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:
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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:
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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.
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Specify the Selection Criteria to filter the records.
Enrollment Date
From and To
Program Versions -
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.
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Review the values in the Results grid.
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Take the appropriate action.
Task Action to Take Update the amount
- Select the program version.
- In the Amount column, specify the new amount value. Anthology Student displays the updated amount.
Update the revenue units
- Select the program version.
- In the Revenue Units column, specify the revenue unit value. Anthology Student displays the updated revenue units.
Update the offset
- Select the program version.
- In the Offset column, specify the offset value. Anthology Student displays the updated offset value.
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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 () button on the toolbar.
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Review the values in the Batches grid.
Enrollment Date
From Date
Enrollment Date
To Date
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Select the name of a batch. Anthology Student displays the details for the job in the Results grid.
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Review the values in the Results grid.