Overview
Include arrangements of the following _Grade_ Types/SpecialOutstandingAmount_IncludeArrangementsOfGradeTypes 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_ Types. A _Grade_ Type is a way of categorizing _Grades_ (for example, distinguishing between different levels or classifications of _Grades_ offered by the institution). If configured, only arrangements tied to the selected _Grade_ Types 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_ Type) 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_ Types.
- If this setting is not empty, any financial arrangement whose _Grade_ Type is not among the selected values will be excluded from the special outstanding amount calculation.
- If left empty, arrangements are not filtered by _Grade_ Type, meaning all _Grade_ Types are considered.
Example(s)
Alpha Institute offers arrangements under two _Grade_ Types: Standard Program and Extended Program. The finance office wants the special outstanding amount to reflect only balances from the Standard Program _Grade_ Type. They select Standard Program in this setting. A _Student_ has $800 in unpaid installments under a Standard Program arrangement and $1,200 in unpaid installments under an Extended Program arrangement; only the $800 from the Standard Program arrangement is counted toward the special outstanding amount, while the $1,200 from the Extended Program arrangement is excluded.
When to Use
Use this setting when the institution wants the special outstanding amount calculation to focus only on arrangements belonging to certain _Grade_ Types, rather than including arrangements from every _Grade_ Type.
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_ Types 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_ Levels (SpecialOutstandingAmount_IncludeArrangementsOfGradeLevels in Financial Settings > General Settings > Other Payments > Special Outstanding Amount)
- Related configuration: _Grade_ Type (Configuration > Parametric Lists > Grade Type) – this is where the _Grade_ Types 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_ Types differently (for example, to represent program categories) than K-12 institutions, but the setting’s mechanics are unchanged.
