Manage Fee Groups

Use fee groups to create a collection of fees that you can use for processes like tuition calculation or payment application.

To use fee groups to facilitate automatic payment processing, you need to associate the fee group to a charge priority mapping record, and this mapping record needs to be associated to a student credit.

To access the page, from Student Central search for Fee Groups.

Before creating a group, note that:

• Fees must already be set up.

• Once you save the fee group, you can't change the group type. If you need to change the group type, delete the group and start over.

You will want to assign a fee group to be used in either tuition calculation or payment application. To specify this, select its Group Type:

• Tuition Calculation

  If you select this type, you can group only academic period fees.

  You can assign a fee group to an academic level, or you can manually assign fee groups to students. The tuition calculation process uses fee groups to determine which fees to include in students' fee assessments. If students aren't assigned to a group, the tuition calculation process looks at the default settings to determine which fee group is assigned to an academic level. The process then uses the fee group assigned to the academic level to assess students' fees.

• Payment Application

  If you select this type, you can add fees of any type, be they academic period fees, miscellaneous fees, and so on.

  Fee groups of this type need to be tied to a charge priority mapping. Then the charge priority mapping needs to be tied to a student credit. With these associations in place, the payment application process can determine which fees can be paid off by a student credit.

If a fee group doesn't have any fees in it:

• The tuition calculation process interprets this as no fees are eligible for tuition assessment.

• The payment application process interprets this as no fees are eligible for payment by a receipt or credit.

To assign a fee group to a student, go to the Finances work area, click the Student tile, then search for the student, then click the name. On the student's account summary page, click Actions > Manage Student Academic Periods.

To assign a fee group to an academic level, go to the Setup and Maintenance work area, and use the Manage Fee Group Default Settings task.

• Offering: Student Management

• Functional Area: Student Structures

  Note that you can assign only one fee group to an academic level per institution.

You can override the fee group assigned to a group of students using the Fee Calculation for Multiple Students process. To run the process, click Navigator > Tools > Scheduled Processes.

When you run this process, make sure you select values in:

• Run Option, select Override fee group.

• Calculation Required, select Yes.

• Fee Group, select the group you want to use.

• Retain Existing Fee Group, select No.