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Set Up Fee Categories

Fee categories classify the type of activity associated with each fee item and are used throughout the system to drive accounting, reporting, and fee schedule logic. Once categories are created in Academic Management, they must be linked to the corresponding released product in Product information management.

  1. Create fee categories

    From the FNO dashboard, open Modules ▸ Academic management, expand Setup, and click Fee categories. Click New in the top toolbar and complete the columns to create new fee categories (④). Click Save.

    Set Up Fee Categories — the Fee categories form with new category entries

  2. Link categories to released products

    Navigate to Modules ▸ Product information management, expand Products, and click Released products. Filter by Item number to locate the items that correspond to the fee categories just created (categories related to Academic Management start with the letters AM) (⑥). Select the item, expand the Sell tab, and locate Activity ▸ Fee category. Ensure the fee category aligns with the category it will be billed as (⑧).

    Set Up Fee Categories — the Released products list filtered to show AM fee category items

    Set Up Fee Categories — the Sell tab on a released product showing the Activity section with the Fee category field