Overview
Fee assessment rules may be loaded from a Banner non-production environment to the production environment or from a production environment to a non-production environment. The jobs are run directly from Banner and are available only to Raider Student Services staff authorized to maintain fee rules. If you do not have access to the job, please have the Registrar contact our Faculty & Staff Help Desk to request access.
The Load Fee Rules from Production to Non-Production process consists of the following steps:
- Run the Transfer Fee Rules from Production job in the production environment.
- Run the Load Fee Rules from Production job in the non-production environment.
- Review fee rules in the non-production environment to verify they loaded correctly.
The Load Fee Rules from Non-Production to Production process consists of the following steps:
- Set up the new fee rules in non-production Banner environment and test.
- Run the Transfer Fee Rules to Production job in the non-production environment.
- If they exist, remove any fee rules previously set up in production for the term.
- Run the Load Fee Rules to Production job in the production environment.
- Review fee rules in production to verify they loaded correctly.
Accessing the Fee Rules Transfer and Load Jobs
You may access the Fee Rules Transfer and Load jobs using Direct Access or the Reports menu. When you select the jobs, the Process Submissions Control form (GJAPCTL) will display so that you may enter the parameters required to run the process.
Accessing the Fee Rules Transfer and Load Jobs Using the Reports Menu
- Log into Banner.
- Click on the Applications icon
on the left navigation bar. - Expand the Banner menu.
- Expand the Reports and Jobs menu.
- Expand the Academic Affairs menu.
- Expand the Raider Student Services menu.
- Expand the Registrar menu.
- Expand the Data Management menu.
- Select the job you want to run.
Accessing the Fee Rules Transfer and Load Jobs Using Direct Access
- Log into Banner.
- Start typing the job name. At 3 characters results will start to appear in a drop down.
- Select the job you want to run.
Running the Transfer Fee Rules from Production Job
The Transfer Fee Rules from Production job will export fee rules for all terms from the production environment. It will then transfer the fee rule export file to the non-production environment selected. This job can only be run from the production environment.
To run the Transfer Fee Rules from Production job (BS_TRANSFER_FEES_FROM_PROD), you first need to set up the required parameters. The Process Submissions Control form (GJAPCTL - BS_TRANSFER_FEES_FROM_PROD) is used to enter parameters for reports.
Key Section (Page 1 - Section 1):
The Key section specifies which report you are running. It will be pre-populated with the Transfer Fee Rules from Production job (BS_TRANSFER_FEES_FROM_PROD).
Enter the following information:
Process: Process will be pre-populated with the Load (BS_TRANSFER_FEES_FROM_PROD). If it is blank, enter BS_TRANSFER_FEES_FROM_PROD.
Parameter Set: Enter the name for the set of parameters you wish to use if you have saved a set of parameters previously. Otherwise, leave blank.
Click on the Go button to move to the Printer Control section.
Printer Control Section (Page 1 - Section 2):
The Printer Control section 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: Enter the printer code for where you want the status report to print. Click on the Search icon to get a list of valid values. If you do not see your department print queue listed, call our Faculty & Staff Help Desk for assistance. If you would like to review this report online, enter DATABASE in the printer field.
Special Print: Leave the value blank.
Number of Lines: Enter the number of lines per page you wish to print or use the default already entered. Note: If you choose a larger number of lines than will fit on the page, your report will not print properly. We recommend this value is left blank.
Submit Time: Leave the value blank if you wish report to run immediately. If you wish the report to run at a later time, enter the time in military format (i.e., 23:00 for 11:00 PM).
Use the mouse to click into the Parameter Values section.
Parameter Values Section (Page 1 - Section 3):
The Parameter Values section displays a list of parameters used by the Transfer Fee Rules from Production job. As you cursor through the parameter, help text about the parameter is displayed underneath the list of parameters at the bottom of the Parameter Values section. Click on the Search icon for the Values field to see a list of valid values if one is available.
Enter the following information:
Non-Production Environment: Enter the non-production environment you want to load fees to. Click on the Search icon if you do not know the non-production environment.
Use the mouse or down and up arrow keys to cursor through the records. After entering your parameter values, use the mouse to click into the Submission Section.
Submission Section (Page 1 - Section 4):
The Submission section allows you to save your parameters for future use and to submit the report.
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.
Click on the Save button in the bottom right corner of the page to submit your job. The job output should be available within a few minutes.
Running the Load Fee Rules from Production Job
The Load Fee Rules from Production job will load fees that were previously exported from production to a non-production environment. All fees in non-production will be overwritten with the values from production.
To run the Load Fee Rules from Production job (BS_LOAD_FEES_FROM_PROD), you first need to set up the required parameters. The Process Submissions Control form (GJAPCTL - BS_LOAD_FEES_FROM_PROD) is used to enter parameters for reports.
Key Section (Page 1 - Section 1):
The Key section specifies which report you are running. It will be pre-populated with the Transfer Fee Rules from Production job (BS_LOAD_FEES_FROM_PROD).
Enter the following information:
Process: Process will be pre-populated with the Load (BS_LOAD_FEES_FROM_PROD). If it is blank, enter BS_LOAD_FEES_FROM_PROD.
Parameter Set: Enter the name for the set of parameters you wish to use if you have saved a set of parameters previously. Otherwise, leave blank.
Click on the Go button to move to the Printer Control section.
Printer Control Section (Page 1 - Section 2):
The Printer Control section 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: Enter the printer code for where you want the status report to print. Click on the Search icon to get a list of valid values. If you do not see your department print queue listed, call our Faculty & Staff Help Desk for assistance. If you would like to review this report online, enter DATABASE in the printer field.
Special Print: Leave the value blank.
Number of Lines: Enter the number of lines per page you wish to print or use the default already entered. Note: If you choose a larger number of lines than will fit on the page, your report will not print properly. We recommend this value is left blank.
Submit Time: Leave the value blank if you wish report to run immediately. If you wish the report to run at a later time, enter the time in military format (i.e., 23:00 for 11:00 PM).
Use the mouse to click into the Parameter Values section.
Parameter Values Section (Page 1 - Section 3):
The Parameter Values section displays a list of parameters used to by the Load Fee Rules from Production job. Currently, no parameters are needed for the Load Fee Rules from Production job. Use the mouse to click into the Submission Section.
Submission Section (Page 1 - Section 4):
The Submission section allows you to save your parameters for future use and to submit the report.
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.
Click on the Save button in the bottom right corner of the page to submit your job. The job output should be available within a few minutes.
Running the Transfer Fee Rules to Production Job
The Transfer Fee Rules to Production job will export fee rules for a parameter term from a non-production environment. It will then transfer the fee rule export file to production. This job can only be run from the non-production environment where the new fee rules were set up and tested.
To run the Transfer Fee Rules to Production job (BS_TRANSFER_FEES_TO_PROD), you first need to set up the required parameters. The Process Submissions Control form (GJAPCTL - BS_TRANSFER_FEES_TO_PROD) is used to enter parameters for reports.
Key Section (Page 1 - Section 1):
The Key section specifies which report you are running. It will be pre-populated with the Transfer Fee Rules to Production job (BS_TRANSFER_FEES_TO_PROD).
Enter the following information:
Process: Process will be pre-populated with the Load (BS_TRANSFER_FEES_TO_PROD). If it is blank, enter BS_TRANSFER_FEES_TO_PROD.
Parameter Set: Enter the name for the set of parameters you wish to use if you have saved a set of parameters previously. Otherwise, leave blank.
Click on the Go button to move to the Printer Control section.
Printer Control Section (Page 1 - Section 2):
The Printer Control section 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: Enter the printer code for where you want the status report to print. Click on the Search icon to get a list of valid values. If you do not see your department print queue listed, call our Faculty & Staff Help Desk for assistance. If you would like to review this report online, enter DATABASE in the printer field.
Special Print: Leave the value blank.
Number of Lines: Enter the number of lines per page you wish to print or use the default already entered. Note: If you choose a larger number of lines than will fit on the page, your report will not print properly. We recommend this value is left blank.
Submit Time: Leave the value blank if you wish report to run immediately. If you wish the report to run at a later time, enter the time in military format (i.e., 23:00 for 11:00 PM).
Use the mouse to click into the Parameter Values section.
Parameter Values Section (Page 1 - Section 3):
The Parameter Values section displays a list of parameters used by the Transfer Fee Rules to Production job. As you cursor through each parameter, help text about the parameter is displayed underneath the list of parameters at the bottom of the Parameter Values section. Click on the Search icon for the Values field to see a list of valid values if one is available.
Enter the following information:
Term: Enter the term code of the fee rules. Click on the Search icon to get a list of valid values.
Use the mouse or down and up arrow keys to cursor through the records. After entering your parameter values, use the mouse to click into the Submission Section.
Submission Section (Page 1 - Section 4):
The Submission section allows you to save your parameters for future use and to submit the report.
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.
Click on the Save button in the bottom right corner of the page to submit your job. The job output should be available within a few minutes.
Running the Load Fee Rules to Production Job
The Load Fee Rules to Production job will load fees that were previously exported from a non-production environment to production. The new fee rules will not load to production if any fee rules already exist for the term. If any fee rules already exist for the term, you will need to delete them before running the Load Fee Rules to Production job.
To run the Load Fee Rules to Production job (BS_LOAD_FEES_TO_PROD), you first need to set up the required parameters. The Process Submissions Control form (GJAPCTL - BS_LOAD_FEES_TO_PROD) is used to enter parameters for reports.
Key Section (Page 1 - Section 1):
The Key section specifies which report you are running. It will be pre-populated with the Transfer Fee Rules to Production job (BS_LOAD_FEES_TO_PROD).
Enter the following information:
Process: Process will be pre-populated with the Load (BS_LOAD_FEES_TO_PROD). If it is blank, enter BS_LOAD_FEES_TO_PROD.
Parameter Set: Enter the name for the set of parameters you wish to use if you have saved a set of parameters previously. Otherwise, leave blank.
Click on the Go button to move to the Printer Control section.
Printer Control Section (Page 1 - Section 2):
The Printer Control section 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: Enter the printer code for where you want the status report to print. Click on the Search icon to get a list of valid values. If you do not see your department print queue listed, call our Faculty & Staff Help Desk for assistance. If you would like to review this report online, enter DATABASE in the printer field.
Special Print: Leave the value blank.
Number of Lines: Enter the number of lines per page you wish to print or use the default already entered. Note: If you choose a larger number of lines than will fit on the page, your report will not print properly. We recommend this value is left blank.
Submit Time: Leave the value blank if you wish report to run immediately. If you wish the report to run at a later time, enter the time in military format (i.e., 23:00 for 11:00 PM).
Use the mouse to click into the Parameter Values section.
Parameter Values Section (Page 1 - Section 3):
The Parameter Values section displays a list of parameters used to by the Load Fee Rules to Production job. Currently, no parameters are needed for the Load Fee Rules to Production job. Choose Block/Next from the menu bar to move to the Submission block or use the mouse to click into the block.
Submission Section (Page 1 - Section 4):
The Submission section allows you to save your parameters for future use and to submit the report.
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.
Click on the Save button in the bottom right corner of the page to submit your job. The job output should be available after 30 minutes. DO NOT re-run the job without first checking to see if the original job finished. Otherwise, both jobs will fail.
