Tuition Groups

This function allows the users to enable the tuition group to combine large groups of students who are charged, generally, the same set of fees under the same rules. Within the tuition group definitions, you use adjustment codes, term fee, course list, and waiver definitions to fine-tune chargers and adjustments (refund rules) so that students received the correct chargers for their unique situations.

Roles Involved:MOE DS Manage Billing

Steps to rollover:

1. Navigate to Main Menu > Set Up SACR > Product Related > Student Financials > Tuition and Fees > Tuition Groups

2. On the Find an Existing Value tab, enter MOE01 in the Business Unit field. Then click on the Search button.

3. The result shows a list of Adjustment codes and the Description of the codes. Click on the code (e.g. SECONDARY).

4. You will be directed to Tuition Groups page for Secondary schools, under Definition tab.

1. There are 6 tabs in the Tuition Groups page: Definition, Adjustment Code, Term Fees, Course Lists and Waivers.

2. Definition page summarizes all the rules for the particular Tuition Group.

3. It is important that the following fields in the Definition tab are populated

1. Effective Date: The date should be set to 01/01/1901.

2. Status: It should be set to Active so all Secondary schools are able to calculate the fees.

3. Description: It describes the page in general.

4. Priority - If a group of students cannot be categorized into one tuition group, you must define the preferred tuition group with a higher priority.

5. Tuition Calculation Group - Clear this check box if you do not want to use this tuition group for actual tuition calculation.

5. Click on the Criteria tab to set the criteria for Secondary schools.

1. This page links the criteria sets in the Criteria page (Main Menu > Set Up SACR > Product Related > Student Financials > Tuition and Fees > Criteria). In this page, these fields have to be populated;

1. *Criteria / Equation: Select the criteria to select students for inclusion in the tuition group. At least one criteria code should be attached.

2. *Priority: When you use more than one criteria code, connect them with an OR operator and provide a priority rating.

6. Click on the Term Fees tab to set the term fees for Secondary schools.

1. This page links the term fees set in the Term Fees page (Main Menu > Set Up SACR > Product Related > Student Financials > Tuition and Fees > Term Fees). In this page, these fields have to be populated:

1. *Fee Code - Enter the term fee code that you want to link to this tuition group. You must link at least one term fee code, but you can add as many term fee codes as necessary to cover fees for all members of the tuition group.

2. If you wish to add another Fee Code, the steps to follow are:

1. The code has to first, exist in the main Term Fees page,

2. In the Term Fees of the Tuition Groups page, click on the (+) button to add another row,

3. On the new row, use the magnifying glass icon to look for the code required,

4. Click on the required Fee Code from the Search Results page,

5. Save the changes by clicking on the Save button.