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Administrator Guide
Last Updated: 2024-11-01
Example: Calculate Program of Study Award Amounts (Conditional Calculation)

Example: Calculate Program of Study Award Amounts (Conditional Calculation)

This example illustrates 1 way to award different amounts based on a student's program of study, and includes these calculations:
  • Conditional
  • Constant Value
  • Instance Set Comparison
Alma Mater University awards a scholarship to students who are studying business administration, with the amount awarded depending on whether the student is majoring or minoring in it. The amounts are:
Program of Study
Amount
Business Administration Minor
2250
Business Administration Major
4250
Create a constant value calculation of
0
 that is in the Student or Common category.
Create these programs of study:
  • Business Administration Minor
  • Business Administration Major
Security:
  • Set Up: Calculations - Generic
     domain 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.
  1. Access the
    Create Instance Set Comparison Calculation
     task.
    1. Enter or select these values:
      Field
      Value
      Name
      AMU Student = Business Administration Minor
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      Comment
      Instance set that filters for POS = Business Administration Minor
      Source Field
      Program of Study
      Verify that the business object for this report field is Financial Aid Period Record.
      Relational Operator
      in the selection list
      Target Instance
      Business Administration Minor
    2. Click
      OK
      .
  2. Access the
    Create Instance Set Comparison Calculation
     task.
    1. Enter or select these values:
      Field
      Value
      Name
      AMU Student = Business Administration Major
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      Comment
      Instance set that filters for POS = Business Administration Major
      Source Field
      Program of Study
      Verify that the business object for this report field is Financial Aid Period Record.
      Relational Operator
      in the selection list
      Target Instance
      Business Administration Major
    2. Click
      OK
      .
  3. Access the
    Create Constant Value Calculation
     task.
    1. Enter or select these values:
      Field
      Value
      Name
      AMU 2250
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      Comment
      Constant value 2250.
      Numeric Value
      2250
    2. Click
      OK
      .
  4. Access the
    Create Constant Value Calculation
     task.
    1. Enter or select these values:
      Field
      Value
      Name
      AMU 4250
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      Comment
      Constant value 4250.
      Numeric Value
      4250
    2. Click
      OK
      .
  5. Access the
    Create Conditional Calculation
     task.
    1. Enter or select these values:
      Field
      Value
      Name
      AMU Business Major/Minor Award Amount Calculation
      Category
      Financial Aid
      Academic Unit
      Leave blank.
      Comment
      Conditional calculation for business admin major and minor award amounts.
    2. In the
      Conditional Calculations
       grid, add these rows:
      Order
      Condition
      Result
      a
      AMU Student = Business Administration Minor
      AMU 2250
      b
      AMU Student = Business Administration Major
      AMU 4250
    3. In the
      Default Response
       field, select
      0
      .
    4. Click
      OK
      .
The calculation is available for you to add to student award items.
Add the calculation to the student award item for the scholarship and assign the award item to students.