US English (US)
ES Spanish

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Log in
English (US)
US English (US)
ES Spanish
  • Home
  • Support
  • Feature Articles
  • Feature: Fee/Billing

Student Fee/Fee line behaviour

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • About Us
    Who is RIO Education? Experience RIO in action Customer go-live events Our Partners Housekeeping
  • RIO Insights
    Careers
  • RIO Recipe
    Project Management & Governance Discovery Design & Prototype Build & Implementation UAT Deployment & Metadata RIO Recipe: Training
  • Install RIO Education
    Configuration Integration with RIO Extension Package Installer Products
  • Releases
    Release Notes
  • Support
    Support FAQs Feature Articles Deep Dive RIO Academy Updates for other products
+ More

Student Fee/Fee line behaviour

(See also: Student Fee Generation‍, Student Fee and Fee Lines‍, and Payments‍)


The following are the fee use cases and steps (RIO Education and manual).


Before payment and census date

Steps RIO Education
Enroll units. 1. Fee line is created with the Unit fee amount.

2. Student fee is created based on Term‍ enrolled.
Withdraw units with scholarship - the only unit enrollment. 1. Fee line is deleted.

2. Student fee is deleted.

3. Scholarship fee line amount becomes $0.
Withdraw units with scholarship - existing multiple unit enrollment. 1. Fee line is deleted.

2. Scholarship Fee line amount remains to original disbursed if tuition amount owed is equal to or greater than original disbursed.
Scholarship Fee line amount adjusted to tuition amount owed if tuition amount owed is lesser than original disbursed.
Scholarship is approved - PE has no unit enrollment. No scholarship Fee line is created.
Scholarship is approved - PE has unit enrollment. Scholarship Fee line is created with the disbursed amount
OR
the amount that matched the tuition fee if tuition amount owed is lesser than original disbursed.


When there is payment against the Student Fee

Steps
RIO Education
Manual
Enroll more units - without existing scholarship. Fee line is created with the Unit fee amount.
Enroll more units - with existing scholarship. 1. Fee line is created with amount less scholarship based on weightage.

2. Existing Fee line Fee HELP fee will be recalculated based on the scholarship weightage.

Withdraw units. 1. Unit enrollment status = Withdrawn Requested.

2. No changes to Fee line (will not be deleted - requires manual intervention).

* If same unit is re-enrolled, new fee line is created with scholarship amount re-calculated.

* Scholarship will be auto-adjusted accordingly. If scholarship amount is greater than tuition fee, it will be auto-adjusted when the fee line changes (manual adjustment).
1. Update Unit enrollment and zero out:
- Fee Amount.
- Upfront Payment.
- Funding Assistance.
- Fee HELP.

2. The above update will reflect zero amount in Fee line too.

Student will have a negative outstanding payment (credit).
Edit upfront. Upfront Payment Amount can be edited resulting in Outstanding payment being adjusted.
Delete unit enrollment. Fee line record remains including fee amount etc. but unit enrollment association is removed.


After census date

Steps  RIO Education Manual
Enroll into units. Error is displayed:
Something went wrong. Please review the list below.

P2AN1 2022 SP 1 - SYD: A validation rule is preventing this record from being processed. The validation rule might be on this record, or on a related record that's being updated. VALIDATION MESSAGE: Cannot update locked Fee Line.

Withdraw from units. 1. Unit enrollment status = Withdrawn Requested.

2. No changes to Fee line (will not be deleted - requires manual intervention).

If the same unit is re-enrolled, a new fee line is created with scholarship amount re-calculated.
1. Update Unit enrollment and zero out:
- Fee Amount.
- Upfront Payment.
- Funding Assistance.
- Fee HELP.

2. The above update will reflect zero amount in Fee line as well.

Student will have a negative outstanding payment (credit).
Scholarship amount is edited after disbursed. Pre-generated Fee line scholarship will not be updated. Require manual intervention.
Edit upfront. Error is displayed:

Error.
Failed to update related Unit Enrollment: Update failed. First exception on row 0 with id a25N0000002QqnMIAS; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot update locked Fee Line: []
.


Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Student Ledger
  • Fee Structure (Fee, Fee Schedule, Fee Schedule Term)
  • Fee/Billing Management Overview
  • Student Fee Generation
RIO Education

RIO Education Inc, a WDCi Company. This information is proprietary, confidential and protected by copyright ©2023.

CONTACT

E:  getinfo@wdcigroup.net

  • Privacy
  • Terms of service

Definition by Author

0
0
Expand