Using the AR Acceptance Flag Update Process
Georgia Enhanced Banner Student and
Financial Aid Systems User Documentation
Version 8.4
Information Technology Services
September 2010
Using the AR Acceptance Flag Update Process
Georgia Enhancements 8.4
Information Technology Services
University System of Georgia
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Table of Contents
Introduction to AR Acceptance Flag Update Process ............................................... 1
Purpose ........................................................................................................................................... 1
Target Audience ............................................................................................................................. 1
Purpose and Scope of Document ................................................................................................ 1
Graphics .......................................................................................................................................... 1
References ...................................................................................................................................... 1
Support............................................................................................................................................ 2
AR Acceptance Flag Update Process Flow ................................................................ 3
Description ..................................................................................................................................... 3
Overview of AR Acceptance Flag Update Process .................................................................... 3
Implementing AR Acceptance Flag Update process.................................................. 4
I. Execute AR Acceptance Flag Update process .................................................. 4
Overview ......................................................................................................................................... 4
Parameters for ZSRAFLU .............................................................................................................. 6
II. Confirm Acceptance Flag Change ...................................................................... 9
Overview ......................................................................................................................................... 9
Appendix A: Document History ............................................................................... A-1
Appendix B: Process Flow ....................................................................................... B-1
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Using the AR Acceptance Flag Update Process
Introduction to AR Acceptance Flag Update Process
Purpose
When a registration occurs via the Student Course Registration form
(SFAREGS) or Banner Self-Service, fees are assessed and the student’s
account (TSAAREV) is updated with tuition and fee charges. As part of
the fee payment process, the Acceptance indicator is changed from N to
Y by accepting charges/payments on the Student Payment form
(TSASPAY).
The AR Acceptance Flag Update process (ZSRAFLU) will allow
functional users to change the AR Acceptance Indicator
(SFBETRM_AR_IND) to C (confirmed), N (none), or Y (yes) using a
batch process. Additionally, the process will update the of acceptance
flags in the Location Management module for those institutions that
offer housing and meal plan options to students. The Housing Charge
Accepted indicator (SLRRASG_AR_IND), the Meal Charge Accepted
indicator (SLRPASG_AR_IND), and the Phone Charge Accepted
indicator (SLRPASG_AR_IND) will be updated if the options are
selected at run time. The process will use an institutionally defined
population selection to denote which student records will be updated.
Target Audience
Bursar Office staff or other institutional staff who are responsible for fee
assessment and accepting charges/payments.
Purpose and Scope
of Document
This document explains how to use the AR Acceptance Flag Update
process.
Graphics
Graphic cues used in this document assist with labeling of steps and
items that are particularly important.
Steps for recovery or support.
For additional information, see references.
Exercise caution.
Warning: an error here is critical.
References
For information about the baseline product, see Using SCT Banner User
Manual for Accounts Receivable, Financial Aid, and Student.
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Support
Information Technology Services
University System of Georgia
For additional ITS resources and support, contact the ITS Helpdesk:
Web
http://www.usg.edu/customer_services
(self-service ticket submission)
E-mail
helpdesk@usg.edu
For urgent or production down situations, call the ITS Helpdesk:
Local
706-583-2001
Toll free within
Georgia
1-888-875-3697
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AR Acceptance Flag Update Process Flow
Description
When a registration occurs via the Student Course Registration form
(SFAREGS) or Banner Self-Service, fees are assessed and the student’s account
(TSAAREV) is updated with tuition and fee charges. As part of the fee
payment process, the Acceptance indicator is changed from C or N to Y by
accepting charges/payments on the Student Payment form (TSASPAY). The
ZSRAFLU process will perform this step in batch for students in an
institutionally created population selection. All students in the population
selection will be updated with the specified code (C, N, Y) if a registration
record exists for the term specified in the process parameters.
Overview of
AR
Acceptance
Flag Update
Process
Complete the following steps to implement and execute the AR Acceptance
Flag Update Process in Banner.
I. Execute AR Acceptance Flag Update process
1. Create a Population Selection
2. Run AR Acceptance Flag Update process
ZSRAFLU
3. Review the .lis file for messages

II.
Confirm Acceptance Flag Change
1. Confirm change on Student Course
Registration Form
SFAREGS
2. Confirm change on Student Payment form
TSASPAY
3. Confirm change on Room Assignment form
SLARASG
4. Confirm change on Meal Assignment form
SLAMASG
5. Confirm change on Phone Assignment form
SLAPASG
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Implementing AR Acceptance Flag Update process
I. Execute AR Acceptance Flag Update process
Overview
The AR Acceptance Flag Update process (ZSRAFLU) will allow
functional users to change the AR Acceptance Indicator
(SFBETRM_AR_IND) to C (confirmed), N (none), or Y (yes) using a
batch process. The process will update the of acceptance flags in the
Location Management module for those institutions that offer housing
and meal plan options to students. The Housing Charge Accepted
indicator (SLRRASG_AR_IND), the Meal Charge Accepted indicator
(SLRPASG_AR_IND), and the Phone Charge Accepted indicator
(SLRPASG_AR_IND) will be updated if the options are selected at run
time. The process will use an institutionally defined population
selection to denote which student records will be updated.
Careful collaboration among the Registrar, Bursar and Financial Aid
offices should be undertaken to ensure that this process is used
appropriately for the institution’s business policies.
1. Create a
Population
Selection
A review of institutional business policies may be required to determine
the appropriate population selection criteria for use with ZSRAFLU. Be
sure to consider the impact on accounts receivable functions when
creating this population.
The population should contain registered students for a specific term
who need the AR acceptance flag flipped on SFAREGS. All students in
the population should need the flag changed to the same indicator. For
example, the population may contain students with the indicator
currently set to C (confirmed) or N (none), but they must all need the
indicator changed to Y (yes). Since the C, N, or Y can be entered as a
parameter for ZSRAFLU, any combination of settings may be included
in the population selection.
For specific information regarding the baseline forms and processes
used to build a population selection, refer to the most recent version of
the Banner Student User Guide or the Population Selection handbook
located at http://symposium.sct.com/cp/home/loginf.
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2. Run AR
Acceptance Flag
Update process
(ZSRAFLU)
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ZSRAFLU will change the AR Acceptance Indicator
(SFBETRM_AR_IND) to C (confirmed), N (none), or Y (yes). This
process should only be run when it is necessary to update the acceptance
indicator for a batch of students. All students in the population selection
will be updated to the same code if a registration record exists for the
specified term.
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Parameters for ZSRAFLU
Default
Values
No
Name
Required?
Description/Instructions
01
Term Code
Yes
Enter the term code to be processed
02
Acceptance
Indicator
Yes
Valid values: Y(es), N(one), or C(onfirmed)
03
Update Room
Acceptance
Flag
Yes
Enter ‘Y’ to update the accept indicator for housing
assignments. ‘N’ will not update the indicator
N
04
Update Meal
Acceptance
Flag
Yes
Enter ‘Y’ to update the accept indicator for meal
assignments. ‘N’ will not update the record.
N
05
Update Phone
Acceptance
Flag
Yes
Enter ‘Y’ to update the accept indicator for phone
assignments. ‘N’ will not update the record.
N
06
Selection
Identifier
Yes
Selection ID of population selection
07
Application
Code
Yes
Application Code of population selection
08
Creator ID
Yes
Creator of population selection
09
User ID
Yes
User of the population selection
10
Sort Order
Yes
(N)ame or (I)D Number
I
11
Run Mode
Yes
(A)udit or (U)date Mode
A
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3. Review the .lis
file for messages
Information Technology Services
University System of Georgia
The .lis file will contain a list of all students processed, the old AR
acceptance flag, the new AR acceptance flag, and any messages.
Sample .lis file in Audit mode:
If a student is not registered for the term, the message “No registration
exists for term” will be displayed in the .lis file and no change will be
made to the student’s record.
If the student’s AR acceptance flag is already set to the requested code,
the message “No change; Record already exists” will be displayed in the
.lis file. No change will be made to the student’s record.
When the ZSRAFLU is run in Update mode, the message “Record
updated” will be displayed next to all records updated by the process.
Sample .lis file in Update mode:
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Technical Note
Information Technology Services
University System of Georgia
ZSRAFLU will update SFBETRM_DATA_ORIGIN field in the
SFBETRM table with “AR Acceptance Flag Update”.
Query SQL*Plus access or a similar query tool may be used to confirm
that the appropriate message is contained in the field.
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II. Confirm Acceptance Flag Change
Overview
The AR Acceptance flag is displayed in the Enrollment Information
block of Student Course Registration form (SFAREGS). The flag is also
used by the Student Payment form (TSASPAY).
1. Confirm change
on Student
Course
Registration
form (SFAREGS)
Confirm that ZSRAFLU correctly updated the Enrollment Information
block on SFAREGS.
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2. Confirm change
on Student
Payment form
(TSASPAY)
Confirm that ZSRAFLU correctly updated TSASPAY. The process of
accepting charges on this form should function as normal. If the AR
acceptance flag is set to C or N, the Accept Charges popup box will
appear. Accepting charges on TSASPAY will automatically change the
AR acceptance flag to Y.
3. Confirm change
on Room
Assignment form
(SLARASG)
Confirm that ZSRAFLU correctly updated SLARASG when executed
to update the location management indicators.
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4. Confirm change
on Meal
Assignment form
(SLAMASG)
Confirm ZSRAFLU correctly updated SLAMASG when executed to
update the location management indicators.
5. Confirm change
on Phone
Assignment form
(SLAPASG)
Confirm ZSRAFLU correctly updated SLAPASG when executed to
update the location management indicators.
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Appendix A: Document History
This section details the history of the document and updates made for each modification.
Release and Date
Form/Process
Page
Update Description
Georgia Enhancements
7.11.1, March 14, 2008
NA
NA
Original
Georgia Enhancements 7.17,
December 19, 2008
ZSRAFLU
Multiple
Added Sort Parameter information
Quarterly User
Documentation Update
June 30, 2009
NA
Appendix
B
Added Process Flow diagram
Georgia Enhancements, 8.0,
March 31, 2010
NA
All
Added new screen shots.
Georgia Enhancements, 8.4,
September 17, 2010
NA
Multiple
Added information for processing location
management records.
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Appendix B: Process Flow
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