Confidential Banner2000 Applicant Budgeting 3.0 Training Materials AB- 1 Applicant Budgeting Module.

ConfidentialBanner2000 Applicant Budgeting 3.0

Training Materials AB- 1

Applicant Budgeting Module



Module overview

Define budget components, component amounts, budget groups, budget types, aid periods, and the correlation between them

Define and establish rules for budget group assignments

Assign and modify a student’s budget groupReview system indicators, messages,

and letters



Budget components, groups, and types

Create budget componentsTuition, room and board, books, etc.

Budget groupsSimilar to tracking groups

Budget typesEstablish budget types by budget

groups



Budget components (cont)

Define aid periodsEstablish valid budget components:

Budget groupBudget typeAid period combinationsComponent amounts



Rules for budget group assignments

Identify groups of students with common budget criteria

Define the rules by using the specific attributes of each student budgeting group

Define budget group assignment rules for each budget group established



A student’s budget group

Assign a budgeting group in each of the following:ManuallyOn-line automatic assignmentBatch process

Modify a student’s budgeting group and default in the new budget



Student’s budget group (cont)

Adding budget components manually to a student’s budget

Creating a mixed budget from one term to the next



Review system indicators and letters

Review of system indicators to determine how budget components were generated

Define messages with certain budget group codes for use in Letter Generation



Applicant budget set-up

Define Budget Periods

Define Budget Groups

Define Components

Define Budget Types

Define Budget Periods

Define Budget Groups

Define Components

Define Budget Types

RTVAPRDAid Period Validation

RTVBGRPBudget Group Validation

RTVCOMP

Budget Component Validation

RTVBTYP

Budget Type Validation



1. Financial Aid Selection Rules Form RORRULE

Define criteria that determines to whichgroup a student is assigned

2. Group/Type RBRGTYP

Defines which budget types areassociated with each group

3. Component Amounts RBRCOMP

Establishes component dollaramounts for every budget group

Budget rules



Applicant budgets set-up

Budget information can appear on letter

RTVMESG

RORMESG

Message Code Validation FormDefines specific budget messages

Budget Group Message Rules FormAssociates a particular message toa budget group



Applicant budgets set-up (cont)

RORTPRD

STVTERM

Term CodeValidation Form

This form identifies valid“terms” in Student records

Aid Periods (establishedon RTVAPRD) are tiedto students records termson this formAid Period/Term

Rule Form

FinancialAid

StudentRecords



Assigning Applicants Budget

Population SelectionPopulation Selection

RORRULE

Financial Aid SelectionRules Form

BatchROBBGRP

On-lineROOAUTO

ROAIMMP

Immediate ProcessingForm



Assigning applicants budget (cont)

IndividualBudget

Records

IndividualBudget

Records{RBIBGRP

Budget Group InquiryForm

RBAABUD

Applicant BudgetForm

Applicant Budget Forms

RORRULE Group Assignment RulesForm

RBRCOMP Budget Component Rules FormRBRGTYP Budget Group/Type Rules FormRTVBGRP Budget Group Validation FormRTVBTYP Budget Type Validation FormRTVCOMP Budget Component Validation

FormRTVAPRD Aid Period Validation Form

RORRULE Group Assignment RulesForm

RBRCOMP Budget Component Rules FormRBRGTYP Budget Group/Type Rules FormRTVBGRP Budget Group Validation FormRTVBTYP Budget Type Validation FormRTVCOMP Budget Component Validation

FormRTVAPRD Aid Period Validation Form

RORMESG Code/Message Rules Form(used in letter generation)

*RTVMESG Message Code Validation(used in letter generation)

RORMESG Code/Message Rules Form(used in letter generation)

*RTVMESG Message Code Validation(used in letter generation)

RBAABUD Applicant Budget Form

RBIBGRP Budget Group InquiryForm (Display Only)

RBIBUDG Budget Inquiry Form(Display Only)

RHACOMM Applicant Comments Form

ROAIMMP Applicant ImmediateProcess Form

RBAABUD Applicant Budget Form

RBIBGRP Budget Group InquiryForm (Display Only)

RBIBUDG Budget Inquiry Form(Display Only)

RHACOMM Applicant Comments Form

ROAIMMP Applicant ImmediateProcess Form



Budgeting Module Schematic

Rules Validations Rules

RORMESGAssociate message text

with budget groups

RBRCOMPDefine Budgets Associatinggroups, with components,

amounts, aid periods, & type

RORRULEGroup Assignment

Rules

RBRGTYPAssociate budget types

with budget groupsRTVBTYPBudget Type Codes

RTVBGRPBudget Group Codes

RTVMESGValid Message Text



Budgeting Module Schematic (cont)

RTVCOMPBudget Component

Codes

RulesValidationsRules

RTVAPRDBudget Component

Codes

STVTERM(ROITERM)

Valid Term Codes

RORTPRDAssociate Term Codes

with Aid Periods

Confidential Banner2000 Applicant Budgeting 3.0 Training Materials AB- 1 Applicant Budgeting Module.

Documents

Transcript of Confidential Banner2000 Applicant Budgeting 3.0 Training Materials AB- 1 Applicant Budgeting Module.