Course Options, Course Option Fee Codes, and Course Option Rules can be configured to create optional charges or discounts for things such as honors programs and multi-course discounts.

There are five steps involved with setting up these Course Option Codes:



From the Main Administrative Interface,

• Click Set Up
  
• Click Course Options
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• Click Add Course Option button in bottom right corner
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• Enter a name for the Course Option. Name fields are usually used in scripts and can not be edited so follow these rules when entering a name:
  -use a noun or verb
  -you can include numbers, but it can't start with a number
  -keep it short
  -no spaces (use an _ to separate words)
  -all lower case
  -singular
  -it should make sense to you, but won’t be visible to families
  
• Click OK when done
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• Then enter a title for the Course Option. This is very similar to the name, however, this field will be visible to families in a comma separated list such as a summary of options available. It needs to make sense to families, but you don’t want it to take up too much space on a line. So keep it short-1 word.
  
• Enter description. Again this information will be visible to families and will provide more details about the Course Option.
  
• Click Update.
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• Click Course Option Fee Codes button
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• Click Add Course Option Fee Code button
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• In Sort column, enter a sort number
  
• In Code column, enter a code for the fee in all caps
  
• In Account column, choose which account the fee will go into
  
• In Description column, enter a descriptor of the fee
  
• In Percent Adjust column, enter a numerical percentage value ie: 10 would mark up the tuition 10%. Use a minus sign in front of the number if the code should deduct the percentage from the family's account for discounts. Keep it 0 if you want to charge a set amount.
  
• In Charge to Family column, enter a set dollar amount to add to tuition. Use a minus sign in front of the number if the code should deduct the amount from the family's account for discounts. Keep it 0 if you entered a percentage.
  
  
  Note:Use Percent Adjust or Charge to Family; not both. One column must be 0.
  
  
• In Pay to Teachers column, enter a set dollar amount to pay teacher for the option
  
• In Note column, enter a note (optional)
  
• Click Update
  
• Close window
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This step will make the options and fee codes you just created available to all the courses within a particular term. If you don’t want to make them available to all courses within a term you can skip this step and proceed to Step #4 where you can apply the options to specific courses only.


If you want to apply the option to all courses in a selected term:

• Go back to the Set Up menu view
  
• Click Course Options Again
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• Click Rules for All Courses button
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• Choose Term for courses (Important)
  
• Click Add Course Option Rule
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• Choose Course Option from drop down list
  
• Choose Course Option Fee Code from drop down list
  
• Choose Assignment. This will determine who can apply the option to a seat.
  -If you choose By Admin Only then only admin can assign from admin pages.
  -If you choose By Family then families will be able to select the Course Option during enrollment process (Please note, that families will not be able to remove the Course Option after enrolling. Instead they will have to contact administration to request that the Course Option be removed from their enrollment.)
  -If you choose Always then the option will automatically be applied to all course enrollments.
  -If you choose Script then we will help you write code to program the system to calculate the conditions when an option can be applied. Helpful for volume discounts over a certain number of classes.
  -If you choose Never then the option will never be applied to course enrollments.
  
  
  Note:Admin can always apply or remove the option administratively.
  
  
• Enter note (optional)
  
• Click Update
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• Go back to Set Up menu view
  
• Click Courses icon
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• Select the term
  
• Select the course
  
• In the Course Fees Section, click Switch to Course Options Rules button
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• Click Add Course Option Rule
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• In the Option column, select the Course Option from the drop down list
  
• In the Fee Code column, select your Course Option Fee Code from the drop down list
  
• In the Sections column, leave blank if you want the option available to all sections of the course. Otherwise list the course section number of the sections that you want to apply the option to. Separate the numbers by commas if there are multiple sections. (e.g. 1,5, 6)
  
• Choose Assignment. This will determine who can apply the option to a seat.
  -If you choose By Admin only, then only admin can assign from admin pages.
  -If you choose By Family then families will be able to select the Course Option during enrollment process (Please note, that families will not be able to remove the Course Option after enrolling. Instead they will have to contact administration to request that the Course Option be removed from their enrollment.)
  -If you choose Always then the option will automatically be applied to all course enrollments.
  -If you choose Never then the option will never be applied to course enrollments.
  
• In the Note column, enter a note (optional)
  
• Click Update
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• Go back to the main administrative interface
  
• Click Operations icon
  
• Click Enrollments icon
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• Select a course
  
• Click Seats by Section button
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• Select a student seat
  
• Click Options button
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• Click Add Course Option to Seat button to choose from a list of existing Course Options
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• Choose option in drop down list. If the Course Option you are looking for is not in the list, then check Terms for Course Option Rules.
  
• Enter a note (optional)
  
• Click Add
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  Note:To remove a Course Option Rule, select the one you want to remove then click the Remove Option button.
  
  
  
• The system will show the added Course Option the next time you reload the page.