Laurie Jones

1. Contact Information: Laurie Jones Towson University Assistant Director of Systems and Technology/Bursar’s Office Students Financials Lead 410-704-3692 lljones@towson.edu

2. Contact Information: Laurie Jones Towson University Assistant Director of Systems and Technology/Bursar’s Office Students Financials Lead 410-704-3692 lljones@towson.edu

4. Customer Account Why? • Modified to reduce the level of drill down. • Modified to place pertinent information on initial page to expedite research effort. • Modified to provide instantaneous balance of specific items. • Modified to have a clear picture of all term activity at a glance. (Billing date, Due date, Payment ID, Item Type, Net total and Item Balance) • Modified to provide an Overall Account Balance less Anticipated Aid.

5. Blue Prints for Development • Not just Debits and Credits. • Based on Line Action of the Process • QCK, TUI = Quick Post and Tuition Calc • GRP = Group Post • CRV = Charge Reversal • WRO = Write Off • TPP = Third Party

6. Header Information How do you use….

7. Anticipated Aid with View Anticipated Aid Link

8. How do you use…. Header Information

9. Detail Information … How are Transactions Sorted • Most Recent Term First • Effective Date in ascending order • Item Type Number

10. Item and Item Type

11. Payment ID • Easy way to identify Charge Items versus Payment Items • Easy way to track the order payments were made. • Easy identification of where swapping may have occurred. • Easy identification of what Payment ID is unapplied. • Easy identification of what payment paid what charge at the drill down level.

12. Billing and Due Date Information • Charge Items • Billed • Unbilled

13. Payment Items • No Billing and Due Date displayed at this level. Billing and Due Date Information

14. Line Total • Net of all transactions for an Item Type.

15. Item Balance • The Item Balance represents the unpaid balance on charge items and the unapplied credit on payment items. • Expedites the researching effort in identifying what is still outstanding. • The amounts in this column added together will result in the Amount Total.

16. Number of Transactions • If a Number appears under the Nbr of Trns column this means: • There is more than one transaction associated with that item type for a particular term. The Number represents how many transaction lines make up that overall total. • Click on Item Detail

17. Item Details What information does this link provide to the user? • Charge Items

18. Displays what payments paid this charge.

19. Provides information about the transaction line.

20. Payment Items

21. Payment Line Details Displays what charges this payment paid.

22. Provides information about the payment transaction.

23. Multiple Transactions

24. Displays the detail of each transaction.

25. Class Fee Charges

26. Associates the Class ID to the class fee

28. Bye-Bye Unapplieds • Item Balance • Unapplied Payments • Outstanding Balance • Amount Total

29. Why move UNAPPLIED PAYMENTS ? • Accounts Receivable and Unapplied reports were inflated. • Trouble writing off charges for collections. • Eliminate the manual effort of removing and reapplying the payment. • Went out on the ListServe for help and everyone was having issues.

30. How can you find your Unapplied Payments? Run Query • Use Item_Line_SF, Item_SF, and Account_Tot_Vw tables • Can break it down by Item Type Codes • Look for the Item Balance to be less than 0 • Look for Item Term not to be greater than a specified term. • Look for Item Balance not to be equal to Account Balance

31. Run Query and these results are displayed …

32. Payment ID Item Types

33. Item Type Charge Priority

34. Charge Priority Rule that is attached to FA_ALL Current Term Prior Term Prior Year Future Term

35. Run Query using Item_SF Table for a specific ID. Results show the Charge Priority rule that was attached to the Payment at the Transaction Level.

36. How do you change the Charge Priority Rule at the Transaction Level? Enter ID Enter Payment ID Nbr Select Search

37. Information that appears relating to Payment ID • ID • Payment ID Nbr • Item Type • Payment Amount • Term • Charge Priority attached to the payment • Priority of Payment Application

38. Change Charge Priority Rule to SF_UNAPL

39. Run the Payment Applier for One ID Enter Student ID Fix more than One ID Click Run

40. Payment ID #2 has now been fully applied. Item Balance = 0.00

41. Details for Payment ID #2 Item Effective Date

42. Verify that the Charge Priority Rule has changed at the Transaction Level

43. Easy as 1…2…3 Payment ID #3

44. Pull up information for Payment ID Enter ID Enter Payment ID Nbr

45. Change Charge Priority from

46. …to SF_UNAPL

47. Run the Payment Applier for One ID Click Run

48. Charges have been fully paid except for $20. All Payments are fully applied. Amount Total of $20 now matches the Outstanding Amount Due in the Item Balance Column.

49. Bye-Bye Unapplieds

50. Contact Information: Laurie Jones Towson University Assistant Director of Systems and Technology/Bursar’s Office Students Financials Lead 410-704-3692 lljones@towson.edu