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Pennsylvania Banner Users Group 2008 Fall Conference

Pennsylvania Banner Users Group 2008 Fall Conference. E-Billing. 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 …..

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Pennsylvania Banner Users Group 2008 Fall Conference

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  1. Pennsylvania Banner Users Group 2008 Fall Conference E-Billing

  2. 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 cooperation

  3. 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

  4. 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)

  5. 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

  6. E-bill Project Timeline – Cont. • April 2008 – Marketing Meeting • Initial kick-off letter • Emails • Postcards • Brochure • Video • Marquee • Educate Staff

  7. 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)

  8. 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)

  9. 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

  10. LCCC E-bill Example

  11. View Bill in BannerWeb Link Opens E-bill in PDF Bill Date in Drop-down Box; LCCC Modified to display Term Description

  12. View Bill in Banner - TGISTMT Click ‘View Statement’; E-bill open as PDF

  13. 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.

  14. Primary Evisions Component - FormDirector We chose to generate E-bills in PDF format. SQL to generate E-bill in TBBSTMT and GORBLOB tables.

  15. E-bill notification emailed to students when bill generated Variable student Email; matches to Entry in TBBSTMT- Displays on TGISTMT screen.

  16. Primary Components in Banner- TGACTRL Controls the # of months to display E-bills in BannerWeb.

  17. Primary Components in Banner- TSADETC - Optional Check if you want Payment History to display in the BannerWeb section of the E-bill.

  18. Primary Components in Banner- TSASBRL Rules affect the Banner data that will print on the E-bill.

  19. Primary Components in Banner- TSASBRL - Continued

  20. Primary Components in Banner- TSASBRL - Continued

  21. Primary Components in Banner - GLRSLCT - Optional

  22. Primary Components in Banner - TSRCBIL Evisions Form Name

  23. Primary Components in Banner - TSRCBIL - Continued Matches TSASBRL Use SCHEDSTMT to generate VERY Important Statement Number On TBBSTMT table

  24. Primary Components in Banner - TSRCBIL - Continued Bill and Due Dates Display on BannerWeb and Print on the E-Bill

  25. 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

  26. 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)

  27. 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)

  28. Open to the Floor • Questions • Comments

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