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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.

  1. Select Administration > Fees Setup > Setup > Fee Groups.
  2. If needed, enter criteria on the search page for a Simple or Advanced Search, and then click Load.
  3. On the Search Results panel, click the fee group's link for the group to copy.
  4. On the Fee Group page, click Copy at the upper right to display the Copy Group window.
  5. Expand the window's Copy From Fee Group section by clicking the section's
    (Expand) icon.
  6. 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.
  7. 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.
  8. In the Copy To Fee Group section, complete the fields as needed.
  9. 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

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.

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