Setting Up Term Fee Codes

Click to delete the term fee.

The Institution Set, Academic Career, and Term fields must be populated in the user's User Defaults page.

Specify how the fee code calculates fees. Values are:

Class: Select to reflect charges for the particular term fee that is relative to each class in the student's account information. The system automatically makes available the information that is necessary to use course lists with third-party contracts.

Session: Select to sum charges for all classes that are taken within a particular session in the student's account information. If you select this option and want to use course lists with third-party contracts, you must also enable Track Class Pricing (on the Term Fees page).

Term: Select to sum charges for all classes that are taken with a particular term in the student's account information. If you select this option and want to use course lists with third-party contracts, you must also enable Track Class Pricing (on the Term Fees page).

See Using ITEM_SF Installments.

Select the basis for calculating the fee. Values are:

Anti Units (anticipated units): Select to calculate fees based on the number of units in which students typically enroll within a certain academic program. For example, if Fine Arts freshmen are expected to enroll in 15 units, the system calculates the fee on that basis for all freshmen.

Bill Units: Select to charge fees based on the actual number of units in which the student is enrolled versus anticipated units.

Select to calculate fees based on anticipated units even if actual enrollment information is available. If you do not select this check box and you are calculating fees using anticipated units, the system uses actual enrollment information when it is available.

Select a fee class to use for reporting purposes.

Click to copy the term fee to a new term.

Select the term to which the term fee applies.

If you defined the term fee code to charge by session on the Term Fee Codes page, select the session to which the term fee applies.

Select an account type and item type for the term fee.

If the system calculates the term fee code using anticipated units, this field is required. Select a different item type from the one you selected in the Item Type field to distinguish between charges that are based on anticipated enrollment and charges that are based on actual enrollment.

To select an optional fee trigger that limits the application of the term fee to specific students, click either the Use Criteria option or the Use Equation option, and then select the predefined criteria or equation from the lookup.

See Understanding Equation Engine.

Enter the adjustment code (calendar) that governs this fee. This code determines the refund amount for students who drop classes.

Select a due date code (calendar) to define when the fee is due and payable.

Enter an optional minimum/maximum fee code to assign predefined limits to the term fee.

Enter a minimum charge amount that is unique to this term fee.

Enter a maximum charge amount that is unique to this term fee.

This field becomes available when the system calculates fees using anticipated units. Enter a date after which the system no longer uses anticipated units. At this point, the system calculates the term fee using actual enrollment (billing) units. If the student has not enrolled in classes by the date specified, the system calculates fees using zero units. If so defined, minimum charges could still apply.

Select to charge the term fee for students who are on a waiting list for a class.

Select to track revenue on a class-specific basis, thereby allocating revenue to specific departments. For example, a student pays a term fee of 2,000.00 USD and is enrolled in four classes of equal units: Physics 150, Calculus 31, Art 111, and Philosophy 101. Breaking down the fee by class yields revenue of 500.00 USD per class. Using revenue tracking by class, you can allocate the revenue from Physics 150 to the Physics Department, the revenue from Calculus 31 to the Math Department, the revenue from Art 111 to the Art Department, and the revenue from Philosophy 101 to the College of Liberal Arts.

See:

• Understanding the Schedule of Classes

• Using ITEM_SF Installments

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

Select to break down charges by the individual sub fees within the sub fee code . When the check box is cleared, the system sums all sub fee charges.

Enter the sub fee code that you are defining.

Enter the minimum and maximum amounts that a student pays to reach each level of tuition residency.

Select the copy options that you want to use:

Copy All Term Fees: Copies all the term fees in the source term to the target term.

Copy One Term Fee: Enables you to copy a specific fee from one term to another or to rename a term fee definition within the same term. When you select this option, the From Fee Code and To Fee Code fields become available for use.

Select the setID to which the term fees are linked.

Select the source fee code from the required From Fee Code field.

Enter the name of the fee code in the To Fee Code field. To copy the fee code to a new term, you can use the same name. To rename the fee code definition, enter the new name.

Select the source term in the From Term field. Select the target term in the To Term field.

Use the From Session field to identify any session that is held in the source term whose fee schedule you are copying. Use the To Session field to identify any session target term for which you want to use the copied fee schedule.