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.
Description: Enter a description to identify this adjustment calendar.
Adjustment Option: Select the adjustment option for this adjustment calendar. Values are:
By Census Date: Select to adjust fees based on the census date. Use only for Higher Education Contribution Scheme (HECS) calculation. This adjustment option is not available for term fees.
By Class Length % (by class length percentage): Select to adjust fees based on the number of days that have passed out of the total number of class days scheduled.
For example, if a class is scheduled to run for 13 weeks, and a student drops the class at the end of the second week, the student would have attended slightly over 15 percent of the class length.
By Class Meeting % (by class meeting percentage): Select to adjust fees based on the number of class meetings attended out of the total number of scheduled class meetings.
By Class Meetings: Select to adjust fees based on the number of class meetings attended regardless of the total number of meetings scheduled.
By Class Start Date: Select to adjust fees based on the number of days that have passed from the class start date.
By Session Start Date: Select to adjust fees based on the number of days that have passed from the first day of the session.
By Term Start Date: Select to adjust fees based on the number of days that have passed from the first day of the term.
Adjustment Reason: Select the adjustment reason code. You might adjust fees differently depending on the reason that the student drops or withdraws.
For example, you might give a full refund to a student who has to drop for reasons beyond his control. The adjust reason is a short explanation of the difference.
Term Withdrawal: Select if this adjustment code is to be used for term withdrawal. Do not select this check box if the adjust reason is for dropped classes.
Copy Adjustment Calendar: Click to copy an adjustment calendar from one term to another.
Set Default: Select to designate an adjust reason as the default reason for both term withdrawal and dropping a class. Both term withdrawal and class drop must have one adjustment calendar defined as the default.
Term and Session: Enter the appropriate term and session information for each adjust reason.
Day From and To: If you select the adjustment options By Class Start Date, By Term Start Date, or By Session Start Date, enter the beginning (Day From) and ending point (Day To) of the time period. For both of these fields, express the number of days before the start date defined in the Adjustment Option field as a negative number.
For example, if you want a student to receive a full refund from any time before the start of a term to the day before the start of a term, enter –9999 in the From Day field and –1 in the To Day field.
Percent From and To: If you select the adjustment options By Class Length % or By Class Meeting %, enter a beginning (Percent From) and ending point (Percent To) of the range. Percent values cannot be expressed as negative numbers.
For example, if you want students to receive a full refund if they drop any time before attending at least 10 percent of the class, enter 0% in the Percent From field and 9.999% in the Percent To field.
Meeting From and Meeting To: If you select the adjustment option By Class Meetings, enter a beginning (Meeting From) and ending (Meeting To) class session.
For example, if you want students to receive a full refund if they drop any time before attending the third class session, enter 0 in the Meeting From field and 2 in the Meeting To field.
Refund Percent: Enter the percent of fees charged that you want the student to receive as a refund.
Administrative Fee Setup: Click to define any administrative fees that are associated with the adjustment period.
Term Withdrawal: ☑
Set Default: ☑
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.
Note: Make sure the required field are not empty: Description, Adjustment Option, Adjust Reason, Term Withdrawal, Set Default and Term.
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.