Student Financials Item Type

This function allows the users to define the various item type codes to select for when issuing a charge or payment in Group Post. MOE will need to review the existing item types and add on additional if required on a term basis.

Roles Involved:MOE DS Manage Billing

Steps to rollover:

1. Navigate to Main Menu > Set Up SACR > Product Related > Student Financials > Item Types > Item Types.

2. On the Find an Existing Value tab, enter MOE01 in the Business Unit field. Then click on the Search button. The System displays a list of item types existing in the System. The Item Type Code classifies the type of item, whether is it used for Charge, Payment, Waiver, Refund, Write-off.

3. If there is a need to add on new item types, click on ‘Add a New Value’ tab to add a new item type. Specify the Item Type Code.

Please click on this link to see the document:

ITEM TYPES

In this document, the Classification tab displays columns ‘Item Type From’ and ‘Item Type To’, these columns specify the range of Item Type serial number for each Usage (e.g. Primary Fees, Secondary Fees, Waiver) and the Classification (e.g. Charge, Payment). Depending on the latest serial number assigned to the item type, the newly added item code should be the next running number within the specified Item Type range.

4. Specify the Item Type serial number and click on Add.

5. Using existing item types as a reference, update the relevant fields in all tabs and click on Save.