Tuition Discount Policies

You can use the Discount Policy page to manage the policies that are used to apply discounts to the tuition rates or other enrollment charges for eligible student groups. The policies will apply to active terms only.

When you configure a tuition discount policy, you can:

• Select a transaction code for which the discount policy will apply

• Select the student group that the policy applies to

• Specify criteria that the students must meet to be eligible for the discount

Before configuring the discount policies you must identify students that qualify for each discount and associate the students with Student Groups. See Types of Student Groups and Methods for Creating Them to determine how the Student Groups will be created (dynamic/manual). There must be at least one (1) student in the Student Group for the Student Group to be selected in the Discount policy.

There should be one policy for each Student Group. If a student is eligible for multiple tuition discounts, you can add the student to all the groups where the policies are applied.

You should specify only one policy for each group. If a student is eligible for multiple tuition discounts, you can add the student to all the groups where the policies are applied.

Select the option to automate the tuition discount posting order and to calculate the discount up to 100% of the course charge.

• When automated, the pending tuition discount transactions are posted to the student’s ledger card automatically when TUIT charges are posted. Otherwise, the pending tuition discount transactions are deleted when TUIT charges are posted.

• When processed manually, you can use the Student Profile or the Tuition Discounts page from the Processes tile. If pending charges exist for the student, Anthology Student checks if any pending discounts are available, and if so, displays them on the Ledger Card, Ledger Card Report, Registration Bill Summary, and Registration Bill Details.

The manual tuition discount process also allows you to use the tuition discount posting order and to calculate the discount up to 100% of the course charge.

We do not recommend changing discount percentages or flat rates on a Tuition Discount Policy once discounts have been posted for a given policy.

Prerequisites

To view the page, you must have Student Accounts - Configuration - View authorization.

To edit the page, you must have Student Accounts - Configuration - Manage authorization.

You must have created Student Groups. See Create and Manage All Student Groups.

To automatically apply tuition discounts, your institution must have configured a posting order for the campuses. If a posting order is not configured for the campus, Anthology Student displays a message indicating a posting order has not been configured but lets you add and save the policy. If you do not then configure the posting order, Anthology Student does not calculate the tuition discount in the policy.

To edit an item associated with more than one campus, you must have access to all the campuses. For example, if the item is configured to be available at three campuses and you only have access to two of the campuses, you can view the item, but cannot edit it. When you add an item, you can only select campuses to which you have access.

Access Method

Select the Configuration tile > expand Student Accounts > select Tuition Discount Policies.

Filters

By default, the grid displays all records for the campuses you are authorized to work with. You can use the drop-down at the top of the page to display only records for a specific campus.

Procedure to Add or Edit Items

1. Review the values of the records in the grid.

2. If you want to:

   • Add a new list item, select the New button on the toolbar

   • Add a new list item by copying and modifying an existing list item, select the row in the list and the Duplicate button on the toolbar

   • Edit an existing list item, select the name in the list

3. Review, specify, or change the following values.

Active Specifies whether the associated record is active. Automate Specifies whether to automate the tuition discount with a posting order and calculate the discount up to 100% of the course charge. When automated, the pending tuition discount transactions are posted to the student’s Ledger Card automatically. Otherwise, the pending tuition discount transactions are deleted when TUIT charges are posted. Campuses The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column. Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique.

Discount Transaction Code The bill code for the tuition discount policy. Different tuition discount policies should not share the same tuition discounts bill code. The TUIT transaction code does not appear in the list because the tuition discount should not be posted against the same bill code to which it was charged. Name The descriptive name of the item. Student Groups Associated With Policy The student groups associated with the new tuition discount policy. Different tuition discount policies should not share the same student group.

3. Under Discount Options, specify the following values:

   Discount Amount Specifies the amount of tuition charge to be discounted for each course as a percentage in the Value as Percentage (%) field or as a flat rate in the Value as Flat Rate field. The Value as Percentage (%) field allows two decimal places. Value if Posting Type is Aggregate Specifies the discount amount if Posting Type is Transaction Details based on the billing method selected for the tuition discount policy.

   Value if Posting Type is Transaction Details Specifies the discount amount if Posting Type is Aggregate based on the billing method selected for the tuition discount policy.

4. Under Age Requirements, specify the following values:

   Age The student’s age requirement as of the start date of the Course Section or the Term. Age Requirement must be the Start Date of Start date option for age requirement. Select between the two options: Course Section or Term.

   Student Age Associated With Policy Should be Select the condition you want for the age criteria for the tuition discount policy. For example, if you select 'Between', it changes the Age field to Age: From and To, so that you can specify a range.

5. Under Course Qualifying Criteria, specify the following values:

   Course Attributes Specific features of the course. Course attributes are configured by your institution. Course Levels The course levels associated with the student's degree. Course levels are configured by your institution.

   For a course to be eligible, its Course Attribute Specifies the criteria for the course attributes to qualify for the tuition discount. For a course to be eligible, its Course Level Specifies the criteria for the course level to qualify for the tuition discount.