9.2 Term Roll

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:  NavBar > Navigator > Set Up SACR > Product Related > Student Financials > Tuition and Fees > Copy Term Fees

  1. The Copy Term Fees run control ID search page displays.
  2. Select the Add a New Value tab.
  3. Enter Run Control ID.
  4. Select Add.
Copy Term Fees Add a New Value tab
  1. The Copy Term Fees page displays.
  2. Enter Copy Options.
  3. Enter SetID.
  4. 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.
  5. 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.
  6. Select Run.  Please refer to the Process Scheduling QRG for further instructions.
Copy Term Fees page
  1. Section complete.

Review Term Fees

Navigation:  NavBar > Navigator > Set Up SACR > Product Related > Student Financials > Tuition and Fees > Term Fees

  1. The Term Fees search page displays.
  2. Enter SetID.
  3. Enter Term Fee Code.
  4. Select Search.
Term Fees search page
  1. The Term Fee Codes tab displays.  Review it and all other tabs to ensure the new rows have been created.
  2. Select the Term Sub Fees tab.
Term Fee Codes tab
  1. The Term Sub Fees tab displays.
  2. Update amounts as necessary.
  3. Select Save.
Term Sub Fees tab
  1. Process complete.

0 Comments

Add your comment

E-Mail me when someone replies to this comment