Overview
Include arrangements of the following _Grade_ Levels/SpecialOutstandingAmount_IncludeArrangementsOfGradeLevels is a setting located under Financial Settings > General Settings > Other Payments, in the Special Outstanding Amount sub-group.
What This Setting Does
This setting lets the institution restrict the special outstanding-amount balance calculation to only financial arrangements associated with specific _Grade_ Levels. A _Grade_ Level represents a specific _Grade_ (such as a particular year or stage of study). If configured, only arrangements tied to the selected _Grade_ Levels will be counted.
Where It Is Used
This setting feeds the same special outstanding-amount calculation as Return Special outstanding amount if it is more than X amount/ReturnSpecialAmountIfItIsMoreThenX, and affects the same areas:
- Main Menu > _Students_ > _Student_ List > (open a _Student_) > Actions menu > Set Outstanding Amount Exception – this action is only available when the related threshold setting is greater than zero; this setting restricts which arrangements (by _Grade_ Level) are counted toward that special balance.
- Main Menu > _Students_ > _Student_ List > Bulk Actions > Set Outstanding Amount Exception – the same bulk action is affected in the same way.
The setting itself is configured at Main Menu > Financial Settings > General Settings > Other Payments > Special Outstanding Amount.
Business Logic / Behavior
- This is a multi-select setting, allowing the institution to choose one or more _Grade_ Levels.
- If this setting is not empty, any financial arrangement whose _Grade_ Level is not among the selected values will be excluded from the special outstanding amount calculation.
- If left empty, arrangements are not filtered by _Grade_ Level, meaning all _Grade_ Levels are considered.
Example(s)
Alpha Institute has _Grade_ Levels named Level 1 through Level 4. The finance office wants the special outstanding amount to reflect only balances from _Students_ in Level 3 and Level 4. They select those two _Grade_ Levels in this setting. A _Student_ in Level 4 has a $600 unpaid installment and a sibling in Level 2 has a $250 unpaid installment; only the $600 balance from the Level 4 arrangement is counted toward the special outstanding amount, while the $250 balance from the Level 2 arrangement is excluded from the calculation.
When to Use
Use this setting when the institution wants the special outstanding amount calculation to focus only on arrangements belonging to certain _Grade_ Levels, rather than including arrangements from every _Grade_ Level.
Notes
Prerequisite: this setting only has an effect when Return Special outstanding amount if it is more than X amount/ReturnSpecialAmountIfItIsMoreThenX is set to a value greater than zero, since that setting controls whether the special calculation runs at all. It also requires _Grade_ Levels to already be configured in the institution.
- Return Special outstanding amount if it is more than X amount (ReturnSpecialAmountIfItIsMoreThenX in Financial Settings > General Settings > Other Payments > Special Outstanding Amount)
- Include installments until (SpecialOutstandingAmount_IncludeInstallmentsUntil in Financial Settings > General Settings > Other Payments > Special Outstanding Amount)
- Include arrangements of the following _Grade_ Types (SpecialOutstandingAmount_IncludeArrangementsOfGradeTypes in Financial Settings > General Settings > Other Payments > Special Outstanding Amount)
- Related configuration: _Grade_ Level (Configuration > Parametric Lists > Grade Level) – this is where the _Grade_ Levels offered in this setting’s list are created and managed.
K-12 vs Higher Education: This setting behaves the same regardless of whether Higher Education Mode (Enable Configuration for Higher Education/Xrisi_parametropoihshs_kolegiou) is enabled or disabled. Institutions in Higher Education Mode may simply define and use _Grade_ Levels differently (for example, to represent academic year or program stage) than K-12 institutions, but the setting’s mechanics are unchanged.
