Below are explanations as to how the effective date of transactions are handled. The same scenarios apply for Assignments as well as Dining Plans.


Condition: Term is in the Future, Term Billing Effective Date is in the future


Scenario 1 - Student self selects a room

  • A Bill will be generated, with an effective date  = Term Billing Effective Date


Scenario 2 - Staff Assign a student manually

  • A Bill will be generated, with an effective date  = Term Billing Effective Date or Assignment Effective Date (if chosen effective date is after the Term Billing Effective Date)


Scenario 3 - Student has an assignment, but staff perform a Switch or Swap or Cancellation

  • A Refund or credit will be generated if student assignment is cancelled or if student goes into a room that is cheaper or more expensive, with effective date = Term Billing Effective Date or Assignment Billing Effective Date (if chosen effective date is after the Term Billing Effective Date)




Condition: Term is in the Future, Term Billing Effective Date is in the past


Scenario 1 - Student self selects a room

  • A Bill will be generated, with an effective date = date that the selection was made


Scenario 2 - Staff Assign a student manually

  • A Bill will be generated, with an effective date = date that the assignment was made or Assignment Effective Date (if chosen effective date is a different date in the future)


Scenario 3 - Student has an assignment, but staff perform a Switch or Swap or Cancellation

  • A Refund or credit will be generated if student assignment is cancelled or if student goes into a room that is cheaper or more expensive, with effective date = date that the assignment was made or Assignment Billing Effective Date (if chosen effective date is a different date in the future)




Condition: Term is Active


Scenario 1 - Student self selects a room

  • A Bill will be generated, with an effective date = date that the selection was made


Scenario 2 - Staff Assign a student manually

  • A Bill will be generated, with an effective date = date that the assignment was made or Assignment Effective Date (if chosen effective date is a different date in the future)


Scenario 3 - Student has an assignment, but staff perform a Switch or Swap or Cancellation

  • A Refund or credit will be generated if student assignment is cancelled or if student goes into a room that is cheaper or more expensive, with effective date = date that the assignment was made or Assignment Effective Date (if chosen effective date is a different date in the future)