The Auto Tuition (automatic tuition) program allows you to create invoices for all debtors who have incurred selected fees and charges. You can also do a 'what if' run first to make sure that everything is correct before you create a set of invoices to send out.
Summary of the automatic tuition process
The Auto Tuition program:
- Scans for fee codes with an Auto Tuition code. Only fees with an auto tuition code will be charged.
- Matches the debtor fees with students - matching on Campus, Year Level, Boarding, Sibling Number or Family Position and Tuition Variation.
- Finds all concessions that apply to that account.
- Applies charges and concessions. The order that the charges and concessions are applied in is vital to correctly calculate discounts. See Why the Auto Tuition Sequence is vital.
- Applies the split payment rules when the charge is applied to the account. Split payment rules are not applied during a "what if" run.
Tip: Always do a "what if" run with Auto Tuition to verify you have your codes correctly set up.
Data used by the automatic tuition run
The Auto Tuition program gathers information from a number of tables in the Synergetic system.
Information from lookup tables includes:
...
See Maintaining lookup tables in the System maintenance manual for information on how to view or update the information in these lookup tables.
Information from Synergetic functions includes:
- The Fee Codes, Amounts and G/L Allocations fields from Debtor Fee Maintenance. See Maintaining debtor fees.
- Student concession information in Student Maintenance. See Maintaining current students in the Current students manual.
Note: The student concession information can also be accessed from Debtor Maintenance. However, we recommend that you use Student Maintenance to update student concession information.
- The Debtor Maintenance - Split Payments tab, to determine whether accounts are to be split between debtors. See Debtor Maintenance - Split Payments tab.