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Create a Scholarship or Discount

Before a scholarship or discount takes effect on a student's fees, it must be created as a named code, linked to the relevant fee items and students, and moved through the approval workflow.

  1. Open Scholarships and Discounts

    From the FNO dashboard, open Modules ▸ Academic Management, expand Setup, and click Scholarships and discounts. Click New in the toolbar.

  2. Complete the discount code details

    Fill in the following fields (④):

    • Code — enter a unique code for the scholarship or discount.
    • Name — enter the scholarship or discount name.
    • Active and Approval — check both boxes.
    • User group — assign the approval group. To use an existing group, select it from the dropdown.

    Scholarship and discount setup — the new code form with Code, Name, Active, Approval, and User group fields

  3. Create a new approval user group (if needed)

    If the required approval group does not yet exist, right-click the User group dropdown arrow and select View details, then click New. Enter a Name for the group (⑥) and select the User group. Click Add/remove users (⑦), search for and select the approvers (⑧), then click Add to group (⑨). Click Back, select the new user group (⑩), and click Save.

    Scholarship and discount setup — the User group dropdown and approval configuration

    Scholarship and discount setup — the General tab with the Items section open

    Scholarship and discount setup — a new fee item line being added under Items

  4. Link fee items to the code

    Select the scholarship or discount record you just created (⑪). Click General in the Action Pane, then choose Items under the Fees tab (⑫). Click New and select the relevant fee item — repeat for each additional item — then click Save and navigate back.

    Scholarship and discount setup — the Students tab with a new student record and the Discount %, Effective date, and Expiration date fields

  5. Add a student and configure the discount

    Click General in the Action Pane and choose Students under the Students tab (⑮). Click New, select the student from the Student Account dropdown, and enter the discount amount under Discount % (⑰). Set the Effective date and Expiration date (⑱).

    Scholarship and discount setup — the Approval dropdown showing Report as ready and Approve options

  6. Submit and approve the discount

    From the Approval dropdown, select Report as ready (⑲ ⑳). Then open the Approval dropdown again and select Approve to complete the workflow (⑲ ⑳). Click Save.