Overview

Student Fee generation can be triggered from the PE Pathway‍. 

The following information covers how PE Pathways can help determine the Student Fee and Fee Line generation timing.

Methods

In the PE Pathway, there are a set of fields used to trigger the ‍Student Fee generation. The two main fields are:

• Fee Method (Override): This is to override the fee method defined at the Program Enrollment‍ record.
  
  
• Term Fee Status: This is used as a "switch" to initiate the Student Fee Generation‍.

If the Fee Method = “Fixed Term” or “Term - Course”, fees will not be created until the Term Fee Status has been generated.

This can be done in a couple of ways:

• Set the Term’s 'Generate Term Fees' to true:
  
  
  • This will start a batch class to update all related PE Pathways’ Term Fee Status to “Generate”.
    
    
• Enroll after the Term’s 'Generate Term Fees' has been set to true:
  
  
  • If the triggers detect the Term is already generating Fees, it will automatically set the Term Fee Status to “Generate”.
    
    
  • For the Term - Course fee method, you can ignore Generate Term Fees if in RIO Education Custom Settings you have “Use Course Fee Generation Timing” set to false.
    
    
• Manually set the Term Fee Status to “Generate” or “Regenerate”:
  
  
  • Regenerate will attempt to void and delete an old Student Fee for the PE Pathway, and will re-parent any payment records to the new Student Fee that is generated.

You can skip automatic Student Fee Generation‍ if you set the PE Pathway’s Term Fee Status to “Don’t Generate”.

Using workflow / apex

In some use cases, Student Fees will NOT be generated immediately. They will only be generated when X date has been reached.

For example, you might want to generate Student Fees only when census date has been reached.

To do this, you can schedule the Student Fee Generation‍ using time-based workflow or even apex (scheduled). For example, you can setup a time-based workflow based on the census date from the Term‍ attached to the PE Pathway‍.

When the date is up, the time-based workflow should trigger the field update action to update the fields mentioned above:

• Fee Method (Override): Change to the one that you require, e.g. "Fixed Term" if you need to charge a lump-sum instead of a Course-based amount.
  
  
• Term Fee Status: Change from "Not generated" to "Generate". Once the Student Fee is generated, the Term Fee Status will be set to "Fee generated" automatically.

This also can be done through apex.

See also

Student Fee Generation.