The Credit Transfer Period Details screen displays the selected credit transfer period.
Note: The details of a credit transfer period that has been closed cannot be updated.
Updating credit transfer period details
To edit or update the details of the credit transfer period from the Credit Transfer Period page:
1)Click Edit to open the Credit Transfer Period page.
2)Update the following details as needed.
•Status: Not editable. Displays the current status of the selected credit transfer period.
•Open Date: Type the date or click the Calendar icon to select the day you would like the credit transfer period to open.
•Closed Date: Type the date or click the Calendar icon to select the day you would like the credit transfer period to end.
•Effective Date: Type the date or click the Calendar icon to select the day you would like the credit transfer period to take effect.
3)Click Save. The credit transfer period is updated and details display on the Credit Request Listing screen.
– or –
Click Cancel to return to the Credit Requests page without saving changes.
Closing a credit transfer period details
To close the details of the credit transfer period:
1)Click the vertical ellipsis icon (
) in the top right corner of the Credit Transfer Period Details, and then click Complete Period to display confirmation message.
2)Click OK to confirm completion of this credit transfer period and return to the Credit Transfer Period page.
– or –
Click Cancel to return to the Credit Transfer Period page without saving changes.