Setting Up Miscellaneous Fees

Miscellaneous fees are charges that are separate from tuition that can be selected and paid for in one transaction. In the self service classic interface, students can select and purchase items or services, for example, parking or a health plan. The user does not need to be a student (especially for nonterm-based fees).

This section discusses how to:

  • Set up a purchase category.

  • Set up purchase items.

  • Enable self-service miscellaneous purchases.

Page Name

Definition Name

Navigation

Usage

Purchase Category

SSF_PUR_CATEGORY

Set Up SACR > Common Definitions > Self Service > Student Financials > Purchase Category

Set up a purchase category.

Purchase Items

SSF_PUR_ITEM_TBL

Set Up SACR > Common Definitions > Self Service > Student Financials > Purchase Items

Set up fee structure for purchase of miscellaneous items.

Access the Purchase Category page (Set Up SACR > Common Definitions > Self Service > Student Financials > Purchase Category).

Image: Purchase Category page

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

Purchase Category page

Access the Purchase Items page (Set Up SACR > Common Definitions > Self Service > Student Financials > Purchase Items).

Image: Purchase Items page

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

Purchase Items page

Field or Control

Definition

Description

Enter a description of the purchase item. This appears in the self-service component for available items.

Long Description

Enter a more detailed description of the purchase item. In the Purchase Miscellaneous Items self-service component (SSF_SS_MISC_PUR), the long description appears when you click the link of the available item.

Setup for

Select from the following list of values to determine what population can view miscellaneous items for purchase on self service.

  • All Term Activated Students: The term is available.

  • All Users: The fee is set up for all users, regardless of student status. student attributes and student groups are not available.

  • Student Groups: Any ID placed in a group sees this charge on self service.

    The item is set up only for members of a student group, for example, honors students, veterans, and so on.

    Items that are set up with this attribute appear only as available items for purchase for student IDs that have been added to the student group.

  • Students Who Match Attributes: The student must have a record in STDNT_CAR_TERM. The Term field in level one is available. The Student Groups field is not available for entry. Fees that are set up with this attribute appear only to students matching the attributes in the Student Attributes area.

Fee Setup

Field or Control

Definition

Effective Date

The start date. Prior to this date, the item is not eligible for selection in self service.

Status

Active or Inactive.

Expiration Date

The end date. The item is not available for selection using self service after this date.

Term

Appears only for Students Who Match Attributes and All Term Activated Student selections.

This limits the item to a specific term and is used in conjunction with the effective date and expiration date that do not fall into the start and end dates of the term. For fees that have overlapping effective and expiration date ranges, for example, supplemental health insurance, you can add multiple terms to cover the item for purchase.

Purchase Category

Select a purchase category.

Account Type

Use to classify the charge item type.

Item Type

Define an item type for the charge.

Amount

Enter the amount to be charged for the item.

Student Attributes

The Student Attributes group box does not appear if the institution selects All Term Activated Students or All Users in the Setup for field on this page.

If Student Group is selected in the Setup for field on this page, the Student Group field appears. Select a student group.

If Students Who Match Attributes is selected in the Setup for field on this page, select a value for each of the following fields:

  • Academic Career

  • Primary Prog (primary program)

  • Campus

  • Academic Load

  • Tuition Group

To enable self-service miscellaneous purchases, select the Accept Miscellaneous Purchases check box on the Institution Set page. This check box controls whether the Accept Miscellaneous Purchases option appears in the other financial drop-down list box in Student Center and whether the link appears at the bottom of the Account Inquiry page.

See Setting Up Institution Sets.