Use the set of Fee Administration screens in Reference Data to create and maintain:
In order to maximise the benefit of the feeing system (that is: to have the system calculate all fees), you must enter and complete the fee records on the relevant Fees screen.
To manage the feeing system effectively, create the fee records in the following order:
- Create fee types to be charged.
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Create waiver types and their associated waiver values.
The waiver types are then associated with or linked to the appropriate fee types.
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Create appropriate fees for each unit instance or unit instance occurrence on the relevant Fees screen.
This defines the actual (full) amount payable for each fee for each unit instance occurrence. Alternatively this can be undertaken on the Fee Values screen by clicking the Find Fee Values button on the Admin Commands ribbon.
When learner enrolments are created, the feeing sub-system is used. When a learner is enrolled on a unit instance occurrence, all/some of the fee types for that unit instance occurrence can be added to the learner.
If a waiver is entered, the actual amount payable is calculated by applying the waiver value occurrence calculation criteria to the full fee for that fee type, and so deriving the fee payable by that learner.