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Create transaction codes.
The semester for which you’re creating a rule must exist and be active in registration control.
If billing by academic program, create majors.
If billing by residence hall, create dorms.
If billing by student specific billing rules, create in STParm Parameter BIRULE your rule codes.
If billing by meal plan, create in STParm Parameter HOMPNO your meal plan codes.
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For the default housing rule create a billing rule (see below) and in the Charge Group enter HO0. For the rule to have no monetary charge, don’t associate it with a Billing Code. Leave the amount at 0. Set the Res Flag to R. Default rules for 1, 2, 3, 4, etc. bedroom dorm rooms should also be created. For example, create a billing rule and in the Charge Group enter HO1 and the associated amount for a default room charge for a single-occupancy dorm room. For a double-occupancy room enter HO2 and the associated amount. Repeat for as many occupancy levels as your institution offers.
M01 for a “Major” default billing rule can also be created but is not required . If as a “catch all” rule for when the system does not find a perfectly matching billing rule for a student , it will default to M01, M02, M03… for the appropriate bill the student with the M01 rule dependent on the billing site for the student. (e.g. M01, M02, M03 are for site 1, 2, 3)
Create billing rule
Go to Financials > Billing Rules.
Click New Billing Charge.
The Charge Group tells Campus Cafe which population of students to apply the charge. If you want to apply the charge to all students in a:
major, enter the major or concentration code. For example, if Accounting’s major code is ACC, the Charge Group would be ACC.
site, enter M followed by the site number. For example, site 1 would be M01. (The site number must always be two digits. For example enter site 1 as 01.)
dorm room(s), enter the billing rule code of the dorm room.
meal plan, enter the meal plan code. For example, if your meal plan Resident 21 Meals has a code of RML21 enter RML21.
tuition insurance group, enter the tuition insurance code that appears on the student session data.
health insurance group, enter the health insurance code that appears on the student session data.
Set the details of the charge and click Create.
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