Term Setup 1 - Add Term to SF Term Default

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Last updated: Apr 25, 2019
3 min read

Add Term to SF Term Default

Label
Description
Business ProcessCashiering
ModuleStudent Financials
Prerequisites

Term must exist in term table

Description

This Job Aid illustrates how to add the Term to SF Term Default.

Instructions:


Step
Action
1.

Click on [ ] then [ ] and navigate to Set Up SACR -> Product Related -> Student Financials -> Charges And Payments -> SF Term Default

StepAction
2.Verify that the “Business Unit” field is defaulted to ‘SDCCD’.  Click the “Search” button.

StepAction
3.Click the ‘View All’ link.  This will display all previous Terms at once, with the most recent term being at the top.

Result of Step 3
Terms displayed all at once

StepAction
4.

Click the “plus” sign [] in the top most section to add a new term.  A new section will be added to the top.  It will be populated with the information from the prior term

Result of Step 4
New section added to the top and populated with information from the prior term.

StepAction
5.Change the “Effective Date” field to the next day after the “Term Ending Date” of the previous term.

StepAction
6.

Click the magnifying glass [] next to the “Term” field to display a list of Terms.  Click the appropriate Term.  In the screenshot sample below, the next term would be “2185 Summer 2018”.  Your selection will populate into the “Term” field.

StepAction
7.

Enter the same date from the “Effective Date” field into the “Term Begin Date” field.

Enter the date of the last day of the term into the “Term Ending Date” field.


Enter the appropriate year in the “Academic Year” field.  The year entered will be the year the fiscal year ends in (e.g. for fiscal year 2016-2017, the Academic Year is 2017; for fiscal year 2017-2018, the Academic Year is 2018; for fiscal year 2018-2019, the Academic Year is 2019).

StepAction
8.Click the “Save” button at bottom left of the page.  If you are in “View All” mode, you may have to scroll down to the “Save” button.

StepAction
9.End of job aid.
10.Proceed to Term Set Up 2