Update Incremental Units

You can use the Update Incremental Units page to create a batch that enables you to update incremental units/offsets for charges associated with program versions.

Prerequisites

You must have:

  • Common - Processes - View authorization

  • Student Accounts - Processes - Update Incremental Units authorization

Your institution must set the incremental billing value to 1 in the database for the program version.

While configuring Student Accounts, you must:

  • Select Incremental Academic Year Billing in the Billing Method field and Earning Method - Calendar Days in the Earning Method field (Select the Configuration tile > expand Student Accounts > select Program Versions.)

  • Enable Incremental Billing and Earning for the program version

Access Method

Select the Processes tile > expand Student Accounts > select Update Incremental Units.

Procedure to Create the Batch and Review Results

Process Tab

Use the Process tab to filter the data and queue the batch job.

  1. Specify the Selection Criteria to filter the records.

    CampusesClosed 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.

    Enrollment DateClosed The actual date when the student enrolled in the program version. From and To

    Program VersionsClosed Indicates the program version associated with the student or item. This field displays when the program version is set for incremental billing and earning.
  2. Select the Next button. Anthology Student gathers the records and lists all the program fees configured for the selected program version set for incremental billing.

  3. Review the values in the Results grid.

    Academic YearClosed The academic year configured by your institution.

    AmountClosed The amount in dollars.

    OffsetClosed Indicates an incremental amount or an average changing amount associated with a transaction code. Offset range is 0 to 210.

    OrderClosed Indicates the sequence order for the program fees.

    Program VersionClosed Indicates the program version associated with the student or item. This field displays when the program version is set for incremental billing and earning.

    Program Version CodeClosed Code associated with the program version.

    Revenue UnitsClosed Indicates the number of hours attended by the student. Revenue units must be greater than 0.

    TransactionClosed The transaction name and code associated with the enrollment charges paid by the student.

    Transaction Code Closed The transaction code.

  4. Take the appropriate action.

    Task Action to Take

    Update the amount

    1. Select the program version.
    2. In the Amount column, specify the new amount value. Anthology Student displays the updated amount.

    Update the revenue units

    1. Select the program version.
    2. In the Revenue Units column, specify the revenue unit value. Anthology Student displays the updated revenue units.

    Update the offset

    1. Select the program version.
    2. In the Offset column, specify the offset value. Anthology Student displays the updated offset value.
  5. In the Queue Update dialog, review or change the name of the batch and select the Queue button.

Anthology Student processes the batch and updates the incremental units for charges associated with program versions.

When the batch completes, Anthology Student displays the results on the History tab.

History Tab

For batches that you created to update incremental units, you can use the History tab to review the status of all the batches, review the results of specific batches, and manage the batches.

Batches on this tab are available for 28 days by default. Anthology Student removes them after 28 days. If you need to keep the information for a batch, use the Export (Export button) button on the toolbar.

  1. Review the values in the Batches grid.

    CampusesClosed 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.

    DurationClosed The amount of time it took to process the job or batch.

    Enrollment DateClosed The actual date when the student enrolled in the program version. From Date

    Enrollment DateClosed The last date the student was enrolled at the institution. To Date

    NameClosed The descriptive name of the item.

    StartedClosed The date and time when the first job within the batch started executing.

    StatusClosed Indicates the status of processing for the student or item in the job. If all of the awards were successfully processed and approved, it displays Succeeded. If one or more awards were not approved, it displays Completed.

    Submitted ByClosed The name of the staff member who submitted the batch for processing.

  2. Select the name of a batch. Anthology Student displays the details for the job in the Results grid.

  3. Review the values in the Results grid.

    Academic YearClosed The academic year configured by your institution.

    AmountClosed The amount in dollars.

    Job CreatedClosed The date and time when the job was added to the background job queue.

    Job StartedClosed The date and time when the job was pulled from the queue and started executing. The start time for a job will be the same time or later than the start time for the batch.

    Job StatusClosed The status of the job. Enqueued indicates the job is in the queue waiting to be executed. Scheduled indicates the job is scheduled to run at a future time. Processing indicates the job is running. Succeeded indicates the job was completed with no errors. Deleted indicates the job was completed with errors.

    OffsetClosed Indicates an incremental amount or an average changing amount associated with a transaction code. Offset range is 0 to 210.

    Order Closed Item number in a numeric sequence.

    Program VersionClosed Indicates the program version associated with the student or item. This field displays when the program version is set for incremental billing and earning.

    Program Version CodeClosed Code associated with the program version.

    Revenue UnitsClosed Indicates the number of hours attended by the student. Revenue units must be greater than 0.

    TransactionClosed The transaction name and code associated with the enrollment charges paid by the student.

    Transaction CodeClosed The transaction code.