Collections and late fee Late Fee deadline Balance By Term Report Sorting TSQLQueriesFinanceBalancebyTermCampusRegsql Collections and late fee After sorting run the remaining folks through Secure Shell ID: 1009487
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1. Session 1- Collections and late fee assessment
2. Collections and late feeLate Fee deadlineBalance By Term Report- SortingT:\SQL_Queries\Finance_Balance_by_Term_Campus_Reg.sql
3. Collections and late feeAfter sorting, run the remaining folks through Secure ShellHighlight the SID columncontrol C to copy (note how many SID’s are on this list)open new excel document then control v to paste‘save as’ and save it as a Text Tab Delimited document to your desktopSecure ShellDrag the file you just saved over to ‘reports’ folderRight click on the old GLP2LMP.dat folder and delete itRight click on the new file and rename to GLP2LMP.datBannerGLP2LMP01 ACCTSREC02 1701FILENAME03 1701FILEDESCRIPTIONCtrl pg dn, ‘Save Parameter Set’, F10 to save
4. Collections and late feeBannerGLIEXTR type in the 01 and 02 from GLP2LMP (Application and Selection ID)Ctrl pg dn, arrow down all the way to the bottom, it should say record ___/___. If it matches the number you copied from excel, then you should be okay. If not, wait a few minutes then check the list againBannerTGRAGESBasically, run your aging just as you normally would, but min = -99999.99 and max is 99999.99Enter the pop selection information on line 09-11Save to text then to excelRemove everyone less than $300 balance
5. Collections and late feeCopy SID list, copy to new excel file, ‘save as’ and save it as a Text Tab Delimited document to your desktopRun through Secure Shell to GLP2LMP to upload the final list for late fee assessment, follow the pop select instructions-- Now you should the final list in GLIEXTRMass Charge entry with pop select- TSR2MAS
6. Collections and late feeBefore you mass hold, double check TGAHOLDMass hold application TGPHOLD
7. Collections and late feeGather email addresses in GLR2PS1Drop into Excel and save file
8. Collections and late feeMail Merge Using a department email (exchange)Type message in a Word DocumentUse the Mail Merge process grab addresses from excel list from GLR2PS1GUIMAIL1. GLBLSEL to extract letter to a set population2. GLRLETR to complete the update of GUIMAIL
9. Collections and late feeSending Accounts to CollectionsBalance by Term, sort process(earlier), then run through aging to look for late payments, remove balances below $300Once you have your population run it through TOAD to get: ____, ____ and ___ using SQL on Bluewhale:Upload to Williams and Fudge list or ConserveTSR2MAS: ___term__, AWFC/ACNS, zero dollarTGPHOLD
10. Collections pfd process4/21/17 Notice of defense (NOD) letters out5/22/17 NOD deadline to request a hearing6/8/17 Intent to claim (ITC) letter out7/17/17 ITC deadline to request a hearing8/21/17 5PM Student deadline to pay their balance and avoid garnishment
11. Collections other trackingNSF Checks (including Web)- Banner transaction, Banner AR hold on, email student ‘final notice’.Loan reversals- currently pulling cashiering sessions for UAA Financial aid tech’s, running aging through SID’s looking for debt due.Banner AR hold on, email student ‘final notice’.