Mapping Billing Periods to Existing Academic and Financial Records

Use the Map Billing Periods window to apply billing periods to existing records. Use the window to:

·       Link standard billing periods to year/term, year/term/subterm, charge year/term, and/or student life session records

·       Link annual billing periods to the appropriate fee codes for a given charge year

·       Link lifetime billing periods to the appropriate fee code or all fee codes

·       Choose between updating rows that are not yet mapped to a billing period, or updating rows even if they are already mapped to a billing period

·       View how many records will be updated before mapping them

This window can be accessed from the Settings and Utilities - Student Billing activity center, or from the Billing Periods window. Available options and details vary slightly depending on how you access the window and the selected billing period, which is already selected when accessed from the Billing Periods window. The mapping options and details are different based on the Type (Standard, Annual, or Lifetime) of billing period selected.

How To

The mapping process can cause critical issues in your system when it is run unnecessarily (e.g., it could trigger invalid charges/refunds to be generated if incorrect mapping selections are made). After the initial mapping to move from year/terms to billing periods, the mapping process should only be run when there are changes to year/term/subterms/courses from the Registration module (e.g., new subterms have been added).

 

Map a Standard Billing Period

Map an Annual Billing Period

Map a Lifetime Billing Period