Copy Fee Groups
You can copy a fee group to another building or to create a new fee group. For more information, refer to Fee Group Page.
Copy fee groups
You can copy an existing fee group to add the group to another building or modify a group and add it to any building, including the current one.
- Select Administration > Fees Setup > Setup > Fee Groups.
- If needed, enter criteria on the search page for a Simple or Advanced Search, and then click Load.
- On the Search Results panel, click the fee group's link for the group to copy.
- On the Fee Group page, click Copy at the upper right to display the Copy Group window.
- Expand the window's Copy From Fee Group section by clicking the section's (Expand) icon.
- In the Copy From Fee Group section, change any of the settings as needed.
For field descriptions and additional information, refer to Copy Fee Groups. - To exclude a fee item from the new group, clear the item's Copy checkbox. If needed, you can add new items to the group after you complete the copy procedure.
- In the Copy To Fee Group section, complete the fields as needed.
- Click Save. The new group will display in the Fee Group Search page.
Fields
Copy From Fee Group Section
This section displays the information for the fee group you selected to copy. If needed, expand the section by clicking its (Expand) icon.
Field | Description |
---|---|
Building | Building where the fee group is being copied from. |
School Year | School year that applies to the fee group being copied. |
Fee Group Code | Code and description identifying the fee group being copied. |
Course | Code and description identifying the course that is associated with the fee group being copied. This only applies to a course-related fee group. |
Activity | Code and description identifying the activity that is associated with the fee group being copied. This only applies to an activity-related fee group. The following section, which includes the entries from the group's Fee Items panel, can include multiple rows. To view fields to the right, use the section's horizontal scroll bar. |
Copy | Checked if the fee item should be copied to the new fee group. All the fee items from the original fee group are selected by default. Clear the checkbox to exclude a fee item. |
Fee Code | Code and description identifying the fee item. |
Textbook | Code and description identifying the textbook associated with the fee item, if any. |
Description | The fee's title or description. |
Quantity | The number of units associated with the fee item. |
Unit Cost | Cost per unit of the fee item. |
Total Cost | The unit cost multiplied by the quantity. |
Prorate | Checked if this fee can be prorated if students add the course after the course starts, drop the course, or are resolved out of one or more marking periods of the course. This field displays only for course fee groups. |
Staff Restriction | If a fee should be charged only to students enrolled in sections of the course taught by a specific teacher, displays the teacher where the fee applies. This field displays only for course fee groups. |
Section Restriction | If a fee should be charged only to students enrolled in a specific section of the course, displays the section where the fee applies. This field displays only for course fee groups. |
Comment | Text regarding the fee item. Character/255 |
Copy To Fee Group Section
Field | Description |
---|---|
Building | Building where the fee group is being copied to. |
School Year | School year that applies to the fee group being copied to. |
Fee Group Code | Code and description identifying the fee group being copied to. Leave this field blank if you intend to use the next field to create a new fee group. |
New Fee Group | Select the checkbox if you want to create a new fee group, then enter a name in the adjacent field. Character/10 |
Course | Code and description identifying the course that is associated with the fee group being copied to. This field applies only to a course-related fee group. |
Activity | Code and description identifying the activity that is associated with the fee group being copied to. This field applies only to an activity-related fee group. |