Accounts Receivable Banner Training 7.3

Transcription

1 Accounts Receivable Banner Training 7.3

2 Table of Contents TOPIC PAGE Table of Contents Printer Destinations Box. 3 General Person Identification Form SPAIDEN Person Search Form SOAIDEN SSN/SIN Alternate ID Search Form GUIALTI. 12 General Person Form SPAPERS 13 General Person Telephone Form SPATELE 14 Address Form GOAEMAL Emergency Contact Form SPAEMRG.. 16 Creating an account in Banner Student Account Detail Form TSADETL Loading a charge to an account in Banner Account Detail Review Form TSAAREV Account Review Form TSAACCT Person Comment Form SPACMNT Account Detail Query Form TGIACCD Customer Profile Form TGACPRF Student Course Registration Form SFAREGS Student Course/Fee Assessment Query Form SFAREGF Registration Fee Assessment Form SFAFAUD... 43,44 Student Course Registration Audit Form SFASTCA Reviewing transactions in a cashier session 46,47 Student Residency Status Form SGASTDN Schedule Course Section Information Form SSASECT Course Summary History SHACRSE Student Course Grade History SHATERM Hold Information Form SOAHOLD New Icons User Preferences GUAUPRF Form Quick Reference Sheet.. 75 Hot Keys

3 Printer Destinations Box 1. Close the Printer Destinations box by clicking on the black X on the right side of the Banner tool bar. 3

4 General Person Identification Form - SPAIDEN Functions: 1. Current Identification - Review students name and identification 2. Alternate Identification - Review any previous names or identification numbers 3. Address Review students addresses and address history 4. Telephone Review students telephone numbers and telephone history SPATELE 5. Biographical Review students biographical information SPAPERS 6. Review students information GOAEMAL 7. Emergency Contact Review students emergency contact information SPAEMRG 4

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11 Functions 1. Search for a person by name 2. Search for a person by identification number 3. Search for a person by birth date Person Search Form SOAIDEN 11

12 Function: 1. Search for person by social security number SSN/SIN Alternate ID Search Form GUIALTI (may be hidden limited access) 12

13 General Person Form - SPAPERS Functions: 1. Review student social security number (may be hidden limited access) 2. Review student citizenship 3. Review student birth date 13

14 Function: 1. Review student phone numbers 2. Create student phone numbers General Person Telephone Form - SPATELE 14

15 Address Form - GOAEMAL Function: 1. Review students, employees, and retirees addresses 2. Create students, employees, and retirees addresses 15

16 Emergency Contact Form SPAEMRG Function: 1. Review emergency contact information on a student 2. Create emergency contact information for a student 16

17 Creating an account in Banner 1. Go to the general Person Identification Form, SPAIDEN, using Direct Access and the Enter key 17

18 2. If you need to search for the person, click the down arrow next to the ID: number box. 18

19 3. Select the Alternate ID Search option (social security number may be hidden limited access) or the Person Search option (no social security number). 4. Enter the social security number of the person in the first field. If the social security number is not available, you can enter the last name in the Last Name field. 19

20 5. Click the execute query icon (middle drum). You will receive an error in the Automatic Hint line at the bottom of the screen Query caused no records to be retrieved. 20

21 6. Click the Exit icon ( X on the far right) twice. Click the first time to cancel the query; the second time to exit the screen. This will take you back to SPAIDEN. 7. Click the Generate ID icon (person), this will cause the word GENERATE to appear in the ID field 21

22 8. Click the Next Block icon (9 th icon from the left, three squares with a down arrow). This will bring the cursor to the Last Name field. Enter the person s last name. Tab to the First Name field and enter the person s first name. Click the Save icon (far left, computer disc.) 22

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24 9. Click the Address tab (3 rd from left.) 10. Enter the effective date. Enter the address type, street address, zip code and telephone number and click the save icon. 11. Click the Exit icon. 24

25 Student Account Detail Form - TSADETL Function: 1. Charges/Payments tab review details on student account transactions. 25

26 2. Deposits tab review advanced deposits for a student. 26

27 3. Memos tab review pending third party credits & discount tuition remissions. 27

28 4. Comments tab Review comments entered on the student account. 28

29 Loading a charge to an account in Banner 1. Go to the Student Account Detail Form, TSADETL, using Direct Access and the Enter key 29

30 2. This will bring you to the Student Account Detail Form, TSADETL. Enter the student s Bronco ID (account number) and click the Next Block icon. 30

31 3. Enter the detail code in the Detail code box. 4. Enter the amount in the Amount box. 5. Enter the term code in the Term box. 6. Change invoice date in the Transaction box if necessary. 7. Enter the invoice number in the Document Number box. 31

32 8. Click the Save icon 32

33 Functions: 1. Review in summary students account. Account Detail Review Form TSAAREV 33

34 Account Review Form TSAACCT Function: 1. Review balance overdue for a student. 2. Review account balance for a student. 3. Review pending third party credits, discount tuition remission and authorized financial aid balance. 4. Review unapplied payment balance. 5. Review collection agencies to which student are referred. 6. Review third party contacts student has. 7. Review discount tuition remission programs student is a part. 34

35 Function: 1. Review comments on a person 2. Create comments on a person Person Comment Form - SPACMNT 35

36 Function: 1. Query account data by detail code. 2. Query account data by term. 3. Query a person s account data. 4. Query account data by date. Account Detail Query Form - TGIACCD 36

37 1. Review type of customer account 2. Review address type 3. Review or create comments Customer Profile Form - TGACPRF 37

38 Functions: 1. Review students courses Student Course Registration Form - SFAREGS 38

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42 Student Course/Fee Assessment Query Form - SFAREGF Functions: 1. Review student course load including times and locations of classes 42

43 Registration Fee Assessment Form - SFAFAUD Functions: 1. Review fee assessment history for a term 2. Review details of fee assessment rule for a specific charge 43

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45 Student Course Registration Audit Form - SFASTCA Functions: 1. Review history of registration for a student for a term 2. Review details of registration for a specific course 45

46 Reviewing transactions in a cashier session 1. Go to the Cashier Session Review Form, TGACREV, using Direct Access and the Enter key 2. Upon seeing the Printer Destination Form, click the black X in the toolbar. 46

47 3. This will bring up the Cashier Review Form, TGACREV 4. Enter the Cashier, User ID in the Session User field 5. Enter 0 in the Session Number field (For sessions from previous days, enter the appropriate session number. You can search for session numbers by clicking the magnifying glass icon.) 6. Click Save 7. Perform a Next Block Function twice (This will display all transactions for the cashier session summarized by detail code) 8. Perform another Next Block Function (This will display all transactions for the cashier session.) 47

48 Functions: 1. Review current residency status 2. Review past residency status Student Residency Status Form - SGASTDN 48

49 Schedule Course Section Information Form SSASECT Functions: 1. Review current enrollment in a class section 2. Review seats available in a class section 49

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52 Functions: 1. Review grades for all institutional course Course Summary History - SHACRSE 52

53 Functions: 1. Review grades for courses by term 2. Review transfer grades Student Course Grade History - SHATERM 53

54 Functions: 1. Review holds 2. End holds (Steps) Click cursor on desired hold Tab to End Date field Delete 12-DEC-2099 Enter current date Click Save Hold Information Form - SOAHOLD 54

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58 1. Save. NEW ICONS 58

59 2. Rollback. 59

60 3. Select. 60

61 4. Insert Record. 61

62 5. Remove Record. 62

63 6. Previous Record. 63

64 7. Next Block. 64

65 8. Enter Query. 65

66 9. Execute Query. 66

67 10. Cancel Query. 67

68 13. View/Send Message. 68

69 14. Print. 69

70 15. Exit. 70

71 User Preferences GUAUPRF Function: Change color. 1. The user may select a color from the palette, from HSB tab or from the RGB tab. 71

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75 FORM QUICK REFERENCE SHEET ACCOUNT TYPE = TGACPRF page 37 ADD INDIVIDUAL INVOICE INSTRUCTIONS page ADD NEW ACCOUNT page ADDRESS = SPAIDEN page 4-10 AR ACCOUNT INFORMATION = TSAAREV page 33 AR ACCOUNT INFORMATION/COLLECTION/FINANCIAL AID = TSAACCT page 34 CASHIER SESSION DETAIL page COMMENTS = SPACMNT page 35 COMMENTS = TGACPRF page 37 COURSE FEES = SFAREGF page 42 COURSE FEES BY TERMCODE = SFAFAUD page COURSE HISTORY/GRADES = SHACRSE page 52 COURSE REGISTRATION = SFAREGS page COURSE HISTORY/TRANSFER CREDITS/GRADES BY TERM = SHATERM page 53 COURSE REGISTRATION AUDIT FORM = SFASTCA page 45 COURSE SECTION INFORMATION = SSASECT page DETAIL CODE BALANCE/DETAIL = TGIACCD page 36 DISPLAY INVOICE INFORMATION = TSADETL page ADDRESS = GOAEMAL page 15 EMERGENCY CONTACT = SPAEMRG page 16 HOLDS = SOAHOLD page INFORMATION/PERSONAL = SPAPERS page 13 INVOICE DETAIL=TSADETL page PERSON IDENTIFICATION = SPAIDEN page 4-10 PERSON SEARCH FORM = SOAIDEN page 11 PERSON SEARCH FORM/ SOCIAL SECURITY NUMBER = GUIALTI page 12 RESIDENCY = SGASTDN page 48 TELEPHONE = SPATELE page 14 USER PREFERENCES = GUAUPRF page

76 HOT KEYS Clear Field Ctrl+U Clear field cursor is in *Clear Form Shift+F7 Rollsback to ID field Cquery Shift+F2 Alternate ID search Display Error Shift+F1 *Display Navigation Window F5 Brings up GO TO field Display VPD Code Shift+Ctrl+F10 Edit Ctrl+E *Exit Ctrl+Q Exit current screen Clear Record Shift+F4 Delete Record Shift+F6 List of values Shift+F9 LIST F9 Person search *Next Block Ctrl+PageDown Previous Block Ctrl+PageUp Previous Field Shift+Tab Print Shift+F8 Return Return Scroll Down PageDown Scroll UP PageUp Show Keys Ctrl+F1 SUPERVISOR ADJUSTMENT Shift+F3 Update Record Ctrl+U *Insert Record F6 *Query F7 *Execute Query F8 *Save F10 *Hottest Hot Keys 76