1. 2015 16th Annual PABUG Conference Detail Codes and Prioritization Ann Fulton Director - Office of the Bursar

2. 2015 16th Annual PABUG Conference 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. Please hold questions until the end of the presentation. Thank you for your cooperation

3. 2015 16th Annual PABUG Conference To receive CPE credits for this session (if eligible), complete the CPE Attendance Form on the PABUG Annual Conference website http://pabug.org/pennsylvania-banner-users- group-annual-conference/cpe-credits/ or via the PABUG conference app. For additional questions please contact Kim Fremont CPE - Coordinator http://pabug.org/contact-us/ http://pabug.org/contact-us/ CPE Credits - We’ve gone electronic!

4. 2015 16th Annual PABUG Conference Drexel University Founded in 1891 in Philadelphia With approximately 26,000 students, Drexel is one of America’s 15 largest private universities. Drexel has a Medical School and a Law School. Drexel is one of Philadelphia’s top 10 employers On Banner Finance and A/R since 1997.

5. 2015 16th Annual PABUG Conference Why are you here? Are you tired of cleaning up TGRAPPL all the time? Are you having problems with payments being applied properly against your student accounts? Are you having problems with how payments appear in your on-line portal? Banner Self- Service showing the balance in a different term? Are late fees posting accurately to the past due balance?

6. 2015 16th Annual PABUG Conference Why did it take Drexel so long…… Drexel moved to an annual bill for all Full time Undergraduate students in September 2004. – We billed all tuition and fees over the class and coop terms in August for the upcoming year. Refunds were processed manually during this time. – We ran reports to pull credit balances, we could not use the Banner automated refund process.

7. 2015 16th Annual PABUG Conference Detail code Prioritization Review of TGRAPPL parameters

8. 2015 16th Annual PABUG Conference Detail code Prioritization Review of TGRUNAP parameters

9. 2015 16th Annual PABUG Conference Detail code Prioritization Review of all detail codes and their priority codes. When Banner is installed – Payment detail codes are set to 000. – Charge detail codes are set to 999.

10. 2015 16th Annual PABUG Conference Prioritization by Category Code CHARGE SIDE MFE – Matriculation Deposits = 999 TUI – Tuition Charges = 997 FEE – University Fees = 995 MEA/HOU – Meals and Housing = 899 EQT/SLF – Equipment and Immunization = 991 LAT – Late Fees = 897 3 RD, MSC, DEP, DSB, RFD, RET, etc. = 891

11. 2015 16th Annual PABUG Conference Prioritization by Category Code PAYMENTSIDE 000 – Will pay any charge. 090 – Will pay any charge with a “9” in the second place on a charge. 899 – Will pay meals and housing only. 995 – Will pay University Fees only. 997 - Will pay Tuition only.

12. 2015 16th Annual PABUG Conference Direct One-to-One Relationships Financial aid – Athletic Grants/Tuition = 997 – Athletic Grants/Fees = 995 – Athletic Grants/Board = 994 In this instance if F/A is more than tuition it will not pay out more than tuition charges. Shows as credit on TSAAREV, but set as non-refundable.

13. 2015 16th Annual PABUG Conference Direct One-to-One Relationships Tuition Remission – Employee Tuition Remission = 990 It will pay tuition and fees. – Employee Dependent Remission = 997 It will pay tuition only

14. 2015 16th Annual PABUG Conference Open to the Floor Questions Comments

15. 2015 16th Annual PABUG Conference The Real PABUG The Firefly is the state insect, as enacted by the General Assembly on April 10, 1974. Act 130 of December 5, 1988, designated the particular species of firefly, "Poturis Pensylvanica De Geer" as the official state insect. The Pennsylvania Manual.

16. 2015 16th Annual PABUG Conference Please take time to complete our Conference and Session evaluations. YOUR INPUT MATTERS!!! Thank you for coming Ann Fulton Director - Office of the Bursar Drexel University 3201 Arch Street, Suite 310 Philadelphia, PA 19104 Tel: 215.895.5860 | Fax: 215.895.5914