Refunds can be generated by using the "*ALL" constant in the Refund Definition table for each fee code. This method simplifies refunds greatly. However, there can only be one row in the table for the refund fee code regardless of the number of rows in the Charge Detail. Therefore, you only need to enter one refund percentage and the refund credits can only be applied to one account number.
If you use the method to copy Charge Definition and Details to the Refund Definition and Details, you can use separate account numbers for all of the different types of charges; however, by using this method, you can only refund to a single account number.
In the below sample, the Charge Definition is shown followed by the Refund Definition, which needs the word *ALL in the Constant column. Note that no usage code is used in the Refund Definition when using the *ALL method.
Charge Fee code: TU Tuition Charge Type: S |
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Constant |
Variable Information |
Usage Code |
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Table |
Column |
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1 |
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Stu master |
Tuit Type |
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2 |
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Stu hrs/crs |
Bucket 1 |
N |
3 |
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Refund Fee Code: TU Tuition Charge Type: C |
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Variable Information |
Usage Code |
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Constant |
Table |
Column |
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1 |
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*ALL |
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The Charge and Refund tables would look like the following:
Charge Fee Code: TU Tuition |
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Charge Type: S |
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Description |
Charge Element 1 |
Charge Element 2 |
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Undergrad PT Tuition |
U |
01199 |
01-01-4010-4020 |
Undergrad FT/OT Tuition |
U |
99999 |
01-01-4010-4010 |
Continuing Education |
C |
99999 |
01-01-4010-4060 |
Graduate Tuition |
G |
99999 |
01-01-4010-4050 |
Refund Fee Code: TU Tuition |
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Charge Type: S |
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Description |
Refund Percent |
Refund Element 1 |
Refund Element 2 |
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Tuition Refund 80% |
.8000 |
*ALL |
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01-01-4010-4030 |
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This method requires you to enter a refund fee code for each charge fee code for which you will generate refunds. When you reach another time in the term when the refund percent changes, you should change the refund percent in the Refund Table entry. |
