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 adjusts term and class level fees when a student drops or withdraws from a class.
Roles Involved: MOE DS Manage Billing
Navigate to Main Menu > Setup SACR > Product Related > Student Financials > Tuition and Fees > Adjustment Calendar.
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.
FP: Family Problems
HLTH: Health Reasons
MBHC: Moving back to Home Country
NPAY: Non-Payment of Fees
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: ☑
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: Click the magnifying glass to search for list of Adjust Reason values.
Note: Make sure the required field are not empty: Description, Adjustment Option, Adjust Reason.
Note: Click the '+' button if you want to add a new Term.
Note: Make sure the required field are not empty: Term, Session, Day From and Day To and Refund Percent.