Configure Default Transaction Code Revenue Period

You can use the Program Versions page to configure the default revenue periods for transaction codes for program versions that do not have revenue periods configured. You can select a program, course section, term, or payment period as revenue periods.

Prerequisites

To edit the page, you must have Student Accounts – Configuration - Manage authorization.

Access Method

Select the Configuration tile > expand Student Accounts > select Program Versions.

Procedure to Add or Edit Items

1. Select the Configure Default Transaction Code Revenue Period button on the toolbar.

2. Review the transaction in the list.

   Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. Select or assign the code for this item.

   Name The name of the item (e.g., data set, batch, job, process, task, person, organization, entity, file).

3. To select different revenue periods for the transactions, select the check box in the Course Section, Payment Period, Program, or Term column.

4. If you want to save and: 

   • Continue making changes, select the Save button

   • Close, select the Save & Close button