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Administrator Guide
Last Updated: 2024-11-01
Example: Calculate Student Tuition Charges (Bottom-Up Approach)

Example: Calculate Student Tuition Charges (Bottom-Up Approach)

This example displays how to build calculations from the bottom up, by starting with the most heavily nested calculations. This example includes these calculations:
  • Arithmetic
  • Conditional
  • Instance Set Comparison
  • Lookup
  • Lookup Table
Alma Mater University calculates a student's tuition based on their school and the academic period (AP). The rates are:
Academic Period
College of Arts and Sciences
College of Business and Economics
College of Engineering
Fall 2021
150
200
250
Spring 2022
150
200
250
Summer 2022
150
200
250
  • Create these academic periods:
    • 2021 Fall Semester
    • 2022 Spring Semester
    • 2022 Summer Semester
  • Create these academic units:
    • College of Arts and Sciences
    • College of Business and Economics
    • College of Engineering
  • Create a constant value calculation for
    0
     that is in the Student or Common category.
  • 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 Lookup Table
     task.
    Create a lookup table to store the tuition rates for each college.
    1. Select
      Advanced Lookup Table - Report Field Search Criteria
      .
    2. Click
      OK
      .
    3. Enter or select these values:
      Field
      Value
      Name
      SF LT Per Credit Hr Rates
      Category
      Student Financials
      Context Instance
      Financial Aid Period Record
      Report Field Search Criteria
      Academic Period (Ending)
      Effective Date
      01/01/1900
    4. In the
      Values
       grid on the
      Table Data
       tab, add these rows:
      Search Value
      Column a
      Default
      2021 Fall Semester
      150
      (leave clear)
      2022 Spring Semester
      150
      (leave clear)
      2022 Summer Semester
      150
      (leave clear)
    5. Click
      OK
      . (Don't click
      Done
      .)
      If you accidentally click
      Done
      , use the
      View Lookup Table
       task to navigate back to the lookup table.
    6. From the related actions menu of the lookup table, select
      Lookup Table
      Column Labels
      .
    7. In the grid, enter these values:
      Display on Page
      Display Name
      Select this check box.
      College of Arts and Sciences
      Select this check box.
      College of Business and Economics
      Select this check box.
      College of Engineering
    8. Click
      OK
      . (Don't click
      Done
      .)
      If you accidentally click
      Done
      , use the
      View Lookup Table
       task to navigate back to the lookup table.
    9. From the related actions menu of the lookup table, select
      Lookup Table
      Edit
      .
    10. Enter these values:
      College of Business and Economics
      College of Engineering
      200
      250
      200
      250
      200
      250
    11. Click
      OK
      .
  2. Access the
    Create Lookup Calculation
     task.
    Create lookup calculations that look up the tuition rates in the lookup table.
    1. Enter or select these values:
      Field
      Value
      Name
      SF LC TUI CAS
      Category
      Student Financials
      Academic Unit
      (leave blank)
      Comment
      Lookup College of Arts and Sciences Column in the Lookup Table.
      Lookup Table
      SF LT Per Credit Hr Rates
      Column
      College of Arts and Sciences
      Period Date Indicator
      (leave blank)
    2. Click
      OK
      .
    3. From the related actions menu of the calculation, select
      Calculation
      Copy
      .
    4. Enter or select these values:
      Field
      Value
      Name
      SF LC TUI CBE
      Category
      Student Financials
      Academic Unit
      (leave blank)
      Comment
      Lookup College of Business and Economics Column in the Lookup Table.
      Lookup Table
      SF LT Per Credit Hr Rates
      Column
      College of Business and Economics
      Period Date Indicator
      (leave blank)
    5. Click
      OK
      .
    6. From the related actions menu of the calculation, select
      Calculation
      Copy
      .
    7. Enter or select these values:
      Field
      Value
      Name
      SF LC TUI COE
      Category
      Student Financials
      Academic Unit
      (leave blank)
      Comment
      Lookup College of Engineering Column in the Lookup Table.
      Lookup Table
      SF LT Per Credit Hr Rates
      Column
      College of Engineering
      Period Date Indicator
      (leave blank)
    8. Click
      OK
      .
  3. Access the
    Create Arithmetic Calculation
     task.
    Create calculations that multiply the student's total units per AP by the appropriate per unit rate in the lookup calculations.
    1. Enter or select these values:
      Field
      Value
      Name
      SF AC TUI CAS Rate x Units
      Category
      Student Financials
      Academic Unit
      (leave blank)
      Comment
      Total units registered x College of Arts and Sciences per credit hour rate in the lookup table.
      1st Operand
      Total Units Registered for Academic Period
      Operator
      Multiply
      2nd Operand
      SF LC TUI CAS
      Rounding
      (leave blank)
    2. Click
      OK
      .
    3. From the related actions menu of the calculation, select
      Calculation
      Copy
      .
    4. Enter or select these values:
      Field
      Value
      Name
      SF AC TUI CBE Rate x Units
      Category
      Student Financials
      Academic Unit
      (leave blank)
      Comment
      Total units registered x College of Business and Economics per credit hour rate in the lookup table.
      1st Operand
      Total Units Registered for Academic Period
      Operator
      Multiply
      2nd Operand
      SF LC TUI CBE
      Rounding
      (leave blank)
    5. Click
      OK
      .
    6. From the related actions menu of the calculation, select
      Calculation
      Copy
      .
    7. Enter or select these values:
      Field
      Value
      Name
      SF AC TUI COE Rate x Units
      Category
      Student Financials
      Academic Unit
      (leave blank)
      Comment
      Total units registered x College of Engineering per credit hour rate in the lookup table.
      1st Operand
      Total Units Registered for Academic Period
      Operator
      Multiply
      2nd Operand
      SF LC TUI COE
      Rounding
      (leave blank)
    8. Click
      OK
      .
  4. Access the
    Create Instance Set Comparison Calculation
     task.
    Create instance set comparison calculations to determine the academic unit to which a student belongs.
    1. Enter or select these values:
      Field
      Value
      Name
      SF ISC AU CAS
      Category
      Student Financials
      Academic Unit
      (leave blank)
      Comment
      Student's academic unit is CAS
      Source Field
      Institution
      Relational Operator
      In the selection list
      Target Instance
      College of Arts and Sciences
    2. Click
      OK
      .
    3. From the related actions menu of the calculation, select
      Calculation
      Copy
      .
    4. Enter or select these values:
      Field
      Value
      Name
      SF ISC AU CBE
      Category
      Student Financials
      Academic Unit
      (leave blank)
      Comment
      Student's academic unit is CBE
      Source Field
      Institution
      Relational Operator
      In the selection list
      Target Instance
      College of Business and Economics
    5. Click
      OK
      .
    6. From the related actions menu of the calculation, select
      Calculation
      Copy
      .
    7. Enter or select these values:
      Field
      Value
      Name
      SF ISC AU COE
      Category
      Student Financials
      Academic Unit
      (leave blank)
      Comment
      Student's academic unit is COE
      Source Field
      Institution
      Relational Operator
      in the selection list
      Target Instance
      College of Engineering
    8. Click
      OK
      .
  5. Access the
    Create Conditional Calculation
     task.
    Create a conditional calculation that ties together all of the previously built calculations. The calculation references the instance set comparison calculations and arithmetic calculations.
    1. Enter or select these values:
      Field
      Value
      Name
      SF CC TUI by AU
      Category
      Student Financials
      Academic Unit
      (leave blank)
      Comment
      Tuition calculated by academic unit rate of the student times the amount of credits a student is enrolled in.
    2. In the
      Conditional Calculations
       grid, add these rows:
      Order
      Condition
      Result
      a
      SF ISC AU CAS
      SF AC TUI CAS Rate x Units
      b
      SF ISC AU CBE
      SF AC TUI CBE Rate x Units
      c
      SF ISC AU COE
      SF AC TUI COE Rate x Units
    3. In the
      Default Response
       field, select
      0
      .
    4. Click
      OK
      .
    5. (Optional) To test the calculation, select
      Calculation
      Evaluate Student Calculation
       from the related actions menu of the calculation.
You can now use the calculation in student charge items.
To calculate tuition:
  1. Add the
    SF CC TUI by AU
     conditional calculation to a student charge item.
  2. Use the
    Maintain Student Charge Item Assignments
     task to assign the charge item.