Example: Create a Lookup Table for Enterprise Award Rates Per Unit
This example illustrates how to create an advanced lookup table to store the enterprise awards per unit.
Alma Mater University awards the Enterprise Award to students who are registered for 13 or more units. The award amount varies depending on several factors, including the number of units registered.
You're preparing to create a step-based calculation for the enterprise award amounts. You want to create a lookup table with these per-unit rates for every unit above 12:
Financial Aid Award Year | Between 13-15 Units | Between 16-18 Units | More than 18 Units |
|---|---|---|---|
2019-2020 Award Year | 780 | 730 | 700 |
2020-2021 Award Year | 795 | 730 | 700 |
Security:
- Set Up: Calculations - Genericdomain in the Core Payroll functional area.
- Access Calculation (Segmented)domain in the functional areas for Core Payroll, Implementation, Payroll Interface, and Time Off and Leave.
- Set Up: Time Off (Calculations - Generic)domain in the Time Off and Leave functional area.
- Access theCreate Lookup Tabletask.
- SelectAdvanced Lookup Table - Numeric Calculation Search Criteria.
- Enter these values:
Option Description NameEnterprise Award Rate Per UnitCategoryFinancial AidReport Field Search CriteriaUnits in Academic Period (ALL) Load Status CalculationEffective DateEnter January 1, 2019. - Remove the first row from theValuesgrid, and clickOK.
- From the related actions menu of the lookup table, select .
- Enter these values:Display on PageDisplay NameSelectedEnterprise Award Rate
- ClickDone.
- Access theEdit Lookup Tabletask for your lookup table.Enter these values in theValuesgrid:Search ValueEnterprise Award Rate137801673018700
- ClickOK.
- From the related actions menu on the effective date, select .
- In theNew Effective Datefield enter January 1, 2020.
- ClickOK.
- In theValuesgrid for the new effective date, enter these values:Search ValueEnterprise Award Rate137951673018700
- ClickOK.
Create another lookup table for the award percentage based on GPA.