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Accounts Receivable Banner Training
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Table of Contents TOPIC PAGE Table of Contents………………………………………………..………………………….. 2 Printer Destinations Box ……………………………………………………………………. 3 General Person Identification Form – SPAIDEN .…………………… …………............ 4-10 Person Search Form – SOAIDEN …………………………………………………….. …. 11 SSN/SIN Alternate ID Search Form – GUIALTI …………………………………………. 12 General Person Form – SPAPERS………………………………………………………… 13 General Person Telephone Form – SPATELE …………………………………………… 14 E-mail Address Form – GOAEMAL .............................................................................. 15 Emergency Contact Form – SPAEMRG ………………………………………………….. 16 Creating an account in Banner ……………………………………………………………. 17-24 Student Account Detail Form – TSADETL ………………………………………………… 25-28 Loading a charge to an account in Banner ………………………………………………… 29-32 Account Detail Review Form – TSAAREV .................................................................... 33 Account Review Form – TSAACCT ............................................................................. 34 Person Comment Form – SPACMNT ........................................................................... 35 Account Detail Query Form – TGIACCD ...................................................................... 36 Customer Profile Form – TGACPRF ............................................................................. 37 Student Course Registration Form – SFAREGS ........................................................... 38-41 Student Course/Fee Assessment Query Form – SFAREGF ......................................... 42 Registration Fee Assessment Form – SFAFAUD ......................................................... 43,44 Student Course Registration Audit Form – SFASTCA .................................................. 45 Reviewing transactions in a cashier session ……………………………………………… 46,47 Student Residency Status Form – SGASTDN .............................................................. 48 Schedule Course Section Information Form – SSASECT ............................................. 49-51 Course Summary History – SHACRSE .......................................................................... 52 Student Course Grade History – SHATERM .................................................................. 53 Hold Information Form – SOAHOLD .............................................................................. 54-57 New Icons ……………………………………. .................................................................. 58-70 User Preferences – GUAUPRF…… .............................................................................. 71-74 Form Quick Reference Sheet ……………………………………………………….. ……… 75 Hot Keys ……….........………………………………………………………………………… 76
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Printer Destinations Box
1. Close the Printer Destinations box by clicking on the black X on the right side of the Banner tool bar.
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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. E-mail – Review students’ email information – GOAEMAL 7. Emergency Contact – Review students’ emergency contact information – SPAEMRG
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Person Search Form – SOAIDEN Functions 1. Search for a person by name 2. Search for a person by identification number 3. Search for a person by birth date
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SSN/SIN Alternate ID Search Form – GUIALTI (may be hidden – limited access)
Function: 1. Search for person by social security number
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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
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General Person Telephone Form - SPATELE Function: 1. Review student phone numbers 2. Create student phone numbers
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E-mail Address Form - GOAEMAL Function: 1. Review students, employees, and retirees e-mail addresses 2. Create students, employees, and retirees e-mail addresses
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Emergency Contact Form – SPAEMRG
Function: 1. Review emergency contact information on a student 2. Create emergency contact information for a student
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Creating an account in Banner 1. Go to the general Person Identification Form, SPAIDEN, using Direct Access and the Enter key
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2. If you need to search for the person, click the down arrow next to the ID: number box.
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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.
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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”.
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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
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8. Click the Next Block icon (9th 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.)
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9. Click the Address tab (3rd 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.
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Student Account Detail Form - TSADETL Function: 1. Charges/Payments tab – review details on student account transactions.
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2. Deposits tab – review advanced deposits for a student.
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3. Memos tab – review pending third party credits & discount tuition remissions.
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4. Comments tab – Review comments entered on the student account.
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Loading a charge to an account in Banner
1. Go to the Student Account Detail Form, TSADETL, using Direct Access and the Enter key
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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.
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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.
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8. Click the Save icon
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Account Detail Review Form – TSAAREV
Functions: 1. Review in summary students account.
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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.
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Person Comment Form - SPACMNT Function: 1. Review comments on a person 2. Create comments on a person
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Account Detail Query Form - TGIACCD 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.
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Customer Profile Form - TGACPRF 1. Review type of customer account 2. Review address type 3. Review or create comments
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Student Course Registration Form - SFAREGS Functions: 1. Review students courses
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Student Course/Fee Assessment Query Form - SFAREGF Functions: 1. Review student course load including times and locations of classes
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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
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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
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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.
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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.)
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Student Residency Status Form - SGASTDN Functions: 1. Review current residency status 2. Review past residency status
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Schedule Course Section Information Form – SSASECT Functions: 1. Review current enrollment in a class section 2. Review seats available in a class section
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Course Summary History - SHACRSE Functions: 1. Review grades for all institutional course
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Student Course Grade History - SHATERM Functions: 1. Review grades for courses by term 2. Review transfer grades
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Hold Information Form - SOAHOLD 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
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NEW ICONS 1. Save.
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2. Rollback.
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3. Select.
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4. Insert Record.
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5. Remove Record.
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6. Previous Record.
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7. Next Block.
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8. Enter Query.
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9. Execute Query.
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10. Cancel Query.
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13. View/Send Message.
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14. Print.
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15. Exit.
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User Preferences – GUAUPRF Function:
Change color.
1. The user may select a color from the palette, from HSB tab or from the RGB tab.
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FORM QUICK REFERENCE SHEET
ACCOUNT TYPE = TGACPRF page 37
ADD INDIVIDUAL INVOICE INSTRUCTIONS page 29-32
ADD NEW ACCOUNT page 17-24
ADDRESS = SPAIDEN page 4-10
AR ACCOUNT INFORMATION = TSAAREV page 33
AR ACCOUNT INFORMATION/COLLECTION/FINANCIAL AID = TSAACCT page 34
CASHIER SESSION DETAIL page 46-47
COMMENTS = SPACMNT page 35
COMMENTS = TGACPRF page 37
COURSE FEES = SFAREGF page 42
COURSE FEES BY TERMCODE = SFAFAUD page 43-44
COURSE HISTORY/GRADES = SHACRSE page 52
COURSE REGISTRATION = SFAREGS page 38-41
COURSE HISTORY/TRANSFER CREDITS/GRADES BY TERM = SHATERM page 53
COURSE REGISTRATION AUDIT FORM = SFASTCA page 45
COURSE SECTION INFORMATION = SSASECT page 49-51
DETAIL CODE BALANCE/DETAIL = TGIACCD page 36
DISPLAY INVOICE INFORMATION = TSADETL page 25-28
E-MAIL ADDRESS = GOAEMAL page 15
EMERGENCY CONTACT = SPAEMRG page 16
HOLDS = SOAHOLD page 54-57
INFORMATION/PERSONAL = SPAPERS page 13
INVOICE DETAIL=TSADETL page 25-28
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 71-74
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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 ☺
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