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Getting Started- Students ASK Questions! Feel free to reach out to: - Support at SB-IT - Seattle, Bellevue SBCTC-IT Nelnet Automatic Payments Providing.

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Presentation on theme: "Getting Started- Students ASK Questions! Feel free to reach out to: - Support at SB-IT - Seattle, Bellevue SBCTC-IT Nelnet Automatic Payments Providing."— Presentation transcript:

1 Getting Started- Students ASK Questions! Feel free to reach out to: - Support at SB-IT - Seattle, Bellevue SBCTC-IT Nelnet Automatic Payments Providing colleges with the ability to automatically manage Nelnet payments from an electronic file.

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6 Getting Ready-SMS/FMS – College to contact SBCTC-Support with notification that they will be participating in the Nelnet Automated Payment Solution. – SBCTC-Support will contact Nelnet to obtain the following information: College user name and password Nelnet ftp server login. NBS codes for college. What are these?

7 NBS Codes The NBS Codes are 5 digit codes assigned by Nelnet. Each code represents a quarter. There are two codes for each quarter: one is for full pay students; the other for partial pay students Each set contains codes for Summer Fall Winter Spring Cleared?

8 Getting Ready-SMS/FMS matic%20Payment%20Solution.pdf Setting Up Sponsorship Record – (screen BM1626) A unique sponsorship must be set up for each year quarter and, if applicable, each campus. The debt type should be a non-billing debt type – (Screen BM1020).

9 Use an initial status of IN to ensure no billing will occur.

10 Getting Ready-SMS/FMS Why is Seattle’s BM1020 screen different? 061 creates DR/CR only 1312/3205 and 061R 3205/1312 there is no way for the system to apply cash the 023 not true on their screen…. 061 creates receivable but 062 is one bullet to kill two birds, pay the receivable and record cash received (3205/1312 & 1110/3210)

11 Getting Ready-SMS/FMS Nelnet Fee Class Configuration Parameter (Screen ZX0070, Parameter CA1071) To control which fee classes will be included or excluded from payment with the Nelnet Automatic payment process, a new configuration parameter (CA1071) has been added to ZX0070 (Configuration Parameter Table). This table is college controlled. Fee classes to be included or excluded are college defined. This table must be set up before your process begins.  CA1071 Sample Parameter Values o To include fee classes “I ” o To exclude fee classes “E ”  The data entered on this screen are used to populate student sponsorship records. Auto Application (FG095R) uses these parameters to determine which charges (based on fee class) will be paid off. FEES ARE PAID IN ORDER LISTED!

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13 Getting Ready-SMS/FMS Nelnet YRQ Cross-Reference (Screen SM5305) College security manager to grant access to the new screen SM5305. This screen is used to populate the YRQs and sponsorship record in each year to reference the NBS code received from Nelnet.

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15 Getting Ready-SMS/FMS Confirm Sponsorship Configuration Parameter (Screen ZX0070, Parameter CA1039) Using screen ZX0070, verify that the configuration parameter CA1039 is set to “Y”. This allows auto application to process sponsorship records for a student. If set to “N” contact SBCTC-Support to request the change to “Y”.

16 DAILY PROCESSING NELNET DWNHIST REPORT (10 a.m.) This is the key to the Nelnet payments for the day. These are the payments that will process on 3/29

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18 DAILY PROCESSING Select report(s) w/ your payments & Download

19 DAILY PROCESSING Report Scheduling  10:30 a.m.SG500R Agreement (UAC) SM5301 Reports  11:50 a.m.FG162R Sponsorship BM4001 Reports  1:00 p.m.FG095R Auto App BM1628 (Don’t look at)

20 ON DEMAND PROCESSING BM4002J - Nelnet Balance Extract and Upload Keys on the UAC to ID Nelnet Students Calculates the unpaid charges on Customer Account (Based on your FEE CLASS criteria) Creates BM4002 report Use BM4002D screen in FMS from extract data for upload to Nelnet (screen is unforgiving)

21 ON DEMAND PROCESSING BM4003J Freezing Students Charges Use on last day of 100% refunds Freezes Nelnet Student Accounts to prevent FeeCalc from deleting unpaid charges during 50% drop and beyond SM5304J NLNT O/S Terminated Agreement Rpt Creates a report of all terminated agreements (not quarter specific but includes YQR)

22 END OF QUARTER PROCESSING Job Group SG501R – Nelnet EOQ Bad Debt Process SM5302J – Nelnet EOQ Student Extract (See SBCTC-IT Guide) SM5303J – Nelnet Students Unpaid Fee Extract. Compares Sponsorship record for income and BM1600/1625 for charges & writes differences (charges only) to output extract SM5239J – Nelnet Update Bad Debt Amount. Reads previous job output and puts UAC (Cashier Hold) and Debt amount on SM5003


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