Term Setup 4 - Copy Term To Billing And Due Calendar

Term Setup 4 - Copy Term To Billing And Due Calendar

Copy Term To Billing And Due Calendar

 

Label

Description

Label

Description

Business Process

Maintain Term Based Configuration

Module

Student Financials

Prerequisites

Term must exist in the term table

Description

This Job Aid illustrates how to copy the Term to Billing and Due Calendars for due dates.

 

Instructions:

 

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Action

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Action

1.

Click on [

] then [
] and navigate to SET UP SACR -> PRODUCT RELATED-> STUDENT FINANCIALS -> TUITION AND FEES -> BILLING AND DUE CALENDARS

 

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Action

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Action

2.

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

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Action

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Action

3.

Click the “Copy Billing and Due Calendar” button.

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Action

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Action

4.

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

Click the “OK” button.

 

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Action

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Action

5.

Click the “Save” button.

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6.

End of job aid

7.

Proceed to Term Set Up 5