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  • FAQ: Fee/Billing Management

Guideline on updating Fee Type

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Table of Contents

Description Resolution Background  Use case Anticipated error Description Resolution Background  Use case Anticipated error

Description

How to update Fee Type?


Resolution

This is a guideline to caution that changes to the Fee Type values need to be carefully considered and best consulted with the product developer.

See also: Fee Structure‍ 


Background 

  • Fee Type/Fee Type Option comes with a default set of values.
  • Both are controlling/dependent fields of each other.
  • The values are defined within Global Value Set:
    • Fee Type.
    • Fee Type Option.
  • The Global Value Set spans across:
    • Program Application‍.
    • Program Enrollment‍.
    • Course Connection‍.
    • Fee Line.



Use case

  • Removal: Fee Type - Financial Aid shall not be removed from the list. This is because it has a backend logic attached to it and will affect Fee Line calculation.
  • Add: Fee Type - new values can be added and following need to be updated:
    • Made available in objects, record types, controlling/dependent picklist.
    • Add the new Fee Type to Payment Configuration custom metadata.



Anticipated error

In the event that the fee is configured incorrectly, you will encounter the following errors:

  • Failure to convert Program Application to Program Enrollment with error - Sales Error: (5264454206).
  • |FATAL_ERROR|Internal Salesforce.com Error.
how to update fee type edit/change fee type value

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