Purpose

To create and maintain a link between a Fee Liability and a Unit Set or sets, in order that only students in the Unit Set(s) specified should be considered for the Fee Liability. To include one or more Unit Sets as part of a fee Trigger Group.

SubSystem

Finance

Unit Set Fee Triggers enable the Fee Assessment Routine (FINJ3500, FINJ3001) to match fees related to Unit Sets to corresponding Student Unit Set Attempts, as discussed in the Specialist Overview. If a Unit Set Trigger recorded against a Fee Liability matches a Student Unit Set attempt, the student is eligible for assessment for the fee.

Unit Set Triggers can be assigned to fees with either a UNITSET or a COMPOSITE Trigger Category. An example of using a trigger with a UNITSET Category is to charge a fee only to students undertaking a certain major sequence. When used with a COMPOSITE Category, the form allows for Unit Sets to be included as part of a Trigger Group (established in FINF2224). This would allow, for example, a particular stream for a course to be associated with a Fee Liability.

A different form, FINF2223, allows triggers to be recorded for units.

The current form is accessed from Maintain Fee Categories (FINF2800), using the Fee Liabilities button (bottom right) then the Unit Set Triggers button (2nd row, bottom right).

Deletion. Logical deletion, described below, allows for a trigger to be 'removed' while still enabling transaction reversals to be made for those transactions that have already been created as a result of the trigger.

The Fee Category Fee Liability block contains:

• Calendar Type
• Start Date
• End Date
• Fee Type
• Fee Category
• Change Method

The Unit Set Fee Trigger block contains:

• Unit Set Code
• Version Number
• Title
• Trigger Group
• Include Deleted Triggers check box
• Creation Date
• Deletion Date

Rule/Notes:

The Fee Category Fee Liability block shows the Fee Liability (Fee within a Category in a Fee Period) and Charge Method for which triggers are recorded in the following block.

Use this form to record, maintain or view the Unit Sets which determine the scope of the Fee Liability selected.

The Unit Set Code and Version Number entered here as required fields are matched by the Fee Assessment Routine to Unit Set Attempts of eligible students.

For Fee Liabilities with a COMPOSITE Trigger Category, a Unit Set recorded here can be included as a member of a Trigger Group by selecting a Trigger Group number. The same Unit Set can be used as a member of more than one Trigger Group for the same Fee Liability, if required.

To logically delete triggers, select and delete the record as normal. No Save is necessary - confirmation is requested before an automatic logical deletion is performed. A Deletion Date is supplied by the System.

Rules/Notes:

Only Unit Sets with a System Unit Set Status of ACTIVE or PLANNED can be entered here.

The Trigger Group list of values presents all groups recorded for the liability except those with a Deletion Date.

Setting the 'Include deleted triggers' check box allows the display of all triggers, including those that have been logically deleted, when the form is queried. It has NO effect on functionality in the Fee Assessment Routine.

The Creation Date of a record is automatically supplied by the System.