Overview

Return only Locations related with Student’s assignments in period/Return_Only_Locations_Related_With_Student_Arrangements_In_Period is a setting located in Financial Settings > General Settings > Transaction Settings, under the New Transaction Form Setting sub-group.

What This Setting Does

This setting limits the list of _Locations_ available to a backoffice user on the Transaction issuing form so that only the _Locations_ matching the selected _Student_’s [Learner’s] educational program in the current period are shown. This prevents staff from selecting a _Location_ that has no relation to the _Student_ being billed.

Where It Is Used

This setting affects the _Location_ selection field on the same New Transaction form used for the related setting Arrangements to be filtered by the selected Location/Arrangements_To_Be_Filtered_By_The_Selected_Location; both settings work together to narrow down _Location_ and arrangement choices when a _Student_ is selected.

Business Logic / Behavior

• When enabled, the backoffice user only sees the _Locations_ that match the selected _Student_’s educational program for the period, rather than the full list of all _Locations_.
• When disabled, all _Locations_ are available for selection regardless of the _Student_’s educational program.
• This is a simple on/off toggle with no further configuration options.

Example(s)

A University maintains 4 _Locations_ in the system: North Campus, South Campus, East Annex, and the Online Campus. This setting is enabled, and a Finance Officer issues a Transaction for a _Student_ [Learner] enrolled only in a program offered at North Campus for the 2026 Spring period. Instead of listing all 4 _Locations_, the _Location_ dropdown on the Transaction form shows only North Campus, hiding the 3 unrelated _Locations_ (South Campus, East Annex, Online Campus) that do not apply to this _Student_ in this period.

When to Use

When to Enable

Enable this setting for institutions with multiple _Locations_ where staff should be guided to only the _Locations_ relevant to a given _Student_’s program, reducing the risk of billing errors tied to the wrong _Location_.

When to Disable

Disable this setting if staff need the flexibility to select any _Location_ when issuing a Transaction, for example when Transactions are not strictly tied to the _Student_’s enrolled program _Location_.

Notes

Prerequisites: _Students_ must have educational programs associated with specific _Locations_ for this filtering to take effect.

• Arrangements to be filtered by the selected Location/Arrangements_To_Be_Filtered_By_The_Selected_Location (Financial Settings > General Settings > Transaction Settings > New Transaction Form Setting)
• Enable the use of proposals based on arrangement payers and for the selected operational processes/Enable_the_use_of_proposals_based_on_arrangement_payers_and_for_the_selected_operational_processes (Financial Settings > General Settings > Transaction Settings > New Transaction Form Setting)
• Select the person you want to be notified via E-mail, when issuing a transaction/New_Transaction_Email_User (Financial Settings > General Settings > Transaction Settings > New Transaction Form Setting)
• Related configuration: _Locations_ (Main Settings > General Settings > Locations) – this is where _Locations_ themselves are created and managed.

This setting behaves the same regardless of whether Higher Education Mode (Enable Configuration for Higher Education/Xrisi_parametropoihshs_kolegiou) is enabled or disabled.