Peoplesoft 9.0
Campus Solutions
Features and
Enhancements
Bundle
#39
Sept. 21, 2014
Kickoff Webinar
Thursday, November 12, 2pm
Purpose
 To inform.
 To provide a high level
overview.
 To give you time to
prepare (training, communication).
What is a Bundle?
PeopleSoft delivers application software packages called “bundles” four
times per year (quarterly). A bundle release contains four elements:
 New software features
 Capability enhancements
 Fixes for known issues
 Regulatory compliance items
Delivery
Continuous Delivery Model (CDM)
•
•
•
•
•
•
Sequential application on an ongoing basis
Implement new functionality to meet immediate needs
Institutions no longer have to rely on costly, disruptive major upgrades
CDM customers must be on the same software release
All updates must be applied in sequential order
Bundle 39 is a prerequisite for Bundle 40
Success Criteria/
Benefits
 Campus Solutions will be up to date on
releases, features, and enhanced capabilities
 80 various software fixes corrected across the
modules
 Financial Aid will be within regulatory
compliance
 Campus Solutions will be ready for the
application of Bundle 40
Assumptions
 PeopleSoft will continue to deliver software
updates each quarter
 Enterprise Applications will continue to install
the bundles
 End users will participate in the Bundle install
projects to ensure the software fixes and new
capabilities meet LSC standards and business
processes
 Business owners will communicate changes
to staff and constituents
DBAs Refresh CS90SPA from CS90STG
DBAs Prep
CS90DMO 8.54
Scan COBOL
Program and SQR
for LSC Mods
DBAs Refresh CS90DEV from CS90STG
Oracle delivers CS
Bundle 39
DBAs Prep
CS90SPA
OMS Performs Retrofit
OMS Performs Retrofit
DBAs Refreesh
CS90TST from
CS90STG
Kickoff Webinar
OMS Performs Retrofit
DBAs Refreesh
CS90TST from
CS90STG
DBAs Apply Bundle
38 & 39 and OMS
Retrofit Project to
CS90TST
End Users Perform UAT in CS90TST
End Users Perform UAT in CS90TST
CS Prep for Go
Live Week
CS Team Testing
CS Prep for Go Live Week
Bundle 38 & 39 Go
Live
DBAs Refresh CS90DEV from CS90STG
Go Live
Weekend
DBAs Apply Bundles 38
& 39 to CS90SND
Final Test-Apply CS
Bundle to CS90STG
Go Live
Weekend
Bundle 39
Highlights
• Updates to Preferred Name
• Quarterly Regulatory and Tax Updates
Document Overview
by Module
Oracle’s PeopleSoft 9.0
Campus Solutions
Bundle 39
Document Overview
by Module
Academic
Advising
Bundle 39 Changes
Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
No alerts this bundle.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Campus
Community
Bundle 39 Changes
Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes.
CODE FIXES
Service Indicators
• Unable to Run Multiple Instances of
SCC_SI_ASSN after Bundle 24
Oracle doesn’t have a full list of all the self-service pages
where name is displayed but basically if a student has a
preferred name it is displayed in place of primary name in all
of the student self-service pages with the exception of the
following pages where primary is displayed:
Student Services Center
• Delivered Pages after 8.54 not
displaying correctly within IE Browser
• Request Enrollment Verification (report - printable
page)
• Academic Advisement Report (report - PDF)
• Student Admission (Request Admission Materials;
Accept Admission; Application Status)
Preferred Name
• Show Preferred Name for Student on
Additional Self Service Pages
For Faculty/Advisor self-service the student preferred name
is displayed everywhere except for the following where
primary is displayed:
The following is additional information
regarding Preferred Names provided by
Nick Graham at Oracle.
• Faculty Center > Gradebook
• Advisor Center > My Advisees
• Advisor Center > Change Advisee (dropdown)
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Updates
Bundle 39 Changes
Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Added Student Eligibility Code Crosswalk
• Assessing Eligibility for Financial Aid.pdf
Expanded Target Year Effective Date
Options
• Setting Up Your Financial Aid Awarding
Cycle.pdf
Added Ability to Distinguish between
Federal and Institutional Methodologies in
Mass Packaging
• Awarding and Packaging Students.pdf
• Managing Repackaging.pdf
Updates to Return of Title IV Funds
• Processing Return of Title IV Funds.pdf
Added Ability to Update NSLDS Total with
Population Update
• Preparing for Awarding and Packaging.pdf
• Using the Population Selection Process.pdf
ISIR Updates
• Preparing for Awarding and Packaging.pdf
• Defining Application Processing Options.pdf
• Processing Federal Financial Aid
Applications.pdf
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Updates
Bundle 39 Changes
Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Added the Ability to Delete Manually
added PROFILE records
• Processing and Using Institutional Financial Aid
Applications.pdf
FIXES
• Quite a few code changes for Bundle 39,
please refer to the entire list by navigating to
LoneStar.edu/campus-solutions and clicking
the Bundle 39 Fixes link.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Bundle 39 Changes
Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes.
Added Student
Eligibility Code
Crosswalk
• Assessing
Eligibility for
Financial Aid.pdf
• Bundle 39: New
Eligibility Codes
(SEC) Crosswalk
Table
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Bundle 39 Changes
Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes.
Expanded Target Year Effective Date Options
• Setting Up Your Financial Aid Awarding Cycle.pdf
• Bundle 39: Added “Use Effective Date as of” field
Added Ability to Update NSLDS Total with Population
Update
• Preparing for Awarding and Packaging.pdf
• Bundle 39: Renamed “Process Date” to “CPS Date”. Added “Inst
Date” field.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Bundle 39 Changes
Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes.
Added Ability to Update NSLDS
Total with Population Update
• Using the Population Selection
Process.pdf
• Bundle 39: Added ability to
update NSLDS Total Using
Population Update
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Bundle 39 Changes
Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes.
Added Ability to
Distinguish between
Federal and Institutional
Methodologies in Mass
Packaging
Updates to Return of Title IV Funds
• Processing Return of Title IV Funds.pdf
• Bundle 39: Changed the RTIV process.
• Bundle 39: Updated label from “Override Days from
Session” to “Use Session Calculation Data.”
• Awarding and Packaging
Students.pdf
• Bundle 39: Added
optional “Methodology”
parameter to the
process.
• Bundle 39: Added
“Methodology” field to
display.
• Managing Repackaging.pdf
• Bundle 39: same
changes as above
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Bundle 39 Changes
Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes.
ISIR Updates
• Preparing for Awarding and Packaging.pdf
• Bundle 39: Renamed “Process Date” to “CPS Date.” Added “Inst Date” field.
• Bundle 39: Added ability to update NSLDS Total using Population Update.
• Defining Application Processing Options.pdf
• Bundle 39: Added Transaction Data/Source of “5Y” for the System Generated ISIR Load Run Option
• Processing Federal Financial Aid Applications.pdf
• Bundle 39: Added “V3 (2017)=For Federal Student Aid Use only” for the verification tracking flag.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Bundle 39 Changes
Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes.
Added the Ability to Delete Manually added PROFILE records
• Processing and Using Institutional Financial Aid Applications.pdf
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Recruiting and
Admissions
Bundle 39 Changes
Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes.
CODE FIXES
Prospect and Adm Data Load
• PDL GRE Load Generates Error:
Address State
(SCC_STG_ADDR.STATE) Invalid Value
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Student
Financials
Bundle 39 Changes
Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes.
CODE FIXES
Posting Process
• Term Lookup on Post Student Page
Causes App Server to Crash
• SFRVRGRP.SQR Fails with Invalid
Date Format Error
Tuition Calculation Processes
• Tuition Calculation Response Time
Impacted after Applying Bundle 37
Tax Processing
• Support 1098-T Processing for Tax
Year 2015
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Student Records
Updates
Bundle 39 Changes
Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes.
CODE FIXES
Veterans Benefits
• Veterans Benefit Tuition Worksheet
not pulling all item types nor FA or
Waivers
• SSN Mask Not Working on Veterans
Benefit Summary
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Key Testing Areas
Key Testing Areas:
CC Preferred Names
SF Tuition Calculation Process
CC Student Services Center in IE
VA Veterans Benefit Tuition Worksheet
FA NSLDS Total with Population Update
VA Veterans Benefit Summary SSN Mask
FA Title IV Updates
FA ISIR Updates
FA PROFILE Records Delete Page
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Software Issues
Resolved
Your Adventure Guides
We Are Here
Sam Chau
Cindy Seale
Brenda Jackson
James Silva
Jim Mathews
Bob Lawson
Renata Tyree
Financial Aid
Student Records, Texas State Reporting, Advising, CE
Campus Community, Advising, Admissions, CE
Student Financials
Tech Information Manager
Director Enterprise Applications - Campus Solutions
Campus Solutions Information Manager
You can always find
up-to-date bundle communications at:
www.lonestar.edu/campus-solutions