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  • RIO v3 Certification Marking Criteria
  • Module 1 - Master Data Management

Marking Scheme - Fee Schedule Term Data Setup

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Table of Contents

Overview What will be evaluated

Overview

This module revolves around setting up Fee Schedule Term data.

It links a Fee Schedule with a Term that corresponds to the duration defined in the Fee Schedule.


What will be evaluated

You must create the following data and upsert it into your instance.


In the previous 2 tasks, you have created Fees and Fee Schedules. The Fee Schedule represents the Fee amount and duration it will take effect.

Also, you would previously have already created Terms for each year.


Now, you must create Fee Schedule Terms for each Fee Schedule.

  • This will link the Fee Schedule with a specific Term.
  • The Term's duration must be within the Fee Schedule's duration.


Then, after you have upserted the Fee Schedule Terms, return to the parent Fee Schedule and set their 'Status' as 'Approved'.


For a generic example, see: Master Data Template Guide - Fee, Fee Schedule and Fee Schedule Term.






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