student financials

Student FinancialsTuition Calculation Overview

Presenter

Joe Harvey

ObjectiveTo provide an overview of the components involved in tuition calculation and to explain how setup changes can affect student accounts.

Components Student Financials

Relationships Overview of Tuition Calculation

Components

Tuition Calculation Controls

Billing & Due Date Calendars

Adjustment Calendars

Criteria

Minimum/Maximum Fees

Term Fees

Waivers

Course Lists & Course List Fees

Tuition Groups

Course/Class Fees

Individual and Batch Calculations

Student Financials Relationships

AdmissionsApplication Fees,

Deposits, Status Changes

General LedgerJournals,

Chartfields

Financial Aid

Anticipated Aid, Disbursements

Accounts PayableVouchers, Vendors

Payroll Tables

SF Refunds

Student RecordsEnrollment

Campus Community

Personal Data,Address,

Residency, Relations,

Communication, Checklist &

Comments (3C’s), Service Indicators

Student Financial

s

ExternalCashNet, BOA,

FL Prepay

Tuition Calc Overview

Waivers Criteria / Equation

Class / Course Fees

Term Fees

Adjustment

Calendars

Tuition Group

Billing & Due Date Calendars

Tuition Calculation Controls

* Configuration changes only done by SF

Billing & Due Date Calendars

* FIU has more than one calendar

Example of Billing & Due Date CalendarSummer 2014

Pivot Date: Term Start Date 5/12/2014

From Day To Day Due % Due Date Calc: Days -9999 8 100.00 Days from Pivot Date: 8

Student Registers up to 5/20/2014Tuition is Due: 5/20/2014

9 20 100.00 Days from Run Date 0Student Registers between 5/21/2014 6/1/2014

Tuition is Due: Same Day Tuition Calc Runs

21 50 100.00 Days from Pivot Date: 50Student Registers between 6/2/2014 7/1/2014

Tuition is Due: 7/1/2014

51 9999 100.00 Days from Run Date 0Student Registers after 7/2/2014

Tuition is Due: Same Day Tuition Calc Runs

Billing & Due Date Calendars

Adjustment Calendars

Adjustment Reasons

CriteriaTrigger Criteria

Tuition Group Criteria

Criteria Details

Min/Max Fee Code 1

Term Fee Codes

Term Fees

Term Sub Fee Codes

Class Vs. Student

Term Sub Fees

Class Setup

Waivers

Course Lists

Course List Fees

Tuition Group

Tuition Group: Adjustment Codes

Tuition Group: CriteriaTwo types of Criteria:

• Trigger • Tuition group

Tuition Group: Term Fees

Tuition Group: Course Lists

Tuition Group: Waiver Codes• Waivers have trigger criteria• Item Type Groups

Course Fees

Course Sub Fees

Class Fees

Class Sub Fees

Batch Calc

Individual Calc

Tuition Calc Recap

Waivers Criteria / Equation

Class / Course Fees

Term Fees

Adjustment

Calendars

Tuition Group

Billing & Due Date Calendars

What actions turn the Tuition Calc Required flag on?

Adding a row to term activation

Adding a row to Student Program Plan (not correcting an existing row) but only with certain actions (and leave of absence isn’t one of them. The impacted CPP row must have a program status of AD (Admitted), AC (Active) or AP (Applicant).

The ACAD_CAREER on the STDNT_CAR_TERM row must equal the ACAD_CAREER on the impacted CPP row.

The STRM on the STDNT_CAR_TERM row must have a begin date that is greater than or equal to the effective date on the impacted CPP row.

What actions turn the Tuition Calc Required flag on?

Changing the Override Tuition Group on the tuition calc page.

Changing a value on Optional Fees per Student

Changing an Equation Variable

Changing or adding Student Enrollment (add/drop/withdraw/cancel)

Changing or adding Residency

Posting Grades (if this is turned on at the Business Unit)

Changing or adding a Student Group

Changing the End Date on

Student Enroll OEE

ELIG_TO_ENROLLFORM_OF_STUDYFULLY_ENRL_DTLAST_DATE_ATTENDEDPROJ_BILL_UNTOVRD_BILL_UNITSWITHDRAW_CODEWITHDRAW_DATEINSTITUTIONTERM

Changing any of these fields on STDNT_CAR_TERM:

ACADEMIC_LOADACAD_LEVEL_BOTACAD_LEVEL_PROJACAD_LOAD_APPRSTDNT_CAR_NBRACAD_PROG_PRIMARYACAD_YEARBILLING_CAREERCUR_RESIDENT_TERMSTRF_RESIDENT_TERMS

What actions turn the Tuition Calc Required flag on?

Actions that do NOT turn the Tuition Calc Required flag

• Setup of tuition calc or courses/classes

• Item type changes

• Using CORRECTION mode on student program plan instead of adding a new row.

Questions?