Pennsylvania Banner Users Group 2008 Fall Conference E-Billing

General Announcements: Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Questions will be answered ….. Thank you for your cooperation

Lehigh Carbon Community College Located in Schnecksville, PA Current Fall 2008 Credit Student Enrollment – Approx. 7400 students Bursar – Diane Trainer Banner/Application Support – David Slater

Why E-bill??? Potential Cost Savings Time savings Save the environment! No more Paper – almost… Faster access to bill for students Update bills with current data Electronic connection to TouchNet payments via BannerWeb Automated billing process (mostly automated) – Eventually (Implemented second term)

E-bill Project Timeline Jan. 2008 – Began discussions investigating alternatives Evisions TouchNet February 2008 - Began testing with Evisions ‘FormFusion’ April 2008 - chose Evisions Product and began official E-Bill project

E-bill Project Timeline – Cont. April 2008 – Marketing Meeting Initial kick-off letter Emails Postcards Brochure Video Marquee Educate Staff

E-bill Project Timeline – Cont. May 2008 – Banner Web Development May and June 2008 – Student Orientation June 2008 – Created Cron scripts in Unix to automate E-Bill generation July 2008 – Ran mass E-Bill manually (NOT repeated for next term)

E-bill Project Timeline – Cont. September 2008 – Post Mortem Meeting What we discovered No more mass E-Bill Update E-Bill more frequently Included more events that generated E-Bill Financial Aid awarded Payments Dropped courses Re-Educated Staff One Statement per term (Optional Mod to BannerWeb)

E-bill Project Timeline – Cont. November 2008 – Spring and Summer 2009 registration begins; E-Bills generated hourly (previously once a day). December 2008 – Email reminders

LCCC E-bill Example

View Bill in BannerWeb Link Opens E-bill in PDF Bill Date in Drop-down Box; LCCC Modified to display Term Description

View Bill in Banner - TGISTMT Click ‘View Statement’; E-bill open as PDF

Used Evisions Formfusion to Develop E-bill Newest version of FormFusion REQUIRED. Newest Version of FormFusion Required. Three separate Forms for each of our semesters.

Primary Evisions Component - FormDirector We chose to generate E-bills in PDF format. SQL to generate E-bill in TBBSTMT and GORBLOB tables.

E-bill notification emailed to students when bill generated Variable student Email; matches to Entry in TBBSTMT- Displays on TGISTMT screen.

Primary Components in Banner- TGACTRL Controls the # of months to display E-bills in BannerWeb.

Primary Components in Banner- TSADETC - Optional Check if you want Payment History to display in the BannerWeb section of the E-bill.

Primary Components in Banner- TSASBRL Rules affect the Banner data that will print on the E-bill.

Primary Components in Banner- TSASBRL - Continued

Primary Components in Banner- TSASBRL - Continued

Primary Components in Banner - GLRSLCT - Optional

Primary Components in Banner - TSRCBIL Evisions Form Name

Primary Components in Banner - TSRCBIL - Continued Matches TSASBRL Use SCHEDSTMT to generate VERY Important Statement Number On TBBSTMT table

Primary Components in Banner - TSRCBIL - Continued Bill and Due Dates Display on BannerWeb and Print on the E-Bill

Hourly E-bill processing – Unix CRON script (Partial) Ebill cron and UNIX script: cron entry: 00 06 * * 0-6 su - oracle -c "/u01/app/sghe/scripts/create_ebill.shl" >/u01/app/sghe/scripts/logs/create_ebill.log 2>&1 create_ebill.shl script: #! /bin/sh Clear echo ======================================= echo Starting EBILL tsrcbil ${BANNER_HOME} 200840 $TODAY 1MA EBILL STUDENT DSLATER SATURN N % Y SCHEDSTMT 11-AUG-08

Unix CRON script (Continued) E-bill generated by the following events (Credit Students Only): Registration Course Drop Payments Financial Aid – Memo or Award One set of scripts/E-Bill for each term Spring, Summer, Fall Only one E-Bill exists per term (New bills replace existing)

E-Bill Related Banner Tables TBBSTMT – Primary table; stores unique data about each E-bill; Statement Number created from TSRCBIL. GORBLOB – Stores the actual Bill (eg, the PDF that represents the E-bill)

Open to the Floor Questions Comments