Overview
Display label: The transferred education program should get the following pricing category
Setting ID: Transfer_Educational_Program_Should_Get_The_Following_Pricing_Category
Location: Main Settings > General Settings > Period To Period Transfers, Basic Settings group
What This Setting Does
This setting controls how the Pricing Category of a Student’s Educational Program is handled when that Educational Program is transferred from one academic period to the next. It lets the institution decide whether the Pricing Category should stay the same as before, switch to a configured default, or depend on whether the Student still has an active financial arrangement.
Where It Is Used
This setting has no dedicated screen of its own. It runs automatically in the background whenever a Student’s Educational Program is transferred to a new academic period, whether through a back office transfer (Students > select Student(s) > Transfers) or through Online Re-registration.
Business Logic / Behavior
- Option “Identical to source academic period”: the Educational Program keeps the exact same Pricing Category it had in the period it is being transferred from.
- Option “Default based on setting”: the Educational Program receives the Pricing Category configured in the Default Pricing Category (Transfer_Default_Pricing_Category in Period To Period Transfers > Basic Settings) setting instead of carrying over the previous one.
- Option “Identical to source if no active arrangement, otherwise default based on setting”: the Pricing Category is kept identical to the source period only if the Student currently has no active financial arrangement; if an active arrangement exists, the configured default Pricing Category is used instead.
- If left unset, no automatic Pricing Category assignment is applied by this rule during transfer.
- This setting is only valid for Educational Programs whose Pricing Category type is defined at the Educational Program level (not for Group, Subject, or other Pricing Category types).
- The Pricing Category applied here is overridden if a copy arrangement process is run afterwards for the Student.
Example(s)
Alpha Institute transfers Students from the 2025-2026 to the 2026-2027 academic period. Student Andreas M. has an Educational Program with Pricing Category “Standard Tuition” and an active financial arrangement. Student Sofia Ntinou has the same program but no active arrangement.
With the option set to “Identical to source if no active arrangement, otherwise default based on setting”, and the default Pricing Category configured as “Renewal Tuition 2026”: Andreas keeps “Standard Tuition” replaced by “Renewal Tuition 2026” because he has an active arrangement, while Sofia keeps “Standard Tuition” unchanged because she has no active arrangement.
When to Use
Configure this setting when the institution changes Pricing Categories between academic periods (for example, moving Students from a promotional tuition rate to a standard renewal rate) and wants that change applied consistently and automatically during the transfer process, rather than manually per Student.
Notes
Prerequisites: Pricing Categories must be defined in advance under Financial Settings before this setting can reference them.
- Related settings: Default Pricing Category (Transfer_Default_Pricing_Category in Period To Period Transfers > Basic Settings)
- Related settings: Enable above automated status selection if the price is the same for the next academic period (Transfer_Enable_Automated_Status_Selection_For_Next_Academic_Period in Period To Period Transfers > Basic Settings)
- Related configuration: Pricing Categories (Financial Settings > Parametric Lists)
K-12 vs Higher Education: This setting behaves the same regardless of whether the institution is a K-12 school or a Higher Education institution.
