Business Process

Maintain Term Based Configuration

Module

Student Financials

Prerequisites

Term must exist in the term table

Description

This Job Aid illustrates how add the Term to Tuition Calculation Controls.

1.

Click on [

2.

Verify that the “SetID” field is defaulted to “SDCCD”, then click the “Search” button.

3.

In the “Tuition Calculation Controls” tab (page) under the “Term Controls” section, click the ‘+’ (plus sign) to add a new term.

4.

Enter the appropriate term into the “Term” field.  Or click the magnifying glass next to the “Term” field to display a list of Terms.  Click the appropriate Term.  Your selection will populate into the “Term” field.

5.

Click the boxes next to the four “Auto Calculate” options so that checkmarks appear in the boxes: “Tuition”, “Waivers”, “Self Service”, and “Term Withdrawal”.

6.

Click the “Refund Calculation Controls” tab (page).

7.

Click the ‘+’ (plus sign)’ to add a new term.

8.

Enter the appropriate Term in the ‘Term’ field.  Or click on the magnifying glass to display a list of Terms.  Click the appropriate Term.  Your selection will populate into the “Term” field

9.

Click the “Error/Warning Controls” tab (page).

10.

Click the ‘+’ (plus sign)’ to add a new term.

11.

Enter the appropriate Term in the “Term” field or click the magnifying glass next to the “Term” field to display a list of terms.  Click the appropriate Term.  Your selection will populate into the “Term” field.

12.

Verify that the three boxes in the row of the newly added Term are checkmarked.

13.

Click the “Save” button.  

14.

End of job aid 

15.

Proceed to Term Set Up 6