Term Roll 27d

Purpose: Use this document as a reference for rolling over a batch of term fees in ctcLink.

Audience: Bursar

Roll Over batch Term Fees

Navigation:  Setup SACR > Product Related > Student Financials > Tuition and Fees > Copy Term Fees

  1. Search for an existing Run Control ID or add a new value using the Add a New Value tab. Once you have saved a Run Control ID for a given process it will be available for future use.
Add a New Value tab
  1. Select one of the Copy Options from the dropdown on the Copy Term Fees page.
  2. Enter the SetID that corresponds to your Academic Institution.
  3. In the From Term field, enter the term that has the source term fees. If the fees are session-specific, enter the session that has the source information in the From Session field.
  4. In the To Term field, enter the term in which the new fees will be created. If the fees are session-specific, enter the session information in the To Session field.
  5. Click the Run button to display the Process Scheduler Request page.
  6. Click the OK button to initiate the process. When the process completes successfully, return to the Term Fees component.
Copy Tern Fees

Review Term Fees

Navigation: Setup SACR > Product Related > Student Financials > Tuition and Fees > Term Fees

  1. Review the term fees to ensure that the new rows have been created.
  2. Update any amounts as necessary on the Term Sub Fees tab.
Ternm Sub Fees tab

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