There are several fee-related features and settings for the WebReg module. Some of these are required for the registration process and invoice creation to operate correctly.
Applies To: Enterprise Plus Basic
Details
- Each course section must have at least one fee tagged as [Include In Balance] = Yes to display in the WebReg module. Otherwise, the course section will not display. The exception to this is when the Payment Gateway is set to "NoFees". In the "NoFees" scenario, fees do not display in the WebReg module and no fees are required for a course section to display.
- Each course section can have as many fees as desired. Only fees tagged as [Include In Balance] = Yes are included in the total fee calculation.
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There are three global settings to be set. Go to Admin/Security > Settings to set these values.
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Branch Profile: Set a value for [Default Revenue Item] and [Default Fee Group]. Without these defaults, a client will not be able to register.
- Default Fee Group: The Fee Group for which all fees will be queried for the web registration. Only one can be selected. Required.
- Default Revenue Item: The Revenue Item for which all fees will be queried for the web registration if the "Include Web Fees" is set to "Default Only".
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Web Options: Set a value for the [Include Web Fees]. Required field. Two options include:
- (a) All fees tagged as Include In Balance = Yes.
- (b) Default Only which will only include fees from the Default Revenue Item.
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Branch Profile: Set a value for [Default Revenue Item] and [Default Fee Group]. Without these defaults, a client will not be able to register.
- A course section with a zero dollar ($0) fee will also display in the Web Registration and be listed as a "free" course.
- When a client does not log into the WebReg module, fees are displayed using the Default Fee Group.
- When a client is logs into the WebReg module, fees are displayed using the active Fee Group for that client. If a Primary Account manager of a Family or Corporate Account registers courses for one or more of their members, the Cart and Check Out Review pages will display rates based on the member's Fee Group, not the fee group of the Primary Account holder. However, the course display page only reflects the rates associated with the Fee Group of the client logged in. The member rates will display correctly once added to the cart.
To set a Course Section to display when fees have not yet been determined, make the following settings:
- Create a Revenue Item called “Ignore”. This step only needs to be performed once.
- For each desired Course Section, add a fee using the Revenue Item = Ignore.
- Even if there are fees entered, if one fee with the Revenue Item = "Ignore" is encountered, the course will not allow registration but will display. All other display settings must also be enabled for the course to display.