Term Setup 3 - Copy Term To Adjustment Calendars

Copy Term To Adjustment Calendars

 

Label

Description

Label

Description

Business Process

Maintain Term Based Configuration

Module

Student Financials

Prerequisites

Term must exist in term table

Description

This Job Aid illustrates how to copy the Term to Adjustment Calendars for refund deadline dates.

 

Instructions:

 

 

Step

Action

Step

Action

1.

Click on [ ] then [ ] and navigate to Set Up SACR -> Product Related -> Student Financials -> Tuition and Fees -> Adjustment Calendars

Step

Action

Step

Action

2.

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

Step

Action

Step

Action

3.

Click the “Copy Adjustment Calendar” button.  

 

Step

Action

Step

Action

4.

Enter the appropriate information into the fields: “From Term” and/or “Session” and “To Term” and/or “Session”.  You can use the magnifying glasses next to the different fields to display what can be entered into each field.

 

 

Step

Action

Step

Action

5.

Once the appropriate fields have been populated, click the “OK” button.

Repeat steps 3 – 5 for each Adjustment Reason (Note: There are 27 Adjustment Reasons)

Step

Action

Step

Action

6.

Proceed To Term Setup 4

7.

End of Job Aid.