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Add Term

  1. Select + Add from Terms screen.

  2. Select from drop down. 

  3. Click into field, use calendar to select Class Start Date.

  4. Enter Year and Sequence.

  5. Select Save.

  6. Term details display.

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Field

Definition

Campus

What campus is term for?

Class Start Date

What is the first date of term.

Year

4 digit year for term.

Sequence

Single alpha character for term.

Add Term Details

  1. Change or enter dates as necessary.

  2. Enter Description of term.

  3. Select Buyback to Subtract (None, Estimated, or Actual).

  4. Check or uncheck Subtract Order Short.

  5. Drag term(s) to left for Post Sales.

  6. Check boxes for Academic Departments to be included in this term.  Optionally check top box to select all.

  7. Change Allocation Percentages if desired.

  8. Select Save.

Field

Definition

Class Start Date

Date class starts.

Class End Date

Date class ends.

Description

Description of term.  255 character limit.

Reservation End

Last date for reservations.

Buyback to Subtract

None, Estimated, or Actual.

Subtract Order Short

Check to subtract, uncheck to not.

Post Sales

Term(s) on left are active for sales posting.

Academic Departments

Select Departments for this term.

Allocation Percentages

Change if desired.

Info

Note: If an Academic Department is missing make sure it’s attached to the Campus being used.

Status
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titleFirst Published 12/23/2021

Status
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titleEdited 12/23/2021

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