Student Finance User Group Minutes
January 21, 2015  9:00 AM to 11:00 AM
Ph# 701-328-1601 Conf ID: 57338#
Minutes submitted by: WSC
Present: BSC, DSU, LRSC, MaSU, MiSU, NDSCS, NDSU, UND, VCSU, WSC, Marie, Tom, Chad, Rahul,
Benjamin Ford
Absent: DCB, Angela, Dee
Old Business:
1. Campus Community Updates: Carla Swenson with NDSCS officially joined Campus Community
group. Oracle still working on a patch for the veteran update. Social security number testing
sent back to the SFUG. Bio-demo experiencing problems with inactive addresses for the
creation of W2’s. UND submitted Bomgar software information for CTS to review and address
system roll-out. Residency reporting is on hold by legal counsel. The common application group
is addressing ways to avoid Canadian students from entering insurance number in social security
field.
2. 1098’T’s: Angela submitted an update via email. All campuses have generated 1098-T’s in
Production. We so far have no outstanding issues to resolve. I am currently working with one
campus, assisting them on some questions. Other than this, everything seemed to go well for
everyone, lots of questions and many of those were mentioned in the manual. It took an
average of 23 minutes to generate 1098-T’s which is a huge improvement over the past years.
Reminders:
 for adjustments/corrections etc. please review the manual
 campuses need to submit a ticket to enable self-service (three campuses still need to enable
self-service)
New Business:
1) ND HEUG: Tom asked that SFUG comment on the interest in another ND HEUG (6 years since last
HEUG) and whether or not we could provide two user group presentations for the conference.
Preliminary discussions are for an October meeting in Bismarck. Two topics were brought up:
implementation of tuition model and the collections module. Members are asked to think about
additional topics to review at next meeting.
2) Query request: Request to add criteria of trantype to query NDU_0087_SF “Receipts by Business
Dates”. The business unit, start, and end date are current searchable criteria. Trantype’s are a)
dept rcpt b) stdt pymt, c) corp pymt, and d) cash check. No objections to adding trantype as
optional criteria. WSC will submit Service Request.
3) SSN Solicitation pop-up testing: Campuses are not in favor of current roll out. SFUG has been
asked to revisit. Of note, students receive 2 or 3 pop-up messages already. Karin mentioned
concern for the student entry not updating PeopleSoft. She is going to ask Carrie to share the
NDSU process using 3C’s with the group to evaluate prior to discussion of SSN solicitation at next
SFUG meeting.
4) AP refunding: Chelsea asked group about issues with ACH advices (from new AP refunding
module) fitting envelopes. Marie suggested working with office that runs call regular AP.
Development Request List:
1.
Stage testing needed for Total Rewards & Tax Report (business unit is being added to report)
and International SF report (fix invalid addresses not reported, expected in production Jan 29).
Other Items of Discussion:
Welcome to Benjamin Ford, new CTS programmer for Student Finance and Financial Aid modules!
Next meeting Feb 25, 2015  9:00 AM to 11:00 AM
Minutes will be assigned to: Bismarck State College