Example: Calculate Flat Rate Tuition (Lookup Tables)
This example illustrates how to use a lookup table and lookup calculation to calculate a flat rate tuition that increases every year, and includes these calculations:
- Lookup
- Lookup Table
Alma Mater University charges a flat rate for tuition for both undergraduate and graduate students, and this amount increases slightly each award year. The tuition rates are:
Award Year | Undergraduate Rate | Graduate Rate |
|---|---|---|
2018-2019 | 2000 | 3000 |
2019-2020 | 2100 | 3100 |
2020-2021 | 2200 | 3200 |
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 - Report Field Search Criteria.
- Enter or select these values:FieldValueNameAMU Undergraduate and Graduate TuitionCategoryStudent FinancialsCountryLeave blank.CommentLookup table for UGRD and GRAD flat rate tuition amounts.Context InstanceStudent Financials Period RecordReport Field Search CriteriaFinancial Aid Award YearEffective Date07/01/2017
- In theValuesgrid on theTable Datatab, add these rows:Search ValueaDefault2018-2019 Award Year2000(leave clear)2019-2020 Award Year2100(leave clear)2020-2021 Award Year2200(leave clear)
- ClickOK. (Don't clickDone.)If you accidentally clickDone, use theView Lookup Tabletask to navigate back to the lookup table.
- From the related actions menu of the lookup table, select .
- In the grid, enter or select these values:Display on PageDisplay NameSelect this check box.UndergraduateSelect this check box.Graduate
- ClickOK. (Don't clickDone.)If you accidentally clickDone, use theView Lookup Tabletask to navigate back to the lookup table.
- From the related actions menu of the lookup table, select .
- Enter these values:Graduate300031003200
- ClickOK.You should have these values in theValuesgrid:Search ValueUndergraduateGraduate2018-2019 Award Year200030002019-2020 Award Year210031002020-2021 Award Year22003200
- Access theCreate Lookup Calculationtask.
- Enter or select these values:FieldValueNameAMU Undergraduate TuitionCategoryStudent FinancialsAcademic Unit(leave blank)CommentLookup calculation for UGRD tuition.Lookup TableAMU Undergraduate and Graduate TuitionColumnUndergraduatePeriod Date Indicator(leave blank)
- ClickOK.
- From the related actions menu of the calculation, select .
- Enter or select these values:FieldValueNameAMU Graduate TuitionCategoryStudent FinancialsAcademic Unit(leave blank)CommentLookup calculation for GRAD tuition.Lookup TableAMU Undergraduate and Graduate TuitionColumnGraduatePeriod Date Indicator(leave blank)
The calculations are available to use in student charge items. When you assess charges to students for the charge item, Workday calculates the charge amount based on the award year and the academic level of the student.
Create student charge items for undergraduate tuition and graduate tuition and add the calculations to them.