Purpose

This form allows a percentage amount to be defined, by which fees under a Fee Contract arrangement may be varied.

Subsystem

Finance

This form is called in context of a Fee Type from FINF2100 and should therefore automatically query the FEE_TYPE_RATE_VARIATION_YR (FTRVY) block upon entry to the form.

Once a year has been selected in the FTRVY block the user can then enter Organisational Unit details. From the Organisational Unit block the user can then select a button to navigate to the Course Details screen.

Percentage variations specified for an Organisational Unit apply to all courses owned by the Organisational Unit unless an Override has been specified for the Course Code, Course Version, Course Type, or Course Offering Option.

It is possible to record a Percentage Variation for a partial Course Offering Option. For example, a variation could be recorded for a particular Location Code for a Course Version, but without defining the Attendance Mode or Attendance Type. This means the variation would apply to all occurrences for that Course Version and Location combination, regardless of the Attendance Type or Mode.

Where two or more partial Course Offering Option records are defined for the same Course Version (for example, one record defines Course Version and Location only and another defines Course Version and Attendance Mode only), an order of precedence will need to be recorded to indicate which variation should be used in the case where a student has a match with both records. The record with the lowest order of precedence is used. This is similar to the functionality in Assessment Rates (FINF2853).

This form is accessed through FINF2100, via the Rate Variations button. This form can be accessed for a closed Fee Type, but only in read only mode.

The Fee Type block contains:

• Fee Type
• Closed check box
• System Fee Type
• System Fee Trigger Category
• Optional Payment check box

The Financial Year block contains:

• Financial Year
• Start Date
• End Date
• Description

The Organisational Unit block contains:

• Organisational Unit Code
• Start Date
• Description
• Percentage Variation

  Button

  • Course Rate Variation Overrides (overlay)
    • The Organistional Unit Rate Variation block contains:
      • Fee Type
      • Financial Year
      • Organisational Unit Code
      • Start Date
      • Percentage Variation
    • The Course Rate Variation Overrides block contains:
      • Variation Number
      • Course Code
      • Version
      • Title
      • Location
      • Attendance Mode
      • Attendance Type
      • Course Type
      • Percentage Variation
      • Order of Precedence
      • Back button

Rules/Notes:

There are no highest or lowest values on the Percentage Variation fields.

The following Validations are:

• The Fee Type is not closed.
• The System Fee Trigger Category is not INSTITUTION.
• If the course Code is NULL then validate that the System Fee Type is TUITION, OTHER or VET.
• If the Course code is NOT NULL and the sector of the Course Version is Higher Education then validate that the System Fee Type is TUITION or OTHER.
• If the course Code is NOT NULL and the sector of the Course Version is VET then validate that the System Fee Type is VET or OTHER.
• If the Course Code is NOT NULL then validate that the Course Version has a Responsible Organisational Unit that matches the Context Organisational Unit. If no Version Number is speciified then validate that the Course has at least one Course Version with a Responsible Organisational Unit that matches.
• Fee Type must have a Fee Type Calendar Instance record that has a Fee Period that is subordinate of the Financial Year.
• Fee Type must have a Fee Type Calendar Instance record that is ACTIVE or PLANNED and has a Fee Period that is a child of the financial Year.
• The Organisational Unit is not inactive.
• The Course Code or Course Version has an ACTIVE or PLANNED version.
• The Location is not closed.
• The Location has a System Location Type of CAMPUS.
• The Attendance Mode and Attendance Type is not closed.
• The Course Type is not closed.
• At least one of Course Code, Version, Location, Attendance Mode, Attendance Type or course Type is specified.
• Only one of course Type and Course Code can be specified.
• The Course Rate Variation Override values that are entered form part of a Course Offering Option.
• The Order of Precedence is specified if required (for example, if varying combinations of course_cd, version_number, location_cd, attendance_type, attendance_mode and course_type have been specified).
• The Order of Precedence is unique for the Organisational Unit.
• Rate Variations cannot be defined for this Fee Type since the System Fee Type is not TUITION, OTHER, or VET.
• Rate Variations cannot be defined for Fee Types with a System Fee Type which is not VET or OTHER when the Course Code is specified and the sector of the Course Version is VET.

A. Use this form to create and maintain the fees used in the Student Finance subsystem.

Rules and Notes:

The list of values in the Financial Year LOV are limited to those relating to the Fee Type. For a Financial Year to be valid for a Fee type, there must be at least one PLANNED or ACTIVE Fee Type Calendar Instance record for the Fee Type, and a Fee Period that is subordinate to the financial Year.

Added new validations re: Rate Variations.