Getting Started-Students

ASK Questions!Feel free to reach out to:- Support at SB-IT- Seattle, Bellevue

SBCTC-IT

Nelnet Automatic PaymentsProviding colleges with the ability to automatically manage Nelnet payments from an electronic file.

http://www.sbctc.ctc.edu/college/it/Nelnet%20Automatic%20Payment%20Solution.pdf

Getting Ready-SMS/FMShttp://www.sbctc.ctc.edu/college/it/Nelnet%20Automatic%20Payment%20Solution.pdf– College to contact SBCTC-Support with notification

that they will be participating in the Nelnet Automated Payment Solution.

– SBCTC-Support will contact Nelnet to obtain the following information:

• College user name and password Nelnet ftp server login.• NBS codes for college.

What are these?

NBS Codes

The NBS Codes are 5 digit codes assigned by Nelnet. Each code represents a quarter. There are two codes for each quarter: one is for full pay students; the other for partial pay students• Each set contains codes for

• Summer• Fall• Winter• Spring• Cleared?

Getting Ready-SMS/FMS

• http://www.sbctc.ctc.edu/college/it/Nelnet%20Automatic%20Payment%20Solution.pdf

• Setting Up Sponsorship Record – (screen BM1626)

• A unique sponsorship must be set up for each year quarter and, if applicable, each campus.

• The debt type should be a non-billing debt type

– (Screen BM1020).

Use an initial status of IN to ensure no billing will occur.

Getting Ready-SMS/FMSWhy is Seattle’s BM1020 screen different?

• 061 creates DR/CR only 1312/3205 and 061R 3205/1312 there is no way for the system to apply cash the 023 not true on their screen….

• 061 creates receivable but 062 is one bullet to kill two birds, pay the receivable and record cash received (3205/1312 & 1110/3210)

Getting Ready-SMS/FMSNelnet Fee Class Configuration Parameter

(Screen ZX0070, Parameter CA1071)•To control which fee classes will be included or excluded from payment with the Nelnet Automatic payment process, a new configuration parameter (CA1071) has been added to ZX0070 (Configuration Parameter Table). This table is college controlled. Fee classes to be included or excluded are college defined. This table must be set up before your process begins.

CA1071 Sample Parameter Values o To include fee classes “I10203040” o To exclude fee classes “E10203040”

The data entered on this screen are used to populate student sponsorship records. Auto Application (FG095R) uses these parameters to determine which charges (based on fee class) will be paid off.

FEES ARE PAID IN ORDER LISTED!

Getting Ready-SMS/FMS

Nelnet YRQ Cross-Reference

(Screen SM5305) •College security manager to grant access to the new screen SM5305. This screen is used to populate the YRQs and sponsorship record in each year to reference the NBS code received from Nelnet.

Getting Ready-SMS/FMS

Confirm Sponsorship Configuration Parameter

(Screen ZX0070, Parameter CA1039) • Using screen ZX0070, verify that the configuration

parameter CA1039 is set to “Y”. This allows auto application to process sponsorship records for a student. If set to “N” contact SBCTC-Support to request the change to “Y”.

DAILY PROCESSING

NELNET DWNHIST REPORT (10 a.m.)

This is the key to the Nelnet payments for the day.

These are the payments that will process on 3/29

DAILY PROCESSINGSelect report(s) w/ your payments & Download

DAILY PROCESSINGReport Scheduling

10:30 a.m. SG500R Agreement (UAC)• SM5301 Reports

11:50 a.m. FG162R Sponsorship • BM4001 Reports

1:00 p.m. FG095R Auto App• BM1628 (Don’t look at)

ON DEMAND PROCESSINGBM4002J - Nelnet Balance Extract and Upload

• Keys on the UAC to ID Nelnet Students• Calculates the unpaid charges on Customer

Account (Based on your FEE CLASS criteria)• Creates BM4002 report • Use BM4002D screen in FMS from extract data

for upload to Nelnet (screen is unforgiving)

ON DEMAND PROCESSINGBM4003J Freezing Students Charges

Use on last day of 100% refunds• Freezes Nelnet Student Accounts to prevent

FeeCalc from deleting unpaid charges during 50% drop and beyondSM5304J NLNT O/S Terminated Agreement Rpt

• Creates a report of all terminated agreements (not quarter specific but includes YQR)

END OF QUARTER PROCESSINGJob Group SG501R – Nelnet EOQ Bad Debt Process

• SM5302J – Nelnet EOQ Student Extract (See SBCTC-IT Guide)

• SM5303J – Nelnet Students Unpaid Fee Extract. Compares Sponsorship record for income and BM1600/1625 for charges & writes differences (charges only) to output extract

• SM5239J – Nelnet Update Bad Debt Amount. Reads previous job output and puts UAC (Cashier Hold) and Debt amount on SM5003