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Setting Up Course Fees and Class Fees

To set up course fees and class fees, use the Rate Tables for Course Fees component (CRSE_RATE_PANEL), the Course Fees component (CRSE_FEE_PANEL), the Course Fees Modal component (CRSE_FEE_MODAL), the Class Fees component (CLASS_FEE_PANEL), and the Class / Course Fees Rollover component (RUNCTL_FEE_RLVR).

This section provides an overview of course and class fees, and discusses:

After term fees, course fees and class fees are the most generalized method of establishing rates for fees.

Rate Tables for Course Fees

Use course rate IDs to add student characteristics to a course fee. Using a course rate ID with a course fee enables you to charge students with different characteristics at different rates. For example, you could charge an undergraduate chemistry student one fee for a lab, and an undergraduate humanities student a different fee for the same lab.

Note: Course rate IDs are not a replacement for course fees. Rather, they work in conjunction with a course fee definition.

Course Fees

Course fees provide additional flexibility in assessing fees. For example, you can define extra fees for courses with labs or studio sections. You could also override the term fees calculation rules for a particular course and charge a different fee altogether.

Note: If only one instance of the course exists, the course fee acts as the class fee. However, if a difference exists between a course fee and a class fee, the class fee overrides the course fee.

Class Fees

A class is a particular instance of a course. Courses are identified at the catalog level, and classes are identified through the class schedule. If the course fee is different from the fee charged for a class offered in that course, the class fee overrides the course fee.

Modal Course Fees and Class Fees

The Course Fees Modal component enables student records personnel to define course fees when accessing the Course Catalog component within PeopleSoft Student Records.

The Class Fees Modal component enables student records personnel to define class fees when accessing the Schedule New Course or Schedule of Classes components within PeopleSoft Student Records.

Page Name

Definition Name

Navigation

Usage

Rate Tables for Course Fees

CRSE_RATE_TABLE

select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Rate Tables for Course Fees

Set up rate tables for course fees.

Course Fees

CRSE_FEE_TABLE

select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Course Fees

Define course fees.

Course Sub Fees

CRSE_SUBFEE_TABLE

select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Course Sub Fees

Define course sub fees.

Course Fees Modal

CRSE_FEE_TBL_MDL

select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Course Fees Modal

Define modal course fees.

Course Sub Fees Modal

CRSE_SUBFEE_TBL_MD

select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Course Sub Fees Modal

Define modal course sub fees.

Class Fees

CLASS_FEE_TABLE

select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Class Fees

Define class fees.

Class Sub Fees

CLASS_SUBFEE_TABLE

select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Class Sub Fees

Define class sub fees.

Class Fees Modal

CLASS_FEE_TBL_MDL

select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Class Fees Modal

Define modal class fees.

Class Sub Fees Modal

CLASS_SUBFEE_MDL

select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Class Sub Fees Modal

Define modal class sub fees.

Class / Course Fees Rollover

RUNCTL_FEE_RLVR

select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Class / Course Fees Rollover

Roll over course and class fees to future terms.

Access the Rate Tables for Course Fees page (select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Rate Tables for Course Fees).

Image: Rate Tables for Course Fees page

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

Rate Tables for Course Fees page

Field or Control

Definition
Career Specific

Select to match classes by academic career.
Group Specific

Select this option to match classes by academic group.
Program Specific

Select to match classes by academic program.
Plan Specific

Select to match classes by academic plan.
(AUS) Cohort Year Specific

Select to match classes by cohort year.
Audit Rate Specified

Select to define a unique rate for audited courses. If this check box is cleared, students auditing the course are charged the regular rate.
Institution

Enter the academic institution.

Student Characteristics

The following fields describe characteristics of the student, not the course. By inserting additional rows with different combinations of characteristics, you can charge a different rate for the same course. These fields are all optional. To have the fee apply to all students within an institution, leave all of the student characteristics fields blank.

Field or Control

Definition
Institution

Select the institution that uses the term sub fee.
Career

If you selected the Career Specific check box, select an academic career.
Academic Group

If you selected the Group Specific check box, select an academic group.
Academic Program

If you selected the Program Specific check box, select an academic program. This is the academic program on the student's enrollment and not the student's primary academic program.
Cohort Year

If the Cohort Year Specific check box was selected, then you can specify the cohort year here.
Academic Plan

Enter the academic plan to which you want the fee to apply.

Fee Calculation Parameters

Using the following fields, you can control how much the system charges for the course fee. Fees can be charged based on academic units, a flat fee, or a combination of the two. Amounts that you enter are not independent of each other. Rather, they are summed.

Field or Control

Definition
Fee Amt Equation

Select an optional equation. Equations can be used for more complex selections than is possible using the student characteristics.
Amount/Unit

Enter the amount to charge per unit.

Flat Amount

Enter a flat amount to charge regardless of units taken.
Amount/Unit (Audit)

Enter the amount to charge per unit for audited classes.
Flat Amount (Audit)

Enter a flat amount to charge for audited classes regardless of units taken.

Access the Course Fees page (select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Course Fees, then select Course Sub Fees).

Image: Course Fees page

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

Course Fees page

Field or Control

Definition
Component

If more than one component of the course exists, select the component for which you want to define the fee. Otherwise, leave this field blank.
Institution

Enter the institution to which the course belongs. If the fee is assessed regardless of the institution, leave this field blank.
Campus

Enter the campus to which the course belongs. If the fee is assessed regardless of the campus, leave this field blank.
Location

Enter the location to which the course belongs. If the fee is assessed regardless of the location, you can leave this field blank.
Copy Course Fee

Select this option to copy a definition from one term to another.

Term/Session

Field or Control

Definition
Term

Select the term in which the fee is charged.
Session

If applicable, select the session in which the fee is charged.

Charge Method

Define the charge method. Values are:

Always: If you select this value, the fee is charged in addition to term fees. For example, the lab fee would be charged in addition to the course's term fee (tuition).

Not included in term tuition: If you select this value, the course fee is charged in addition to term fees. However, class units will be excluded from the term fee calculation.
Charge for Wait Listed Class

Select this option if the course fee is to be charged to a wait listed student.
Include in Pro-rata

Select this option if this course fee is included in pro rata refund calculations.

Include in Other Withdrawal

Select this option to include this fee in other withdrawal calculations. This selection is optional.

Access the Course Sub Fees page (select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Course Sub Fees).

Image: Course Sub Fees page

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

Course Sub Fees page

Field or Control

Definition
Audit Rate Specified

Select to define a unique rate for audited courses. If you clear this check box, students that audit the course are charged the regular rate.
Account Type

Select the account type to which you want to post the course fee.
Item Type

Select the item type to which you want the course fee posted.
Fee Trigger

To apply the course fee to certain students only, select either the Use Criteria option or the Use Equation option, and then select the predefined criteria or equation from the lookup. If you leave this field blank, all students who take the course are charged the fee.

See Understanding Equation Engine.
Course Rate ID

Enter an optional course rate ID to control the application of the course fee using student characteristics. If you enter a course rate ID, the Equation, Amount/Unit, and Flat Amount fields become unavailable.

Fee Calculation Parameters

Using the following fields, you can control how much the system charges for the course fee. Fees can be charged based on academic units, a flat fee, or a combination of the two. Amounts that you enter are not independent of each other. Rather, they are summed.

Field or Control

Definition
Fee Amt Equation (fee amount equation)

Select an optional equation. Use equations for more complex selections than are possible using the student characteristics.
Amount/Unit

Enter the amount to charge per unit.

Flat Amount

Enter a flat amount to charge regardless of units taken.
Amount/Unit (Audit)

Enter the amount to charge per unit for audited classes.
Flat Amount (Audit)

Enter a flat amount to charge for audited classes regardless of units taken.
Minimum Amount

Enter an optional minimum amount for the course sub fee.
Maximum Amount

Enter an optional maximum amount for the course sub fee.
Adjustment Code

Select the adjustment code (calendar) to associate with this course sub fee.
Due Date Code

Select the due date code (calendar) to associate with this course sub fee.
Waiver Group

Select an optional waiver group that can offset course sub fee charges.
Exclude HECS Students exclude Higher Education Contribution Scheme students)(AUS)

Select this option so that students are not charged twice for the same class if they are under multiple loan programs.

Access the Course Fee Modal page (select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Course Fees Modal).

This page is identical to the Course Fees page.

Access the Course Sub Fees Modal page (select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Course Sub Fees Modal).

This page is identical to the Course Sub Fees page.

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

Image: Class Fees page

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

Class Fees page

Field or Control

Definition
Offer Number

Enter the offer number of the class.
Term

Enter the term for which the class is offered.
Session

If the class is offered in more than one session in the term, enter the session number.
Section

If the class is offered in more than one section, enter a section number.
Component

If more than one component is offered for the class, and the class charge should apply to a specific component, select the component.
Charge Method

Define the charge method. Values are:

Always: The fee is charged in addition to term fees. For example, the lab fee would be charged in addition to the class term fee (tuition).

Not included in term tuition: The class is excluded from the term fee calculation and the class fee becomes the total charge for the class.
Charge for Wait Listed Class

Select this option if the class fee is to be charged to a wait listed student.
Charge for Course Fee

Select this option if you want to charge course fees in addition to class fees. If you do not select this check box, class fee definitions override course fee definitions for the same class.
Include in Pro-rata

Select this option if this class fee is included in pro rata refund calculations.
Include in other Withdrawal

Select this option to include this fee in other withdrawal calculations. This selection is optional.

Access the Class Sub Fees page (select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Class Sub Fees).

Image: Class Sub Fees page

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

Class Sub Fees page

Field or Control

Definition
Audit Rate Specified

Select to define a unique rate for audited classes. If the check box is cleared, students auditing the class are charged the regular rate.
Account Type

Select the account type to which you want the class fee posted.
Item Type

Select the item type to which you want the class fee posted.
Fee Trigger

To apply the class fee to specific students, select either the Use Criteria option or the Use Equation option, and then select the predefined criteria or equation from the lookup. If you leave the field blank, the system charges the fee to all students who take the class.

See Understanding Equation Engine.
Course Rate ID

Enter an optional course rate ID to control the application of the class fee using student characteristics. If you enter a course rate ID, the Equation, Amount/Unit, and Flat Amount fields become unavailable.

Fee Calculation Parameters

Using the following fields, you can control exactly how much the system charges for the class fee. Fees can be charged based on academic units, a flat fee, or a combination of the two. Amounts that you enter are not independent of each other. Rather, they are summed.

Field or Control

Definition
Fee Amt Equation

Select an optional equation. You can use equations for more complex selections than are possible using the student characteristics.
Amount/Unit

Enter the amount that you want to charge per unit.

Flat Amount

Enter a flat amount that you want to charge, regardless of units taken.
Amount/Unit (Audit)

Enter the amount that you want to charge per unit for audited classes.
Flat Amount (Audit)

Enter a flat amount that you want to charge for audited classes regardless of units taken.
Minimum Amount

Enter an optional minimum amount for the class sub fee.
Maximum Amount

Enter an optional maximum amount for the class sub fee.
Adjustment Code

Select the adjustment code (calendar) to associate with this class sub fee.
Due Date Code

Select the due date code (calendar) to associate with this class sub fee.
Waiver Group

Select an optional waiver group that can offset class sub fee charges.
Exclude HECS Students (exclude Higher Education Contribution Scheme students)(AUS)

Select this option so that students are not charged twice for the same class if they are under multiple loan programs.

Access the Class Fees Modal page (select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Class Fees Modal).

This page is identical to the Class Fees page.

Access the Class Sub Fees Modal page (select Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Class Sub Fees Modal).

This page is identical to the Class Sub Fees page.

Access the Class / Course Fees Rollover page (select (Set Up SACR, then select Product Related, then select Student Financials, then select Course and Class Fees, then select Class / Course Fees Rollover).

Image: Class / Course Fees Rollover page

This example illustrates the fields and controls on the Class / Course Fees Rollover page. You can find definitions for the fields and controls later on this page.

Class / Course Fees Rollover page

Field or Control

Definition
From Term and To Term

Enter the term from which you are copying fee information and the term to which you are copying it.
Override Existing Setup

If the term that you specify in the To Term field has existing fee information, the process does not overwrite it unless you select this check box. If you select this check box, the process replaces the existing fee information with the fee information from the term specified in the From Term field.
Class Fees, Course Fees, and Course List Fees

Select the types of fee information that you want to roll over.

Note: Reversing this process is not possible after you run it.