Batch Update Financial Statuses   {FSAO-24} 


This section discusses the setting or deleting of statuses in batch mode.  Statuses can thus be set or deleted based on a given set of parameters/user selection.  First of all the user is prompted with what must be done.  Secondly the user is prompted with the selection of students for whom the update must be performed.


Status is defined in option {FSAC-1} and linked to the student in option {FSAO-12} on the level of student and/or student account type.

Clients run this program every night (Defer
red Batch {BATCH-3} and Schedule Batch {BATCH-8} and {BATCH-9} procedure Create daily batch schedule) to set and lift/delete the financial statuses for multiple scenario's.

On selection of the option, the system will prompt the user with a print menu and thereafter the following:

User Selection

Skip  to Prompt No
 Prompt Text
* an item between square brackets [ ] is the default answer 		Type
&
Length		 Comments
  Student Type or (ALL)    [ALL] A3 Student types as define in option {SCODE3-5} and linked to the student {SREGB-1}
  Summary or Detail (S/D)    [D] A1 Do you want a summary or detail report printed.
Summary report does not display the individual students used.
  1st Financial Status A4 This is a mandatory prompt answer.
This is the financial status code that must be created or deleted.  It must be a valid code as defined in {FSAC-1}.
<List of Values> is available and the code description is displayed.
  2nd Financial Status A4 This is an optional prompt answers, leave is unanswered in not required.
This is the financial status code that must be created or deleted.  It must be a valid code as defined in {FSAC-1}.
<List of Values> is available and the code description is displayed.
  3rd Financial Status A4 This is an optional prompt answers, leave is unanswered in not required.
This is the financial status code that must be created or deleted.  It must be a valid code as defined in {FSAC-1}.
<List of Values> is available and the code description is displayed.
30 (C)reate or (D)elete Financial Status    [C] A1


 Identifies whether this is a batch create or delete of status codes.
If Create
Then
Skip to prompt no. 50
Else
System will continue with the next prompt.
  Delete Financial Statuses
Start and End Effective Date for Status
DD-MON-YYYY
After end effective date of status system Skip to prompt 65.
50 Effective Date for Status DD-MON-YYYY The effective date on the status create
  Should Effective Date be Updated If Fin Status Exists (Y/N)  [N]  A1 If the student and/or account type is linked to the status must the system update the record with the previous prompt answer?
  Do you Want to Link Status to an Account Type (Y/N)  [N] A1 If Yes
Then
Skip to prompt no. 70.
Else
Skip to prompt no. 96.
65 Do you Want To Delete Status to an Account Type (Y/N)  [N] A1 If Yes
Then
Skip to prompt no. 70.
Else
Skip to prompt no. 96.
70 The Account Type A4 <List of Values> is available and the code description is displayed.
If prompt 30 is Create
Then
Skip to prompt no. 75.
Else Delete
Skip to prompt no. 96.
  If an Account Type is not Active for a Student should it be created? (Y/N)    [N] A1 "Account Type is not Active for a Student" meant that the student is not linked to the account type in option {FSAO-13}.
"should it be created" must this program create the status in option {FSAO-12}
  Do You Want To Generate A Journal
If So Indicated On The Status Code (Y/N)   [N]  
A1
If Yes
Then
Next prompt.
Else
Skip to prompt no. 96.
  The Agreement Code for the Journal. A4 <List of Values> is available and the code description is displayed.
  The Transaction Type For The Journal N4 <List of Values> is available and the code description is displayed.
96 Use (R)egistration or (E)xam Detail   [R] A1 If Exam
Then
Next prompt.
Else
Skip to prompt no. 100.
  Exam Year N4 Values must be in the range of 1900 to 2100.
  Exam Month N2 Values must be in the range of 1 to 12.
After entering exam month system Skip to prompt 500.
100 Registered students (Y)es / (N)o / (A)ll / n(E)ver : A1 In the case of:
Yes/No
Next prompt.
All
Skip to prompt no. 115.
Never
Skip to prompt no. 500.
  Calendar Year N4 Values must be in the range of 1900 to 2100.
115 Offering Type Selection:
1) All offering types
2) Include up to 10 offering types
3) Range of offering types
Enter your choice:     [1]



N1



In the case of:
1
Skip to prompt no. 210.
2
Next prompt.
3
Skip to prompt no. 195.
  Include Offering Types
Offering Type: <Return> to Stop (10 times) 
A2x10
After entering the last offering type system Skip to prompt 210.
195 Start and End Offering Type A2x2  
210 Block Code Selection:
1) All Block Codes
2) Include up to 10 Block Codes
3) Range of Block Codes
Enter your choice:   [1]



N1



In the case of:
1
Skip to prompt no. 300.
2
Next prompt.
3
Skip to prompt no. 290.
  Include Block Codes
Block Code: <Return> to Stop (10 times)
a2x10
After entering the last block code system Skip to prompt 300.
290 Start and End Block Code A2x2  
300 Cash / Term or All (C/T/A)     [A] A1  
  Post Graduates / Undergraduates or All (P/U/A)   [A] A1  
  Study Periods Selection:
1) All Study Periods
2) Include up to 10 Study Periods
3) Range of Study Periods
Enter your choice:   [1]



N1



In the case of:
1
Skip to prompt no. 410.
2
Next prompt.
3
Skip to prompt no. 395.
  Include Study Periods
Study Period: <Return> to Stop (10 times)
A1x10
After entering the last study period system Skip to prompt 410.
395 Start and End Study Period A1x2  
410 Campus Code Selection:
1) All Campus Codes
2) Include up to 10 Campus Codes
3) Range of Campus Codes
Enter your choice:   [1]



N1



In the case of:
1
Skip to prompt no.500.
2
Next prompt.
3
Skip to prompt no. 490.
  Include Campus Codes
Campus Code: <Return> to Stop (10 times)
N2x10
After entering the last campus code system Skip to prompt 500.
490 Start and End Campus Code N2x2  
500
 Selection of Students to be Updated
1)  Student Number Range
2)  on Balance
3)  Credit as % of Debits
4)  Existence of Specific Financial Status
5)  Ageing of Overdue Balance
6) per Employer Code
Enter Choice:  [1]






N1






In the case of:
1
Next prompt.
2
Skip to prompt no.560.
3
Skip to prompt no. 602.
4
Skip to prompt no. 610.
5
Skip to prompt no. 625.
6
Skip to prompt no. 890.
  Start and end Student Number [0] and [999999999] N9x2 If prompt 30 is Never
Then
No more prompts. Start program processing.
Else for the res
Next prompt
  Must only Final Year Students be Updated (Y)es or (A)ll    [A] A1
  
  Qualification code to be updated or (A)ll:  [A] A6 No more prompts. Start program processing.
560 Do you Want to Select per Employer Code (Y)es/(N)o:  [N]
 A1
 If Yes
Then
Next prompt.
Else
Skip to prompt no. 575.
  Start and End Employer Code    [0] and [ZZZZZ] A5x2  
575 High and Low Amount:    [99999999] and [0] N8x2  
  Do you Want to Enter the Account Type to Calculate Balances on (Y)es/(N)o    [N] A1 If Yes
Then
Next prompt.
Else
Skip to prompt no. 595.
  The Account Type A4 <List of Values> is available and the code description is displayed.
595
 Do you Want to Calculate Balance for an Agreement Code (Y)es/(N)o    [N] A1 If Yes
Then
Next prompt.
Else
No more prompts. Start program processing.
  The Agreement Code A4
No more prompts. Start program processing.
602 % Paid N3
  
  The Balance Brought Forward Date
(Only Transactions from this Date Onwards will be Used in the Calculation of the Credits as % of Debits).		 DD-MON-YYYY  
  Do you Want to Enter the Account Type to Calculate % On  (Y/N)   [N] A1 If Yes
Then
Next prompt.
Else
Skip to prompt no. 608.
  The Account Type A4 <List of Values> is available and the code description is displayed.
608 Do you Want to Calculate the Percentages for an Agreement Code (Y/N)   [N] A1 If Yes
Then
Next prompt.
Else
No more prompts. Start program processing.
  The Agreement Code A4 No more prompts. Start program processing.
610 Existing Financial Status:
 A4

 <List of Values> is available and the code description is displayed.
  Must Status be Linked to a Specific Account Type (Y/N)   [N] A1 If Yes
Then
Next prompt.
Else
No more prompts. Start program processing.
  The Account Type Existing Status Linked to A4 No more prompts. Start program processing.
625 Include Transactions up to <Enter> For System date                           [<System Date>]
DD-MON-YYYY
  
  The Number of Days for the last Aging Column:
1. Current
2. 30-60 Days
3. 60-90 Days
4. 90-(Number of Days for Last Column)
5. Over (Number of Days for Last Column)
Enter Your Choice:    [1]		 A1  
Do you Want to Select per Employer Code (Y/N)  [N] A1 If Yes
Then
Next prompt.
Else
Skip to prompt no. 680.
  Start and End Employer Code 
 A5x2  
680 Account Type Selection:
1) Selection Range of Account Types to Calculate Aging on
2) Select All Account Types to Calculate Aging on
Enter Choice       [1]		 N1 If Yes
Then
Next prompt.
Else
Skip to prompt no. 700.
  Start and End Account Type A4x2  
700 Agreement Code Selection:
1) Select Range of  Agreement Code to Calculate Aging on
2) Select ALL Agreement Code to Calculate Aging on
Enter your Choice     [1]		 N1 If Yes
Then
Next prompt.
Else
No more prompts. Start program processing.
  Start and End Agreement Code A4x2 No more prompts. Start program processing.
890 Start and End Employer Code
 A4x2 No more prompts. Start program processing.
 
The system will generate a report indicating the parameters used together with details of students updated with the status and whether the status was inserted, deleted or updated.  A summary at the end of the report indicates the number of records updated, deleted and inserted.

The report in option {FSAOR1-21} reflects students per “Financial Status” indicator.

Sort Order Per Comments
  Student Number   


System Select   
  No special system selection


Example: Summary

its_man_rep/fsao-24r1i1.gif


Example: Detail

its_man_rep/fsao-24r2i1.gif



Processing
Rules		   
   No special processing rules


See Also:



History of Changes

Date System Version By Whom Job Description
29-May-2008 v01.0.0.0 Charlene van der Schyff t145484 New manual format.
29-May-2009 v01.0.0.1 Ernie van den Berg t157364 Review the manual.
14-Jul-2009 v01.0.0.1 Magda van der Westhuizen t157364 Insert spaces.