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About Custom Student-Specific Billing Rules
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About student-specific billing rules
Billing Charges lets you create billing rules that apply broadly to students. For example, you can charge $100 a credit to all English majors and $150 a credit to all civil engineering majors.
A student-specific billing rule assigned to a student further refines the criteria. For example, the overall billing rule charges $100 a credit to all English majors, but a student-specific billing rule adds an additional $75 charge for English majors who are exchange students. Exchange students have the rule applied on in their session data screen.
Another example may be levelized, grandfathered or guaranteed tuition where the tuition structure is the same but the amount is dependent depends on when the student entered the your institution.
Rules are applied by term and Each student can have exactly one rule per semester, but the same rule may be applied to multiple students.
Custom rules may only be utilized with the Billing Charges interface; they are not supported on the legacy Billing Rules interface.
Prerequisites
None.
Required permissions
Module | Number |
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Create Rule Name
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Navigate to main menu > STParm Maintenance
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In the Parameter Code box enter BIRULE
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Description | ||
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System Admin | 113 | Create rule name |
Student Financials | 105 | Create billing rule |
Create rule name
The rule name is used when creating a billing rule and assigning the billing rule to a student.
Go to Admin > STParm.
In Parameter Code enter BIRULE.
In Parameter Value enter a short code for the rule. For example, EX01 for Exchange Rule 1.
Click Add.
In the Description box a short description of the rule. For example, Exchange Rule 1.
In the Long Description box enter text to describe the rule. For example, Exchange Student Rule 1.
Click Save.
Refresh the cache by navigating Go to Admin > Refresh Data Cache > reload data.
Configure
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rule
You need to tell Campus Cafe what to charge students associated with the rule. For example, your exchange rule may assess an extra $500 a semester on students studying abroad.
This rule will apply only to students with that specific billing this rule code set on in their session data. This logic applies to charges for tuition, housing (dorm and room) and meal plans
Go to Financials > Bill Rules.
Click New Billing Charge.
Create a rule (see directions) and in Rule Code select the name of the rule.
Click Create.
Next steps: Assign billing rule to students
You can assign the billing rule you created to an individual student or group of students.