AR Acceptance Flag Update Process Workbook. Office of Information and Instructional Technology

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1 AR Acceptance Flag Update Process Workbook and Instructional Technology March 2008

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3 Table of Contents Table of Contents AR Acceptance Flag Update Introduction...1 Section 1: Updating the AR Acceptance Flag...2 Section 2: Verification...5 Page iii AR Acceptance Flag Update Process March2008

4 Table of Contents This page left blank to facilitate front/back printing. Page iv AR Acceptance Flag Update Process March2008

5 Introduction Purpose AR Acceptance Flag Update Introduction When a registration occurs via the Student Course Registration form (SFAREGS) or Banner Self-Service, fees are assessed and the student s account (TSAAREV) is updated with tuition and fee charges. As part of the fee payment process, the Acceptance indicator is changed from N to Y by accepting charges/payments on the Student Payment form (TSASPAY). The AR Acceptance Flag Update process (ZSRAFLU) will allow functional users to change the AR Acceptance Indicator (SFBETRM_AR_IND) to C (confirmed), N (none), or Y (yes) using a batch process. The process will use an institutionally defined population selection to denote which student records will be updated. Target Audience and Run Frequency This workbook is for Bursar Office staff or other institutional staff who are responsible for fee assessment and accepting charges/payments. The process should be run when it is necessary to update the indicator for a group of students. Policy and Formatting Conditions Page 1 AR Acceptance Flag Update Process March 2008

6 Updating the AR Acceptance Flag 1. Create a Population Selection Section 1: Updating the AR Acceptance Flag Create a population selection of registered students for a specific term who need the AR acceptance flag flipped on the Student Course Registration form (SFAREGS). All students in the population should need the flag changed to the same indicator. For example, the population may contain students with the indicator currently set to C (confirmed) or N (none), but they must all need the indicator changed to Y (yes). Since the C, N, or Y can be entered as a parameter for the AR Acceptance Flag Update process (ZSRAFLU), any combination of settings may be included in the population selection. 2. Execute AR Acceptance Flag Update Process (ZSRAFLU) Go to the Process Submission Controls form (GJAPCTL) to execute ZSRAFLU. Enter the process parameters as listed below. Parameters for ZSRAFLU No Name Required? Description/Instructions 01 Term Code Yes Enter the term code to be processed 02 Acceptance Indicator 03 Selection Identifier 04 Application Code Yes Yes Yes Valid values: Y(es), N(one), or C(onfirmed) Selection ID of population selection Application Code of population selection 05 Creator ID Yes Creator of population selection 06 User ID Yes User of the population selection 07 Run Mode Yes (A)udit or (U)pdate Mode Page 2 AR Acceptance Flag Update Process March 2008

7 Updating the AR Acceptance Flag Valid values are C, N, or Y. Always run in Audit first and review the.lis file for any errors. The.lis file will contain a list of all students processed, the old AR acceptance flag, the new AR acceptance flag, and any messages. Sample.lis file in Audit mode: If a student is not registered for the term, the message No registration exists for term will be displayed in the.lis file and no change will be made to the student s record. Page 3 AR Acceptance Flag Update Process March 2008

8 Updating the AR Acceptance Flag If the student s AR acceptance flag is already set to the requested code, the message No change; Record already exists will be displayed in the.lis file. No change will be made to the student s record. When the ZSRAFLU is run in Update mode, the message Record updated will be displayed next to all records updated by the process. Sample.lis file in Update mode: Technical Note: ZSRAFLU will update SFBETRM_DATA_ORIGIN field in the SFBETRM table with AR Acceptance Flag Update. Query SQL*Plus access or a similar query tool may be used to confirm that the appropriate message is contained in the field. Page 4 AR Acceptance Flag Update Process March 2008

9 Updating the AR Acceptance Flag Section 2: Verification Confirm that the AR Acceptance flag is updated in the Enrollment Information block of Student Course Registration form (SFAREGS). The flag is also used by the Student Payment form (TSASPAY). Verify that TSASPAY functions as normal. 1. Confirm change on Student Course Registration form (SFAREGS) Confirm that ZSRAFLU correctly updated the Enrollment Information block on SFAREGS. The value here should match the value on the.lis file. C = Confirmed N = None Y = Accepted 2. Confirm change on Student Payment for (TSAPAY) Confirm that ZSRAFLU correctly updated TSASPAY. The process of accepting charges on this form should function as normal. If the AR acceptance flag is set to C or N, the Accept Charges popup box will appear. Accepting charges on TSASPAY will automatically change the AR acceptance flag to Y. Bursar s Office will need to assist and confirm that TSASPAY functions correctly. Page 5 AR Acceptance Flag Update Process March 2008