Group Type Setup

This function allows the users to create a Group Type that will be use as a classification for the groups being created as part of Group Post.

Roles Involved: MOE DS Manage Billing

1. Navigate to Main Menu > Setup SACR > Product Related > Student Financials > Charges and Payments > Group Type Table.

2. Click on the Add a New Value tab.

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

Description Field:

• Group Type: Enter the one-character code that you want to use for the group type you are creating. E.g. 'C' for charges.




Required Field:

• SetID: 'MOE01'

• Group Type: 'C'




Note: Make sure the required field are not empty: SetID and Group Type.

4. Click on the Add button.

5. You will be directed to the Group Type Table page. Enter the required values in the Effective Date, Description and Short Description fields.

Description Field:

• Create New Charge Item: Select to create a unique item for each charge transaction in the group.




Required Fields:

• Effective Date: '01/01/1901'

• Status: 'Active'

• Description: 'Charges'

• Short Description: Any name based on the description

• Create New Charge Item: ☑




Note: Make sure the required field are not empty: Effective Date, Status, Description, Short Description and Create New Charge Item.

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

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