Term Naming Systems
The three parts of the eight character terms are:
Year – all four digits
Sequential letter – A thru Z.
Campus Abbreviation – 3 characters. i.e. MSU or HSC.
In determining how to name your textbook terms, the three methods you can choose are:
Calendar year
Academic year
Fiscal year
It is important to define your term sequence letters for the year because terms for each campus must be opened and closed in sequential/alphabetical order.
Add Term
Select + Add from Terms screen.
Select Campus from drop down.
Click into field, use calendar to select Class Start Date.
Add Term Description.
Enter Year and Sequence.
Select Save.
Term details display.
Field | Definition |
|---|---|
Campus | What campus is term for? |
Class Start Date |
The date the term begins. | |
Description | The term’s description. This will be seen by customers on shelf tags and on the website so should be something they will understand. For example, Fall 2024. |
Year | 4 digit year for term. |
Sequence | Single alpha character for term. |
Add Term Details
Make changes as necessary.
Enter Description of term.
Select Buyback to Subtract (None, Estimated, or Actual).
Review definitions below for more clarity.
If applicable, select Online Sharing dropdown and change from None to Sales Open (or View Only). Online Sharing Start/End Date will open, input dates for when the Term will be available online.
Drag term(s) to left for Post Sales.
All Academic Departments associated with the campusare added to
the term and checked as active. Deselect any departments that will not be used for this term.
Change Allocation Percentages if desired.
Select Save.
Allocation percentage defaults to 100% but is editable.
Select Save.
| Info |
|---|
Note: If an Academic Department is missing, make sure it’s attached to the Campus being used. |
Field | Definition |
|---|---|
Class Start Date | Date class starts. |
Class End Date | Date class ends. |
Description | Description of term. |
For example, Fall 2024. | |
Reservation End | Last date for reservations. |
Buyback to Subtract | None, Estimated, or Actual. ( You can change this later. This will factor into your order decision calculation.) |
Returned Rentals to Subtract | None, Estimated, or Actual (Only available if Rentals are enabled on term in Rentals Tab) |
Subtract Order Short | Check to subtract, uncheck to |
ignore order short in the order decision calculation. | |
Post Sales | Term(s) on left are active for sales posting. If multiple terms are set for sales posting, arrange them in the order you want sales posting if a book is on multiple terms. |
Academic Departments |
All Departments attached to the campus are added and default as active. Uncheck any that will not be used for this term. | |
Allocation Percentages | Change if desired. (Percentage of books you want to supply, typically 100%) |
Online Sharing | None - Does not publish term online. |
| Info |
|---|
Note: If an Academic Department is missing make sure it’s attached to the Campus being used. |
It is the default value when a new Term is created. Sales Open - All products in a course request allowed to be published to the website are visible and available for sale. View Only - All items in a course request allowed to be published to the website are view only. All product information and pricing show just as they would if you were purchasing the product, but you cannot add it to a cart. Closed - This value is to be set when the Term is deemed closed. On a closed term, the user can select either None or Closed. The term is not shown on the website. | |
Online Sharing Start/End Date | Select date range for this Term to be available online. |
Rentals Tab - Terms
To enable Rentals on this term, go to the Rentals tab.
Note: Rental Agreements are set up in the POS Admin Tool.
Select the Enable Rentals toggle to enable.
Select the Rental Agreement from the dropdown. If there are already rentals enabled, the Rental Agreement being used will default in.
Fill in the Rental Term Setup as defined below.
Select Save.
Note: To make a book a rental, you must do so in Rental Management in Course Materials. The book must be on a term with Rentals enabled.
Field | Definition | Field | Definition |
|---|---|---|---|
First Day to Rent | First day to rent for the term | Due Date | Rental return due date |
Last Day to Rent | Last day to rent for the term | Replacement Price - % of New Price | Replacement charge based on percentage of new price |
Full Refund Expiration Date | Last day to receive a full refund | Default Late Fee | Default Late Fee to charge |
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