Edit the Associated Fees to a Scheduled Unit

This page will provide you with instructions on how to edit the Fees associated to the Scheduled Unit

Overview

The Unit Fees associated with a Scheduled Unit can be edited manually per each Scheduled Unit record. Note when you edit the Unit Fee Amount for the Scheduled Unit with existing Unit Enrolments, the new Unit Fee set or any changes you've made will not reflect in the related Unit Enrolments. The changes will only take effect on new Unit Enrolments created after making the changes.

Workflows

1. Search for the Scheduled Unit record where you want to edit the associated Unit Fees, see Search a Scheduled Unit

2. With the Scheduled Unit record loaded, go to the ASSOCIATED FEES section or choose Units > Scheduled Unit Details > Edit Scheduled > Fees menus on the side.

Here are some ways you can modify the fee items that are linked to the Scheduled Unit:

• per Fee Item in the list

• all/selected Fee Items in the list to the same amount

• delete selected fee items in the list

Edit a Fee Item

To edit a Fee, click the EDIT button.

editting a fee item

3. To edit the selected Unit Fee, go to the EDIT FEE section, and edit the fields accordingly. Refer to the Scheduled Fees Record Type for a description of each field and click the SAVE UNIT FEE button to save your changes.

adding new fee item fields

4. To edit another Unit Fee associated with the Scheduled Unit, go to the FEES ASSOCIATED WITH SCHEDULED UNITS section on top and repeat the instructions in Step 3 above.

Edit All/Selected Fee Items to the Same Amount

To edit all/selected Fee Items to the same amount, click the EDIT button on any of the Fee Items.

editing a fee item

3. Click the select heading to select all the items on the list or select the fee items that are required, enter the amount that applies for all/selected items, and click the UPDATE SELECTED FEES button.

editing the fees on selected items to the same amount

Delete Selected Fee Items

To delete Fee Items, click the EDIT button on any of the Fee Items.

To Delete a Unit Fee item, click the DELETE button against the Unit Fee item that you want to delete or select the checkboxes on the right against the Unit Fee items that you want to be deleted and then select the DELETE FEES button.

deleting fee items