Business Process

Maintain Term Based Configuration

Module

Student Financials

Prerequisites

Term must exist in the term table

Description

This Job Aid illustrates how to add new Purchase Items in Self-Service for AS Memberships for each campus.

1.

Click on [] then [] and navigate to Set Up SACR -> Common Definitions -> Self-Service -> Student Financials -> Purchase Items…

2.

Click the “Add a New Value” page (tab).

3.

Verify that the “Business Unit” field = “SDCCD”.

4.

In the “Purchase Item Code” field, enter the Purchase Item Code.

The Purchase Item Code consists of 6 characters:

• First 2 characters = Campus (“CI”=City; “ME”=Mesa; “MI”=Miramar)

• Middle 2 characters = “AS”

• Last 2 characters = Last 2 digits of fiscal year end

Samples

Click the “Add” button.

5.

Enter the description in the “*Description” field.

Enter the long description in the “Long Description” field.

For the “*Setup for” field, select “Students Who Match Attributes”.

Change the effective date in the “*Effective Date” field.  The Effective Date is the first date a student can purchase the AS Membership.

Enter the expiration date in the “*Expiration Date” field.  The Expiration Date is the last day a student can purchase the AS Membership + 1.

6.

In the “*Purchase Category” field, enter “AS” as the Purchase Category.

7.

In the “*Item Type” field, enter the Item Type for the AS Membership for the appropriate campus.  You can also click the magnifying glass next to the “*Item Type” field to display the list of Item Types.

8.

In the “Amount” field, enter the appropriate amount.

9.

In the “Academic Career” field select “Undergraduate”.

In the “Campus” field, enter the appropriate campus:  “CITY”, “MESA”, or “MIRA”.

10.

For the “Academic Load” field, select “Enrolled Full-Time”

11.

Click the “plus” sign in the “Student Attributes” section to add a new Student Attribute.

For the “Academic Load” field, there are 6 settings to add (you have already added “Enrolled Full-Time”:

·         Enrolled Full-Time

·         Enrolled Half-Time

·         Less than Half-Time

·         Enrolled Part-Time

·         Enrolled 7+ Credits

·         Three Quarter Time

12.

Repeat step #11 until you have separately added new sections and populated the “Academic Load” field with the remaining Academic Loads.

13.

Click the "Save" button

14.

End of job aid.