Business Process

Maintain Term Based Configuration

Module

Student Financials

Prerequisites

Term must exist in the term table

Description

This Job Aid illustrates how to set up Optional Fees.

1.

Click on [] then [] and navigate to SET UP SACR -> PRODUCT RELATED-> STUDENT FINANCIALS -> OPTIONAL FEES -> OPTIONAL FEES - TERMS

2.

Verify that the “SetID” field is defaulted to “SDCCD”, then click the “Search” button to display a list of “Optional Fee Codes”.

3.

Click the appropriate Optional Fee Code from the list.

Note: Start at the top of the list.

4.

Click the “+” (plus sign) to add a new term.

5.

Enter the required fields:

• “Term” or click the magnifying glass and select the appropriate Term;

• “Account Type” or click the magnifying glass and select the appropriate Account Type;

• “Item Type” or click the magnifying glass and select the appropriate Item Type;

• “Due Date Code” or click the magnifying glass and select the appropriate Due Date Code.

Enter the optional fields:

• Start Date/Stop Date = dates in which you would like the fees to be effective.

• Check mark the box “One Fee for All Careers” (if applicable).

6.

Click the “Save” button.

7.

Click the “Next in List” button and repeat steps 4 – 6 until all Optional Fees are completed for the specified term.

Note: Once you reach the end of the list, the “Next in List” button will grey out.

8.

End of job aid. 

9.

Proceed to Term Set Up 10