This function allows the users to make adjustment calendars determine the refund schedules that had been apply to the members of a tuition group. These calendars govern how the system adjusts term and class level fees when a student withdraw or drops a class. This page is used to create schedules and fees for tuition adjustments for drops and withdrawals.
Roles Involved: MOE DS Manage Billing
Steps to rollover:
Navigate to Main Menu > Set Up SACR > Product Related > Student Financials > Tuition and Fees > Adjustment Calendars
You will be directed to Adjustment Calendars page for the month of February.
In the From Term field, enter the current term. Example, 1510 for Year 2015 Term 1. In the To Term field, enter the required term. Example, 1610 for Year 2016 Term 1. Then click on the OK button to add the new entry.
a. Description: Contains the description of the code, usually captures the name of the Month for the particular page.
b. Adjustment Option: Dropdown menu contains values for adjustment option for the calendar. By default, Term Start Date is chosen where fees adjustment is based on the number of days that have passed from the first day of the term.
c. Adjust Reason: Dropdown menu contains codes for adjustment reason, use for adjusting fees depending on the reason that the student drops or withdraws.
Note: If you want to select an adjustment reason for a term withdrawal, you must first select the Term Withdrawal check box.
d. Term: Captures the term for this billing and due calendar.
Note: All the current details will be copied exactly over to the new term.
Note: The logic behind the timeline is similar to the Billing and Due Calendars.