kentucky banner users group interfaces/3 rd party presented by: doris settle diane carver western...

Kentucky Banner Users Group

Interfaces/3rd Party

Presented by: Doris Settle

Diane CarverWestern Kentucky University

February 3, 2012

Course ID 06622

Session Rules of Etiquette

• Please turn off your cell phone/pager

• If you must leave the session early, please do so as discreetly as possible

• Please avoid side conversation during the session

Thank you for your cooperation!

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Introduction

• The purpose of this session is to show the many interfaces WKU uses in Financial Aid, Finance, Accounts Receivables and Auxiliary Systems

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Introduction

• How long has Western Kentucky University been on Banner?—Financial Aid – March 1999—Admissions/Student/AR – October 2000—Finance – July 2001—Human Resources – January 2002

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Introduction

• WKU has approximately 2,100 full-time employees and 21,000 students

• We are currently on the following versions of Banner—Financial Aid – Version 8.13—Accounts Receivables – Version 8.3—Student – Version 8.5—Finance – Version 8.6—Human Resources – Version 8.6—General – Version 8.4

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Topics of Discussion

• Financial Aid Interfaces

• Accounts Receivables Interfaces

• Finance Interfaces

• Auxiliary Interfaces


Financial Aid Interfaces

Course ID 06628


• CAP (College Access Program) Awards CAP estimates are built based on our rules & applicant

information when we package Once Kheaa is no longer making awards, we remove CAP

from packaging priority Go to Kheaa’s website and pull the last College Weekly

Summary file from Kheaa and load file in Banner using script wkup_fam_cap_awards

RPAAWRD

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Course ID 066210

RPAAWRD

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• CAP (College Access Program) Awards By the designated date, we send the enrollment

verification file to Kheaa using the script wkus_fam_cap_elig_verif. Once the GRTEVF file is created, it is uploaded to Kheaa’s website.

Course ID 066212


• KEES (Kentucky Education Excellence Scholarship) Awards Estimates for freshmen are generated from a file we send

and receive back from Kheaa. To create the file (kees01) we send to Kheaa, we run script

wkus_fam_kees_projecting_file To load into Banner the file (kees06) we receive back from

Kheaa, we run script wkus_fam_kees_awards

Course ID 066213


• KEES (Kentucky Education Excellence Scholarship) Awards Estimates for returning students are generated after we

receive a file (kees31) from Kheaa of students and return to them a file (kees32) of those students with their gpa. We then upload the kees awards from another Kheaa file (kees33).

To create the file (kees32) we send to Kheaa, we run script wkus_fam_kees_renewal_elig_file2

To load into Banner the file (kees33) we receive back from KHEAA, we run script wkus_fam_kees_renewal_awards

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• KEES (Kentucky Education Excellence Scholarship) Awards Once the 100% drop/add period is over, we will send a file

to Kheaa so they can generate actual awards based on what the student’s enrollment was at that time.

Once they have processed this file, we will receive a response file. At that point, we will load such information into Banner and replace the estimates with actuals.

To create the file we send to Kheaa, we run script wkus_fam_kees_elig_verif

To load into Banner the file we receive back from Kheaa, we run script wkus_fam_kees_fall_awards and wkus_fam_kees_spring_awards

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• Affordability Study for CPE In November you must submit your colleges affordability

study file Institutional Research will provide a cohort file of

undergraduate students I run a Crystal Report that uses a stored procedure to pull

all the data needed in the file The report pulls awards from Financial Aid tables as well

as contracts from Account Receivables tables The report is exported to excel

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• NCAA Automated Load for Athletes into Compliance Assistant (CAI) website In https://sso.ncaa.org you must have a user id and

password. The new aid year must be set up. Funds must be created or updated in their system

Script wkus_ncaa_data will create 2 tables for awards and student information

Cost of Attendance and Grant in Aid is stored in a table and updated each aid year

Awards are grouped together depending on how they are set up in CAI

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• NCAA Automated Load for Athletes into Compliance Assistant (CAI) website Script wkus_ncaa_award_xml will create an xml file of

Financial Aid Awards Script wkus_ncaa_gpa_xml will create an xml file of

Student Information (ex. Addresses, Gpa, etc..) Log into the CAI website and upload the files


Account Receivables Interfaces

Accounts Receivables Interfaces

• Download Meal Plans to Cbord Students can pick their meal plans on-line Cumulative download at the start of the semester

(cbord_dl_new.sql) Daily downloads afterwards

(wkus_cbord_dl_supplement.sql) Meals are assessed (SLRFASM) nightly into Banner

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• Download Big Red & Dining Dollars to Cbord Students can purchase Big Red Dollars on-line Students can purchase Dining Dollars on-line Charge to student accounts until two weeks into the

semester Pay by credit card anytime These files are downloaded daily into Cbord

(wkus_stu_idcenter_dat.sql)

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• Download bank files (BB&T) into Banner Daily bank files (containing checks) are received Files are reformatted into a readable file Load the file into Banner (TSRLBOX) Reports are sent to the Accounts Receivables Office

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• Download payment data into Banner Tuition Management Systems (TMS) allow students to pay

their bill Online through a free electronic debit from checking or

saving account Online with a MasterCard, Discover, or American Express

credit card Data is loaded into Banner real-time

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• Download Bookstore Charges from the Nebraska(Prism) Bookstore creates a file of transactions Files are sent to our server A script is ran to load data into Banner

(wkus_bar_tbraccd_bookstore_ad2.sql) nightly

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• Download Parking Charges from T2 Parking creates a file of transactions Files are sent to our server A script is ran to load data into Banner

(wkus_bar_tbraccd_t2_add.sql) nightly

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Finance Interfaces

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Finance Interfaces

• Bookstore (PRISM) Vendor Invoices Script wkus_ncaa_award_xml will create an xml file of

Financial Aid Awards Script wkus_ncaa_gpa_xml will create an xml file of

Student Information (ex. Addresses, Gpa, etc..) Log into the CAI website and upload the files

Auxiliary Interfaces Outgoing Files

• Send data file to Health Services (Allscripts)

Nightly file (healthmat.dat) of enrolled students names and demographics (wkus_health_download.sql)

• Send data file to Bookstore (Prism)

Nightly files (enrolled.dat and balance.dat) of enrolled students names, demographics and amount maximums (wkus_txt_student_dat_new.sql)

• Send data file to Parking (T2)

Nightly files (parking.dat) of enrolled students names and demographics (wkus_parking_download.sql)

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• Send data file to Academic Computing (Uniprint) File is sent from the ID Center with ids and card number Combine data from Banner and the ID Center file Nightly files (current_term.dat and future_term.dat) of

enrolled and future students names, courses and demographics (wkus_uniprint_download.sql)

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• Send data to Preston Center Recreation (CSI) Nightly file (CSIAU.csv) of enrolled students names and

demographics (wkus_csi_download.sql)

• Send data to ID Center (Cbord) Nightly file (inactive.dat) of no longer enrolled students or

inactive employees (wkus_stu_inactive_dat.sql) Nightly file (mealplan.chr) of enrolled students who have

changed their meal plan (wkus_stu_mealplan_dat.sql)

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Auxiliary Interfaces Incoming Files

• Receive Parking (T2) holds file (pa_flags.dat) Add parking holds in banner (wkus_t2_hold_add.sql)

• Receive Parking (T2) remove holds file (pa_remove.dat) Remove parking holds in banner

(wkus_t2_hold_delete.sql)

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Summary

• NRA withholding tax can be accomplished using Banner forms and a few scripts

• For this to work correctly many departments must be involved: Tax Compliance, Accounts Payables, Financial Aid, Accounts Receivables and IT

• Now something that was very manual has become automated

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Questions & Answers

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Thank You!

Doris Settle

[email protected]

Diane Carver

[email protected]

kentucky banner users group interfaces/3 rd party presented by: doris settle diane carver western...

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