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Set Up Fee Master Template to Sync Items to CE

This setup creates a fee master list template that determines the fee items synced from D365 F&O to CE for inclusion in student offer letters.

  1. Create the fee master template

    From the FNO dashboard, open Modules ▸ Academic management, expand Setup, and click Fee master list template. Click New in the toolbar and complete the following:

    • Code and Name (④) — enter values for the template.
    • Effective date (⑤) — enter the date.

    In the Products section, click + Add (⑥) and complete the following:

    • Item number (⑦) — select the fee item to sync to D365 CE.
    • Quantity (⑧) — set to 1.
    • Unit (⑨) — select the annual option.

    In the Switch view field, select All, then select your template row. Click Save (⑪).

    Set Up Fee Master Template — the Fee master list template form with Code, Name, Effective date, and the Products section showing Item number, Quantity, and Unit

  2. Link the template to academic years

    Navigate to Modules ▸ Academic management, expand Setup, and click Academic year. Select each academic year row and choose the Fee master list (⑭) code from the dropdown. Repeat for each academic year.

    Set Up Fee Master Template — the Academic year form with the Fee master list code selected for each academic year row

  3. Save

    Click Save.