Used to link Client with one or more Fee Groups. Fee Groups determine which fees are attributed to the client during registration and for all balance due calculations. Fee Groups are also used for three different forms of Memberships.
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Main Menu > Clients > Fee Groups
Applies to: Enterprise Plus Basic
Details
- Fee Groups are user-defined.
- When a new Client record is created, a single Fee Group record is automatically added based on the default Fee Group set in the Branch Profile. This record can be changed to a different Fee Group if applicable. Start and end dates are intentionally left blank.
- If the client’s eligibility has changed, an additional Fee Group can be added. However, only one Fee Group can be active at any point in time.
- Fee Groups are active based on the start and end date of the Client’s Fee Group and the start date of the Course Section. If the Client has only one Fee Group, both start and end dates can be blank. It is recommended in this case to leave the start and end dates blank. If dates are added, they should encompass all possible Course Section start dates.
- If an additional fee group is added, all Fee Groups must have a start date and only one Fee Group can have a blank end date.
- If registration occurs for a Course Section with a start date that does not fit within a Client’s Fee Group start and end dates, the resulting fees may not calculate correctly, if at all.
To Add a Fee Group:
- Any existing Fee Groups must contain a start date and end date before adding the new fee group. Make sure dates encompass all possible Course Section start dates and any existing Assignment dates.
- Add a new Fee Group with a start date one day after the last Fee Group’s end date.
Fee Group Examples
Example A:
- Regular – starts 1/1/2000 and ends 5/15/2010
- Senior – starts 5/16/2010 and the end date is blank
Example B:
- Regular – starts 1/1/2002 and ends 3/10/2010
- Employee – starts 3/11/2010 and ends 7/22/2011
- Regular – starts 7/23/2011 and the end date is blank