Term Setup 2 - Add Term For Student Permissions

Add Term for Student Permissions Forms

Label
Description
Business ProcessMaintain Term Based Configuration
ModuleStudent Financials
Prerequisites

Term must exist in the term table

Description

This Job Aid illustrates how to add the Term for Student Permission Forms.

Instructions:

Step
Action
1.

Click on [] then [] and navigate to SET UP SACR -> PRODUCT RELATED-> STUDENT FINANCIALS -> CHARGES AND PAYMENTS -> STUDENT PERMISSION FORMS

StepAction
2.Click the ‘Add a New Value’ tab (page).

StepAction
3.

Verify that the “SetID” field = “SDCCD”

Enter the name of the Permission Form in the “Permission Form” field.  Note the naming convention for this step => “REPFEE” + the first two letters of term + the last two digits of the year (e.g.REPFEEFA17” = Student Rep Fee for the Fall 2017 semester)

Click the “Add” button

StepAction
4.

Enter the Effective Date (the registration start date for the term) in the “Effective Date” field.


5.

Enter a description in the “Description” field.


6.

Copy the name of the “Permission Form” and paste it into the “Short Description” field.


7.

In the “Long Description” field, enter the following statement:

“By opting out of the Student Representation Fee for _______________, the fee will be exempted from your account.”

Fill in the blank with the term and 4-digit year (e.g. “Fall 2017”).


8.

Click the box next to “Enable for Self Service” so that a checkmark appears.


9.

Click the “Save” button.


StepAction
10.End of job aid
11.Proceed to Term Setup 3