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MBUG 2013

MBUG 2013. Session Title : Identifying and Merging Multiple Entities Presented By: Lisa McDaniel, MUW Edith Riley September 17, 2013. Session Rules of Etiquette. Please turn off your cell phone If you must leave the session early, please do so discreetly

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MBUG 2013

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  1. MBUG 2013 Session Title: Identifying and Merging Multiple Entities Presented By: Lisa McDaniel, MUW Edith Riley September 17, 2013

  2. Session Rules of Etiquette • Please turn off your cell phone • If you must leave the session early, please do so discreetly • Please avoid side conversation during the session

  3. Prevention • Search on SOAIDEN • Use wild card (*) on last name and first name • Check birth date • GOAMTCH – used for tape loads in admissions and financial aid

  4. When Multiples Are Found • Aprimary contact person to start resolution process and confirm “clean up” • Functional / IT contact list • Established timeline to make all decisions and changes

  5. Student • Admissions records • Academic history • Reporting files • Recruiting only can be deleted • IDs • Blackboard • Xtender

  6. Human Resources • Same benefits under both numbers? • Paid under both numbers on different payrolls? • Paid under both numbers on same payroll? • W2/1042S issued under incorrect SSN? Should be periodically verifying new employee information with SSA

  7. Financial Aid • If possible, reload EDE records onto correct record for all aid years. • Move other records electronically.

  8. Finance • Check for vendor addresses on each number • If required, ‘move’ vendor address from “bad” ID to “good” (will need for tracking if invoices have been processed) • ‘Move’ TRND and TRNH data • Delete records from “F” tables

  9. Accounts Receivable • ‘Move’ records from “bad” ID to good starting with max transaction number +1 on “good” ID • Rerun application of payments • Delete records from “T” tables

  10. Clean Up • Check all tables for bad pidm • Delete all remaining general information tables for example SPRIDEN, SPBPERS • Notify those involved in process

  11. Questions

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