Term Setup 5 - Add Term To Tuition Calculation Controls

Add Term To Tuition Calculation Controls

Label
Description
Business ProcessMaintain Term Based Configuration
ModuleStudent Financials
Prerequisites

Term must exist in the term table

Description

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

Instructions:

StepAction
1.

Click on [] then [] and navigate to SET UP SACR -> PRODUCT RELATED-> STUDENT FINANCIALS -> TUITION AND FEES -> TUITION CALCULATION CONTROLS

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

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

StepAction
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.

StepAction
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”.

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

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

StepAction
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

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

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

StepAction
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.

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

StepAction
13.Click the “Save” button.  

StepAction
14.End of job aid 
15.Proceed to Term Set Up 6