Label	Description
Business Process	Maintain Term Based Configuration
Module	Student Financials
Prerequisites	Term must exist in the term table
Description	This Job Aid illustrates how to set up Optional Fees.

Instructions:

Step	Action
1.	Click on [Image Modified] then [Image Modified] and navigate to SET UP SACR -> PRODUCT RELATED-> STUDENT FINANCIALS -> OPTIONAL FEES -> OPTIONAL FEES - TERMS

Step

Action

2.

Verify that the “SetID” field is defaulted to “SDCCD”, then click the “Search” button to display a list of “Optional Fee Codes”.

3.

Click the appropriate Optional Fee Code from the list.

Note: Start at the top of the list.

Step	Action
4.	Click the “+” (plus sign) to add a new term.
5.	Enter the required fields: “Term” or click the magnifying glass and select the appropriate Term; “Account Type” or click the magnifying glass and select the appropriate Account Type; “Item Type” or click the magnifying glass and select the appropriate Item Type; “Due Date Code” or click the magnifying glass and select the appropriate Due Date Code. Enter the optional fields: Start Date/Stop Date = dates in which you would like the fees to be effective. Check mark the box “One Fee for All Careers” (if applicable).
6.	Click the “Save” button.
7.	Click the “Next in List” button and repeat steps 4 – 6 until all Optional Fees are completed for the specified term. Note: Once you reach the end of the list, the “Next in List” button will grey out.

9.

Step	Action
8.

Proceed to Term Set Up10

End of job aid.
9.	Proceed to Term Set Up 10

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