Accounts Receivable 8.5 Release Guide

Banner Accounts Receivable Release GuideRelease 8.5September 2014/nBanner®, Colleague®, PowerCampusŽ, and Luminis® are trademarks of Ellucian Company L.P. or its affiliates and are registered in the U.S. and other countries. Ellucian®, Ellucian Adv anceŽ, Ellucian Degree WorksŽ, Ellucian Course SignalsŽ, Ellucian SmartCallŽ, and E llucian RecruiterŽ are trademarks of Ellucian Company L.P. or its affiliates. Other names may be trademarks of their respective owners. © 2014 Ellucian Company L.P. and its affiliates. Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Elluci an licensees, and is subject to the terms and conditions of one or more written li cense agreements between Ellucian and the licensee in question. In preparing and providing this publicati on, Ellucian is not rendering legal, accounti ng, or other similar professional service s. Ellucian makes no claims that an institution's use of this publication or the soft ware for which it is provided will guarantee compliance with ap plicable federal or state laws, rules, or regulations. Each organizati on should seek legal, accounti ng and other similar professional services from compe tent providers of the organization's own choosing. Prepared by: Ellucian 4375 Fair Lakes Court Fairfax, Virginia 22033 United States of America Revision History Publication DateSummary September 2014New version that supports Banner AR 8.5 software. /n 3Release Guide|Contents Table of Contents Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 Enhancements Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Student Regular Bill Enhancement - Functional . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Student Regular Bill Enhancement - Technical . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Student Schedule Bill Enhancement - Functional . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Student Schedule Bill Enhancement - Technical . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Cumulative Documentation and Patches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Releases/Patches. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Student Regular Bill Enhanc ement - Functional. . . . . . . . . . . . . . . . . . .11 New Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Student Regular Bill Statement Process (TSRRBIL) . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Create Credits and Update Accept Charges Indica tor . . . . . . . . . . . . . . . . . . . . . . 11 Create Credits and Update Accept Ch arges Indicator for Non Enrollment Period Bills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Create Credits and Update Accept Charges Indicator for Enrollment Period Bills. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Update Accept Charges Indicator for Financial Aid. . . . . . . . . . . . . . . . . . . . . . . . . 12 Update Accept Charges Indicator-Fin Aid for Non Enrollment Period bills . . . . 12 Update Accept Charges Indicato r-Fin Aid for Enrollment Period bills . . . . . . . . 13 Produce Invoices/Statements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Single ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Population Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Mass Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 E-bill Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Include Zero Balances Parameter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Chart 1 - Sample Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Chart 2 - Impact of Include Zero Balance Pa rameter on Output . . . . . . . . . . . . 16 /n 4Release Guide|Contents Student Regular Bill Enhancem ent - Technical. . . . . . . . . . . . . . . . . . . .30 New Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Procedures and Functions for Billing Processes (TSKBILL) . . . . . . . . . . . . . . . . . . . . 30 Procedures Added in this Package. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Changed Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Package Called Job Submission to Validate AR Parameters (TOKPVAL). . . . . . . . . . 33 tokpval.sql. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 tokpva1.sql . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Seed Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Student Schedule Bill Enhancement - Functi onal. . . . . . . . . . . . . . . . . .35 Changed Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Schedule/Bill Rules Form (TSASBRL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 New Indicators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 New Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Student Sched Bill Statement Process (TSRSBIL). . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Create Credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Create Credits and Update Accept Ch arges Indicator for Non Enrollment Period Bills. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Create Credits and Update Accept Charges Indicator for Enrollment Period Bills. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Update Accept Charges Indicator for Financial Aid. . . . . . . . . . . . . . . . . . . . . . . . . 37 Update Accept Charges Indicator-Fin Aid for Non Enrollment Period Bills . . . . 37 Update Accept Charges Indicato r-Fin Aid for Enrollment Period Bills . . . . . . . . 38 Generate a Schedule/Bill. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Single ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Population Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Mass Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 E-bill Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Include Zero Balances Parameter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Chart 1 - Sample Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Chart 2 - Impact of Include Zero Balance Pa rameter on Output . . . . . . . . . . . . 41 Student Schedule Bill Enhancement - Techni cal . . . . . . . . . . . . . . . . . .54 New Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Procedures and Functions for Billing Processes (TSKBILL) . . . . . . . . . . . . . . . . . . . . 54 Procedures Added in this Package. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 /n 5Release Guide|Contents Changed Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Package Called Job Submission to Validate AR Parameters (TOKPVAL). . . . . . . . . . 57 tokpval.sql. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 tokpva1.sql . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Seed Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 NOSLEEP Enhancement - Functional . . . . . . . . . . . . . . . . . . . . . . . . . . .59 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Prerequisites for TSRRBIL and TSRSBIL NOSLEEP Processing. . . . . . . . . . . . . . . . 59 Setting Up NOSLEEP Proces sing for TSRRBIL and TSRSBIL . . . . . . . . . . . . . . . . . . 60 NOSLEEP Processing Parameter Valu e Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 NOSLEEP Default Bill Format Preference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Bill Format Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Bill Format Œ User Prefer ences Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Bill Format Œ NOSLEEP User Preferences Setup . . . . . . . . . . . . . . . . . . . . . . . 64 How is Bill Format Dete rmined?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 User Default (GJBPDFT). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 NOSLEEP User Default for NO SLEEP Parameter Set (GJBPDFT). . . . . . . . . . . . 68 Changed Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Account Detail Review Form Œ Student (TSAAREV) . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Foreign Currency Detail Form Œ St udent (TSADETF) . . . . . . . . . . . . . . . . . . . . . . . . . 70 Student Account Detail (TSADETL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Customer Service Inquiry (T SICSRV) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Changed Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 TSRCBIL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 1NOSLEEP Enhancement - Technical . . . . . . . . . . . . . . . . . . . . . . . . . . . .72 New Database Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 TT_TBRCBRQ_NOSLEEP_AIR (tbt cbrq0.sql). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Changed Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Package Procedures/functions Specific NOSLEEP (TOKNOSL). . . . . . . . . . . . . . . . . 72 toknosl0.sql. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 toknosl1.sql . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Seed Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Post Install Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 /n 6Release Guide|Contents Miscellaneous Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74 Resolved Change Requests - Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Student Regular Bill Statement Process (TSRRBIL) . . . . . . . . . . . . . . . . . . . . . . . . . . 74 CR000113265 (IDEA-21264) Œ Streamline Student Bill s. . . . . . . . . . . . . . . . . . . . . 74 Requested Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 CR000114532 (IDEA-14588) Œ Option To Update The Accept Charges Flag (AR Ind) When Disbursed Financial Aid Exists On The Student Account . . . . . . . . . . . 74 Requested Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 CR000113266 (IDEA-13560) Œ Add New Report Section for "Other Finaid Memos"75 Requested Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 CR000114533 (IDEA-14438) Œ Display Due Date On Bill Without Regard To Bill Run Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Requested Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Student Schedule Bill Statement Process (TSRSBIL) . . . . . . . . . . . . . . . . . . . . . . . . . 76 CR000113265 (IDEA-21264) Œ Streamline Student Bill s . . . . . . . . . . . . . . . . . . . . 76 Requested Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 CR000114532 (IDEA-14588) Œ Option To Update The Accept Charges Flag (AR Ind) When Disbursed Financial Aid Exists On The Student Account . . . . . . . . . . . 76 Requested Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 CR000113264 (IDEA-15742) Œ Allow Schedule Invoices To Be Run For A Population Selection Of Students Who Are Not Registered For The Term. . . . . . . 76 Requested Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 CR000113261 (IDEA-13917) Œ Option To E xclude Future Term Activity From The Previous/Other Term Bucket On Schedule Bills . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Requested Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 CR000114530 (IDEA-16735) Œ Option To Display "Other" AR Memos On The Schedule Bill And Provide Option To Allo w Other AR Memos To Affect Amount Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 7Requested Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 CR000114533 (IDEA-14438) Œ Provide Minimum Amount Due Option Without Regard To Bill Run Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Requested Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Resolutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79 /n 7Release Guide|Introduction IntroductionThis guide documents the Banner® Accounts Receivable 8.5 release, which includes Enhancements and Change Requests (Enhancements and Defects). Enhancements Overview Previously, TSRCBIL was the only proces s to produce Studen t Bills. The TSRCBIL process was used for both regular bills and schedule bills, and had many run time parameters. Some parameters were used for only regular bills, so me parameters were used for only schedule bills, and some parame ters were used for bo th regular bills and schedule bills. Some of the regu lar bill parameters needed to be populated, even though they were not needed for schedule bills. To increase usability, improve efficiency, an d simplify maintenance, the student billing process (TSRCBIL) has been split into two new and separate processes. One of the new processes is specific to Student Regular Bill (TSRRBIL) and the other process is specific to Student Schedule Bill (TSRSB IL). The ability to apply credits exists within each of the two new processes. Institutions may use the pr ocess that better fits their business need. The re-write also removes the old RPT code and consolidates code where applicable. Note: TSRCBIL will exist concurrently wi th these new processes until a later date to allow you to time move to the new processes. As of this release, change requests (defects and enhancements) have been and will continue to be resolved in the new processes only. Student Regular Bill Enhancement - Functional This section discusses functional changes to the new Student Regular Bill Statement process (TSRRBIL). Student Regular Bill Enhancement - Technical This section discusses technical changes to the new Student Regular Bill Statement process (TSRRBIL). /n 8Release Guide|Introduction Student Schedule Bill Enhancement - Functional This section discusses functional changes to the new Student Schedule Bill Statement (TSRSBIL). Student Schedule Bill Enhancement - Technical This section discusses technical changes to the new Student Sche dule Bill Statement process (TSRSBIL). Cumulative Documentation and Patches This document provides detailed information about the Banner Accounts Receivable 8.5 release only. Banner Accounts Receivable 8. 5 is a cumulative release that includes: ŁBanner Accounts Receivable 8.4.1 release ŁBanner Accounts Receivable 8.4.2 release ŁBanner Accounts Receivable 8.4.3 release ŁBanner Accounts Receivable 8.4.4 release ŁBanner Accounts Receivable 8.4.5 release ŁPatches delivered after Accounts Receivable 8.4.5 /n 9Release Guide|Introduction Releases/PatchesThe following releases are included in Release 8.5. Release Guid es and additional information on these releases and patches ca n be found at the Ellucian Support Center (http://www.ellucian.com/Solut ions/Ellucian-Client-Support/ ). Please see the following summarized list: Release/Patch NumberDatesComments Additional information Banner Accounts Receivable 8.4.1 release June 2012ReleaseIncludes Enrollment Period Student Billing Update, and Unapplication of Direct Invoice Payments. Banner Accounts Receivable 8.4.2 release November 2012ReleaseIncludes 1098T change request enhancements and defects Banner Accounts Receivable 8.4.3 release December 2012ReleaseIncludes miscellaneous change request enhancements and defects Banner Accounts Receivable 8.4.4 release May 2013ReleaseIncludes Account Comments enhancement Banner Accounts Receivable 8.4.5 release August 2013ReleaseIncludes Deposit and Fee Payments enhancement. Note: The Student Self- Service patch 8.5.4.4 is required in order to use the functionality delivered in AR 8.4.5. pcr- 000107070_tas80405 01January 2014Change Request - Defect Posting TSR1098 change requests: ŁCR-000107070 ŁCR-000107184 pcr- 000113743_tas80405 02June 2014Change Request - Defect Posting TSRLBOX change request CR-000113743 /n 10Release Guide|Introduction System Requirements Before you install and use Banner Accounts Receivable release 8.5., you must install the Banner General release 8.6 and Banner Accounts Receivable release 8.4. /n 11Release Guide|Student Regular Bill Enhancement - Functional Student Regular Bill Enhancement - FunctionalNew ProcessStudent Regular Bill Statement Process (TSRRBIL) TSRRBIL enables you to create credits for student accounts or generate invoices or statements for students. The output of TSRRBIL depends upon the values selected for the parameters and the run mode chosen. Note: Student Schedule bills are produced using TSRSBIL; Third-party contractors are billed using TSRTBIL; non-student accounts are billed using TFRBILL. Create Credits and Update Accept Charges IndicatorTo create credits and update accounts, run TSRRBIL in STATEMENT or APPLYCRED mode using the Create Cont, Dep, Expts Credits parameter set to Y. If you prefer not to produce an invoice or statement, run TSRRBIL in APPLYCRED mode. If the Update Accept Charges parameter is Y, TSRRBIL sets the AR indicator in registration and location management to Y for students with new credits. If the Update Accept Charges - Fin Aid parameter is Y, TSRRBIL sets the AR indicator in regi stration and location management to Y for students who have had financial aid previously disbursed to their account. Multiple contracts and exemptions can be processed per term. If charges to a student™s account exceed the amount of a third party payment or an exemption, Banner uses the information established on the Contract Authorization Form (TSACONT) and/or the Exemption Authorization Form (TSAEXPT) to determine which account source, category code, or detail code to apply first. Create Credits and Update Accept Charges Indicator for Non Enrollment Period Bills If Create Cont, Deposits, Expts Ind = Y and Include Enrollment Period Bill = N: ŁWhen run in INVOICING mode, contract and exemption credits are estimated for the run term.ŁWhen run in STATEMENT mode, contract and exemption credits are posted and deposits are released for the run term. If th e Update Accept Charges parameter = Y, the /n 12Release Guide|Student Regular Bill Enhancement - Functional AR indicator is set to Y in registration and location management for students with new credits. ŁWhen run in APPLYCRED mode, contract and exemption credits are posted and deposits are released for the run term without producing a bill. Note: The Include Enrollment Period Bills parameter must be set to N when run mode is APPLYCRED. Create Credits and U pdate Accept Charges Indica tor for Enrollment Period BillsIf Create Cont, Deposits, Expts Ind = Y and Include Enrollment Period Bill = Y: ŁWhen run in INVOICING mode, contract and exemption credits are estimated for all terms in the student's enrollment period. ŁWhen run in STATEMENT mode, contract and exemption credits are processed and deposits are released for all terms in the student's enrollment period. If the Update Accept Charges parameter = Y, the AR indicato r is set to Y in registration and location management for all terms in the student's enrollment period for which credits are created. Note: APPLYCRED run mode is not allowed when the Include Enrollment Period Bills parameter is set to Y. Update Accept Charges Indicator for Financial Aid If the Update Accept Charges-Fin Aid parameter is Y, the process sets the AR indicator to Y in registration and location management for students who have financial aid disbursed to their account. Note: When the Update Accept Charges Indicator for Financial Aid is set to Y(es), it does not invoke the disbursements process. It checks a student™s account for the existe nce of disbursed financial aid. Update Accept Charges Indicator-Fin Aid for Non Enrollment Period billsIf Include Enrollment Period Bill = N a nd Update Accept Ch arges-Fin Aid = Y: ŁWhen run in INVOICING mode , the Update Accept Charge s-Fin Aid parameter is not functional. AR indica tor will not be updated.ŁWhen run in STATEMENT mode, the AR indicator in registration and location management is set to Y for students who have financial aid disbursed to their account for the run term. ŁWhen run in APPLYCRED mode, the AR in dicator in registration and location management is set to Y for students who have financial aid disbursed to their account for the run term. /n 13Release Guide|Student Regular Bill Enhancement - Functional Note: The Create Cont, Deposits, Expts Ind parameter must be Y when process is run in APPLYCRED mode. Update Accept Charges Indicator-Fin Aid for Enrollment Period billsIf Create Cont, Deposits, Expts Ind = Y and Include Enrollment Period Bill = Y: ŁWhen run in INVOICING mode , the Update Accept Charge s-Fin Aid parameter is not functional. AR indica tor will not be updated.ŁWhen run in STATEMENT mode, the AR indicator in registration and location management is set to Y for students who have financial aid disbursed to their account for any term in the enrollment period. The AR indicator is updated for all terms in the student's enrollment period. Note: APPLYCRED run mode is not allow ed when the Include Enrollment Period Bills parameter is set to Y. Produce Invoices/Statements To produce an Invoice or a Statement for a student, run TSRRBIL in INVOICING or STATEMENT mode. ŁWhen run in INVOICING mode, TSRRBIL prints invoices and estimates credits based on current charges without updating the account. The header for the output is BILLING INVOICE . Invoice amounts may display in a currency other than the base currency, depending upon the value in the Currency Code parameter. ŁWhen run in STATEMENT Mode, TSRRBIL calculates and applies credits (if the parameter to create contracts, exemptions, and deposits is Y), updates the account with bill and due dates for charges and credits (when the effect ive date is reached), and prints statements. The header for the output is BILLING STATEMENT. After TSRRBIL is run once, previously billed items are totaled and included on the statement as the previous billed balance. Future due char ges are displayed in detail based on the parameters selected until the effective date is reached. Statement amounts may display in a currency other than the base currency, depending upon the value in the Currency Code parameter. Single IDTo produce an invoice for an individual (single ID) :ŁEnter a valid ID in the ID Number parameter. ŁLeave the population selection parameters blank. /n 14Release Guide|Student Regular Bill Enhancement - Functional Population Selection To produce an invoice or statement for a group of students: ŁEnter a valid population defined by enteri ng Selection Identifier, Application Code, Creator ID, and User. ŁLeave the ID parameter blank. Mass ModeTo produce an invoice or statement for all students , leave the following parameters blank: ŁID Number (or "Collector), ŁSelection Identifier, ŁApplication Code, ŁCreator ID, and ŁUser. E-bill Functionality When you run TSRRBIL in STATEMENT mode, a unique statement number is generated for each bill. This statemen t number is stored in th e Statement Header Table as tbbstmt_stmt_number and prints in the statement output. The statement may be stored in order to be able to retrieve a copy using the Luminis Statement Channel, Self- Service, or the Statement and Payment History Inquiry Form (TGISTMT). For information about storing individual statements, please refer to the FAQ section in the Accounts Receivable TRM Supplement.The statement number appears in the billing output, as follows: ŁIn STATEMENT mode, the statement number appears on the 3rd line, beginning in the first position.ŁIn INVOICING mode, values from the statement number sequence are used during processing that are subsequently deleted from the TBBSTMT table. As a result, there will be gaps in the values that are in the tbbstmt_stmt_number column. Refer to Article/FAQ: 000006682 (1-IHS99): I ssue:How do I store statements for use with AR eBill?/n 15Release Guide|Student Regular Bill Enhancement - Functional Attached to the Article/FAQ is an example syntax to parse the tsrrbil.lis file as well as the SQLPLUS script to update the tbbstmt data after the tsrrbil file has been parsed. The attachments are: 1. FAQ for eBill Multiple questions/answers related to eBill processing. 2. parse_rbil.pl Example of a perl script that can be used to perform parsing of TSRRBIL Regular Bill output. 3. parse_sbil.pl Example of a perl script that can be used to perform parsing of TSRSBIL Schedule Bill output. 4. load_stubill.sql Example of pl/sql script for storing the statement files using tb_statement API.Also see FAQ 1-IPPO9 for specifics rela ted to Evisions processing with eBill. Include Zero Balances Parameter There are three valid values for this parameter. ŁC - Include all zero balances with acti vity since the last statement date. ŁY - Include all zero balances. ŁN - Exclude all zero balances. The value chosen for this parameter determines the accounts for which bills will be generated, as summarized in the following charts. /n 16Release Guide|Student Regular Bill Enhancement - Functional Chart 1 - Sample Accounts Chart 2 - Impact of Include Zero Balance Parameter on Output Note: The value for the Zero Balance Parameter can override the Minimum Balance parameter .Account 1Account 2Account 3Account 4 Previous BalanceN/A0.000.00200 Current Activity 11. Your database may include old transaction records which would appear to be Current Activity since tbraccd_bill_date and tbraccd_due_date are null. You may want to update these columns on long closed accounts before implementing the (C)urr ent activity parameter option for zero balances. nonenone100.00-200 Account Balance0.000.00-100.000.00 Parameter OptionsAccount 1Account 2Account 3Account 4 N (exclude all zero balances) Not PrintedNot PrintedN ot PrintedNot Printed C (include zero balances only if current activity) Not PrintedNot PrintedPrintedPrinted Y (include all zero balances) Not PrintedNot Printed, Mass mode Printed, if included in Population Selection PrintedPrinted /n 17Release Guide|Student Regular Bill Enhancement - Functional .ParameterNameRequired?DescriptionValues 01TermYProcess term code This code is used by the system to identify contract, exemption rules and deposits to be included in processing if the Create Cont, Dep, Expt Credits parameter is set to Y. It will also be used to identify financial aid and memos for the bill run. Term Code Validation Form (STVTERM) 02Address Selection DateYDate used to find active address, entered in DD-MON-YYYY format.03Address Type Hierarchy YEnter the address type to be printed on the invoice/ statement. Multiple requests are permitted and must be entered in priority sequence. For example, 1MA 2PR will first print the mailing address, and if none is found, will print the permanent address. Address Type Code Validation Form (STV ATYP) 04ID NumberNIf an ID number is entered, the process will only produce invoices. If the Run Mode is STATEMENT then this parameter may not be populated. ID Number - The number for which the invoice is to be produced. blank - Process all accounts or process a specified population. /n 18Release Guide|Student Regular Bill Enhancement - Functional 05PrinterNIndicate the printer destination for this process for NOSLEEP processing. If you requested a printer through the Account Printer Selection Form (TOADEST), the TOADEST printer is used. If TOADEST printer is null, then the printer value entered is used.Printer Validation (GTVPRNT)06Selection Identifier NEnter the code that identifies the population with which you wish to work. The selection identifier must be defined on the Population Selection Inquiry Form (GLISLCT). All or none of the population selection parameters must be entered. 07Application CodeNEnter the code that identifies the general area for which the selection identifier was defined. All or none of the population selection parameters must be entered. The Population Selection Extract Inquiry Form (GLIEXTR) may be used to review the people who will be processed. Application Inquiry Form (GLIAPPL) 08Creator IDNEnter the user ID of the person creating the sub- population rules. The creator ID must have been specified when defining the selection identifier. All or none of the population selection parameters must be entered. 09UserNID of the person who ran the population selection. ParameterNameRequired?DescriptionValues /n 19Release Guide|Student Regular Bill Enhancement - Functional 10NOSLEEP Default Bill Format YEnter 1 for Regular bill format. Enter 2 for Schedule Bill format. Note: This parameter exists on both the TSRRBIL and TSRRBIL processes. The value entered in this parameter should match the value entered in the NOSLEEP Default Bill Format parameter of TSRSBIL. This value determines whether you are running NOSLEEP invoices or NOSLEEP schedule invoices when requesting invoices onlin e for insert into the collector table (TBRCBRQ). 1Regular invoice produced in NOSLEEP mode (Default) 2Schedule Bill invoice produced in NOSLEEP modeParameterNameRequired?DescriptionValues /n 20Release Guide|Student Regular Bill Enhancement - Functional 11Include Enrollment Period Bill YA value of Y invokes enrollment period processing using the Term parameter to determine if multi-term periods exist. ŁIf multi-term enrollment periods exist, for each student selected for billing, the process will determine if the student belongs to one of the multi-term enrollment periods. ŁIf the student belongs to one of the multi-term enrollment periods, the process will print the new enrollment period bill format for that student. A value of N does not invoke enrollment period processing. As a result, bills print in the Standard (non- enrollment period) format.This parameter is used in INVOICING and STATEMENT run modes. Note: This parameter is only functional if Banner Financial Aid is installed at your institution. YInclude enrollment period bills in bill run NDo not include enrollment period bills in bill run (default) 12Print Enroll Period Term Note NEnter a value of Y if you want the process to print a note on enrollment period bills indicating the terms included in the student™s enrollment period. This parameter is used in INVOICING and STATEMENT run modes for bills printed in the enrollment period format. YPrint enrollment period term noteNDo not print enrollment period term note (default)ParameterNameRequired?DescriptionValues /n 21Release Guide|Student Regular Bill Enhancement - Functional 13Update Accept Charges YFor standard (non- enrollment period) bill outputs, this parameter updates the Accept Charges indicator when credits are posted to the student™s account. For enrollment period bill outputs, this parameter updates the Accept Charges indicator for all terms in the student™s enrollment period for which credits are posted. This parameter applies to STATEMENT mode and APPLYCRED mode. YSets the AR indicator in registration (SFBETRM) and location management (SLRRASG, SLRMASG, SLRPASG) NDo not update accept charges flags 14Run ModeYChoose one of three run modes: INVOICING - prints invoices and estimates credits based on current charges without updating the account. Any charge and payment transactions listed in detail when the process is run in INVOICING mode will show in detail until they are processed through a STATEMENT run. STATEMENT - prints statement of charges/ payments, updates bill date and due date, begins aging process. APPLYCRED - calculates and applies credits for contracts, exemptions, and deposits, but will not produce a bill. INVOICING (default) STATEMENT APPLYCRED 15Currency CodeNThe user can specify foreign currency in which invoices and statements will be produced. Currency Code List (GTVCURR) ParameterNameRequired?DescriptionValues /n 22Release Guide|Student Regular Bill Enhancement - Functional 16Billing DateYThis date will be used to determine what transactions are current based on the effective date, and in STATEMENT mode will update the Bill Date of the transaction. Any valid date in DD-MON-YYYY format. The default is sysdate. 17Due DateYDue Date displayed on the bill when run in INVOICING and STATEMENT mode. Also used in STATEMENT mode to update the due date of the transaction. Any valid date. The Due Date must be equal to or greater than the Bill Date. 18Print Future Detail Indicator YEnter Y if you want detail with future effective dates to be printed on invoices/ statements. These details will be printed but will NOT be updated with a bill date and due date when the process runs in STATEMENT mode. YPrint future detail (default) NDo not print future detai 19Futures Print Date NSpecify a date to display when future items are printed. 20Print OrderYSpecify the sort order for the output. Note: Bills for which there are no valid address will be printed first. IID number order NAlpha/last name order ZIZ ip code and ID number order ZZN prints in Zip Code and alpha/ last name order (default) ParameterNameRequired?DescriptionValues /n 23Release Guide|Student Regular Bill Enhancement - Functional 21Create Cont, Dep, Expt Credits YThe process can be run for standard (non-enrollment period) output or enrollment period bill output. If the Include Enrollment Period Bill parameter is set to N and the Create Cont, Dep, Expts Credits parameter is set to Y , then: ŁWhen run in INVOICING mode, contract and exemption credits are estimated for run term. ŁWhen run in STATEMENT mode, contract and exemption credits are processed and deposits are released for run term. If the Include Enrollment Period Bill parameter is set to Y and the Create Cont, Dep, Expts Credits parameter is set to Y , then: ŁWhen run in INVOICING mode, contract and exemption credits are estimated for all terms in the student™s enrollment period. ŁWhen run in STATEMENT mode, contract and exemption credits are processed and deposits are released for all terms in the student™s enrollment period. Note: In APPLYCRED, this parameter must be set to Y Y(default) estimates or calculates credits NNo estimates or calculations ParameterNameRequired?DescriptionValues /n 24Release Guide|Student Regular Bill Enhancement - Functional 22Include Zero Balances YThe Include Zero Balance parameter includes three valid values. This makes it possible for the institution to bill accounts with activity that nets to zero and to avoid billing accounts with no activity. Minimum Account Balance refers to current due account balance. If option C is selected and the only activity on the account is future dated, the account will not be billed if the Print Future Detail Ind is set to N. Note: The value entered here is overridden by the value entered for the Include Zero Balance parameter. NExclude all zero balances. CInclude zero balances only if there was activity on the account YInclude all zero balances 23Minimum Acct BalanceYEnter minimum balance required for account to be billed.You can request invoices/ statements for accounts with a minimum balance, and use negative numbers to retrieve accounts with a credit balance. Note: Minimum Account Balance refers to current due account balance. The value entered here is overridden by the valued entered for the Include Zero Balance parameter. 24Detail Codes to Bill (% valid)YCan produce invoices/ statements based on detail code. You may use% as a wildcard along with some characters of the detail code to get groups of details (for example: R%).Detail Code Control Form (TSADETC) %All (default) ParameterNameRequired?DescriptionValues /n 25Release Guide|Student Regular Bill Enhancement - Functional 25Accounts (P)ers (C)omp or % YCan produce invoices/ statements. PPerson accounts CCompany accounts %All accounts (default) 26Print Other Memos YOther Memos are memos where source code is not C(ontract) or E(xemption). When this parameter is set to No, other memos are not printed on the bill. When this parameter is set to Yes, other memos are printed on the bill as follows. Standard (non-enrollment period) bill format:ŁFinancial Aid Memos for terms NOT matching the run term display in the Other Financial Aid Memos section of the bill. ŁAll other memos display in the Memo Items section of the bill without regard to term. Enrollment period bill format:ŁFinancial Aid Memos for terms NOT matching a term in the Enrollment Period display in the Other Financial Aid Memos section of the bill. ŁAll other memos display in the Memo Items section of the bill without regard to term. YPrint other memos (default) NDo not print other memos 27Do you want deposits printed YIndicate whether you want to print deposits. YPrint deposits (default) NDo not print deposits ParameterNameRequired?DescriptionValues /n 26Release Guide|Student Regular Bill Enhancement - Functional 28Preauth Credits Affect Amt DueYMake a selection that indicates which pre-authorization credits affect the amount due. ŁIf authorization to use a contract is not required, as specified on the Student Billing Control Form (TSACTRL), this parameter is non-functional and contracts will not affect amount due even if the value is B or C.ŁIf authorization to use a contract is required, enter Y to affect amount due by the total of pre-authorized charges.BBoth Contracts and Exemptions CContracts only EExemptions only NNone 29Do Dynamic Calculations NIndicates if a dynamic calculation of automated installment plans, with a presentation of amount due and future installment detail, should appear on the bill.Note: This parameter can be used in INVOICING or STATEMENT mode , and can be run only once per term .YInclude dynamic installment plans. N (or blank Do not include dynamic installment plans. ParameterNameRequired?DescriptionValues /n 27Release Guide|Student Regular Bill Enhancement - Functional 30Print Financial Aid Memos NIndicate whether you want to print financial aid memos with this report. This parameter is used in INVOICING and STATEMENT run modes for bills printed in the enrollment period format and standard format. For enrollment period format bills, a value of Y prints financial aid memos matching a term in the student enrollment period. For standard (non- enrollment period) format bills, a value of Y prints financial aid memos matching the run term. YPrint financial aid memos NDo not print financial aid memos 31FinAid Memos Affect Amount Due NEnter Y if you want financial aid memos printed on the bill to affect amount due. This parameter is used in INVOICING and STATEMENT run modes for bills printed in the enrollment period format and standard format. YFinancial aid memos affect amount due NFinancial aid memos do not affect amount due (default) ParameterNameRequired?DescriptionValues /n 28Release Guide|Student Regular Bill Enhancement - Functional 32Other Memos Affect Amount Due YFor details, see the Values column. This parameter is used in INVOICING and STATEMENT run modes for bills printed in the enrollment period format and standard format. NOther memos do not affect amount due (default) FFinancial aid memos printed in the "Other Financial Aid Memos" section affect amount due OOther (Non financial memos) printed in the "Memo Items" section of the bill will reduce the Amount Due BAll Other Memos reduce the Amount Due.ParameterNameRequired?DescriptionValues /n 29Release Guide|Student Regular Bill Enhancement - Functional 33Print a control report NFor details, see the Values column. YPrint control report (default)NDo not print control report 34Print expanded address for YFor details, see the Values column. 1Window envelope 2Non-window envelope 3None35Update Accept Charges - Fin AidYFor standard (non- enrollment period) bill outputs, this parameter updates the Accept Charges indicator if Financial Aid disbursements exist on the student™s acco unt for the run term. For enrollment period bill outputs, this parameter updates the Accept Charges indicator for all terms in the student™s enrollment period if Financial Aid disbursements exist on the student™s account for any term in the student™s enrollment period. This parameter applies to STATEMENT mode and APPLYCRED mode. YSets the AR indicator in registration (SFBETRM) and location management (SLRRASG, SLRMASG, SLRPASG) NDo not update accept charges flags ParameterNameRequired?DescriptionValues /n 30Release Guide|Student Regular Bill Enhancement - Technical Student Regular Bill Enhancement - Technical This chapter describes the technical changes that support the new Student Regular Bill Statement process (TSRRBIL). New PackageThe following package is new for this release. Procedures and Functions for Billing Processes (TSKBILL)This new package stores procedures and fu nctions for the new billing processes. The following objects are new: Łtskbill.sql Łtskbill1.sql Package procedures are called by TSRSBIL and TSRRBIL. /n 31Release Guide|Student Regular Bill Enhancement - Technical Procedures Added in this Package ProcedureDescription p_apply_credit_all_terms Heading routine called by TSRSBIL and TSRRBIL for the application of credits for all terms for fetched PIDM. p_apply_credits Internally called by p_apply_credit_all_terms and it is main macro for release of exemption, contracts, and deposits . Parameter indicators determine if credits and/or financial aid will be processed in this run and processing order for contracts and exemptions. The UPD_AR_INDS is processed when deposits or contract/exemptions are posted to the TBRACCD table. p_delete_depo_memos Deletes from TBRMEMO. p_process_deposit Implements tb_deposit.p_release .p_build_extract_cursor_string Dynamically builds the statement to select PIDMs, with receivable in formation to support processing decisions. p_build_process_cursor_string Builds selection from TBBSTMT dynamically in build_process_cursor_string to set sorts, used as driver for the production of the bills. p_upd_ar_inds Updates AR indicators when deposits or contract/exemptions are posted to the TBRACCD table. p_ins_tbbstmt Inserts the reco rd to statement header table for processing. p_del_tbbstmt Purges statement header. When in an update mode we leave the TBBSTMT records which may be associated to a saved file and used to display statements. When not in an update mode we purge the records after using them for sort and print of invoices. p_upd_tbbstmt Updates statement header. p_calc_amount_due Calculates amount due. Currently called by TSRRBIL. p_calc_othmemo_affct_amount Calculates Other amount due. Called by TSRRBIL. p_calc_finaidmemo_affct_amount Calculates Finaid amount due. Called by TSRRBIL. /n 32Release Guide|Student Regular Bill Enhancement - Technical p_calc_past_due Calculates past due. Called by TSRRBIL. p_get_prev_chg_amt Sums the previous billed charges. Used in TSRRBIL. p_get_prev_pay_amt Sums the previous billed payments. Used in TSRRBIL. p_calc_memo_affct_amount Calculates pre-authorized credits' effect on total due. Used in TSRRBIL. p_sel_details_curr Gets all current charges and payments for PIDM being processed. p_sel_details_future Gets all future charges and payments for PIDM being processed TSRRBIL p_sel_future_cc Gets all future charges and payments for PIDM being processed, but convert to foreign currency. p_sel_memos_faid Fetches record for MEMOED FINANCIAL AID sectionp_sel_memos Section will have records with source code not as C, D and E. Plus 'F' on ly if it doesn™t belong to this term in case of Non-EP bill and not for any terms in an EP in case of EP bill. p_sel_spec_memos Gets pre-authorized credits for entity being billed.p_sel_fut_deposits Processes deposits for third party. Any auto release deposits will already have been released in the credit portion of this report. This select will grab any ones left over. p_selpers Selects the name prefix/suffix and deceased indicator from person p_getpidm Gets PIDM for individual account run. p_getpidm2 Helps in preventing run for ID which is 3rd party or has all 'ARTERM' entries. p_get_conv_rate Fetches currency co nversion rate. p_validate_curr_code Populates currency ti tle, needed for the foreign currency message. p_determine_eff_date Formats Bill Date to effective date time. p_dc_futures_date Formats Future Date. p_del_parms_fcn Deletes records from GJBPRUN after fetching all jobsub parameters. ProcedureDescription /n 33Release Guide|Student Regular Bill Enhancement - Technical Functions Added in this Package Changed PackagesThe following packages have been changed. Package Called Job Submission to Validate AR Parameters (TOKPVAL) tokpval.sql New procedures added for TSRRBIL and TSRSBIL jobsub parameter validations. ŁP_VALID_POPSEL_PARM_TSRRBIL ŁP_VALID_TSRRBIL_PARMS ŁP_VALID_POPSEL_PARM_TSRSBIL ŁP_VALID_TSRSBIL_PARMS tokpva1.sql New procedures added for TSRRBIL and TSRSBIL jobsub parameter validations. ŁP_VALID_POPSEL_PARM_TSRRBIL ŁP_VALID_TSRRBIL_PARMS ŁP_VALID_POPSEL_PARM_TSRSBIL ŁP_VALID_TSRSBIL_PARMS FunctionDescription get_gubinst_info Fetches Institution details from GUBINST. /n 34Release Guide|Student Regular Bill Enhancement - Technical Seed Data ScriptResult tgjbjobsi_080500 Insert new/modified GJBJOBS records for TSRSBIL and TSRRBIL. tgjbpdefi_080500 Insert new jobsub parameter for TSRRBIL, TSRSBIL.tgjbpdfti_080500 Insert new jobsub parameter in GJBPDFT for TSRRBIL, TSRSBIL. tgjbpvali_080500 Insert new jobsub parameter in GJBPVAL for TSRRBIL, TSRSBIL. tgobfeobi_080500 Insert in GOBFEOB tgubobjsi_080500 Add new objects in GUBJOBS - TSRSBIL and TSRRBIL /n 35Release Guide|Student Schedule Bill Enhancement - Functional Student Schedule Bill Enhancement - FunctionalChanged Form The following form has been changed for this release: Schedule/Bill Rules Form (TSASBRL)New IndicatorsThe following new indicators have been added. Note: These columns were pr eviously added to th e TBBSBRL table in the AR 8.4 release and are now being displayed on the AR 8.5 version of the form. FieldTable ColumnDescription Print Other Memos TBBSBRL_PRINT_OTHER_ MEMOS Select the Print Other Memos check box to display other memos on the schedule/bill. Clear this check box if you do not want Other Memos to display on the schedule/bill. ŁFor enrollment period schedule/ bill ou tputs, other memos print if the term matches a term in the student's enrollment period. ŁFor standard (non- enrollment period) schedule/bill outputs, other memos print if the term matches the run term (Term) parameter. /n 36Release Guide|Student Schedule Bill Enhancement - Functional New ProcessThe process in this sectio n is new with this release. Student Sched Bill Statement Process (TSRSBIL) TSRSBIL enables you to create credits for student accounts or generate invoices or statements for students. The output of TS RSBIL depends upon the values selected for the parameters and the run mode chosen. Note: Student Regular bills are produced using TSRRBIL; Third-party contractors are billed using TSRTBIL; non-student accounts are billed using TFRBILL. Create Credits To create credits and update accounts, run TSRSBIL in SCHEDSTMT or APPLYCRED mode using the Create Cont, Dep, Expts Credits parameter set to Y. If you prefer not to produce a schedinv or schedstmt, run TSRSBIL in APPLYCRED mode. If the Update Accept Charges parameter is Y, TSRSBIL sets the AR indicator in registration and location management to Y for students with new credits. If the Update Accept Charges - Fin Aid parameter is Y, TSRRBIL sets the AR indicator in regi stration and location management to Y for students who have had financial aid previously disbursed to their account. Multiple contracts and exemptions can be processed per term. If charges to a student™s account exceed the amount of a third party pa yment or an exemption, Banner uses the information established on the Contract Authorization Form (TSACONT) and/or the Exemption Authorization Form (TSAEXPT) to determine wh ich account source, category code, or detail code to apply first. Other Memos Affect Amount Due TBBSBRL_OTHER_MEMO_A FFECT_DUE Select the Other Memos Affect Amount Due check box to have other memos affect amount due. Clear this check box to ensure that other memos will not affect amount due. FieldTable ColumnDescription /n 37Release Guide|Student Schedule Bill Enhancement - Functional Create Credits and Update Accept Charges Indicator for Non Enrollment Period Bills If Create Cont, Deposits, Expts Ind = Y and Include Enrollment Period Bill = N: ŁWhen run in SCHEDINV mode, contract and exem ption credits are estimated for the run term. ŁWhen run in SCHEDSTMT mode, contract and exemption credits are posted and deposits are released for the run term. If the Up date Accept Charges parameter = Y, the AR indicator is set to Y in registration and location management for students with new credits. ŁWhen run in APPLYCRED mode, contract and exemption credits are posted and deposits are released for the run term without producing a bill. Note: The Include Enrollment Period Bills parameter must be set to N when run mode is APPLYCRED. Create Credits and U pdate Accept Charges Indica tor for Enrollment Period BillsIf Create Cont, Deposits, Expts Ind = Y and Include Enrollment Period Bill = Y: ŁWhen run in SCHEDINV mode, contract and exemption credits are estimated for all terms in the student's enrollment period. ŁWhen run in SCHEDSTMT mode, contract and exemption credits are processed and deposits are released for all terms in the student's enrollment period. If the Update Accept Charges parameter = Y, the AR indicato r is set to Y in registration and location management for all terms in the student's enrollment period for which credits are created. Note: APPLYCRED run mode is not allow ed when the Include Enrollment Period Bills parameter is set to Y. Update Accept Charges Indicator for Financial Aid If the Update Accept Charges-Fin Aid parameter is Y, the process sets the AR indicator to Y in registration and location management for students who have financial aid disbursed to their account. Note: When the Update Accept Charges Indicator for Financial Aid is set to Y(es), it does not invoke the disbursements process. It checks a student™s account for the existenc e of disbursed financial aid. Update Accept Charges Indicator-Fin Aid for Non Enrollment Period BillsIf Include Enrollment Period Bill = N and Update Accept Char ges - Fin Aid = Y: ŁWhen run in SCHEDINV mode, the Update Accept Charges - Fin Aid parameter is not functional. AR indica tor will not be updated./n 38Release Guide|Student Schedule Bill Enhancement - Functional ŁWhen run in SCHEDSTMT mode, the AR indicator in registration and location management is set to Y for students who have financial aid disbursed to their account for the run term. ŁWhen run in APPLYCRED mode, the AR in dicator in registration and location management is set to Y for students who have financial aid disbursed to their account for the run term. Note: The Create Cont, Deposits, Expts Ind parameter must be Y when process is run in APPLYCRED mode. Update Accept Charges Indicator-Fin Aid for Enrollment Period BillsIf Create Cont, Deposits, Expts Ind = Y and Include Enrollment Period Bill = Y: ŁWhen run in SCHEDINV mode, the Update Accept Charges - Fin Aid parameter is not functional. AR indica tor will not be updated.ŁWhen run in SCHEDSTMT mode, the AR indicator in registration and location management is set to Y for students who have financial aid disbursed to their account for any term in the enrollment period. The AR indicator is updated for all terms in the student's enrollment period. Note: APPLYCRED run mode is not allow ed when the Include Enrollment Period Bills parameter is set to Y. Generate a Schedule/BillBefore you can run TSRSBIL for a schedule bill, you must first set up rules on the Schedule/Bill Rules Form (TSASBRL). To gene rate a Schedule bill for a student, run TSRSBIL in SCHEDSTMT or SCHEDINV mode. A schedule bill is a combination of a student's schedule of classes and their char ges and credits. In SCHEDSTMT mode, the bill and due date are updated fo r unbilled transactions, without regard to term, that are included in Amount Due. A schedule bill can be produced for either an individual or a group of students. When running a schedule bill for a single ID, students are selected without regard to whether the student is registered for the term; for ex ample, an enrollment term header record (SFBETRM) is not required. When running a schedule bill (SCHED INV mode only) for a population of students, you have the option to choose if students are selected with or without regard to whether the student is registered for the term. When running a a schedule bill (SCHEDSTMT mode) for a population of students, only students registered for the term (or enrollment period term) are selected. When running schedule bills in mass, only students registered for the term (or enrollment period term) are selected; for example, an enrollment term header record (SFBETRM) must exist. /n 39Release Guide|Student Schedule Bill Enhancement - Functional Single ID To produce a schedule/bill invoic e for an individual (single ID): ŁEnter a valid ID in the ID Number parameter. ŁLeave the population selection parameters blank. When the ID Number paramete r is populated, only schedule /bill invoices are produced, without regard to run mode. For example: ŁIf run mode entered is Schedinv or SchedS tmt, only schedule/bill invoices are produced. Note that a schedule/bill invo ice will be produced without regard to whether the student is registered for the term. Population Selection To produce schedule/bill invoice or schedule/bill statement for a group of students :ŁEnter a valid population defined by enteri ng Selection Identifier, Application Code, Creator ID, and User. ŁLeave the ID parameter blank. When running a schedule bill (SCHEDINV mode only) for a population of students, you have the option to choose if students are sele cted with or without regard to whether the student is registered for the term. When running a schedule b ill (SCHEDSTMT mode) for a po pulation of students, only students registered for the term (or enrollment period term) are selected. Mass ModeTo produce a schedule/bill invoice or schedu le/bill statement for a ll students, leave the following parameters blank: ŁID Number, ŁSelection Identifier, ŁApplication Code, ŁCreator ID, and ŁUser. When running schedule bills in mass, only students registered for the term (or enrollment period term) are selected; for example, an enrollment term header record (SFBETRM) must exist. /n 40Release Guide|Student Schedule Bill Enhancement - Functional E-bill Functionality When you run TSRSBIL in SCHEDSTMT modes, a unique statement number is generated for each bill. This statement number is st ored in the Statement Header Table as tbbstmt_stmt_number and prints in the statement output. The statement may be stored in order to be able to retrieve a copy using the Luminis Statement Channel, Self- Service, or the Statement and Payment History Inquiry Form (TGISTMT). For information about storing individual statements, please refer to the FAQ section in the Accounts Receivable TRM Supplement.The statement number appears in the billing output, as follows: ŁIn SCHEDSTMT mode, the statement number appears on line 58 (unless the value of the BLANK_PAPER_BOTTOM_TOTALS_START_LINE has been modified in the TSRSBIL source code). The column in which it begins is dependent on the width of the schedule bill, but will be aligned to the beginnin g of the Student ID lit eral in the next line of the payment stub. The width varies with the choices made for columns to display on TSASBRL.ŁIn SCHEDINV mode, values from the statement number sequence are used during processing that are subsequently deleted from the TBBSTMT table. As a result, there will be gaps in the values that are in the tbbstmt_stmt_number column. Refer to Article/FAQ: 000006682 (1-IHS99) : Issue:How do I store statements for use with AR eBill?Attached to the Article/FAQ is an example syntax to parse the tsrsbil.lis file as well as the SQLPLUS script to update the tbbstmt data after the tsrsbil file has been parsed. The attachments are: 1. FAQ for eBill Multiple questions/answers related to eBill processing. 2. parse_rbil.pl Example of a perl script that can be used to perform parsing of TSRRBIL Regular Bill output. 3. parse_sbil.pl Example of a perl script that can be used to perform parsing of TSRSBIL Schedule Bill output. 4. load_stubill.sql Example of pl/sql script for storing the statement files using tb_statement API.Also see FAQ 1-IPPO9 for specifics rela ted to Evisions processing with eBill. /n 41Release Guide|Student Schedule Bill Enhancement - Functional Include Zero Balances Parameter There are three valid values for this parameter. ŁC - Include all zero balances with activity since the last statement date. ŁY - Include all zero balances. ŁN - Exclude all zero balances. The value chosen for this parameter determines the accounts for which bills will be generated, as summarized in the following charts. Chart 1 - Sample Accounts Chart 2 - Impact of Include Zero Balance Parameter on Output Note: The value for the Zero Balance Parameter can override the Minimum Balance parameter .Account 1Account 2Account 3Account 4 Previous BalanceN/A0.000.00200 Current Activity 11. Your database may include old transaction records which would appear to be Current Activity since tbraccd_bill_date and tbraccd_due_date are null. You may want to update these columns on long closed accounts before implementing the (C)urr ent activity parameter option for zero balances. nonenone100.00-200 Account Balance0.000.00-100.000.00 Parameter OptionsAccount 1Account 2Account 3Account 4 N (exclude all zero balances) Not PrintedNot PrintedN ot PrintedNot Printed C (include zero balances only if current activity) Not PrintedNot PrintedPrintedPrinted Y (include all zero balances) Not PrintedNot Printed, Mass mode Printed, if included in Population Selection PrintedPrinted /n 42Release Guide|Student Schedule Bill Enhancement - Functional .ParameterNameRequired?DescriptionsValues 01TermYProcess term code This code is used by the system to identify contract, exemption rules and deposits to be included in processing if the Create Cont, Dep, Expt Credits parameter is set to Y. It will also be used to identify financial aid and memos for the bill run. Term Code Validation Form (STVTERM) 02Address Selection DateYDate used to find active address, entered in DD-MON-YYYY format.03Address Type Hierarchy YEnter the address type to be printed on the invoice/ statement. Multiple requests are permitted and must be entered in priority sequence. For example, 1MA 2PR will first print the mailing address, and if none is found, will print the permanent address. Address Type Code Validation Form (STV ATYP) 04ID NumberNIf an ID number is entered, the process will only produce invoices. If the Run Mode is SCHEDSTMT then this parameter may not be populated. ID Number - The number for which the invoice is to be produced. blank - Process all accounts or process a specified population. /n 43Release Guide|Student Schedule Bill Enhancement - Functional 05PrinterNIndicate the printer destination for this process for NOSLEEP processing. If you requested a printer through the Account Printer Selection Form (TOADEST), the TOADEST printer is used. If TOADEST printer is null, then the printer value entered is used.Printer Validation (GTVPRNT)06Selection Identifier NEnter the code that identifies the population with which you wish to work. The selection identifier must be defined on the Population Selection Inquiry Form (GLISLCT). All or none of the population selection parameters must be entered. 07Application CodeNEnter the code that identifies the general area for which the selection identifier was defined. All or none of the population selection parameters must be entered. The Population Selection Extract Inquiry Form (GLIEXTR) may be used to review the people who will be processed. Application Inquiry Form (GLIAPPL) 08Creator IDNEnter the user ID of the person creating the sub- population rules. The creator ID must have been specified when defining the selection identifier. All or none of the population selection parameters must be entered. 09UserNID of the person who ran the population selection. ParameterNameRequired?DescriptionsValues /n 44Release Guide|Student Schedule Bill Enhancement - Functional 10NOSLEEP Default Bill Format YEnter 1 for Regular Bill invoice format . Enter 2 for Schedule Bill invoice format.Note: This parameter exists on both the TSRRBIL and TSRRBIL processes. The value entered in this parameter should match the value entered in the NOSLEEP Default Bill Format parameter of TSRSBIL. This value determines whether you are running NOSLEEP invoices or NOSLEEP schedule invoices when requesting invoices onlin e for insert into the collector table (TBRCBRQ). 1Regular invoice produced in NOSLEEP mode (default) 2Schedule Bill invoice produced in NOSLEEP mode11Schedule/Bill Rules Code YEnter the rule code from Schedule/Bill Rules Form (TSASBRL). Schedule Bill Rules Code Validation form (TTVSBRC) 12Campus Code(s) (% valid)NEnter the campus code for schedule/bill selection. A schedule/bill is produced for students meeting all the selection criteria at the specified campus(es). Multiple values may be entered, or enter % for all. Campus Code Validation form (STVCAMP)ParameterNameRequired?DescriptionsValues /n 45Release Guide|Student Schedule Bill Enhancement - Functional 13Update Accept Charges YFor standard (non- enrollment period) bill outputs, this parameter updates the Accept Charges indicator when credits are posted to the student™s account. For enrollment period bill outputs, this parameter updates the Accept Charges indicator for all terms in the student™s enrollment period for which credits are posted. This parameter applies to SCHEDSTMT mode and APPLYCRED mode. YSets the AR indicator in registration (SFBETRM) and location management (SLRRASG, SLRMASG, SLRPASG) NDo not update accept charges flags 14Run ModeYChoose one of three run modes: A schedule bill is a combination of a student's schedule of classes and their charges and credits. SCHEDINV - prints a student schedule and invoice of term charges and payments/credits. SCHEDSTMT - prints a student schedule and statement of term charges and payments/credits, and updates bill/d ue dates in the Account/Charge Payment Detail Table (TBRACCD). APPLYCRED - calculates and applies credits for contracts, exemptions, and deposits, but will not produce a bill.SCHEDINV (default) SCHEDSTMT APPLYCRED ParameterNameRequired?DescriptionsValues /n 46Release Guide|Student Schedule Bill Enhancement - Functional 15Include Enrollment Period Bill YA value of Y invokes enrollment period processing using the Term parameter to determine if multi-term periods exist. ŁIf multi-term enrollment periods exist, for each student selected for billing, the process will determine if the student belongs to one of the multi-term enrollment periods. ŁIf the student belongs to one of the multi-term enrollment periods, the process will print the new enrollment period bill format for that student. A value of N does not invoke enrollment period processing. As a result, bills print in the Standard (non- enrollment period) format. This parameter is used in SCHEDINV and SCHEDSTMT run modes.Note: This parameter is only functional if Banner Financial Aid is installed at your institution.YInclude enrollment period bills in bill run NDo not include enrollment period bills in bill run (default) ParameterNameRequired?DescriptionsValues /n 47Release Guide|Student Schedule Bill Enhancement - Functional 16Billing DateYThis date will be used to determine what transactions are current based on the effective date, and will update the Bill Date of th e transaction. Standard (non enrollment period) Schedule bills also use this date, if the Current Due Cutoff Date is not populated on TSASBRL. Enrollment period schedule bills also use this date if the fiEnrollment Period Dates by Termfl cutoff date is not populated on TSASBRL for the enrollment period run term.Any valid date in DD-MON-YYYY format. The default is sysdate. 17Due DateYDue Date used for schedule/bills and to update the due date of the transaction.Enrollment period schedule bill modes use this date when the "Multiple Due Dates Exist" parameter is set to Y and the fiEnrollment Period Dates by Termfl due date is not populated on TSASBRL for the enrollment period run term.Any valid date. The Due Date must be equal to or greater than the Bill Date. ParameterNameRequired?DescriptionsValues /n 48Release Guide|Student Schedule Bill Enhancement - Functional 18Multiple Due Dates Exist NIf enrollment period processing is invoked, a value of Y means the process will fetch the Due Date from TSASBRL for the matching term entered in the Enrollment Period Dates by Term section. This is the Due Date used for schedule/bills to update the due date of the transaction.A value of N means the process uses the value entered in the Due Date parameter at run time to update the due date of the transaction.This parameter is used in SCHEDINV and SCHEDSTMT run modes for schedule/bills printed in the enrollment period format.YMultiple due dates exist NMultiple due dates do not exist (default) ParameterNameRequired?DescriptionsValues /n 49Release Guide|Student Schedule Bill Enhancement - Functional 19Create Cont, Dep, Expt Credits YThe process can be run for standard (non-enrollment period) output or enrollment period bill output. If the Include Enrollment Period Bill parameter is set to N and the Create Cont, Dep, Expts Credits parameter is set to Y , then: ŁWhen run in SCHEDINV mode, contract and exemption credits are estimated for run term ŁWhen run in SCHEDSTMT mode, contract and exemption credits are processed and deposits are released for run term If the Include Enrollment Period Bill parameter is set to Y and the Create Cont, Dep, Expts Credits parameter is set to Y , then: ŁWhen run in SCHEDINV mode, contract and exemption credits are estimated for all terms in the student™s enrollment period. ŁWhen run in SCHEDSTMT mode, contract and exemption credits are processed and deposits are released for all terms in the student's enrollment period. Y(default) estimates or calculates credits NNo estimates or calculations ParameterNameRequired?DescriptionsValues /n 50Release Guide|Student Schedule Bill Enhancement - Functional 20Include Zero Balances YThe Include Zero Balance parameter includes three valid values. This makes it possible for the institution to bill accounts with activity that nets to zero and to avoid billing accounts with no activity. Minimum Account Balance refers to current due account balance. If option C is selected and the only activity on the account is future dated, the account will not be billed if the Print Future Detail Ind is set to N. Note: The value entered here is overridden by the value entered for the Include Zero Balance parameter. NExclude all zero balances. CInclude zero balances only if there was activity on the account YInclude all zero balances 21Print a control report NFor details, see the Values column. YPrint control report (default)NDo not print control report 22Print expanded address for YFor details, see the Values column. 1Window envelope 2Non-window envelope 3NoneParameterNameRequired?DescriptionsValues /n 51Release Guide|Student Schedule Bill Enhancement - Functional 23Exclude Campus from SortYSpecify whether to exclude campus as the primary sort/print order for the output Note: Bills for which there are no valid address will be printed first, followed by bills with addresses. YBills sort and print based on the print order specified on the Schedule Bill Rules form (TSASBRL). NBills sort and print by campus first, then based on the print order specified on the Schedule Bill Rules form (TSASBRL). 24Students not registered IndNThis parameter provides the option to produce schedule invoices without regard to whether the student is registered i.e., enrollment term record (SFBETRM) exists. Note: This parameter applies only for schedule invoice mode (SCHEDINV) when run with a population selection. YStudents in the population selection are not required to be registered to be selected for billing when run in SCHEDINV mode. NStudents in the population selection are required to be registered to be selected for billing when run in SCHEDINV mode. ParameterNameRequired?DescriptionsValues /n 52Release Guide|Student Schedule Bill Enhancement - Functional 25Exclude Future Term Ind NThis parameter provides the option to include all future term activity in the Future balance calculation without regard to the effective date of the transaction. Note: For enrollment period bills, future term means future terms that are not a term in the student™s enrollment period. YFuture term transactions are added to the Future Balance, without regard to the effective date of the transaction. NFuture term transactions are added to either the Previous/ Other Term calculation or the Future Balance calculation, based on the effective date of the transaction. For example:ŁIf the effective date of the future term transaction is less than or equal to the cutoff date, the transaction is added to Previous/Other Term balance calculation. ŁIf effective date of the future term transaction is greater than the cutoff date, the transaction is added to Future balance calculation. ParameterNameRequired?DescriptionsValues /n 53Release Guide|Student Schedule Bill Enhancement - Functional 26Minimum Acct Balance YEnter minimum balance required for account to be billed.You can request schedule invoices and schedule statements for accounts with a minimum balance, and use negative numbers to retrieve accounts with a credit balance. Note: Minimum Account Balance refers to current due account balance. The value entered here is overridden by the valued entered for the Include Zero Balance parameter. 27Update Accept Charges - Fin AidYFor standard (non- enrollment period) bill outputs, this parameter updates the Accept Charges indicator if Financial Aid disbursements exist on the student™s acco unt for the run term. For enrollment period bill outputs, this parameter updates the Accept Charges indicator for all terms in the student™s enrollment period if Financial Aid disbursements exist on the student™s account for any term in the student™s enrollment period. This parameter applies to SCHEDSTMT mode and APPLYCRED mode. YSets the AR indicator in registration (SFBETRM) and location management (SLRRASG, SLRMASG, SLRPASG) NDo not update accept charges flags ParameterNameRequired?DescriptionsValues /n 54Release Guide|Student Schedule Bill Enhancement - Technical Student Schedule Bill Enhancement - Technical New PackageThe following package is new for this release. Procedures and Functions for Billing Processes (TSKBILL)This new package stores procedures and fu nctions for the new billing processes. The following objects are new: Łtskbill.sql Łtskbill1.sql Package procedures are called by TSRSBIL and TSRRBIL. /n 55Release Guide|Student Schedule Bill Enhancement - Technical Procedures Added in this Package ProcedureDescription p_apply_credit_all_terms Heading routine called by TSRSBIL and TSRRBIL for the application of credits for all terms for fetched PIDM. p_apply_credits Internally called by p_apply_credit_all_terms and it is main macro for release of exemption, contracts, and deposits . Parameter indicators determine if credits and/or financial aid will be processed in this run and processing order for contracts and exemptions. The UPD_AR_INDS is processed when deposits or contract/exemptions are posted to the TBRACCD table.p_delete_depo_memos Deletes from TBRMEMO. p_process_deposit Implements tb_deposit.p_release .p_build_extract_cursor_string Dynamically builds the statement to select PIDMs, with receivable in formation to support processing decisions. p_build_process_cursor_string Builds selection from TBBSTMT dynamically in build_process_cursor_string to set sorts, used as driver for the production of the bills. p_upd_ar_inds Updates AR indicators when deposits or contract/exemptions are posted to the TBRACCD table. p_ins_tbbstmt Inserts the reco rd to statement header table for processing. p_del_tbbstmt Purges statement header. When in an update mode we leave the TBBSTMT records which may be associated to a saved file and used to display statements. When not in an update mode we purge the records after using them for sort and print of invoices. p_upd_tbbstmt Updates statement header. p_calc_amount_due Calculates amount due. Currently called by TSRRBIL. p_calc_othmemo_affct_amount Calculates Other amount due. Called by TSRRBIL. p_calc_finaidmemo_affct_amount Calculates Finaid amount due. Called by TSRRBIL. /n 56Release Guide|Student Schedule Bill Enhancement - Technical p_calc_past_due Calculates past due. Called by TSRRBIL. p_get_prev_chg_amt Sums the previous billed charges. Used in TSRRBIL. p_get_prev_pay_amt Sums the previous billed payments. Used in TSRRBIL. p_calc_memo_affct_amount Calculates pre-authorized credits' effect on total due. Used in TSRRBIL. p_sel_details_curr Gets all current charges and payments for PIDM being processed. p_sel_details_future Gets all future charges and payments for PIDM being processed TSRRBIL p_sel_future_cc Gets all future charges and payments for PIDM being processed, but convert to foreign currency. p_sel_memos_faid Fetches record for MEMOED FINANCIAL AID section.p_sel_memos Section will have records with source code not as C, D and E. Plus 'F' on ly if it doesn™t belong to this term in case of Non-EP bill and not for any terms in an EP in case of EP bill. p_sel_spec_memos Gets pre-authorized credits for entity being billed.p_sel_fut_deposits Processes deposits for third party. Any auto release deposits will already have been released in the credit portion of this report. This select will grab any ones left over. p_selpers Selects the name prefix/suffix and deceased indicator from person p_getpidm Gets PIDM for individual account run. p_getpidm2 Helps in preventing run for ID which is 3rd party or has all 'ARTERM' entries. p_get_conv_rate Fetches currency co nversion rate. p_validate_curr_code Populates currency ti tle, needed for the foreign currency message. p_determine_eff_date Formats Bill Date to effective date time. p_dc_futures_date Formats Future Date. p_del_parms_fcn Deletes records from GJBPRUN after fetching all jobsub parameters. ProcedureDescription /n 57Release Guide|Student Schedule Bill Enhancement - Technical Functions Added in this Package Changed PackagesThe following packages have been changed. Package Called Job Submission to Validate AR Parameters (TOKPVAL) tokpval.sql New procedures added for TSRRBIL and TSRSBIL jobsub parameter validations. ŁP_VALID_POPSEL_PARM_TSRRBIL ŁP_VALID_TSRRBIL_PARMS ŁP_VALID_POPSEL_PARM_TSRSBIL ŁP_VALID_TSRSBIL_PARMS tokpva1.sql New procedures added for TSRRBIL and TSRSBIL jobsub parameter validations. ŁP_VALID_POPSEL_PARM_TSRRBIL ŁP_VALID_TSRRBIL_PARMS ŁP_VALID_POPSEL_PARM_TSRSBIL ŁP_VALID_TSRSBIL_PARMS FunctionDescription get_gubinst_info Fetches Institution details from GUBINST. /n 58Release Guide|Student Schedule Bill Enhancement - Technical Seed Data ScriptResult tgjbjobsi_080500 Insert new/modified GJBJOBS records for TSRSBIL and TSRRBIL. tgjbpdefi_080500 Insert new jobsub parameter for TSRRBIL, TSRSBIL.tgjbpdfti_080500 Insert new jobsub parameter in GJBPDFT for TSRRBIL, TSRSBIL. tgjbpvali_080500 Insert new jobsub parameter in GJBPVAL for TSRRBIL, TSRSBIL. tgobfeobi_080500 Insert in GOBFEOB tgubobjsi_080500 Add new objects in GUBJOBS - TSRSBIL and TSRRBIL /n 59Release Guide|NOSLEEP Enhancement - Functional NOSLEEP Enhancement - FunctionalOverviewNOSLEEP Triggers is an alternative proc essing method to sleep/wake processing. Placing a trigger on an associated collector t able allows you to run the desired process on demand. The following Banner Accounts Receivable billin g processes use the NOSLEEP trigger processing in place of sleep/wake processing: Users may request an invoice online using an application form or batch process to create a request for output that ca n be generated by NOSLEEP processing. When a user requests an invoice online, the invoice (or sc hedule invoice) is placed into the TBRCBRQ collector table. When NOSLEEP processing is on, the invoice (or sc hedule invoice) is immediately processed and sent to the designated printer. NOSLEEP triggers processing eliminates ex cessive redo log/archival log activity associated with sleep/wake processing, saving significant archive l og disk space (as well as reducing the number of archived logs that would be required for a database restore). Both Banner General and Bann er Accounts Receivable se gments of NOSLEEP Triggers must be installed in order to use NOSL EEP Student Billing triggers functionality. The implementation of NOSLEEP Triggers is not mandatory. Prerequisites for TSRRBIL and TSRSBIL NOSLEEP ProcessingAs mentioned in the above Overview sect ion, both the Banner General and Banner Accounts Receivable segments of NOSLEEP Triggers must be in stalled in order to have the functionality of NOSLEEP Triggers ava ilable to you to use the NOSLEEP Student Billing triggers.The General segment of NOSLEEP Triggers is compris ed of the infrastructure that supports using NOSLEEP Tri ggers functionality. Databa se package additions and changes in addition to supporting fiseedfl data. Refer to the Banner General Technical Reference Manual for information on the contents, installation, and usage of the General segment of NOSLEEP Triggers. Information on NOSLEEP Triggers can be found in the Reports in Banner General chapter. Report/ProcessDescription TSRRBILStudent Regular Bill Statement TSRSBILStudent Sch edule Bill Statement /n 60Release Guide|NOSLEEP Enhancement - Functional Setting Up NOSLEEP Processing for TSRRBIL and TSRSBIL 1.On the Crosswalk Validation form (GTVSDAX): 1.1. Enable NOSLEEP for Billing The External Code is delivered as N where ŒInternal Code = STUBILL and ŒInternal Code Group = NOSLEEP. To turn NOSLEEP proces sing on, set the External Code to Y. 1.2. Set the Printer Form for Billing The External Code is delivered as PORTRAIT where ŒInternal Code = STUBILL_FM and ŒInternal Code Group = NOSLEEP. If you use a "Special Print" format, you may change the delivered value from "Portrait" to the "Special Print" value. 2.Verify that the Orac le user ID NOSLEEP exists to ea ch of the billin g processes you want to run in NOSLEEP, for ex ample, TSRRBIL or TSRSBIL. 3.For the NOSLEEP user id, create the parameter set fi NOSLEEP fl (GJBPDFT_JPRM_CODE = NOSLEEP ) for each of the student billing processes you want to run (TSRRBIL/TSRSBIL). 4.Institution level NOSLEEP default parameter values: Create the institution level parameter values for the NOSL EEP user ID where GJBPDFT_JPRM_CODE = NOSLEEP for each of the stu dent billing process you want to run (TSRRBIL/TSRSBIL). Note: Bill format can be an invoice (T SRRBIL) or a schedule invoice (TSRSBIL). Specify the defaul t bill format by setting the NOSLEEP Default Bill Format parameter in TSRRBIL and TSRSBIL to the same value. See fiHow is Bill Format Determined?fl on page66 for information. 5.User level NOSLEEP default parameter values: Individual users can create their own user default parameter values for each of the student billing processes you want to run (T SRRBIL/TSRSBIL). If us er defaults exist, NOSLEEP processing fetches user defaults for the following parameters and uses these values to produce the invoice (or schedule invoice). ŁTerm Code, if form from which invoice is requested does not have a term in the keyblock. ŁPrinter, if TOADEST is null. ŁNOSLEEP Default Bill Format. /n 61Release Guide|NOSLEEP Enhancement - Functional Note: Bill format can be an invoice (T SRRBIL) or a schedule invoice (TSRSBIL). Specify the default bill format by setting the NOSLEEP Default Bill Format parameter in TSRRBIL and TSRSBIL to the same value. See fiHow is Bill Format Determined?fl on page66 for information. NOSLEEP Processing Parameter Value Hierarchy NOSLEEP processing parameter defaults can be se t at the institutional level, user level, or both. The NOSLEEP trigger will fetch the defa ult billing values as noted below. ŁID (PIDM) The ID is the student account for which an invoice or schedule invoice is being requested. The ID is fetched from form on which the invoice was requested. ŁTerm ŁTerm is fetched from the form where invo ice was requested, if exists in form keyblock. ŁIf form keyblock does not have a term co de, then term is fetc hed from the user default for selected process, if exists. ŁIf the user default Term parameter is null, then term is fetched from the NOSLEEP user default for the selected process. ŁPrinter ŁPrinter is fetched from the Invoices fiel d on the System Distribution Initialization Information Form (SOADEST or TOADEST) fo r the user requesting the invoice, if exists. ŁIf the printer is null on SOADEST/TOADEST, then Printer is fetched from the user default for the selected process, if exists. ŁIf the user default Printer parameter is null, then pr inter is fetched from the NOSLEEP user default for the selected process. ŁNOSLEEP Default Bill Format Bill format can be an invo ice (TSRRBIL) or a schedu le invoice (TSRSBIL). ŁUsers specify their defaul t bill format by setting the NOSLEEP Default Bill Format parameter in TSRRBIL and TSRSBIL to the same value. ŒIf the parameter value is set to 1 for both TSRRBIL and TSRSBIL, an invoice is produced. ŒIf the parameter value is set to 2 for both TSRRBIL and TSRSBIL, a schedule invoice is produced. ŁIf the user default for NOSLEEP Default Bill Format parameter is null (or cannot be determined), then NOSLEEP Default Bill Format is fetched from the NOSLEEP user default for the selected process. See fiHow is Bill Format Determined?fl on page66 for more detailed information on bill format./n 62Release Guide|NOSLEEP Enhancement - Functional All other parameter values ar e fetched from NOSLEEP user defaults for the selected process. Note: NOSLEEP user default values are fetched from the default parameters wher e the parameter set = NO SLEEP for the selected process. NOSLEEP Default Bill Format PreferenceThe bill format determines whether NOSLEEP pr ocessing produces an INVOICE (using TSRRBIL) or a SCHEDULE INVOICE (using TSR SBIL). When an invoice is requested online NOSLEEP processing needs to know what type of bill to produce; an invoice or a schedule invoice. Both TSRRBIL and TS RSBIL have a parameter called "NOSLEEP Default Bill Formatfl. This parameter is used by NOSL EEP processing to determine the institutional preference or individual user™s preference for which bill format to produce when requesting an invoice online. Bill Format PreferencesDefault bill format preference can be set up at the institutional level, user level, or both. If default bill format is set at the institutional level on ly, then NOSLEEP processing will produce bills in the format specified by the NOSLEEP user ID parameter default. If users specify a default bill format, then NOSLEEP processing will produce bills in the format specified by the user™s parameter def ault, first. If the user™s preference for bill format cannot be determined, then NOSLEEP processing will use the institutional level default and produce b ills in the format specified by the NOSLEEP user ID parameter default. Bill Format Œ User Preferences SetupBill format preference can be set up at the user level, if desire d. If a user has specified a default bill format, then NOSLEEP processing will produce b ills in the format specified by the user™s parameter default. When a user™s defaults for the NOSLEEP Default Bill Form at parameter are blank in TSRRBIL and TSRSBIL or cannot be determined, NOSLEEP processing uses the NOSLEEP user defaults for th e parameter set fiNOSLEEPfl to determine the bill format. Invoice Format Only If you only produce bills in the invoice format, enter the value 1 in the NOSLEEP Default Bill Format parameter for the Student Regular Bill Statement process (TSRRBIL). You may either leave the Stude nt Schedule Bill Statement pr ocess (TSRSBIL) NOSLEEP Default Bill Format parameter blan k or enter a value of 1. /n 63Release Guide|NOSLEEP Enhancement - Functional Schedule Invoice Format OnlyIf you only produce bills in th e schedule invoice format, ent er the value 2 in the NOSLEEP Default Bill Format para meter for the Student Schedule Bi ll Statement pr ocess (TSRSBIL). You may either leave the St udent Regular Bill Statemen t process (TSRRBIL) NOSLEEP Default Bill Format parameter blank or enter a value of 2. Both Invoice and Schedule Bill Formats If you sometimes produce bills in the invoice format and sch edule invoice format, you will need to modify your user defaults as needed based on th e type of bill you want to produce. To produce a bill in an invo ice format, enter the value 1 in the NOSLEEP Default Bill Format parameter for both TSRRBIL and TSRSBIL. To produce a bill in a schedul e invoice format, ent er the value 2 in the NOSLEEP Default Bill Format parameter for both TSRRBIL and TSRSBIL. Bill Format Œ NOSLEEP Us er Preferences SetupYou may also set up bill format preference at the institution level, rather than the user level. To do so, each user running the process would leave the NOSLEEP Default Bill Format parameter blank for bo th TSRRBIL and TSRSBIL. When a user™s defaults for the NOSLEEP Default Bill Form at parameter are blank in TSRRBIL and TSRSBIL, NOSLEEP processing uses the NOSLEEP user defaults for the parameter set fiNOSLEEPfl to determine the bill format. Invoice Format OnlyIf your institution only produc es bills in the invoice format, enter the value 1 in the NOSLEEP Default Bill Format parameter for the Student Regular Bill Statement process (TSRRBIL). You may either le ave the Student Schedule Bill Statement process (TSRSBIL) NOSLEEP Default Bill Format parame ter blank or enter a value of 1. Schedule Invoice Format OnlyIf your institution only produces bills in the schedule invoice fo rmat, enter the value 2 in the NOSLEEP Default Bill Format parameter for the Student Sc hedule Bill Statement process (TSRSBIL). You may either leave the Studen t Regular Bill Statement process (TSRRBIL) NOSLEEP Default Bill Format parame ter blank or enter a value of 2. Both Invoice and Schedule Bill Formats If your institution sometimes produce bills in the invoice format and schedule invoice format, you will need to modify your user de faults as needed based on the type of bill you want to produce. To produce a bill in an invo ice format, enter the value 1 in the NOSLEEP Default Bill Format parameter for both TSRRBIL and TSRSBIL. /n 64Release Guide|NOSLEEP Enhancement - Functional To produce a bill in a schedul e invoice format, ent er the value 2 in the NOSLEEP Default Bill Format parameter for both TSRRBIL and TSRSBIL. Note: If at user level, a value is entered in the Bill Format parameter of either TSRRBIL or TSRSBIL and the Bill Format paramete r of the other report is null, NOSLEEP processing will print the report which has Bill format entered, without regard to the value enter in the BILL Format parameter. For example Œ if Bill form at was entered as ‚2™ for TSRRBIL and Bill format is null for TSRSBI L, NOSLEEP processing will assume users intent is to print an invoice using TSRRBIL. If user erroneously enters different va lues for Bill format in USER level default, it ignores values and looks at the NOSLEEP user Default Bill Format parameter values. /n 65Release Guide|NOSLEEP Enhancement - Functional How is Bill Format Determined?This section shows how NOSLEEP processing de termines the bill format produced when a user requests an invoice online. Various setup scenarios are displayed along with the resulting bill format.User Default (GJBPDFT) Scenario 1 If user defaults exist for both of the processes, and the value is the same, then use process with defaults. TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format 11TSRRBIL - Invoice Scenario 2 If user defaults exist for both of the processes, and the value is the same, then use process with defaults. TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format 22TSRSBIL - Schedule Invoice Scenario 3 If user defaults exist for both of the processes, and the value is not the same, then go to NOSLEEP user defaults TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format 12Cannot determine user default --> look at NOSLEEP user default Scenario 4 If user defaults exist for both of the processes, and the value is not the same, then go to NOSLEEP user defaults TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format 21Cannot determine user default --> look at NOSLEEP user default /n 66Release Guide|NOSLEEP Enhancement - Functional Scenario 5 If user defaults only exist for one of the processes, then use process with defaults. TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format 1nullTSRRBIL - Invoice Scenario 6 If user defaults only exist for one of the processes, then use process with defaults. TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format 2nullTSRRBIL - Invoice Scenario 7 If user defaults only exist for one of the processes, then use process with defaults. TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format null1TSRSBIL - Schedule Invoice Scenario 8 If user defaults only exist for one of the processes, then use process with defaults. TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format null2TSRSBIL - Schedule Invoice Scenario 9 If user defaults do not exist for either of the processes, then go to NOSLEEP user defaults TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format nulnull User default does not exist Š look at NOSLEEP user default /n 67Release Guide|NOSLEEP Enhancement - Functional NOSLEEP User Default for NOSL EEP Parameter Set (GJBPDFT)When user defaults do not exist or the bill format cannot be determined, NOSLEEP processing will look at NO SLEEP user defaults to det ermine the bill format. Scenario 10 If NOSLEEP user defaults exist for both of the processes, and the value is the same, then use process with defaults. TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format 11TSRRBIL - Invoice Scenario 11 If NOSLEEP user defaults exist for both of the processes, and the value is the same, then use process with defaults. TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format 22TSRSBIL - Schedule Invoice Scenario 12 If NOSLEEP user defaults exist for both of the processes, and the value is not the same, then code defaults to RBIL TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format 12TSRRBIL - Invoice Scenario 13 If NOSLEEP user defaults exist for both of the processes, and the value is not the same, then code defaults to RBIL TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format 21TSRRBIL - Invoice Scenario 14 If NOSLEEP user defaults only exist for one of the processes, then use process with defaults. TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format 1nullTSRRBIL - Invoice /n 68Release Guide|NOSLEEP Enhancement - Functional Scenario 15 If NOSLEEP user defaults only exist for one of the processes, then use process with defaults. TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format 2nullTSRRBIL - Invoice Scenario 16 If NOSLEEP user defaults only exist for one of the processes, then use process with defaults. TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format null1TSRSBIL - Schedule Invoice Scenario 17 If NOSLEEP user defaults only exist for one of the processes, then use process with defaults. TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format null2TSRSBIL - Schedule Invoice Scenario 18 If NOSLEEP user defaults do not exist for either of the processes. TSRRBILTSRSBILBill Format used Parameter 10 - NOSLEEP Default Bill Format nullnullNA - Bill format cannot be determined based on setup. No Bill is produced. /n 69Release Guide|NOSLEEP Enhancement - Functional Changed Forms The following forms have been modified. Account Detail Review Form Œ Student (TSAAREV) A new trigger PRINT_BILL_NOSLEEP and PRINT_BILL_TSRCBIL was created and is called based on the NOSLEEP setup. When a user selects fiRequest Invoicefl from the options menu, the applicable trigger PRINT_BILL_NOSLEEP or PRINT_BILL_TSRCBI L is called based on the NOSLEEP setup. Foreign Currency Detail Form Œ Student (TSADETF) A new trigger PRINT_BILL_NOSLEEP and PRINT_BILL_TSRCBIL was created and is called based on the NOSLEEP setup. When a user selects fiRequest Invoicefl from the options menu, the applicable trigger PRINT_BILL_NOSLEEP or PRINT_BILL_TSRCBIL is called based on the NOSLEEP setup. Student Account Detail (TSADETL) A new trigger PRINT_BILL_NOSLEEP and PRINT_BILL_TSRCBIL was created and is called based on the NOSLEEP setup. Changes done for NOSLEEP. New trigger PRINT_BILL_NOSLEEP and PRINT_BILL_TSRCBIL created and is ca lled based on the NOSLEEP setup. Customer Service Inquiry (TSICSRV) The Item/Duplicate menu function was disabl ed because this option does not have any functionality associated with it. /n 70Release Guide|NOSLEEP Enhancement - Functional Changed ProcessTSRCBIL Modified to display error if trying to run TSRCBIl in sleepwake mode when NOSLEEP is on for TSRRBIL and TSRSBIL (f or example, NOSLEEP indicator for STUBILL is set to Y on GTVSDAX)./n 72Release Guide|NOSLEEP Enhancement - Technical NOSLEEP Enhancement - Technical New Database Triggers The following trigger is new. TT_TBRCBRQ_NOSLEEP_AIR (tbtcbrq0.sql)Table TBRCBRQ - After Insert Row This trigger calls the Accounts Receivable TOKNOSL.p_tbrcbrq_nosleep_air database procedure. It passes the process to be run (TSRRBIL or TSRSBIL), the parameter number for the printer, the user to run the j ob on behalf of (NOSLEEP), the job parameter code value (NOSL EEP), and transaction values from the row being inserted (Printer, PIDM, Term). Changed Package The following package has been changed. Package Procedures/functions Specific NOSLEEP (TOKNOSL) toknosl0.sqlProcedure p_tbrcbrq_nosleep_air was added for NOSLEEP on TBRCBRQ for process TSRSBIL and TSRRBIL. toknosl1.sql Procedure p_tbrcbrq_nosleep_air added for NOSLEEP on TBRCBRQ for process TSRSBIL and TSRRBIL. /n 73Release Guide|NOSLEEP Enhancement - Technical Seed Data The following seed data script is included in this release. Post Install Considerations The installation of NOSLEEP Tr iggers is done such that all NOSLEEP Trigger processing is delivered off. If you want to switch from a sleep/wake method of processing to a NOSLEEP Trigger method of processing, you n eed to turn off the sleep/wake for that specific process and then flip the GTVSDAX s witch that cont rols the NOSLEEP Trigger for the specific process to Y. For example, for TSRRBIL and TSRSBIL: Set the switch to Y on the ro w that controls the logic in the NOSLEEP Trigger process for STUBILL. This row is in Table GTVSD AX. Column GTVSDAX_EXTERNAL_CODE is either Y (the logic in the trigger is enabled) or N (the logic in the trigger is dormant). The GTVSDAX switch for the STUBILL NOSLEEP Tr igger process can be found using these GTVSDAX key column values: GTVSDAX_INTERNAL_CODE_ GROUP = 'NOSLEEP' GTVSDAX_INTERNAL_CODE = 'STUBILL' GTVSDAX_INTERNAL_CODE_SEQNO = 1 The installation of NOSLEEP Trig gers is done such that if you encounter an y errors when the triggers attempt to submit a job for proc essing, those errors will be recorded in the GURTKLR table (such that they can be vi ewed using the GUAMESG form). If you do not want these errors recorded the corresponding GTVSDAX table row for COLUMN GTVSDAX_EXTERNAL_CODE can be set to N. This GTVSDAX row can be found using these GTVSDAX key column values: GTVSDAX_INTERNAL_CODE_ GROUP = 'NOSLEEP' GTVSDAX_INTERNAL_CODE = 'DEBUG' GTVSDAX_INTERNAL_CODE_SEQNO = 2 ScriptResult tgtvsdaxi_080500.sql 1.Inserts a new GTVSDAX entry of INTERNAL GROUP fiNOSLEEPfl with INTERNAL CODE STUBILL. Set the External code to Y to turn on NOSLEEP processing for TSRRBIL and TSRSBIL. 2.Inserts a new GTVSDAX entry of INTERNAL GROUP fiNOSLEEPfl with INTERNAL CO DE of fiSTUBILL_FMfl. The External Code is set to the format of PORTRAIT. Note: If you use a "Special Print" format, you may change the delivered value from "Portrait" to the "Special Print" value. 3.Inserts a new GTVSDAX entry of INTERNAL GROUP fiNOSLEEPfl with INTERNAL CODE fiTSRSSUM_FMfl. This is to change the External Code default format originally delivered as PORTRAIT to LANDSCAPE for the NOSLEEP process TSRSSUM./n 74Release Guide|Miscellaneous Enhancements Miscellaneous Enhancements This section describes miscellaneous functional enhancements included in the Release 8.5 of the Banner Accounts Receivable (AR) system. Resolved Change Requests - EnhancementsStudent Regular Bill Statement Process (TSRRBIL) CR000113265 (IDEA-21264) Œ Streamline Student Bills Requested FunctionalityStreamline TSRCBIL into simp ler interfaces that increa se usability and minimize confusion. ResolutionThe student billing process (TSRCBIL) has been split into two new and separate processes. One of the new pr ocesses is specific to Stud ent Regular Bill (TSRRBIL) and the other process is specific to Student Schedule Bill (TSRSBIL) . The ability to apply credits exists within each of the two new proc esses. Institutions may use the process that better fits their business need. CR000114532 (IDEA-14588) Œ Option To Update The Accept Charges Flag (AR Ind) When Disb ursed Financial Aid Exists On The Student AccountRequested FunctionalityProvide option to update accept charges flag if financial aid disbursements have already been posted to a student™s account. ResolutionAdded a parameter to set the Accept Charges indicato r to Y(es) if financial aid disbursements exist on the student™s account for the run term (or enrollment period term in case of enrollment period bills). /n 75Release Guide|Miscellaneous Enhancements CR000113266 (IDEA-13560) Œ Add Ne w Report Section for "Other Finaid Memos"Requested FunctionalityDisplay non-run term/non-enrollment period term memoed financial aid in a separate section on the regular bill. Currently non-run te rm/non-enrollment period term memoed financial aid displays grouped with other memos in the fiMemo Itemsfl section of the invoice/statement. ResolutionA new section called fiOther Finaid Memofl was added to the invoice/statement. Non-run term/non-enrollment period term memoed financ ial aid now displays in this section of the regular bill (rather than the Memo Items section) when the option to ‚Print Other Memosfl is set to Y. CR000114533 (IDEA-14438) Œ Displa y Due Date On Bill Without Regard To Bill Run Mode Requested FunctionalityDisplay Due Date on the regular bill when run in invoice mode. Currently, invoice mode is the only run mode that does not display Due Date. ResolutionDue Date now displays on t he regular bill when run in IN VOICE mode. Although Due Date displays on the regular invoice, TS RRBIL will not update the due date field in TBRACCD until the process is run in STATEMENT mode. /n 76Release Guide|Miscellaneous Enhancements Student Schedule Bill Statement Process (TSRSBIL) CR000113265 (IDEA-21264) Œ Streamline Student Bills Requested FunctionalityStreamline TSRCBIL into simp ler interfaces that increa se usability and minimize confusion. ResolutionThe student billing process (TSRCBIL) has been split into two new and separate processes. One of the new pr ocesses is specific to Stud ent Regular Bill (TSRRBIL) and the other process is specific to Student Schedule Bill (TSRSBIL) . The ability to apply credits exists within each of the two new proc esses. Institutions may use the process that better fits their business need. CR000114532 (IDEA-14588) Œ Option To Update The Accept Charges Flag (AR Ind) When Disb ursed Financial Aid Exists On The Student AccountRequested FunctionalityProvide option to update accept charges flag if financial aid disbursements have already been posted to a student™s account. ResolutionAdded a parameter to set the Accept Charges indicato r to Y(es) if financial aid disbursements exist on the student™s account for the run term (or enrollment period term in case of enrollment period bills). CR000113264 (IDEA-15742) Œ Allow Schedule Invoices To Be Run For A Population Selection Of St udents Who Are No t Registered For The Term Requested FunctionalityProvide option to allow population selection to produce schedule invoices without regard to whether the student is registered, fo r example, has an enrollment term record (SFBETRM). ResolutionAdded a parameter option to bypass enrollment term record check when running Schedule Invoices for a population selection. /n 77Release Guide|Miscellaneous Enhancements CR000113261 (IDEA-13917) Œ Opti on To Exclude Future Term Activity From The Previous/Other Term Bucket On Schedule Bills Requested FunctionalityProvide option to include activity for future terms in the Future Balance without regard to the effective date of the transaction. ResolutionAdded a parameter option to bypass effective date check and add all futu re term activity to the Future Balance. CR000114530 (IDEA-16735) Œ Option To Display "Other" AR Memos On The Schedule Bill And Provide Option To Allow Other AR Memos To Affect Amount Due Requested FunctionalityProvide option to display al l memos on the schedule bill. ResolutionThe following new indicators are now displayed on the Schedule/Bill Rules Form (TSASBRL): ŁPrint Other Memos Checkbox Other memos are all memos except Financial Aid memos (source F), Contract memos (source C) and Exemption memos (source E). Select the Print Other Memos checkbox to display ot her memos on the schedule bill. Cle ar this checkbox if you do not want Other Memo s to display on the schedule bill. ŁFor enrollment period schedule bill outputs , other memos print if the term matches a term in the student's enrollment period. ŁFor standard (non-enro llment period) schedule bill outputs, other memos print if the term matches the run term (Term) parameter. ŁOther Memos Affect Amount Due Checkbox This checkbox provides the option to indicate whether other memos displayed on the schedule bill affect the am ount due. Select the Other Memos Affect Amount Due check box to have other memos affect amount due. Clear this check box to ensure that other memos will not affect amount due. /n 78Release Guide|Miscellaneous Enhancements CR000114533 (IDEA-14438) Œ Provid e Minimum Amount Due Option Without Regard To Bill Run Mode Requested FunctionalityProvide option to enter the minimum current due account balance for determining whether an account is selected when running schedule bills. Currently , only regular bill run modes (INVOICING/STATEMENT) have a minimum current due account balance option. ResolutionAdded a parameter option to enter the minimum account balance (i.e., the minimum current due account bal ance) required for an account to be selected for billing. /n 79Release Guide|Resolutions ResolutionsAt the time this guide was completed, a set of Change Request resolutions (Enhancements and Defects) were targeted for delivery with this release. The Banner Accounts Receivable Resolution Report is a companion to this release guide. This Resolution Report (Banner_Accounts_Receivable_Resolutions_Report_8 .5.txt) provides summary information about the Change Requests that are resolved in Banner Accounts Receivable 8.5.For additional details about specific change requests, go to http://www.ellucian.com/ Solutions/Ellucian-Client-Support/ and use the Ellucian Hub to access the Ellucian Support Center. /n

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