Racar fall meeting 2009
This presentation is the property of its rightful owner.
Sponsored Links
1 / 31

Invoicing Improvement Review PowerPoint PPT Presentation


  • 56 Views
  • Uploaded on
  • Presentation posted in: General

RACAR FALL MEETING 2009. Invoicing Improvement Review. Topics of Discussion. System Requirements Linking to SCT Banner ® Tables using ODBC data sources Creating queries and tables Exporting data Student Invoices Third Party Contract Invoices Emailing Invoices. System Requirements.

Download Presentation

Invoicing Improvement Review

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Racar fall meeting 2009

RACAR

FALL MEETING 2009

Invoicing Improvement Review


Topics of discussion

Topics of Discussion

  • System Requirements

  • Linking to SCT Banner® Tables using ODBC data sources

  • Creating queries and tables

  • Exporting data

  • Student Invoices

  • Third Party Contract Invoices

  • Emailing Invoices


System requirements

System Requirements

  • Access and Excel should be installed locally on each user’s computer.

  • Access uses ODBC (Open Database Connectivity) drivers to connect to SCT Banner® Tables.

  • Users install ODBC drivers locally via a network application.


Why ms access for banner reporting invoices

Why MS Access for Banner Reporting/Invoices?

  • Banner reports lack data you need

  • Desire greater flexibility to sort

  • Export data to Excel

  • Merge data to Word or e-mail

  • Use Banner Views created by SGHE


Important information

Important Information

  • MS Access cannot update Banner data

    • Banner data is read-only

  • IT department may need to grant additional Banner privileges – ODBC roles

    • Limit what data you can see


How do you link the odbc drivers to sct banner

How do you link the ODBC Drivers to SCT Banner®

  • “File”

  • “Get External Data”

  • “Link Tables”


Locating the odbc database

Locating the ODBC Database

  • Change “Files of type” to ODBC Database


Data source name

Data Source Name

  • Select “Machine Data Source” tab

  • Select the appropriate “Data Source Name”

  • Click OK


Login screens

Login Screens

  • Enter your username and password if prompted


Sct banner tables

SCT Banner® Tables

  • Select the table(s) containing the appropriate data

  • Click OK


Table object list

Table Object List

  • The selected tables appear in Access under the “Table Object” list as a linked table.


Main accounting tables

Main Accounting Tables

  • TBRACCD – Accounting Data (TSAAREV)

  • SPRIDEN – Person Information (SPAIDEN)

  • SPRADDR – Address Information (SPAIDEN)

  • GOREMAL – E-mail

  • Tables are linked by “PIDM” record (Relationships)


Relationships

Relationships

  • Setting Up Table & Query Relationships


Queries

Queries

  • Setting up the Query


Using main switchboard

Using Main Switchboard

  • Organized Form of Previously Developed Queries and Reports

  • Point & Click to retrieve data

  • Query Parameters to limit population to what you need

  • Additional Queries and Reports can be added


Using main switchboard1

Using Main Switchboard


Query sample

Query Sample


Extract query data to word or excel

Extract Query Data to Word or Excel


Creating student invoices

Creating Student Invoices

  • All invoices use the Bill Date to determine what invoice type should be created (1st notice, 2nd notice, etc.)

  • Initial query is executed and data is compiled in a “Make-Table” – Invoice Worksheet

    • Data can be changed – not linked to Banner

  • When initial query is executed – pop-up prompts will be displayed requesting the bill dates.

    • Once data is verified – invoices can be created


Invoice worksheet

Invoice Worksheet


Invoicing improvement review

STUDENT INVOICE EXAMPLE


Creating third party contract invoices

Creating Third Party Contract Invoices

  • Invoices are created based on three tables:

    • AS_THIRD_PARTY_CONTRACTS

    • AS_STUDENT_ATTRIBUTE

    • TBRACCD

  • All data is combined into one invoice for each student


Invoicing improvement review

THIRD PARTY CONTRACT INVOICE EXAMPLE


Total access emailer

Total Access Emailer

  • Designed specifically for MS Access

  • Runs as an add-in and includes an interactive, Wizard-like user interface, making it easy to customize your email blasts

  • Ability to send personalized emails and attach files


Total access emailer1

Total Access Emailer

  • Unlimited Custom Emails

    • Send Email to Everyone

    • Personalize Email

    • Attach Files to Email (PDF format)

    • Send Your Email Again

    • Send to People You Have not Emailed

    • Send HTML and/or Text Messages

    • Show Custom FROM Address

    • Schedule Email Blasts


Total access emailer2

Total Access Emailer

  • Approved by State Accounting Office

  • Optional Audit Log Feature – keeps track of who received an email along with the date and time.

  • Saves money on labor, postage, paper, and envelopes

  • http://www.fmsinc.com/MicrosoftAccess/Emails.asp


Total access emailer3

Total Access Emailer


Total access emailer4

Total Access Emailer


Total access emailer5

Total Access Emailer


Invoicing improvement review

E-mail and Attachment Sent to Student


Questions

Questions ????


  • Login