pennsylvania banner users group 2008 fall conference e-billing 1

Pennsylvania Banner Users Group 2008 Fall Conference

E-Billing

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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 Questions will be answered …..

Thank you for your cooperation2

Lehigh Carbon Community College

Located in Schnecksville, PA Current Fall 2008 Credit Student Enrollment

– Approx. 7400 students Bursar – Diane Trainer Banner/Application Support – David Slater

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Why E-bill??? Potential Cost Savings Time savings Save the environment! No more Paper –

almost… Faster access to bill for students Update bills with current data Electronic connection to TouchNet payments

via BannerWeb Automated billing process (mostly automated) –

Eventually (Implemented second term)4

E-bill Project Timeline

Jan. 2008 – Began discussions investigating alternatives Evisions TouchNet

February 2008 - Began testing with Evisions ‘FormFusion’

April 2008 - chose Evisions Product and began official E-Bill project

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E-bill Project Timeline – Cont.

April 2008 – Marketing Meeting Initial kick-off letter Emails Postcards Brochure Video Marquee Educate Staff

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E-bill Project Timeline – Cont.

May 2008 – Banner Web Development May and June 2008 – Student Orientation June 2008 – Created Cron scripts in Unix to

automate E-Bill generation July 2008 – Ran mass E-Bill manually (NOT

repeated for next term)

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E-bill Project Timeline – Cont.

September 2008 – Post Mortem Meeting What we discovered

No more mass E-Bill Update E-Bill more frequently Included more events that generated E-Bill

Financial Aid awarded Payments Dropped courses

Re-Educated Staff One Statement per term (Optional Mod to

BannerWeb)8

E-bill Project Timeline – Cont.

November 2008 – Spring and Summer 2009 registration begins; E-Bills generated hourly (previously once a day).

December 2008 – Email reminders

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LCCC E-bill Example

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View Bill in BannerWeb

Link OpensE-bill in PDF

Bill Date in Drop-down Box;LCCC Modified to display Term Description

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View Bill in Banner - TGISTMT

Click ‘View Statement’; E-bill open as PDF

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Used Evisions Formfusion to Develop E-bill

Newest version of FormFusion REQUIRED.Newest Version of FormFusion Required.

Three separate Forms for each of our semesters.

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Primary Evisions Component - FormDirector

We chose to generate E-bills in PDF format.

SQL to generate E-bill in TBBSTMT and GORBLOB tables.

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E-bill notification emailed to students when bill generated

Variable studentEmail; matches toEntry in TBBSTMT-Displays onTGISTMT screen.

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Primary Components in Banner- TGACTRL

Controls the # of months to displayE-bills in BannerWeb.

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Primary Components in Banner- TSADETC - Optional

Check if you want Payment History to display in the BannerWeb section of the E-bill.

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Primary Components in Banner- TSASBRL

Rules affect the Banner data that will print on the E-bill.

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Primary Components in Banner- TSASBRL - Continued

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Primary Components in Banner- TSASBRL - Continued

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Primary Components in Banner - GLRSLCT - Optional

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Primary Components in Banner - TSRCBIL

Evisions Form Name

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Primary Components in Banner - TSRCBIL - Continued

Use SCHEDSTMTto generate VERYImportant Statement Number On TBBSTMT table

Matches TSASBRL

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Primary Components in Banner - TSRCBIL - Continued

Bill and Due Dates Display on BannerWeb and Print on the E-Bill

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Hourly E-bill processing – Unix CRON script (Partial)

Ebill cron and UNIX script:

cron entry: 00 06 * * 0-6 su - oracle -c "/u01/app/sghe/scripts/create_ebill.shl" >/u01/app/sghe/scripts/logs/create_ebill.log 2>&1

create_ebill.shl script: #! /bin/sh Clear echo ======================================= echo Starting EBILL tsrcbil ${BANNER_HOME} echo ======================================= 200840 $TODAY 1MA EBILL STUDENT DSLATER SATURN N EBILL % Y SCHEDSTMT $TODAY 11-AUG-08 Y Y N

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Unix CRON script (Continued)

E-bill generated by the following events (Credit Students Only): Registration Course Drop Payments Financial Aid – Memo or Award

One set of scripts/E-Bill for each term Spring, Summer, Fall

Only one E-Bill exists per term (New bills replace existing)

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E-Bill Related Banner Tables

TBBSTMT – Primary table; stores unique data about each E-bill; Statement Number created from TSRCBIL.

GORBLOB – Stores the actual Bill (eg, the PDF that represents the E-bill)

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Open to the Floor

Questions Comments

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