Student Finance User Group Meeting Agenda
September 23, 2015  9:00 AM to 11:00 AM
Ph# 701-328-1601 Conf ID: 57338#
Minutes assigned to: UND
Attending: UND, BSC, DSU, NDSU, VCSU, WSC, LRSC, MaSU, CTS – Chad, Ben, Jamie, Rahul, Dee, Marie
Absent: DCB, MiSU
Old Business:
1) Campus Community Updates
a. Did not meet in Sept. Chelsea and Mary E. are working on a residency handbook for NDUS as
part of a small workgroup. Will bring forward to SF group after we have edited and run through
CC group. Chelsea will be presenting on residency with Lisa Johnson at NDHEUG. Please
attend!
2) 2015 ND HEUG- October 28-29, 2015 at Bismarck Civic Center: Any Discussion?
a. There is not additional information on agenda with details of the presentations right now.
Attendees do not need to indicate which sessions they will be attending.
b. Dee: Will discuss Marketplace – setup of uPay site and Marketplace store. Will show examples
of stores to help generate ideas.
New Business:
1) STG Refresh and Bundle Updates (Dee)
a. STG refresh on Tuesday, October 13 @ 4 pm – down all day 10/14 – will update with Prod data
from Oct. 12. Will give us fresh data for bundles 38 and 39 which will go to Prod on Sat., Nov.
21. Will include 1098T updates.
2) XML Student Invoice (Dee)
a. Ready to start working on this. Workgroup to get updates made upfront:
i. Mary – UND
ii. Becky – LRSC
iii. Nicole - NDSCS
iv. Dorreen - NDSU
3) Oracle Bug on Sponsor Refund Issue (Dee)
a. ParentPlus loan refund was not issued to sponsor even though designated to sponsor and was
issued to student instead. Oracle knows of bug from 2011 but is not willing to fix it. NDUS has
not had issue occur often, so it was not noticed. Marie developed a query to identify these –
have only had one in AY16 so far. Need to reverse refund, then manually designate sponsor in
SF and reprocess. Issue only occurs when payment swapping occurs and ParentPlus moves
from paying something else and goes to refund. CTS will make query available to all.
Campuses will need to add this to our refund procedures to run query after refunds are
processed in order to identify and correct. Dee is asking Tom to take this back to Oracle to
push for a fix since it’s a federal compliance issue. In the meantime, Dee is running query three
times a day to find these and notify campuses.
4) Query NDU_SF_0198 - Payment Reconciliation Query – Add criteria to pull item type codes = “Deposit”
rather than just “Payments” (Chelsea)
a. Marie said update to query should be fairly easy. Group approved the development. Chelsea
will submit service request on helpticket.
5) Ext Org XML Invoice – shows “No Items” if there were no charges during the month, but there’s a prior
balance. Can this be removed? Or edited? See attached example (Chelsea)
a. CTS thinks this would be easy to fix. Group approved removing “No Items” verbiage altogether.
UND will submit a service request.
6) Employee tuition waiver payments-by what time of the semester should the Campus of Employment pay
the Campus of Enrollment? (Aimee)
a. NDUS Operating protocol indicates that bill to employing campus should be sent after last day
to add, and should not be sent before 100% drop date. “After” should be up to billing campus
to submit after the date, but as they have time. If campuses want to get paid, need to send the
bill. Campuses are not expecting to receive the bill immediately after LDA 100% - as long as it’s
submitted within the term. Expectation is to have bill paid shortly after receipt.
7) For campuses with two physical locations; have you found a way to distinguish between locations for
applications that list the campus address, such as the Account Summary screen or a billing
statement? (Aimee)
a. NDSCS recently changed long description name on some class locations so that it would show
physical location on the class search – one in Wahpeton and one in Fargo. Can a different
location be put on the Acct Summary page, so that it prints with address required? Acct
Summary pulls main location for each setID.
b. Question: Where is it pulling for 1098T’s? Pulls from 1098T TIN table.
c. CTS will look at Acct Summary to see how it’s pulling. Carla submitted a ticket, and Mona
verified that it’s pulling from this location code. Carla will forward ticket to Dee to see if the
address can be hard-coded for each campus instead.
Development Request List: Marie Lindstrom, NDUS
1. See attached. Three new developments will be worked on per discussion today once tickets are submitted.
Please test the auto-remove of past due holds!! This is a critical development.
Other Items of Discussion:
1. Is Angela’s position going to be posted? CTS does not know when.
2. Group voted to reschedule October meeting since we will be attending NDHEUG during that time. Change
to 11/4 – will replace both Oct and Nov regularly scheduled meetings due to conference and holidays.
Aimee will reschedule conference line.
Next Meeting: November 4, 2015  9:00 AM to 11:00 AM
Minutes will be assigned to: Valley City State University