Global Fees are used to supplement Course Section Fees using a bulk add process or auto-import into Client Invoices. Global Fees are designed as additions to Course Section Fees but are not attributed to just one Course Section. The use of Global Fees allows for an "across-the-board" fee to be added to invoices without adding the fee to every Course Section.
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Main Menu > Selects > E-M > Global Fees
Applies To: Enterprise Plus Basic
Field Details
Underlined fields are used only in the Enterprise version with the Client Invoicing function.
- Item: The list is user-defined. Required field.
- Fee: Amount of fee. Required field. Must be a positive number.
- Unsubsidized Fee: Amount of fee client is required to pay that is not subsidized. Required field. Must be a positive number.
- Fee Group: Fee Group list is user-defined and can multi-select more than one. At least one must be selected. Fees without a Fee Group may not register correctly in the Web Registration module or Balance Due calculations.
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Used When: Select the term when this fee is enforced. Invoice B and C only display the first two options for the Enterprise version and only the first option for Basic and Plus versions. In almost all situations, Invoice B and C should use the "Default" value.
- Default: This option is used for the Course Global Fee import and ignored for the Auto Invoice function. All other values for this field are ignored for the Course Global Fee import.
- As Required: A fee charge only as required. The option is ignored for the Auto Invoice function.
- One Time Fee: A fee charged only once.
- Per Academic Year: A fee charged once for every Academic Year based on the Year value of the Session records.
- Per Course: A fee charged for every registration Assignment.
- Per Credit: A fee charged per [Billable Credit Hour] for the registration Assignment based on status when a Client has an active Program Enrollment.
- Per Program: A fee charged once for every Client Program enrollment with the status "In Process".
- Per Session: A fee charged once per Session no matter how many registration Assignments.
- Specific Program: A fee charged once per Program for a specific Program if the client is registered for any course section in that Program Group.
- Specific Session: A fee charged once per Session only for a specific Session if the client is registered for any course section for that Session.
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Start Date and End Date: Date which this fee should start and end. Optional.
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Invoice A: The Start and End Dates on the Global Fees work like this during the invoice creation process.
- Both fees are checked if blank. If true and all other parameters are true, the fee is included.
- If the (Start date is blank or starts before the Session Start date) AND the (End date is blank or ends after the Session Start date), the fee is included given all other parameters. In this case, Session refers to the Session linked to the course section being added.
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These two examples would make the Global Fee not add to the invoice:
- Global Fee starts 5/5/2018 and Session starts 5/1/18
- Global Fee ends 4/30/18 and Session starts 5/1/18
- Registration Date is not used in this determination.
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Invoice A: The Start and End Dates on the Global Fees work like this during the invoice creation process.
- Include in Balance: If checked, this fee is included in Balance Due calculations.
- In Minimum Due: Check this box if this item should be included in a minimum amount due such as a deposit. (This value copies to Client Invoices using the Auto Invoice function in Enterprise.)
- Inactive: Check if the fee is no longer in use but is not deleted.
- Per Session: Session name if the 'Used When' = Per Session.
- Per Program Group: Program Group name if the 'Used When' = Per Program Group. If a fee is used for more than one Program Group, add a separate fee per Program Group.
- Income Account: Account number where the revenue for this fee type should be attributed to.