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 Optional Fees per Term.

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 Fees.

3.

From the list, click on the appropriate Optional Fee Code with the most current term.

Note: Start at the top of the list.

4.

Click the “Copy Optional Fee” button to copy a new term.

5.

Enter the term that you would like to copy to in the “To Term” field or click the magnifying glass to select the appropriate term.

Note: A message will appear to verify if you are sure you want to copy the term. If yes, then click ‘OK’.

6.

Click the “Return to Search” button and refresh the Search Criteria page to verify if the optional fee per term has been copied.

7.

Proceed to the next set of optional fees.  Repeat steps 3 – 7 until all Optional Fees for the current term have been copied.

8.

End of job aid

9.

Proceed to Term Set Up 9