SFRFASC Batch Fee Assessment Kimberly A Saving-Sherman kimberly

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Presentation transcript:

SFRFASC Batch Fee Assessment Kimberly A Saving-Sherman kimberly SFRFASC Batch Fee Assessment Kimberly A Saving-Sherman kimberly.saving-sherman@ellucian.com Ellucian

Agenda Introduction Overview An Explanation of SFRFASC What is Used by SFRFASC Known Fee Assessment Misunderstandings How to Troubleshoot Fee Assessment Issues Questions September 16, 2012 © 2012 Ellucian. All Rights Reserved - Confidential & Proprietary

Introduction

Overview

Overview Fee Assessment was rewritten in version 6.x All areas of Banner call the same program Plateau amount was removed and flat rate added Many additional fields added over the years Audit trail added for troubleshooting September 16, 2012 © 2012 Ellucian. All Rights Reserved - Confidential & Proprietary

An Explanation of SFRFASC

An Explanation of SFRFASC Can be run by population selection, collector table (SFRBTCH), enrollment status (SFBETRM), or for a single student Choices are for Regular or Pre-Bill rules Choose if you want a record inserted into invoice collector table (TBRCBRQ) including the printer Accounting Detail to Print and Report Type Create Accounting Records – Set Always to Y Sort – Name or ID September 16, 2012 © 2012 Ellucian. All Rights Reserved - Confidential & Proprietary

An Explanation of SFRFASC Create Accounting Records – Set Always to Y September 16, 2012 © 2012 Ellucian. All Rights Reserved - Confidential & Proprietary

An Explanation of SFRFASC Refund by Total Date is for percentage selection Term Run Mode Full or Part Time Indicator – not controlled by registration September 16, 2012 © 2012 Ellucian. All Rights Reserved - Confidential & Proprietary

An Explanation of SFRFASC Assessment Date: Hierarchy used to assign the effective date: the date in the Registration Fee Assessment Effective Date field on SOATERM the date in this parameter the Banner system date Additional settings that affect the assigning of the effective date: When the Effective Date field on TSACTRL is set to Date of Charges, and a future date exists in SOATERM or in this parameter, the future date will always be used. If the Effective Date field on TSACTRL is set to Current Date, and this parameter is set to a future date or a future date exists on SOATERM, and the Accept Charges (Indicator) is set to Y, the system date will be used. September 16, 2012 © 2012 Ellucian. All Rights Reserved - Confidential & Proprietary

What is Used by SFRFASC

What is Used by SFRFASC SFARGFE – Registration Fee Assessment Rules SSADETL – Schedule Detail Form SFAEFEE – Registration Additional Fees Form SFAFMAX – Registration Fees Min/Max Charge Control Form SFARSTS – Course Registration Status Form SFAESTS – Enrollment Status Control Form SFARFND – Registration Fee Assessment Refund by Total Rules Form SSARULE – Schedule Processing Rules Form SOATERM – Term Control Form September 16, 2012 © 2012 Ellucian. All Rights Reserved - Confidential & Proprietary

Known Fee Assessment Misunderstandings

Known Fee Assessment Misunderstandings Flat Rate fields on SFARGFE should not be used for flat fees Full and part time assessment rules must be built separately SFAFMAX is not used for section fees (SSADETL) when Track by CRN is checked on SOATERM You cannot check Track by CRN if you have already fee assessed anyone for the term You cannot use refund rules on SFARSTS and SFAESTS at the same time September 16, 2012 © 2012 Ellucian. All Rights Reserved - Confidential & Proprietary

How to Troubleshoot Fee Assessment Issues

How to Troubleshoot Fee Assessment Issues Review SFAFAUD to find the type of rule and the sequence number of the rule that caused the transaction Match the transaction number on TSAAREV to the transaction number on SFAFAUD to find the records that caused the AR transaction Did you run fee assessment and then check Track by CRN? September 16, 2012 © 2012 Ellucian. All Rights Reserved - Confidential & Proprietary

Questions?