Define Item Types for Charges

This function allows the users to create an Item Types. Each Item Type is used to define each financial transaction for the student.

Roles Involved: MOE DS Manage Billing

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

2. Click on the Add a New Value tab.

3. Enter the required values in the SetID and Item Type fields.

Note: Ensure that any new Item Type falls within the pre-defined range as per below.




Refer here for the complete list of Item Types setup in the system.

Required Fields:

• SetID: MOE01

• Item Type: "000000000002", "010000000002", "020000000001"




Note: Make sure the required fields are not empty: SetID and Item Type.

4. Click on the Add button.

5. You will be directed to the Item Types setup page. Tick Charge as the classification in the Initial Setup tab when setting up charges.

6. In the Initial Setup tab, enter the required values in the Effective Date, Status, Description, Short Description and Keywords fields. Uncheck the GL Interface Required checkbox.

Note: Keyword should define the Career for which this Item Type will be used. Description of the Item Type should also define the career for which this Item Type will be used.

Required Fields:

• Effective Date, Description, Short Desc

• Charge: 🔘




Note: Make sure the required fields are not empty: Effective Date, Description and Short Desc.

7. In the Account Types tab, enter the required values in the SetID and the Account Type fields.

Required Fields:

• SetID: MOE01

• Account Type: FEE




Note: Make sure the required fields are not empty: SetID and Account Type.

8. Click on the Save button to save the changes.

 

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