Define Fees by Adjustment Calendar

This function allows the users to determine the refund schedules that have been apply for the students in a Tuition Group. It can also be used to adjust term and class level fees when a student drops or withdraws from a class.

Roles Involved: MOE DS Manage Billing

1. Navigate to Main Menu > Setup SACR > Product Related > Student Financials > Tuition and Fees > Adjustment Calendar.

2. Click on the Add a New Value tab.

3. Enter the required values in the SetID and Adjustment Code fields.

4. Click on the Add button.

5. You will be directed to the Adjustment Calendars page. Enter the required values in the Description and Adjust Reason fields. Tick the checkboxes for Term Withdrawal and the Set Default.

Note: Click the magnifying glass to search for list of Adjust Reason values.

Required Fields:

• Description: Contains the description of the code, usually captures the name of the Month for the particular page.

• Adjustment Option: Select the adjustment option for this adjustment calendar.

• Adjust Reason: Select the adjustment reason code. You might adjust fees differently depending on the reason that the student drops or withdraws.

• DCSD: Deceased

• FP: Family Problems

• HLTH: Health Reasons

• MBHC: Moving back to Home Country

• NPAY: Non-Payment of Fees

• OTHR: Others

• POVP: Over-seas posting of parents

• QSCH: Quit School

• RP: Religious Pilgrimage

• TPVT: Transfer to Private School

• TRS: Transfer to Religious School

• Term Withdrawal: ☑

• Set Default: ☑




Note: Make sure the required field are not empty: Description, Adjustment Option, and Adjust Reason.

6. Enter the required values in the Term, Day From, To and Refund Percent fields.

Note: Click the '+' button if you want to add a new Term.

7. If you want to add a new Adjust Reason, Click the '+' button and enter the required values in the Adjust Reason and the Set Default fields.

8. Enter the required values in the Term, Day From, To and Refund Percent fields.

Required Fields:

• Term: Captures the term for this billing and due calendar.

• Session: Enter the appropriate session information for each adjust reason.

• Day From and Day 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.

• Refund Percent: Enter the percent of fees charged that you want the student to receive as a refund.




Note: Make sure the required field are not empty: Term, Session, Day From and Day To and Refund Percent.

9. Click on the Save button to save the changes.

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