banner accounts receivable -...

Banner Accounts ReceivableRelease Guide

Release 8.4.4May 2013

Banner®, Colleague®, Luminis® and Datatel® are trademarks of Ellucian or its affiliates and are registered in the U.S. and other countries. Ellucian™, PowerCampus™, Advance™, Degree Works™, fsaATLAS™, Course Signals™, SmartCall™, Recruiter™, and ILP™ are trademarks of Ellucian Company L.P. or its affiliates. Other names may be trademarks of their respective owners.

© 2013 Ellucian Company L.P. and its affiliates. The unauthorized possession, use, reproduction, distribution, display or disclosure of this material or the information contained herein is prohibited.

Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more written license agreements between Ellucian and the licensee in question.

In preparing and providing this publication, Ellucian is not rendering legal, accounting, or other similar professional services. Ellucian makes no claims that an institution's use of this publication or the software for which it is provided will guarantee compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization's own choosing.

Prepared by: Ellucian4375 Fair Lakes CourtFairfax, Virginia 22033United States of America

Revision History

Publication Date Summary

May 2013 New version that supports Banner AR 8.4.4 software.

Ba

Contents

Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Account Comments Enhancement - Functional . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Account Comments Enhancement - Technical . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Miscellaneous Enhancements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Problem Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Account Comments Enhancement - Functional . . . . . . . . . . . . . . . . . . . 6

New Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Comment Mass Entry Form (TGACMAS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Default Values block . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Detail block . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Comment Code Validation Form (TTVCMNT) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Comment Text Validation Form (TTVTEXT) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Changed Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Comment Central Form (TGACOMC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Key Block . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Main Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Options Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Other forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Account Detail Form (TFADETL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Installment Plan Form (TFAISTL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Collections Form (TGACOLC). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Customer Profile Definition Form (TGACPRF) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Account Receivable Library Form (TOQOLIB) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Student Account Detail Form (TSADETL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Student Installment Plan Form (TSAISTL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Customer Service Inquiry Form (TSICSRV) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Changed Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

AR Validation Menu [*TARVALD] . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

General Controls and Cashiering Menu [*TGENERAL] . . . . . . . . . . . . . . . . . . . . . . . . 14

3nner Accounts Receivable Release Guide | Contents

Ba

New Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Comment Create Process (TGRCOMC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Comment Purge Process (TGRCOMP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Comment Report Process (TGRCOMR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Supplemental Parameter Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Account Comments Enhancement - Technical . . . . . . . . . . . . . . . . . . . . 30

New tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Comment Type Code Validation Table (TTVCMNT) . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Comment Text Validation Table (TTVTEXT) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Changed table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Comment Table (TBRCMNT) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

New API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

tb_comment API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Changed Packages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Parameter Validation Package (TOKPVAL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

New Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

TBRCMNT Conversion Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Miscellaneous Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Account Detail Form (TFADETL)Student Account Detail Form (TSADETL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Add ability to query in the ID field on the Cross Ref Tab (RPEs 1-ZUIMKL and 1-2IMA5X). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Requested functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Comment Central Form (TGACOMC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Problem Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

4nner Accounts Receivable Release Guide | Contents

5Banner Accounts Receivable Release Guide | Introduction

Introduction

This guide documents the Banner® Accounts Receivable 8.4.4 release, which includes enhancements, request for product enhancements (RPEs) and problem resolutions.

Account Comments Enhancement - Functional

This section discusses functional changes related to the Account Comments enhancement.

Account Comments Enhancement - Technical

This section discusses technical changes related to the Account Comments enhancement.

Miscellaneous Enhancements

This section describes Requests for Product Enhancements (RPEs) delivered in this release.

Problem Resolutions

This section summarizes Problem Resolutions included in this release.

System Requirements

Before you install and use Banner Accounts Receivable release 8.4.4, you must install the Banner General release 8.3 and Banner Accounts Receivable releases 8.4, 8.4.1, 8.4.2, and 8.4.3.

Ba

Account Comments Enhancement - Functional

Prior to this release, comments could be entered directly on a number of forms within Banner Accounts Receivable, including the Comment Central Form (TGACOMC). Comments were limited to 60 characters per line. This character limit was not sufficient since it forced you to frequently abbreviate words and use multiple lines to record a single comment. To address these issues, enhancements have been made to Account Comments functionality as follows:

• Modifications to the Comment Central Form (TGACOMC) to allow you to enter longer comments in a single text box.

• A new Comment Code Validation Form (TTVCMNT) to allow you to defined comment codes to associate with account comments.

• A new Comment Mass Entry Form (TGACMAS) to allow you to quickly create comments to multiple accounts.

• A new Comment Text Validation Form (TTVTEXT) to allow you to create comment text to be used when creating comments via mass entry form or batch processing.

• A new Comment Create Process (TGRCOMC) to allow you to quickly create comments to multiple accounts.

• A new Comment Purge Process (TGRCOMP) to allow you to purge comments using various criteria.

• A new Comment Report Process (TGRCOMR) to allow you to print comments using various criteria.

This enhancement resolves the following RPE's: 1-17KMQD7, 1-HNWG0Z, 1-2UZEBJ and 1-5ZC2OP.

New Forms

The forms in this section are new with this release.

Comment Mass Entry Form (TGACMAS)

This form allows you to quickly create the same comment on multiple accounts. The comment can be directly entered on this form, or defaulted using a Text Code from the new Comment Text Validation Form (TTVTEXT). Comments entered on TGACMAS will immediately update the Account IDs and can be reviewed on the Comment Central Form (TGACOMC).

6nner Accounts Receivable Release Guide | Account Comments Enhancement - Functional

Ba

Default Values block

Field values entered in this block default into the Detail block.

Fields Descriptions

Comment Type The Comment Type field is used to add a comment type such as Collections. Valid values come from the Comment Code Validation Form (TTVCMNT). Only active Comment Type Codes can be used when creating new comments.

Originator The Originator field is used to show the office the comment was added by, for example, the Admissions Office or the Bursar's Office. Valid values come from the Originator Code Validation Form (STVORIG). The Originator defaults from the Comment Code Validation Form (TTVCMNT) and can be changed.

Term The Term field displays the term associated with the comment. The Term field is required if the comment code requires term on the Comment Code Validation Form (TTVCMNT). Enter a value, or select a term from the Term Code Validation Form (STVTERM).

Restrict Update The Restrict Update indicator determines if the comment can be updated only by the user who created it, or by any user. Valid values are Y(es) and N(o). Y indicates the comment is restricted and can be updated only by the user who created the comment. N indicates the comment is not restricted and can be updated by any user. The Restrict Update indicator defaults from the Comment Code Validation Form (TTVCMNT). If the defaulted Restrict Update value is Y, the value cannot be changed to N. If the defaulted Restrict Update value is N, the value can be changed to Y.

Purge The Purge field allows you to indicate if the comment can be deleted or purged. Valid values are Y(es) and N(o). Y indicates the comment may be deleted or purged. N indicates the comment will not be deleted or purged. The Purge field defaults from the Comment Code Validation Form (TTVCMNT) and can be changed.

End Date The End Date field displays the date when the comment expires. The End Date field is required if the comment code requires an end date on the Comment Code Validation Form (TTVCMNT).


Ba

Detail block

Values entered in the Default Values block for these fields default into the fields in this block. You can type over these values, unless specifically noted in the table below.

Text The Text field allows you to enter the text code of the comment you want to create. Enter a value, or select a text code from the Comment Text Validation Form (TTVTEXT). When a text code is entered, the associated comment from TTVTEXT is defaulted into the comment field and can be changed. If the Text Code is not entered, then the Comment field must be entered.

Comment The Comment field allows you to enter up to 32,000 characters per comment. The comment text auto-wraps within its window. If you select the Comment edit button, the Editor window appears. From here you can insert and update comments, as well as search and replace on the text within the comment. If the Comment field is not entered, then the Text field must be entered.

Fields Descriptions

ID ID for the person or non-person associated with this comment. You can choose an ID from the Person Search Form (SOAIDEN), the Non-Person Search Form (SOACOMP), or the Alternate ID Search Form (GUIALTI).

Name Name of the person, or non-person. Display only.

Comment Type The Comment Type field is used to add a comment type such as Collections. Valid values come from the Comment Code Validation Form (TTVCMNT).

Originator The Originator field is used to show the office the comment was added by, for example, the Admissions Office or the Bursar’s Office. Valid values come from the Originator Code Validation Form (STVORIG).

Term The Term field displays the term associated with the comment. The Term field is required if the comment code requires term on the Comment Code Validation Form (TTVCMNT).

End Date The End Date field displays the date when the comment expires. The End Date field is required if the comment code requires an end date on the Comment Code Validation Form (TTVCMNT).

Fields Descriptions


Ba

Comment Code Validation Form (TTVCMNT)

This form allows you to define comment codes and default values used for comments entered on the Comment Central Form (TGACOMC), the Comment Mass Entry Form (TGACMAS), and used as a parameter on the Comment Create Process (TGRCOMC).

Restrict Update The Restrict Update indicator determines if the comment can be updated only by the user who created it, or by any user. If the Restrict Update value is Y, the value cannot be changed to N. If the Restrict Update value is N, the value can be changed to Y.

Purge The Purge field allows you to indicate if the comment can be deleted or purged. Y indicates the comment may be deleted or purged. N indicates the comment type will not be deleted or purged.

Fields Descriptions

Code The Comment code for person and non-person comments.

Description The description for the Comment code.

Originator Originator is the code of the originator of the comment. The originator could either be an office or individual. Valid values come from the Originator Code Validation Form (STVORIG). This value can be left blank, or you can enter the originator to be used as the default when creating comments.

Term Required Indicates whether the term is required for the associated comment code. The valid values are Y(es) and N(o). Y indicates that a term must be entered when using this comment type code; N (default) indicates that entering a term is optional.

End Date Required Indicates whether the End Date is required for the associated comment code. Valid values are Y(es) and N(o). Y indicates that an end date must be entered when using this comment type code; N (default) indicates that entering an end date is optional.

Fields Descriptions


Ba

Comment Text Validation Form (TTVTEXT)

This form allows you to assign a text code to a comment. The text code can then be used to create the associated comment in mass via the Comment Mass Entry Form (TGACMAS) or the Comment Create Process (TGRCOMC).

Restrict Update Indicates the default restrict update value for the comment code. Valid values are Y(es) and N(o). Y indicates the comment record associated with the comment code is restricted and can be updated only by the user who created the comment. N (default) indicates the comment record associated with the comment code is not restricted and can be updated by any user.

Purge Indicates the default purge value for the comment code. The valid values are Y(es) and N(o). Y (default) indicates the comment code may be deleted or purged. N indicates the comment code will not be deleted or purged.

Active Indicates whether the comment code is active. The valid values are Y(es) and N(o). Y (default) indicates comment code is active. N indicates comment code is not active.

Activity Date Date the record was last updated. Display only.

Fields Descriptions

Code The text code for the comment.

Description The short description for the text code.

User ID The ID of the user who last updated the record.

Activity Date The date the record was last updated.

Comment The comment assigned to the text code. The Comments field allows you to enter up to 32,000 characters per long comment. The comment text auto-wraps within its window. If you select the Comments edit button, the Editor window appears. From here you can insert and update comments, as well as search and replace on the text within the comment.

Fields Descriptions


Ba

Changed Forms

The forms in this section have been changed for this release.

Comment Central Form (TGACOMC)

This form has been redesigned and modified to allow comments of up to 32,000 characters to be created. As of this release, TGACOMC is now the only form used to record and display specific comments about a person or company. Comments are sorted by activity date (newest to oldest). You may query on other fields to review only those comments matching specific criteria.

Key Block

Use the key block to enter the ID of the person or company for whom you want to enter comments. Use the Comments Information block to enter comments about the person or company established in the key block.

Main Window

Use this window to enter comments for a person or company. The following fields are used on this form.

Fields Descriptions

ID ID for the person or non-person associated with this comment. You can choose an ID from the Person Search Form (SOAIDEN), the Non-Person Search Form (SOACOMP), or the Alternate ID Search Form (GUIALTI).

Fields Descriptions

Comment Type The Comment Type field is used to add a comment type such as Collections. Valid values come from the Comment Code Validation Form (TTVCMNT). Only active Comment Type Codes can be used when creating new comments.

Originator The Originator field is used to show the office the comment was added by, for example, the Admissions Office or the Bursar’s Office. Valid values come from the Originator Code Validation Form (STVORIG). The Originator defaults from the Comment Code Validation Form (TTVCMNT) and can be changed.


Ba

Options Menu

A link to the Display Holds Form (SOQHOLD) has been added to this form via the Options Menu.

Term The Term field displays the term associated with the comment. The Term field is required if Comment Type requires term on the Comment Code Validation Form (TTVCMNT). Enter a value, or select a term from the Term Code Validation Form (STVTERM).

Restrict Update The Restrict Update indicator determines if the comment can be updated only by the user who created it or by any user. Y indicates the comment is restricted and can be updated only by the user who created the comment. N indicates the comment is not restricted and can be updated by any user. The Restrict Update indicator defaults from the Comment Code Validation Form (TTVCMNT). If the Restrict Update value is Y, the value cannot be changed to N. If the Restrict Update value is N, the value can be changed to Y only by the user who created the comment.

Purge The Purge field allows you to indicate if the comment can be deleted or purged. Y indicates the comment may be deleted or purged. N indicates the comment will not be deleted or purged. The Purge field defaults from the Comment Code Validation Form (TTVCMNT) and can be changed.

End Date The End Date field displays the date when the comment expires. The End Date field is required if Comment Type requires an end date on the Comment Code Validation Form (TTVCMNT).

Created The Created field represents the user who created the record and date the record was created. Display only.

Last Updated The Last Updated field represents the user who created or last updated record and date the record was created or last updated. Display only.

Comment The Comment field allows you to enter up to 32000 characters per comment. The comment text auto-wraps within its window. If you select the Comment edit button, the Editor window appears. From here you can insert and update comments, as well as search and replace on the text within the comment.

Fields Descriptions


Ba

Other forms

The following forms have been modified.

Account Detail Form (TFADETL)

This form has been modified to remove the ability to directly enter comments on the form. All comments are now entered on the Comment Central Form (TGACOMC).

Installment Plan Form (TFAISTL)


Collections Form (TGACOLC)


Customer Profile Definition Form (TGACPRF)


Account Receivable Library Form (TOQOLIB)

This form has been modified as follows:

• Added LOV for TTVCMNT_CODE, TTVCMNT_DESC

• Added LOV for TTVTEXT_CODE, TTVTEXT_DESC

Student Account Detail Form (TSADETL)


Student Installment Plan Form (TSAISTL)



Ba

Customer Service Inquiry Form (TSICSRV)

A link to TGACOMC has been added to this form via the Options Menu.

Changed Menus

The following menus have been changed for this enhancement.

AR Validation Menu [*TARVALD]

Two new forms have been added to this menu:

• Comment Type Validation Form (TTVCMNT)

• Comment Text Validation Form (TTVTEXT)

General Controls and Cashiering Menu [*TGENERAL]

The new Comment Mass Entry Form (TGACMAS) has been added to this menu.

New Processes

The processes in this section are new with this release.

Comment Create Process (TGRCOMC)

The TGRCOMC process is used to create a comment, common to multiple accounts. This process can be run using a population selection or in mass. When this process is run in mass mode, a comment will be created for all SPRIDEN accounts. It is recommended that you run this process first in audit mode and verify the results. Audit mode produces a report listing of the Accounts for which a comment will be created without updating the database.

Prior to running TGRCOMC, a Text Code must exist on the Comment Text Validation Form (TTVTEXT) for the comment you wish to create. Use the TTVTEXT form to map a text code to a specific comment.

Warning! When using a job scheduler, we recommend the use of a specific, valid User ID when creating comments. If a generic User ID is


Ba

used and comments are created with the Restrict Update indicator set to Y(es), users will be prevented from updating the comment.

Parameter Name Required? Descriptions Values

01 Comment Type Code

Yes Enter the Comment Type Code for creating a comment.

Comment type code must be active on Comment Code Validation Form (TTVCMNT).

02 Text Code Yes Enter the Text Code for the comment.

Valid values come from the Text Code Validation Form (TTVTEXT).

03 Run Mode Yes Enter a value to indicate whether Banner will run the process in Audit (A) or Update (U) mode.

Audit Mode will produce a report but will not update the database. Update mode will produce a report and update the database.

A Audit (default)

U Update

04 Originator No You may enter an Originator or leave this parameter blank.

If the Originator parameter is populated, the run time parameter value will be used for each comment created.

If Originator parameter is blank:

• The default Originator from TTVCMNT will be used for each comment created.

• If the default Originator from TTVCMNT is blank, originator code will be blank for each comment created.

Valid values come from the Originator Code Validation Form (STVORIG).


Ba

05 Term No Enter the Term associated with the comment. Term must be entered if the value in the Comment Type Code parameter requires term on TTVCMNT.

Valid values come from the Term Code Validation Form (STVTERM).

06 End Date No Enter the End Date when the comment expires. End Date must be entered if the value in the Comment Type Code parameter requires an end date on TTVCMNT.

07 Purge No You may enter a Purge value or leave this parameter blank.

If the Purge parameter is populated, the run time parameter value will be used for each comment created.

If Purge parameter is left blank, the default Purge Indicator from TTVCMNT will be used for each comment created.

A value of Y(es) indicates the comment may be deleted or purged.

A value of N(o) indicates the comment type will not be deleted or purged.

If parameter is left blank, the process uses the default Purge Ind value from TTVCMNT.



Ba

08 Restrict Update

No You may enter a Restrict Update value or leave this parameter blank.

If the Restrict Update parameter is Y, comments are created with a Restrict Update value of Y(es).

If the Restrict Update parameter is N, an edit is performed when the user submits the process to check the Restrict Update Indicator on TTVCMNT.

• If the Restrict Update ind on TTVCMNT is N, the process is run.

• If the Restrict Update ind on TTVCMNT is Y, an error displays indicating that the Restrict Update indicator must be Y for the Comment Type. The purpose of this edit is to prevent a restricted comment from being created as not restricted.

If the Restrict Update parameter is left blank, the default Restrict Update Indicator from TTVCMNT will be used for each comment created.

A value of Y(es) indicates the comment is restricted and can be updated only by the user who created the comment.

A value of N(o) indicates the comment is not restricted and can be updated by any user.

If parameter is left blank, the process uses the default Restrict Update value from TTVCMNT.

09 Selection Identifier

No Code that identifies the population with which you wish to work. The selection identifier must be defined on the Population Selection Inquiry Form (GLISLCT). All or none of the population selection parameters must be entered.



Ba

10 Application Code

No Code that identifies the general area for which the selection identifier was defined. All or none of the population selection parameters must be entered.

The Population Selection Extract Inquiry Form (GLIEXTR) may be used to review the people who will be processed in the load from the selection identifier and application code entered.

Valid values come from the Application Inquiry Form (GLIAPPL).

11 Creator ID No User ID of the person creating the sub-population rules. The creator ID must have been specified when defining the selection identifier. All or none of the population selection parameters must be entered.

12 User ID No User ID for the population selection. This will match the Creator ID and is the Banner logon user ID. All or none of the population selection parameters must be entered.

13 Sort Order Yes Enter the order in which to sort the report.

ID/Name values I, i

Name/ID (default) values N, n



Ba

Comment Purge Process (TGRCOMP)

The new TGRCOMP process enables you to purge comments based on parameter information you provide. All user comments matching the parameter criteria selected will be deleted, unless Purge Ind is No. It is recommended that you run this process first in audit mode and verify the results. Audit mode produces a report listing of the Accounts selected for purge without updating the database.

Warning! When running the batch Purge Process, comments with the Purge Ind = Y that match the parameter criteria will be purged without regard to the value of the Restrict Update indicator.



No Enter comment type code(s) for purging comments. Accounts with matching comment code(s) will be deleted. If Comment Type code is blank, there is no filter on comment type and all codes will be deleted.

Comment type code must be active on Comment Code Validation Form (TTVCMNT)

02 Run Mode Yes Enter a value to indicate whether Banner will run the process in Audit (A) or Update (U) mode.

Audit Mode will produce a report but will not update the database. Update mode will produce a report and update the database.

A Audit

U Update

03 From Activity Date

No Enter beginning activity date for purging comments.

If left blank, there is no filter.

04 To Activity Date

No Enter ending activity date for purging comments.



Ba

05 Originator No Enter the Originator code(s) for purging comments. Accounts with matching Originator code(s) will be deleted.

This parameter works in conjunction with the “Include Blank Orig(inator) codes” parameter.


Enter specific originator code(s) to purge comments with matching originator codes.

% - Enter a % to purge comments with any originator code.

Blank - Leave parameter blank to purge comments with blank (null) originator codes.

06 Include Blank Orig Codes

No Include blank originator for purging comments.

Refer to “Supplemental Parameter Information” on page 29 for more information.

Y(es) includes comments with blank originator codes.

N(o) does not include comments with blank originator codes.



Ba

07 Term No Enter the Term for purging comments.


Enter term(s) to purge comments with matching term codes.

% - Enter a % to purge comments with any term.

Blank - Leave parameter blank to purge comments with blank (null) term.

08 Include Blank Terms

No Include blank term for purging comments.


Y(es) includes comments with blank terms.

N(o) does not include comments with blank terms.

09 From End Date

No Enter beginning end date for purging comments.


10 To End Date No Enter ending end date for purging comments.


11 Created by ID

No Enter ID only if you want to purge comments matching the User ID of the person who created the comment.

If left blank, there is no filter on Created By ID and comments created by any ID are selected for purge.



Ba

12 Last Updated by ID

No Enter ID only if you want to purge comments matching the User ID of the person who last updated the comment.

If left blank, there is no filter on Last Updated ID and comments updated by any ID are selected for purge.

13 Account (P)ers,(C)omp, or %

Yes Specify which accounts to include.

P - Person

C - Non-person

% - Both (default)


Comments with blank (null) terms sort after comments with term populated.

ICT - ID/comment type/term

ITC - ID/term/comment type

NCT - Name/comment type/term

NTC - Name/term/comment type

15 Print Comments

Yes Indicate whether to print comments to be purged.

Y - prints comments

N - does not print comments





Ba

17 Application Code








Ba

Comment Report Process (TGRCOMR)

This new TGRCOMR process is used to print a report of comments based on parameter information you provide. All user comments matching the parameter criteria selected will be included on the report.



No Enter comment type code for printing comments.

Enter comment type code(s) for printing comments. Accounts with matching comment code(s) will be printed. If Comment Type code is blank, there is no filter on comment type and all codes will be printed.

Comment type code must be active on Comment Code Validation Form (TTVCMNT).

02 From Activity Date

No Enter beginning activity date for printing comments.


03 To Activity Date

No Enter ending activity date for printing comments.



Ba

04 Originator No Enter the Originator code(s) for printing comments. Accounts with matching Originator code(s) will be printed.

This parameter works in conjunction with the “Include Blank Orig(inator) codes” parameter.


Enter specific originator code(s) to print comments with matching originator codes.

% - Enter a % to print comments with any originator code.

Blank - Leave parameter blank to print comments with blank (null) originator codes.

05 Include Blank Orig Codes

No Include blank originator for printing comments.


Y(es) includes comments with blank originator codes.

N(o) does not include comments with blank originator codes.



Ba

06 Term No Enter the Term for printing comments.


Enter term(s) to print comments with matching term codes.

% - Enter a % to print comments with any term.

Blank - Leave parameter blank to print comments with blank (null) term.

07 Include Blank Terms

No Include blank term for printing comments.


Y(es) includes comments with blank terms.

N(o) does not include comments with blank terms.

08 From End Date

No Enter beginning end date for printing comments.


09 To End Date No Enter ending end date for printing comments.


10 Created by ID

No Enter ID if you only want to print comments matching the User ID of the person who created the comment.

If left blank, there is no filter on Created By ID and comments created by any ID are printed.



Ba

11 Last Updated by ID

No Enter ID if you only want to print comments matching the User ID of the person who last updated the comment.

If left blank, there is no filter on Last Updated ID and comments updated by any ID are printed.

12 Account (P)ers, (C)omp, or %

Yes Specify which accounts to include.

P - Person

C - Non-person

% - Both (default)


Comments with blank (null) terms sort after comments with term populated.

ICT - ID/comment type/term

ITC - ID/term/comment type

NCT - Name/comment type/term

NTC - Name/term/comment type





Ba

15 Application Code






18 ID Number No ID of the person or company account. Enter ID if you want to print comments for this account only.



Ba

Supplemental Parameter Information

Table 1 describes the Originator parameter combinations and the corresponding results.

Table 2 describes the Term parameter combinations and the corresponding results.

Table 1: Supplemental Information for Originator Parameter Combinations

OriginatorInclude Blank Orig Codes Y/N Result

% Y All originator codes including blank originators.

% N All originator codes except blank originators.

User enters specific originators

Y Comments with Originator codes matching those entered in the parameter, including blank originators.

User enters specific originators

N Comments with Originator codes matching those entered in the parameter, except for blank originators.

Blank Y or N Blank originator codes only.

When Originator parameter is blank, the value entered in the Include Blank Originators parameter (Y or N) has no impact.

Table 2: Supplemental Information for Term Parameter Combinations

OriginatorInclude Blank Orig Codes Y/N Result

% Y All Terms including blank Terms.

% N All Terms except blank Terms.

User enters specific term

Y All Terms matching those entered in the parameter, including blank Terms.

User enters specific term

N All Terms matching those entered in the parameter, except for blank Terms.

Blank Y or N Blank Terms only.

When Term parameter is blank, the value entered in the Include Blank Terms parameter (Y or N) has no impact.


Ba

Account Comments Enhancement - Technical

This chapter describes the technical changes that support the 8.4.4 release.

New tables

The tables in this section are new for this release:

Comment Type Code Validation Table (TTVCMNT)

This form allows you to define comment codes that can be used for comments entered on the Comment Central Form (TGACOMC), the Comment Mass Entry Form (TGACMAS) form, and used as a parameter on the Comment Create Process (TGRCOMC).

ColumnNULL? Type Comment

TTVCMNT_CODE No VARCHAR2(8) This field identifies the comment type code associated with the comment.

TTVCMNT_DESC Yes VARCHAR2(30) This field identifies the comment type code description associated with the comment.

TTVCMNT_ORIG_CODE Yes VARCHAR2(4) This field identifies the default originator code for the comment type. The originator could either be an office or individual.

TTVCMNT_TERM_REQ_IND No VARCHAR2(1) This field indicates if term is required for the associated comment type code. Y if term is required. N (default) if Term is not required.

30nner Accounts Receivable Release Guide | Account Comments Enhancement - Technical

Ba

TTVCMNT_ENDDATE_REQ_IND

No VARCHAR2(1) This field indicates if end date is required for the associated comment type code. Y if end date is required. N (default) if End Date is not required.

TTVCMNT_RESTRICT_UPDATE_IND

No VARCHAR2(1) This field indicates the default restrict update value for the comment type. Y indicates the comment type is restricted and can only be updated by the user who created the comment. N (default) indicates the comment type is not restricted and can be updated by any user.

TTVCMNT_PURGE_IND No VARCHAR2(1) This field indicates the default purge value for the comment type. Y (default) indicates the comment type may be deleted or purged. N indicates the comment type will not be deleted or purged.

TTVCMNT_ACTIVE_IND No VARCHAR2(1) This field indicates if comment type code is active. Y indicates comment type code is active. N indicates the comment type code is not active.

TTVCMNT_USER_ID No VARCHAR2(30) User who last updated record.

TTVCMNT_ACTIVITY_DATE

No DATE Date that record was last updated.

TTVCMNT_SURROGATE_ID Yes NUMBER(19) Unique identifier for each row in the table.

TTVCMNT_VERSION Yes VARCHAR2(19) Integer that is incremented every time a row is updated.

TTVCMNT_VPDI_CODE Yes VARCHAR2(6) Code of entity to which the data belongs.

TTVCMNT_DATA_ORIGIN Yes VARCHAR2(30) System where data came from, if not Banner.

Primary Key: TTVCMNT_CODE



Ba

Comment Text Validation Table (TTVTEXT)

This table stores comment text used for creating comments (in mass) via the Comment Mass Entry Form (TGACMAS) and Comment Create process. Each comment will be assigned a text code that can be entered on the mass entry form and as a parameter for the batch process to identify which comment to create.


TTVTEXT_CODE No VARCHAR2(10) This field identifies the text code for the comment.

TTVTEXT_SHORT_DESC Yes VARCHAR2(30) This field identifies the short description associated with the text code.

TTVTEXT_COMMENT Yes CLOB Free format detailed Comment.

TTVTEXT_USER_ID No VARCHAR2(30) This field identifies the user who created this record.

TTVTEXT_ACTIVITY_DATE

No DATE This field identifies date on which this record was created.

TTVTEXT_SURROGATE_ID Yes NUMBER(19) Unique identifier for each row in the table.

TTVTEXT_VERSION Yes VARCHAR2(19) Integer that is incremented every time a row is updated.

TTVTEXT_VPDI_CODE Yes VARCHAR2(6) Code of entity to which the data belongs.

TTVTEXT_DATA_ORIGIN Yes VARCHAR2(30) System where data came from, if not Banner.

Primary Key: TTVTEXT_CODE


Ba

Changed table

The table in this section is changed for this release:

Comment Table (TBRCMNT)

The following columns have been added:


TBRCMNT_COMMENT_CODE No VARCHAR2(8) This field identifies the comment type code for the comment.

TBRCMNT_TERM Yes VARCHAR2(6) This field identifies the term associated with the comment type code.

TBRCMNT_RESTRICT_UPDATE_IND

No VARCHAR2(1) This field indicates the restrict update value for the comment type. Y indicates the comment is restricted and can only be updated by the user who created it. N (default) indicates the comment is not restricted and can be updated by any user.

TBRCMNT_PURGE_IND No VARCHAR2(1) This field indicates the purge value for the comment type. Y (default) indicates the comment may be purged. N indicates the comment will not be purged.

TBRCMNT_ENDDATE Yes DATE This field specifies the end date for the record.

TBRCMNT_COMMENT Yes CLOB Free format detailed Comment.

TBRCMNT_CREATED_BY No VARCHAR2(30) This field identifies the user who created this record.

TBRCMNT_CREATED_DATE No DATE This field identifies date on which this record was created.


Ba

The new structure of TBRCMNT is as follows:


TBRCMNT_PIDM No NUMBER(8) Internal Identification Number of the person or non-person account that has a comment.

TBRCMNT_FORM Yes VARCHAR2(7) Prior to release 8.4.4 this field identified the form identification where the comment was entered. As of release 8.4.4, this column is no longer used.

TBRCMNT_SEQ_NUMBER Yes NUMBER(23,20) Prior to release 8.4.4 this field identified the internal sequence number associated with each line of comment. As of release 8.4.4 this column is no longer used.

TBRCMNT_ORIG_CODE Yes VARCHAR2(4) This field identifies the code of the originator of the comment. The originator could either be an office or individual.

TBRCMNT_TEXT Yes VARCHAR2(60) Prior to release 8.4.4 this field specified the free-format comment text. As of release 8.4.4, this column is no longer used. Comments are captured in the TBRCMNT_COMMENT field.

TBRCMNT_ACTIVITY_DATE

No DATE This field specifies the most current date record was created or updated.

TBRCMNT_USER No VARCHAR2(30) This field denotes the user who entered the comment text.

TBRCMNT_COMMENT_CODE No VARCHAR2(8) This field identifies the comment type code for the comment.

TBRCMNT_TERM Yes VARCHAR2(6) This field identifies the term associated with the comment type code.


Ba

TBRCMNT_RESTRICT_UPDATE_IND

No VARCHAR2(1) This field indicates the restrict update value for the comment type. Y indicates the comment is restricted and can only be updated by the user who created it. N (default) indicates the comment is not restricted and can be updated by any user.

TBRCMNT_PURGE_IND No VARCHAR2(1) This field indicates the purge value for the comment type. Y (default) indicates the comment may be purged. N indicates the comment will not be purged.

TBRCMNT_ENDDATE Yes DATE This field specifies the end date for the record.

TBRCMNT_COMMENT No CLOB Free format detailed Comment.

TBRCMNT_CREATED_BY No VARCHAR2(30) This field identifies the user who created this record.

TBRCMNT_CREATED_DATE No DATE This field identifies date on which this record was created.



Ba

New API

The following API is new for this enhancement.

tb_comment API

This package provides standard functions for the TBRCMNT table.

The following packages are in this API:

• tbkd_tbrcmnt0.sql

• tbkd_tbrcmnt1.sql

• tbkb_comment_r0.sql

• tbkb_comment_r1.sql

• tbkb_comment_s0.sql

• tbkb_comment_s1.sql

• tbkb_comment0.sql

• tbkb_comment1.sql

Changed Packages

Parameter Validation Package (TOKPVAL)

Modifications were made to tokpval.sql and tokpva1.sql to perform parameter edits for the new TGRCOMC, TGRCOMP and TGRCOMR processes.

Table ObjectsAPI Object Name

API Entity Name Task Performed

TBRCMNT TBRCMNT tb_comment Package contains TBRCMNT API functions and procedures


Ba

New Scripts

The following scripts are delivered for this enhancement.

Script Result

ttvcmnt_080404_01.sql Creates new table TTVCMNT

ttvcmnt_080404_02.sql Creates primary key constraint on table TTVCMNT

ttvcmnt_080404_03.sql Adds comments to the TTVCMNT table and fields

ttvtext_080404_01.sql Creates new table TTVTEXT

ttvtext_080404_02.sql Creates primary key constraint on table TTVTEXT

ttvtext_080404_03.sql Adds comments to the TTVTEXT table and fields

tbrcmnt_080404_01.sql Alters and adds new TBRCMNT columns

tbrcmnt_080404_02.sql Creates/disables foreign key (as per MEP standard). TBRCMNT_COMMENT_CODE on TTVCMNT_CODE

tbrcmnt_080404_03.sql Creates/disables foreign key (as per MEP standard). TBRCMNT_TERM on STVTERM_CODE

tbrcmnt_080404_04.sql Adds comments for new TBRCMNT columns

tbrcmnt_080404_05.sql Updates TBRCMNT_USER=’X’ for records where TBRCMNT_USER is null, and then TBRCMNT_COMMENT_CODE=TBRCMNT_FORM, TBRCMNT_CREATED_BY=TBRCMNT_USER

tbrcmnt_080404_06.sql Alter table TBRCMNT and change TBRCMNT_FORM, TBRCMNT_SEQ_NUMBER and TBRCMNT_ORIG_CODE to nullable; and TBRCMNT_USER, TBRCMNT_COMMENT_CODE and TBRCMNT_CREATED_BY to not nullable.

tgjbpdefi_080404 Inserts new jobsub parameter for TGRCOMR, TGRCOMC, TGRCOMP

tgjbpdfti_080404 Inserts new default jobsub parameter for TGRCOMR, TGRCOMC, TGRCOMP

tgjbpvali_080404 Inserts new jobsub parameter Values for TGRCOMR, TGRCOMC, TGRCOMP

tgubobjsi_080404 Adds New Form and PC TTVTEXT, TTVCMNT, TGACMAS, TGRCOMC, TGRCOMP, TGRCOMR

tguroptmd_080404 Deletes Option menu from TGACOMC

tguroptmi_080404.sql Adds option menu for TGACOMC and TSICSRV


Ba

Note: Unless otherwise noted, new scripts are run as part of the upgrade process for a release.

TBRCMNT Conversion Scripts

Prior to 8.4.4, all comments were associated with the form from which the comment was created. For example, if TBRCMNT_FORM =TSADETL, this means the comment was created on TSADETL. As of 8.4.4, all comments are associated with a Comment Type Code.

Script tttvcmnti_080404.sql identifies form acronyms that currently exist in the TBRCMNT_FORM column and inserts the form acronyms into the new TTVCMNT table to create Comment Type Codes for each form, for example, TSAAREV, TFAISTL, etc.

Script ttbrcmntu_080404.sql converts pre 8.4.4 comments to the new table structure.

Pre-8.4.4 TBRCMNT comment records are converted to the 8.4.4 TBRCMNT table as follows:

tguroptmu_080404.sql Updates GUROPTM_NAME1 with GUROPTM_SORT_SEQ for TSADETL, TGACPRF, TFADETL, TGACOLC

tgurmenui_080404.sql Deletes, adds and changes records in the GENERAL.GURMENU table.

tgobfeobi_080404.sql Inserts a record in GOBFEOB for new jobs

Script Result

tttvcmnti_080404.sql Inserts records in TTVCMNT generating TTVCMNT_CODE for existing forms

ttbrcmntu_080404.sql Sets converted data values as described in table below

Insert 8.4.4 TBRCMNT table column with pre 8.4.4 tbrcmnt table column

TBRCMNT_PIDM TBRCMNT_PIDM

TBRCMNT_FORM TBRCMNT_FORM

TBRCMNT_SEQ_NUMBER TBRCMNT_SEQ_NUMBER

TBRCMNT_ORIG_CODE TBRCMNT_ORIG_CODE

Script Result


Ba

TBRCMNT_TEXT Move pre 8.4.4 comments stored in TBRCMNT_TEXT column to the new TBRCMNT_COMMENT column, then hardcode "CONVERTED" into TBRCMNT_TEXT column.

TBRCMNT_ACTIVITY_DATE TBRCMNT_ACTIVITY_DATE

TBRCMNT_USER TBRCMNT_USER

TBRCMNT_COMMENT_CODE (NEW) TBRCMNT_FORM

TBRCMNT_TERM (NEW) Not ApplicableThis column will be NULL for converted data

TBRCMNT_ENDDATE (NEW) Not ApplicableThis column will be NULL for converted data

TBRCMNT_RESTRICT_UPDATE_IND (NEW)

Not ApplicableThis column will be N(o) for converted data

TBRCMNT_PURGE_IND (NEW) Not ApplicableThis column will be Y(es) for converted data

TBRCMNT_COMMENT (NEW) TBRCMNT_TEXT

TBRCMNT_CREATED_DATE (NEW)) TBRCMNT_ACTIVITY_DATE

TBRCMNT_CREATED_BY (NEW) TBRCMNT_USER


40Banner Accounts Receivable Release Guide | Miscellaneous Enhancements

Miscellaneous Enhancements

Account Detail Form (TFADETL)Student Account Detail Form (TSADETL)

Add ability to query in the ID field on the Cross Ref Tab (RPEs 1-ZUIMKL and 1-2IMA5X)

Requested functionality

Provide the ability to query in the ID field on the Cross Ref tab of TFADETL/TSADETL when viewing a sponsor account.

Resolution

This RPE has been resolved by enabling the ability to perform a query in the ID field on the Cross Ref tab. Please note that you must enter the entire ID in order for the query to return only matching results. Wildcard query (for ex, S%) is not supported.

Comment Central Form (TGACOMC)

Add ability to enter larger comments. Refer to Account Comments Enhancements section for more details. Resolves RPEs 1-17KMQD7, 1-HNWG0Z, 1-2UZEBJ, 1-5ZC2OP.

41Banner Accounts Receivable Release Guide | Problem Resolutions

Problem Resolutions

The following problem resolutions are delivered with this release.

Note: For comprehensive and detailed problem, impact, and resolution information for all defects corrected in this release, refer to the supplemental problem resolutions file (arsys80404resolutions.txt) delivered along with your release guide. The information in this text file is extracted directly from the Customer Support Center just prior to release of the product and may include additional defects that were resolved after this document was finalized.

Object Name Defect # Summary

TGACOMC 1-ZU8225 The comment column for the TBRCMNT_FORM is incorrect

TGACOMC 1-B5Y9TC Sequence number field size is too small

TSRCBIL 1-19NXD5L TSRCBIL not printing FinAid memos for selected term when Banner Financial Aid is not installed

TSRCBIL 1-1AL7527 TSRCBIL in sleep/wake fails generating INVOICING or SCHEDINV bills when parm 38 (print expanded address for) is not set to option 3 (none)

TSRCBIL 1-19RZ1VN New 8.4.1 parameters defaults missing for automated Sleep Wake

TSRTBIL 1-1918YO2 Output not displaying term code appropriately

banner accounts receivable -...

Documents