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Tuition Waivers Reversed After Recalc on Reduced fees or Dropped Classes (Doc ID 2626607.1)

Last updated on MAY 03, 2020

Applies to:

PeopleSoft Enterprise CS Student Financials - Version 9 and later
Information in this document applies to any platform.

Symptoms

Waiver will be reversed on student account if Move Excess Waiver flag on in SF Account type and

               student has been recalculated for a dropped class or  when a  term fee or class fee amount needs to be reduced.


TUIT_CALC_TBL correctly reflects the waiver
ITEM_SF and ITEM_LINE_SF show the waiver moving to excess and then being reversed.

Waiver will repost on the next tuition calculation correcting ITEM_SF and ITEM_LINE_SF


The issue can be reproduced at will with the following steps:
1 Set the move excess waiver flag on in the SF account type.
2 Set the MISC acct to be the excess account for the waivers in the sf business unit.
3 Set your term fee to calc at 100 per credit.
        Set the waiver to calc at 100%
       do not turn the excess waiver check box on in the waiver setup page
      (or do turn it on, it has no impact either way)
4 Attach the waiver to the waiver link of the term fee on the tuition group.
5 Calc tuition with a waiver.
         Verify the tuition is posted for the correct
         Verify the waiver is posted and applied for the correct amount
6  Drop a class in the 100% refund range - OR modify the term fee to reduce it by 50%  and calc tuition 
          View the customer account to see that there is no waiver.
          Review fees after calc and you will see the waiver.
          Query item sf and item line sf to verify the waiver is gone.
         Query the tuition calc table to see the waiver is in tuition calc table.
7 Calc tuition again after doing nothing to the setup or the student
         View the customer account to see that the charges were paid by the waiver.
8 Review fees after calc and you will STILL see the waiver
        Query item sf and item line sf to verify the waiver has posted again
        Query the tuition calc table to see the waiver is STILL in tuition calc table.

Cause

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In this Document
Symptoms
Cause
Solution


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