Processing Meal Plans and Adding Red Hawk Dollars

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1 Banner: Processing Meal Plans and Adding Red Hawk Dollars What is in this guide? How to View a Student s Address How to View a Student s Credit Hours How to Create/View a Meal Application How to Create/ Maintain Meal Assignments How to Manage Meal Plan Assessments How to Verify Title IV Authorization How to Check Account Charges, Balances and Payments How to Enter Charges on a Student s Account Pg. 2 Pg. 3 Pg. 5 Pg.7 Pg.0 Pg.3 Pg.3 Pg.4 About the forms SPAIDEN This is the General Person Identification form. It is used to capture biographic/ demographic information for all persons. This is the form you will use to find the address of the student. SHATERM This is the Term Sequence Course History form. It is used to view earned credit hours. SLARMAP This is the room and meal application form. This is where the housing and meal plan information originates. The information entered and maintained on this form is the basis for all room and meal plan assignments. Prior to making a meal assignment you will need to check this form first to see if a record has been created. A student must be entered on this form before an actual meal plan assignment can be made. If one hasn t been created then you will need to create one for the student. SLAMASG This is the meal assignment form. It is used to create and maintain the information pertaining to the applicant s meal assignments for a specific range of terms. TSAAREV This is the Account Detail Review Form. It is used to enter and review charge and payment information for an account. Account balances and current amount due are calculated and displayed on the bottom line of the form. Any changes to the account information will modify these balances. TVAAUTH This is the Authorization Maintenance form. It is used to associate authorization codes with a student and maintain a student s authorization records. TSAMASS This is the billing mass data entry form. It is used for quick entry of charges to multiple student accounts. Once the information is entered, the appropriate account detail is updated.

2 How do I use these forms? How to View a Student s Address FORM: SPAIDEN Access the General Person Identification form (SPAIDEN). 2 Enter the student s ID in the ID field or click on the search icon to find one Perform a Next Block function. The student s information will populate. 2

To do so you will need to do the following: a. Click on Enter Query b.

3 4 Click on the Address tab. The student s address will be displayed. 4 5 If the student has multiple addresses you can query the address based on the RH address type. To do so you will need to do the following: a. Click on Enter Query b. Enter the address type such as RH c. Click on Execute Query 5 How to View a Student s Credit Hours FORM: SHATERM Access the Term Sequence Course History form (SHATERM). 3

4 2 Enter the student s ID in the ID field or click on the search icon to find one. 2 3 Enter the Course Level Code or click on the search icon and select from the list. 3 4

6 Click Rollback to view the GPA of another by repeating 2-5.

5 4 Perform a Next Block 4 function View the bottom of the form for the GPA information. 6 Click Rollback to view the GPA of another by repeating Click Exit form. to close the 5 How to Create/View a Meal Application FORM: SLARMAP Access the Dorm Room and Meal Application form (SLARMAP). 5

2 Enter the student s ID in the ID field or click on the search icon to find one. 6 4 7 2 3 3 Enter the term or use the search button to select one. 5 For example, 20640.

6 2 Enter the student s ID in the ID field or click on the search icon to find one Enter the term or use the search button to select one. 5 For example, Perform a Next Block function. If a record exists then it will be displayed. If not, create one. 5 To create a record do the following: a. Enter the Active Application (AC) status code in the Application status field. b. Enter MEAL for Meal Plan Only in the Application type field. c. In the To Term field enter the next subsequent term for example d. Leave the Meal Plan and Add Date fields blank. e. Click Save. 6 Click Rollback to view a meal application for another student. 67 Click Exit form. to close the 6

The system will populate the appropriate fields with any available information from the meal application record on SLARMAP.

7 How to Create and Maintain Meal Assignments FORM: SLAMASG Access the Meal Assignment Form (SLAMASG). 2 Enter the term for which the meal assignment is being made and the student s ID Perform a Next Block function. The system will populate the appropriate fields with any available information from the meal application record on SLARMAP. Enter the assignment status code on the status field using the search icon. Choose and return an active (AC) status code to the status field. 4 7

8 5 6 Enter a meal plan code in the meal plan field. See meal plan detail codes listed >> Click Save. 7 Select Meal Assessments from the Options menu. 7 8

0 6 Click the Process Assessment indicator to assess fees for the rate code assigned.

9 8 Click the Review Assessments indicator to review the assessment associated to the rate code assigned Perform a Previous Block function. 0 6 Click the Process Assessment indicator to assess fees for the rate code assigned. Click ok. Click Rollback to enter the next meal assignment or Click Exit the form. to close 9

10 How to Manage Meal Plan Assessments after Classes Begin Cancelled meal plan no replacement: On SLAMASG, enter appropriate end date on current meal assignment and save a. Do not inactivate On TSAMASS, enter default information in the heading a. The information entered in the heading will populate in the next block and no additional entry will be required when processing for a single student. b. Optionally, you may leave some or all information in the heading blank i. If you are entering for multiple students, you can enter some common information in the heading, which will default as you enter students below, and add or adjust as you enter IDs in the next block Perform a Next Block function. Enter Student IDs in the Charges/Payments block a. Required information in the Charges/Payments block is ID, description, detail code, amount and term b. Make adjustments to default information as needed NOTE: the amount entered must be negative in order to record a credit on the student s account. 5 Click Save. 0

present with correct negative amount in the Charge column 000657 7 Optional: Review Account

Assessment for the term will be subtotaled so you can see exactly how much was charged when

appropriate end date on current meal assignment and save a.

11 6 Review Account Detail on TSAAREV a. Note that original meal plan assessment is unchanged and additional credit transaction is present with correct negative amount in the Charge column Optional: Review Account Summary on TSICSRV a. Assessment for the term will be subtotaled so you can see exactly how much was charged when credits are subtracted Changed meal plan Cancel one, add another: On SLAMASG, enter appropriate end date on current meal assignment and save a. Do not inactivate Enter new meal plan assignment with start date equal to end date of the one being cancelled a. You will have two active assignments 3 Click Save. 4 Perform a Next Block function Click Process Assessments. Click Review Assessments. 5 6

Click Review Assessments. 6 000657 7 8 9 On TSAMASS, enter default information in the heading a.

12 Click Review Assessments On TSAMASS, enter default information in the heading a. See instructions and screen shots above for explanation of information required in heading Perform a Next Block function. Enter Student IDs in the Charges/Payments block a. This type of adjustment will require two lines of entry for each student i. Enter proration credit that was manually calculated for meal plan being cancelled ii. Enter proration credit that was manually calculated for meal plan being added NOTE: the amount entered must be negative in order to record a credit on the student s account. 0 2 Click Save. Review Account Detail on TSAAREV Optional: Review Account Summary on TSICSRV 2

64 Click Rollback to view authorization information for another student. 65 Click Exit form.

13 How to Verify Title IV Authorization FORM: TVAAUTH Access the Authorization Maintenance Form (TVAAUTH) Enter a student ID in the ID field or use the search button to find one. 3 Perform a Next Block function. 64 Click Rollback to view authorization information for another student. 65 Click Exit form. to close the How to Check Account Charges, Balances and Payments FORM: TSAAREV Access the Account Detail Review Form (TSAAREV). Enter a student ID in the ID field or use the search button to find one. Perform a Next Block function. The student s information will be displayed. 2 3

4 Look at the bottom of the form for the account balance. 65 Click Exit form.

14 NOTE: If a student s account has a hold that restricts A/R processing you will not be able to perform a next block to view the account. In order to view a student s account with an A/R hold you must contact the Office of Student Accounts for an override. 4 Look at the bottom of the form for the account balance. 65 Click Exit form. to close the How to Entering Charges on a Student s Account FORM: TSAMASS Access Billing Mass Data Entry Form (TSAMASS). 2 Complete the Key Block by entering detail code, amount and term. The document field is not used and the effective date will auto-populate with the current date. 4

15 2 3 5 Perform a Next Block function. Enter a student ID in the ID field or use the search button to find one. Press Tab or Enter. The remaining fields will populate. 6 Click Save. Common Detail Codes >> 5

RECEIVING PURCHASED GOODS

RECEIVING PURCHASED GOODS The receiving process enables you to enter receipt information for items ordered through the purchase order process. You can receive goods based on the quantity identified on