Purpose

To list, by Course, all Fee Liabilities that are triggered by that Course (either individually, or as part of a Course Group or Course Type), together with the Assessment Rates that apply to the Fee Liability

SubSystem

Finance

Run Details

The report can be run in immediate or batch mode.

This report also shows details of the Service attributes associated with a Fee Type Calendar Instance (FTCI). See Fee Assessment (FINJ3500) 'Introduction' section for details. This report includes:

• The Service Code associated with a FTCI.
• The service Response associated with each Fee Assessment Rate defined for the FTCI.

Note: This is potentially a very large report. Whenever possible, set the parameter to limit the report to a single course.

The Course Trigger Fee Liabilities Report block contains:

Parameters Tab

• Course
• Financial Period
• Fee Assessment Period
• Fee Type
• Fee Category
  

  Button

  • Find Course

Rules/Notes:

For information about System (or control) parameters, see All About Standard Reports. 

A Financial Period must be selected. The list of values (LOV) gives all active and planned periods.

Recommendation: whenever possible, type in a Course Code to limit the report.

The report can be further limited by –

• Selecting Fee Period – active and planned periods are shown in the LOV. This is validated as being subordinate to the Financial Period selected
• Typing or selecting an open Fee Type, which is checked as being valid for the Fee Category (if selected) and for the Fee Period (if selected)
• Typing or selecting an open Fee Category, which is checked as being valid within the Fee Period (if selected) or valid for the Financial Period

Note: It is not possible at parameter selection time, for the System to validate the Fee Type against a Financial Period, or validate a Course Code against either a Fee Period or a Financial Period. In these situations, an invalid combination results in a blank report.

Rules/Notes:

Course Trigger Fee Liabilities Report

The report gives details of the Fee Liabilities (Fees within specific Fee Categories) which are triggered by a Course. This may be because the Course is a trigger in its own right, or it is included in a Course Group which is a trigger, or it has a Course Type which is a trigger. Liabilities reported are those where the Fee has a COURSE or COMPOSITE Fee Trigger Category. (For further explanation, see Assigning Triggers to Fee Liabilities, in the Specialist Overview). This report also gives details on Cohort Fee Assessment Rates and Cohort Unit Fee Assessment Rates.

The report is not concerned with Unit or Unit Set triggers, or those courses which are part of a Fee Trigger Group (a course/unit set(s)/unit(s) combination acting as a single trigger). The exception to this is that Cohort Unit Fee Assessment Rates are included in the report.

Details are reported firstly in Course Code order, for all active or planned courses. Within course, the report is organised to show information about active or planned Fee Liabilities within each Fee Period and Financial Period to which they apply. Tax details are included. If these details have been established at Fee Type level rather than Fee Liability level, this is indicated by printing (FTCI) beside the tax rule. (An explanation of Levels is given in Special Topics.)

Rates

All assessment rates recorded for the Fee Liability in the particular period are listed. Each rate is shown against the rate number and the criteria (course characteristics and/or Government classification) applying to the rate. (For further details, see Rates in Special Topics.)

Those rates which have been established at Fee Type level rather than Fee Liability level are indicated by printing (FTCI) beside the rate. Where rates are not available, NOT ESTABLISHED is printed beside the Fee Assessment Rates heading.

Cohort Fee Assessment Rates

All assessment rates recorded for the Fee Liability in the particular period are listed. Each cohort fee assessment rate is shown against the rate number and the criteria (course characteristics and/or Government classification) applying to the rate.

DEST changes mean that 'Government HECS Payment Option’ field label on the report will now read ‘Govt Student Status’.

Fee Triggers

Details of how the course acts as a trigger for the fee are shown under these headings, as appropriate:

• Course Type Fee Trigger
  The Course Type, Type Description and Creation Date are shown
• Course Group Fee Trigger
  The Course Group Code, Group Description and Creation Date are shown
• Course Fee Trigger
  The Course Code, Course Title and Creation Date are shown. Details of the Version, Location, Attendance Type, Attendance Mode, Rule and Rule Description are printed if these are specifically recorded as criteria for the trigger

NONE DEFINED is recorded against each heading which does not apply for a particular liability.