1 / 13

MBUG 2013

MBUG 2013. Session Title : Identifying and Merging Multiple Entities Presented By: Lisa McDaniel, MUW Edith Riley September 17, 2013. Session Rules of Etiquette. Please turn off your cell phone If you must leave the session early, please do so discreetly

olisa
Download Presentation

MBUG 2013

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. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. MBUG 2013 Session Title: Identifying and Merging Multiple Entities Presented By: Lisa McDaniel, MUW Edith Riley September 17, 2013

  2. Session Rules of Etiquette • Please turn off your cell phone • If you must leave the session early, please do so discreetly • Please avoid side conversation during the session

  3. Prevention • Search on SOAIDEN • Use wild card (*) on last name and first name • Check birth date • GOAMTCH – used for tape loads in admissions and financial aid

  4. When Multiples Are Found • Aprimary contact person to start resolution process and confirm “clean up” • Functional / IT contact list • Established timeline to make all decisions and changes

  5. Student • Admissions records • Academic history • Reporting files • Recruiting only can be deleted • IDs • Blackboard • Xtender

  6. Human Resources • Same benefits under both numbers? • Paid under both numbers on different payrolls? • Paid under both numbers on same payroll? • W2/1042S issued under incorrect SSN? Should be periodically verifying new employee information with SSA

  7. Financial Aid • If possible, reload EDE records onto correct record for all aid years. • Move other records electronically.

  8. Finance • Check for vendor addresses on each number • If required, ‘move’ vendor address from “bad” ID to “good” (will need for tracking if invoices have been processed) • ‘Move’ TRND and TRNH data • Delete records from “F” tables

  9. Accounts Receivable • ‘Move’ records from “bad” ID to good starting with max transaction number +1 on “good” ID • Rerun application of payments • Delete records from “T” tables

  10. Clean Up • Check all tables for bad pidm • Delete all remaining general information tables for example SPRIDEN, SPBPERS • Notify those involved in process

  11. Questions

More Related