About custom 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
None.
Required permissions
Module | Number | Description |
|---|---|---|
System Admin | 113 | Create rule name |
Student Financials | 105 | Create billing rule |
Global | 304, 760 | Assign billing rule to student |
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 Description a short description of the rule. For example, Exchange Rule 1.
In Long Description enter text to describe the rule. For example, Exchange Student Rule 1.
Click Save.
Go to Admin > Refresh Data Cache.
Configure 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 this rule on in their session data.
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.
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.
