1.    Open the Copy Charges/Refunds window.

2.    Determine what you want to copy (Charges to Refunds, Charges to Charges, or Refunds to Refunds) and select the appropriate radio button in the Copy Criteria group box.

3.    Determine what information you want to copy (Definitions, Definitions and Details, or Details) and select the appropriate radio button.

You cannot copy Definitions from Charges to Charges or Refunds to Refunds.

4.    To select from inactive criteria, check the Display inactive Billing Period criteria? checkbox.

5.    If you are copying Definitions from Charges to Refunds, skip the next two steps and go to Step 8.

6.    In the Source group box, choose whether to copy from year and term information or billing period information.

·       If you choose Year/Term, select the year and term from which to copy from the Year Code and Term Code drop-down lists. The source grid displays charges or refunds (depending on your Copy Criteria selection) associated with the chosen year and term.

·       If you choose Billing Period, select the period from which to copy from the Billing Period drop-down list. The source grid displays charges or refunds (depending on your Copy Criteria selection) for the chosen billing period.

7.    In the Target group box, select the period to copy into from the Billing Period drop-down list. The target grid displays any charges or refunds (depending on your Copy Criteria selection) currently in the selected billing period.

8.    Select the charge or refund rows to copy and move from the source grid (left) to the target grid (right). Copied rows appear in the target grid with a green background.

·       To select and move one row at a time, click on a row and click the Add button.

·       To select and move multiple rows, press Ctrl and click on the rows. Then click the Add button.

·       To select and move all rows, click the Add All button.

·       To remove rows that you have moved to the target grid, click on the row(s) and click the Remove button.

9.    To save the charge or refund information into the selected billing period, click the OK button.

1.    Open the Copy Charges/Refunds window.

2.    Select the Charges to Refunds radio button in the Copy Criteria group box.

3.    Determine what information you want to copy into the refunds you are creating (Definitions, Definitions and Details, or Details) and select the appropriate radio button.

4.    To select from inactive source criteria, check the Display inactive Billing Period criteria? checkbox.

5.    If you are copying Definitions from Charges to Refunds, skip the next two steps and go to Step 8.

6.    In the Source group box, choose whether to copy from year and term information or billing period information.

·       If you choose Year/Term, select the year and term from which to copy from the Year Code and Term Code drop-down lists. The source grid displays charges associated with the chosen year and term.

·       If you choose Billing Period, select the period from which to copy from the Billing Period drop-down list. The source grid displays charges associated with the chosen billing period.

7.    In the Target group box, select the period to copy into from the Billing Period drop-down list. The target grid displays any refunds currently in the selected billing period.

8.    Select the charge rows to copy and move from the source grid (left) to the target grid (right). Copied rows appear in the target grid with a green background.

·       To select and move one row at a time, click on a row and click the Add button.

·       To select and move multiple rows, press Ctrl and click on the rows. Then click the Add button.

·       To select and move all rows, click the Add All button.

·       To remove rows that you have moved to the target grid, click on the row(s) and click the Remove button.

9.    To save the newly added refund information, which you copied from your charge information, into the selected billing period, click the OK button.