Purge Fee Assessment Audit

Overview

The Purge Fee Assessment Audit purges fee assessment audit records from Banner. Records may be purged for individual students or for all students for an entire term. There is a reporting option for researching possible accounting or assessment errors.

The Purge Fee Assessment Audit process is available for use by authorized business services staff.

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Accessing the Purge Fee Assessment Audit process

1. Log into Banner.
2. Open Reports and Jobs.
3. Open Finance and Administration
4. Open Business Services.
5. Open Purge Fee Assessment Audit (SFPFAUD).

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Running the Purge Fee Assessment Audit process from Banner SIS

To run the Purge Fee Assessment Audit process (SFPFAUD), you first need to set up the required parameters. The Process Submissions Control form (GJAPCTL) is used to enter parameters for the purge.

Key Block (Page 1 – Block 1)

The Key block specifies which process you are running. It will be pre-populated with the Purge Fee Assessment Audit process (SFPFAUD). Enter the following information:

• Process: Process will be pre-populated with the Purge Fee Assessment Audit process (SFPFAUD). If it is blank, enter SFPFAUD.
• Parameter Set: The name of a previously saved parameter set. Note: If you previously chose to save an unnamed parameter set, those parameters will automatically fill in each time you leave the Parameter set field blank. We recommend you name the parameter set because unnamed parameter sets can be problematic after a Banner upgrade.

Once the above fields have been entered, choose Block/Next from the menu bar to move to the printer control block or use the mouse to click into the Printer Control block.

Printer Control Block (Page 1 – Block 2):

The Printer Control block allows you to choose which printer to use, the number of lines to print per page, and the time to submit the job.

Enter the following information:

• Printer: Chose a printer destination.
• Special Print: Special print instructions, if left blank the default is landscape.
• Lines: Lines per page.
• Submit Time: Enter the time that this process will be run (format 00:00-24:00). if left blank the process will be run immediately.

Once the above fields have been entered, choose Block/Next from the menu bar to move to the parameter values block or use the mouse to click into the Parameter Values block.

Parameter Values Block (Page 1 – Block 3):

The Parameter Values block displays a list of parameters used to run the Fee Assessment Audit Purge process.

Enter the following information:

• Term code: Enter the term code to purge.
• Transaction start date: Enter the start date for the purge or leave blank for all.
• Transaction end date: Enter the end date for the purge or leave blank for all.
• Student ID: Enter a student ID to purge or leave blank for all.
• Retain last assessment audit: Enter Y to retain last assessment audit (recommended).
• Report type: Enter D for detailed report or S for summary report.
• Run mode: Enter A for audit mode or U for update mode.

Once the above fields have been entered, choose Block/Next from the menu bar to move to the submission block or use the mouse to click into the Submission block.

Submission Block (Page 1 – Block 4):

The Submission block allows you to save your parameters for future use and to submit the process.

Enter the following information:

• Save Parameter Set as: If you wish to save the parameters to use again, check this box.
• Name: If you have checked the Save Parameter Set as box, enter a name for the parameter set. If you did not check the Save Parameter Set as box, leave Name blank.
• Description: If you have checked the Save Parameter Set as box, enter a description for the parameter set. If you did not check the Save Parameter Set as box, leave Description blank.
• Hold/Submit: Select the Submit radio button.

Choose File/Save from the menu bar or use the save icon in the toolbar to submit your job.