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Student Financials

Student Financials. Tuition Calculation Overview. Presenter Joe Harvey. Objective. To provide an overview of the components involved in tuition calculation and to explain how setup changes can affect student accounts. Components. Student Financials Relationships

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Student Financials

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  1. Student Financials Tuition Calculation Overview PresenterJoe Harvey

  2. Objective To provide an overview of the components involved in tuition calculation and to explain how setup changes can affect student accounts.

  3. Components • Student Financials Relationships • Overview of Tuition Calculation Components • Tuition Calculation Controls • Billing & Due Date Calendars • Adjustment Calendars • Criteria • Minimum/Maximum Fees • Term Fees • Waivers • Course Lists & Course List Fees • Tuition Groups • Course/Class Fees • Individual and Batch Calculations

  4. Student Financials Relationships Student Records Enrollment Admissions Application Fees, Deposits, Status Changes Payroll Tables SF Refunds Financial Aid Anticipated Aid, Disbursements Student Financials Campus Community Personal Data, Address, Residency, Relations, Communication, Checklist & Comments (3C’s), Service Indicators Accounts Payable Vouchers, Vendors General Ledger Journals, Chartfields External CashNet, BOA, FL Prepay

  5. Tuition Calc Overview Tuition Group Term Fees Waivers Billing & Due Date Calendars Adjustment Calendars Criteria / Equation Class / Course Fees

  6. Tuition Calculation Controls * Configuration changes only done by SF

  7. Billing & Due Date Calendars * FIU has more than one calendar

  8. Billing & Due Date Calendars

  9. Adjustment Calendars

  10. Adjustment Reasons

  11. Criteria Trigger Criteria Tuition Group Criteria

  12. Criteria Details

  13. Min/Max Fee Code 1

  14. Term Fee Codes

  15. Term Fees

  16. Term Sub Fee Codes Class Vs. Student

  17. Term Sub Fees

  18. Class Setup

  19. Waivers

  20. Course Lists

  21. Course List Fees

  22. Tuition Group

  23. Tuition Group: Adjustment Codes

  24. Tuition Group: Criteria Two types of Criteria: • Trigger • Tuition group

  25. Tuition Group: Term Fees

  26. Tuition Group: Course Lists

  27. Tuition Group: Waiver Codes • Waivers have trigger criteria • Item Type Groups

  28. Course Fees

  29. Course Sub Fees

  30. Class Fees

  31. Class Sub Fees

  32. Batch Calc

  33. Individual Calc

  34. Tuition Calc Recap Tuition Group Term Fees Waivers Billing & Due Date Calendars Adjustment Calendars Criteria / Equation Class / Course Fees

  35. What actions turn the Tuition Calc Required flag on?

  36. What actions turn the Tuition Calc Required flag on? • Changing the Override Tuition Group on the tuition calc page. • Changing a value on Optional Fees per Student • Changing an Equation Variable • Changing or adding Student Enrollment (add/drop/withdraw/cancel) • Changing or adding Residency • Posting Grades (if this is turned on at the Business Unit) • Changing or adding a Student Group • Changing the End Date on • Student Enroll OEE • Adding a row to term activation • Adding a row to Student Program Plan (not correcting an existing row) but only with certain actions (and leave of absence isn’t one of them. The impacted CPP row must have a program status of AD (Admitted), AC (Active) or AP (Applicant). • The ACAD_CAREER on the STDNT_CAR_TERM row must equal the ACAD_CAREER on the impacted CPP row. • The STRM on the STDNT_CAR_TERM row must have a begin date that is greater than or equal to the effective date on the impacted CPP row.

  37. What actions turn the Tuition Calc Required flag on? • Changing any of these fields on STDNT_CAR_TERM: • ELIG_TO_ENROLL • FORM_OF_STUDY • FULLY_ENRL_DT • LAST_DATE_ATTENDED • PROJ_BILL_UNT • OVRD_BILL_UNITS • WITHDRAW_CODE • WITHDRAW_DATE • INSTITUTION • TERM • ACADEMIC_LOAD • ACAD_LEVEL_BOT • ACAD_LEVEL_PROJ • ACAD_LOAD_APPR • STDNT_CAR_NBR • ACAD_PROG_PRIMARY • ACAD_YEAR • BILLING_CAREER • CUR_RESIDENT_TERMS • TRF_RESIDENT_TERMS

  38. Actions that do NOT turn the Tuition Calc Required flag • Setup of tuition calc or courses/classes • Item type changes • Using CORRECTION mode on student program plan instead of adding a new row.

  39. Questions?

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