Creating new academic years (Next Year Process)

There are a number of reasons why you create a new academic year:

Preparing for the next academic year, as part of the normal annual process.
Importing the timetable, classes and assessments for the next reporting period for the new year. You can only import them into Synergetic when you have the new reporting period created and set up.
Charging future students for books or fees before the start of the new year. You can only run charges in Synergetic when you have the new reporting period created and set up.
Running next year's billing early.
Allocating students to forms, houses and tutor groups.

It is recommended that you run this process as late as possible in the current academic year, so that you can include:

any late changes to the status of students
changes to co-curricular involvements that can occur late in the year.

Creating a new academic year

To prepare and create a new academic year:

Check the status of current students. See Updating the status of current students (Next Year Process).
Update the application of any future students who cancel next year's enrolment. See Updating a cancelling future student's application (Next Year Process).
Update the application of any future students who defer their enrolment to a later year. See Updating a deferring future student's application (Next Year Process).
Transfer future students who will be starting at your organisation before the new year to current students. See Transferring future students to current students (Next Year Process).

Note: This creates a term 4 student, instead of a new student as at the start of the next year.
Check the luYearLevel lookup table to ensure that all the rules are correct. See luYearLevel lookup table (Next Year Process).
Review the File Semester and Next Semester Creation Rules in Student File Semester Maintenance to ensure they are correct. See Maintaining student file semesters (Next Year Process).
Finalise the current term. See Finalising terms (Next Year Process).
Create the next term's or semester's details. In this case, the first in the next academic year. See Creating next term details (Next Year Process).
Transfer all confirmed and finalised future students into next year's current student file. See Transferring future students to current students (Next Year Process).

Note: These are all students who will be starting at your organisation during the next academic year, based on the date used by the registrars for new students for next year.
Run the Debtor Bulk Additions program to create debtor records for all the new students and to update the records of existing students. This allows you to bill them for fees and other expenses. See Adding debtors in bulk (Next Year Process).
Handle student exceptions that may arise after the new year has been created. See Handling exceptions after the next year has been created (Next Year Process).

Activities that can be performed after the new academic year is created

Once the new academic year is created, you can:

Transfer current students who have left to past students. See Transferring current students to past students (Next Year Process).
Delete and roll future students who have been transferred, or who were marked for the year just started, but not finalised.
Add enrolments for the new year at your organisation.
Prepare year level lists.
Allocate students to forms, houses and tutor groups. See Current Student Maintenance - School tab - Status sub-tab (Next Year Process).
Prepare form lists and/or tutor group lists.
Update the fee table and concessions and prepare a tuition test run.
Export student details to the timetable package (if allowed by the timetable package used).
Import student classes and timetable details from the timetable package back into Synergetic (if allowed by the timetable package used).
Prepare class lists and timetables for next year (subject to data imported or entered in to Synergetic).
Charge future students for school books before the new year. You can only run charges in Synergetic when you have the new reporting period created and set up. See Entering debtor charges (Next Year Process).

Before the start of the new academic year

Before or at the start of a new academic year:

Set the system default for the year and semester or term using the Set as Current Year and Term field on the Create Next Term Details window. See Creating next term details (Next Year Process).
Transfer current students who are leaving to past students. See Transferring current students to past students (Next Year Process).

Note: You usually leave this until January or a little later, because in December you may still need to mail to year 12 students as current students, not past students.

Note: Do not transfer year 12 students that are repeating the year. If you have already set the Next Year Status of repeating students to Repeat they will not be transferred.