Term Setup 3 - Copy Term To Adjustment Calendars
Copy Term To Adjustment Calendars
Label | Description |
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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 |
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1. | Click on [ ] then [ ] and navigate to Set Up SACR -> Product Related -> Student Financials -> Tuition and Fees -> Adjustment Calendars |
Step | Action |
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2. | Verify that the “SetID” field is defaulted to ‘SDCCD’, then click the “Search” button. |
Step | Action |
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3. | Click the “Copy Adjustment Calendar” button. |
Step | Action |
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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 |
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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 |
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6. | Proceed To Term Setup 4 |
7. | End of Job Aid. |