Fee and Student Fee Matrix
Different Fee Methods result in different Student Fee structures.
Different Fee Methods also have different ways of triggering the generation of Student Fees.
Below is a table that simplifies the details that you should know.
Note: For information on setting up Fees for Courses, see here instead: Setting up Fees for Courses.
|
Fee Method This is to determine how the Student Fee is going to be generated. |
Where is the Fee Details obtained from? The location where the Fee details are obtained from used for Student Fee generation. |
[1] Use Course Fee Generation Timing? This is a configuration in RIO Education custom setting. |
When is Student Fee generated? When/how does the Student Fee gets generated. |
Pay Upfront Whether pay upfront is allowed or not which is set at the Program Enrollment record. |
Student Fee Format How the Student and Fee Line are generated. |
Is Student Fee linked to PE Pathway? Some Student Fees are linked to PE Pathway, some are not. |
| Program | Program Enrollment | No | When "Program Status" (in Program Enrollment) is changed to "Current". |
Only "Yes" option. | 1x Student Fee with 1x Fee Line. |
No |
| Yes | When "Program Status" (in Program Enrollment) is changed to "Current". |
1x Student Fee with 1x Fee Line. |
No | |||
| Course | Course Offering | No | When Course is enrolled. |
No | 1x Student Fee for each Course with 1x Fee Line. |
Yes |
| Yes | 1x Student Fee with multiple Fee Lines for each Course. |
Yes | ||||
| Yes | When Course is enrolled. |
No | 1x Student Fee for each Course with 1x Fee Line. |
Yes | ||
| Yes | 1x Student Fee with multiple Fee Lines for each Course. |
Yes | ||||
| Term - Course |
Course Offering |
No | When Course is enrolled. |
Only "No" option. | 1x Student Fee with multiple Fee Lines for each Course. |
Yes |
| Yes | When "Term Fee Status" (in PE Pathway) is changed to "Generate". |
1x Student Fee with multiple Fee Lines for each Course. |
Yes | |||
| Fixed Term |
Program Enrollment | No | When "Term Fee Status" (in PE Pathway) is changed to "Generate". |
Only "No" option. | 1x Student Fee with 1x Fee Line. |
Yes |
| Yes | When "Term Fee Status" (in PE Pathway) is changed to "Generate". |
1x Student Fee with 1x Fee Line. |
Yes |
[1] "Use Course Fee Generation Timing" is a checkbox in "RIO Education Settings" available in the Salesforce's Custom Settings section. This checkbox allows you to delay the creation of Student Fees and Fee Lines for "Term - Course" fee method until the PE Pathway has been set to "Generate Fees".