A roster fee change is used when processing multiple refunds on a Section.
Starting from the menu bar in PARKS DIRECT, select Management, Activity Management, then Activity Management.
On the Activity Management screen, type the Activity Code into the Activity Code box.
Highlight your activity code and select the Section Management icon.
A list of Activity Sections will display on the screen. Choose the appropriate section, highlight it, then click on the More icon and select Roster Fee Change.
Note: If you are refunding for a section, select "Decrease Fee" under Fee Option. If you are charging for a section, select "Increase Fee" under Fee Option.
Select the Fee.
Determine the total classes for the course using dates and days of the week.
Go to Section Inquiry:
Click Class Count.
Once you've determined the course's total sessions, figure out how many sessions the customer will MISS.
Example: if the course meets for 8 Saturdays, and the last 5 sessions will be missed, the equation will be 5 out of 8 classes). To figure out the percentage for that proration: 5/8=0.625 (62.5%).
Return to Activity Section Management, highlight the section, and click Roster Fee Change, Ensure Decrease Fee is selected. Look at the bottom chart of customer fees and determine what each participant was charged.
Complete each fee type individually. Resident Fee, Non-Resident Fee, Fee Adjusted Price, and Prorated Fee. Seek assistance from the Help Desk Call Center Manager regarding the steps in this process.
Using the percentage from above, adjust each type of fee one by one. Click the pencil icon next to the resident fee and type in the amount you want to DECREASE the fee by.
Be sure to select the correct line item Resident Fee and not the deposit and/or other fees.
Start with the Resident Fee. For this example, total cost for the session is $60.00.
Click the pencil icon next to Resident Fee ($60.00) at the top of the screen.
Enter the amount you want to credit for classes missed (5/8 classes * $60.00 = $37.50). Type "$37.50" into the Adjust Amount box. Check all the boxes that were charged $60.00.
Select the Household Category and the Refund Option (This will be Refund Apply unless otherwise instructed). Once the selection is reviewed and confirmed, click Process.
Repeat the process for each additional Household Category.