then select Optional Fees, then select Optional Fees - Terms).

Image: Optional Fees - Term page

This example illustrates the fields and controls on the Optional Fees - Term page. You can find definitions for the fields and controls later on this page.

Optional Fees - Term page

Field or Control

Definition
Term

Select the term in which the fee is charged.

Account Type

Enter the account type for the fee.
Item Type

Select the item type to which the system posts the optional term fee.
Due Date Code

Select the due date code (billing and due calendar).
Start Date

Enter an optional start date to specify the first day that the optional fee can be selected.
Stop Date

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.
No Change Date

Enter an optional no change date after which enrollment changes do not affect the amount of optional fees charged.

One Fee for All Careers

Select to charge students one fee regardless of the number of billing careers to which they are associated. If you clear this check box, the system charges students who are associated with more than one billing career once for each career.

Access the Optional Fees per Term page (select Set Up SACR, then select Product Related, then select Student Financials, then select Optional Fees, then select Optional Fees per Term).

Image: Optional Fees per Term page

This example illustrates the fields and controls on the Optional Fees per Term page. You can find definitions for the fields and controls later on this page.

Optional Fees per Term page

Field or Control

Definition
Academic Load

Select an academic load as a criterion for the optional fee.

Optional Fee Parameters

Field or Control

Definition
Value

Displays the fee code values and descriptions.
Amount/Unit

Enter the amount to charge per enrollment unit.
Flat Amount

Enter a flat amount to charge regardless of units taken.
Maximum Amount

Enter a maximum amount to charge any one student for this optional fee.
Initial Value

Select to define a valid value as the default value of the optional fee. The system automatically selects the check box next to the default value that you specified in the Values page, but you can override the selection for a particular term.
Copy Optional Fee

Click to copy an optional fee definition from one term to another.

Note: If you have specified start, stop, and no change dates on the Optional Fee - Term page, you might need to adjust the dates.