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Use the Charges tab to:

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The entries default to the fees, amounts and charge dates set up for the course. See Course Maintenance - Charges tab in the Curriculum manual.

 

Expand
titleOpening the Charges tab

To open

...

the Charges

...

 tab:

...

  1. Select Module > Future Students > Future Student Maintenance

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  1.  from the main menu.

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  1. The Set Future Student Search Criteria

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  1.  window is displayed.
    Tip:

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  1.  You can also access the future student functions by

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  1. clicking Image Modified .
  2. Search for the future student.

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  1. See Searching for future students (on page ).
  2. Open

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  1. the Courses

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  1.  tab of

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  1. the Future Student Maintenance

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  1.  window.

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  1. The Courses

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  1.  tab of

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  1. the Future Student Maintenance

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  1.  window is displayed.
    Image Modified
  2. Select the course to maintain.

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  1. Click Image Modified .

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  1. The Enrolment

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  1.  tab of

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  1. the Course Details Maintenance

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  1.  window is displayed.
  2. Click

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  1. the Charges

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  1.  tab.

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  1. The Charges

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  1.  tab of

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  1. the Course Details Maintenance

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  1.  window is displayed.

...


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  1. Image Modified
    Note:

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  1.  If the student's course status is not set to allow charges, the course charges are not raised.

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  1. See luStudentCourseStatus lookup table

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  1.  in the System maintenance manual.

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  1. Image Added

 

Course Details Maintenance - Charges tab key fields and buttons

Grid area fields

Field

Description

Fee Code

Code for each fee applicable to the selected course and student.
If your organisation engages agents to enrol students in your courses, commission is payable on tuition fees only.

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In the example, the:

  • Basic course fee is charged because the fee has a Category of Tuition in Debtor Fee Maintenance

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  • Building Voluntary Contribution is not charged because the fee is not a tuition charge.

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    See Debtor Fee Maintenance - General tab in the Debtors manual.

Description

Description for the fee.

Amount

Amount of the course fee.

Charge Date

Date the charge is issued. If blank, charges are issued as soon as the student's course status allows.

Charge Posting

Posting number of the fee charges.
Note: This field and the following three are only displayed if the Show Financial field is selected. See the Show Financial field below.

Charged

Amount charged to the student's debtor for the course fee.
You can type a different value from the course fee (Amount field) if required.

Paid

Amount paid to date by the debtor and allocated to the course fee.

Owing

Amount owing on the course fee.

Fields

Field

Description

Show Financial

Also display financial details about each fee associated with the course.

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See Debtor Fee Maintenance - General tab in the Debtors manual.


Buttons

Button

Description

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Launch Debtor Fee Maintenance for the selected fee.
See Maintaining debtor fees in the Debtors manual.

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Add a new row then type in the fee details.


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Tip: Type in the first few letters of the fee code to quickly find the fee.

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Delete the selected fee entry.

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Move the selected record up one position, if applicable.

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Move the selected record down one position, if applicable.

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Load the default fees and charges for the course from Course Maintenance.
The following dialog window is displayed.

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Click Image Modified to clear any existing fees from the tab, and load the default fees and charges.
The following example shows the course fees and charges used.


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See Course Maintenance - Charges tab in the Curriculum manual.

Common buttons

Button

Description

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Launch into Course Maintenance for the current course.
See Maintaining courses in the Curriculum manual.


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