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About Applying Student-Specific Billing Rule
Student-specific custom rules are applied to broader Billing Charges, specifically by selecting the rule in the Rule Code dropdown. An overall billing rule with a student-specific billing rule code selected will apply only to students with that billing rule code. Rules may be applied to individual students or in batch using the Student Finder.
Apply Student-Specific Billing Rule Individually
Navigate to the student
Click the Sessions tab then Sessions
Next to the semester for which to apply the rule, click the pencil (if the semester does not exist, in Target Semester choose the semester and click Add)
In the Billing Rule Code select the rule
Click Save
Apply Student-Specific Billing Rule to Group of Students
Permission #2018 is required to access this function. Permission #673 is required to run the process.
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About assigning 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 in their session data.
Another example may be levelized, grandfathered or guaranteed tuition where the tuition structure is the same but the amount depends on when the student entered your institution.
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
Create student-specific billing codes.
Create billing rule for student-specific billing code.
Student must have semester session data for semester rule is being assigned. Student session data is created when a student is registered for a class or, when an administrator manually creates a student's session data or when an administrator copies the session data in batch from another semester.
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Required permissions
Module | Number | Description |
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Global | 304, 760 | Assign billing rule to a student |
Global | 2018 | Assign rule to group of students |
Miscellaneous | 673 | Assign rule to group of students |
Assign billing rule to student
Billing rules are assigned by semester, allowing you to apply the rule to a student during one academic period but not another. For example, a student may only have an exchange student charge applied during the semesters they are studying abroad.
Go the student’s profile.
Go to Person Selected > Session Data.
Next to the semester to apply the rule, click the pencil.
In Billing Rule Code select the rule name.
Click Save. Campus Cafe assess the charge when you run group billing.
Assign billing rule to group of students
You can apply a student-specific billing rule to a group of students. For example, all students from a particular state or those you upload to the student finder via a spreadsheet. The spreadsheet upload allows you to capture a population of students not otherwise tracked in Campus Cafe, for example, students who are participating in a week-long travel experience.
Go to Filters > Students.
Return the desired population of students (Use the filters to select the students to assign the rule.
Tip: As an alternative to the filters, you may upload a list of IDs by clicking Browse, selecting your file then clicking Add Ids to Filter).Click +Billing Rule
On the Billing Semester dropdown select the semester in which to apply the rule
In the Billing Rule dropdown select the billing rule code
Click Submit
The system will return a list of > For All.
Select a Billing Semester. The rule will apply to this semester.
Select a Billing Rule.
Click Submit.
Campus Cafe shows student(s) for which the billing rule code was applied and for those which it could not apply a billing rule codecouldn’t assign the rule. For students where a billing rule already exists the system presents , Campus Cafe shows a checkbox for each student. To override the existing rule, check select the checkbox(s) for the student(s) to override and click Re-submit.