Locations: 

  • Program "Name"


Users with the following permissions:

  • Admin → Programs → Edit
  • Admin → Programs → View


Case:

Student charges are created depending on the student's academic progress.


Problem:

Currently, FA charges in GEGI become transactions and get in A/R Card independently of SAP rules.


Solution:

Added an ability to set up a dependency between meeting SAP rule and dates of FA charges.

The Transactions are Created from FA Charges setting was added to the Edit Program "Name" page where you can select the following:

  • On Pay Per Start Date - transactions are created from FA charges of a student on the start date of the payment period with that charge.
  • When SAP Rule is Met - transactions are created from FA charges depending on the SAP rules configuration in a program and a student's meeting SAP.
Note: Transaction gets to A/R Card of a student at the moment the transaction is created:



If you select When SAP Rule is Met, you will see the Charge Pay Per # column for defining a payment period. Transactions will be created from FA charges of that payment period after the student meets SAP rule. You can select any payment period except Pay Per 1 because the transactions are always created from Pay Per 1 charges on the payment period start date:



The transactions are created from FA charges by the following algorithm:

  • If the payment period with the charge has no SAP rule configured, the transaction is created on the period start date. And the rule meeting result is not checked for Pay Per 1.

  • If the payment period with the charge has SAP rule configured and the student meets the rule before the payment period start date, the transaction is created on the payment period start date.

  • If the payment period with the charge has SAP rule configured and the student met that rule after the payment period start date, the transaction is created on the next Monday after the rule is met.

  • If SAP rule is not met, the transaction is not created until the rule is met.

  • Transactions are created from adjustments and Not FA charges on the date defined by users when creating the charge.


You can see additional information about the rule and the transaction creation date in the Transaction Date field on the Student "Name": A/R Card page:


More information about Satisfactory Academic Progress can be found in the following article: Satisfactory Academic Progress.


Available since GEGI v4.21.0 (view release notes)