Campus Receivables Collector Release Guide Release 3.5.0 July 2018
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Prepared by: Ellucian
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Revision History
Publication Date Summary
July 2018 New version
that supports Campus Receivables Collector 3.5.0 software.
Contents
CRC
Customer Web Access Specific Enhancements
Enhancements
and Defect Resolutions
This Release Guide documents the Release 3.5.0 of the Campus Receivables Collector (CRC) system. The release 3.5.0 includes enhancements and problem resolutions.
o Customer Accounts
§ Accounting Transaction Details Browse: display is now scrollable with fixed header; rows are sortable by column header.
§ Accounting Transaction Details View Loan: added campus account # and description; rows are sortable by column header.
§ Reverse Payments (NSF): default NSF Fee to Yes when NSF fee amount in payment parameters > 0; display NSF Fee amount.
o Processes
§ Pending Processed Refunds: rows are sortable by column header; added customer address.
o System Tables
§ Accounting Feed Definitions: removed GO button - selected campus/loan will automatically load; rows are sortable by column header; display "Original Balance" in place of "Borrowed", "Current Balance" in place of "Balance” and remove the word "Principal".
§ Collection Queues: when editing queue, amount of collection fee did not display when method was %.
§ Collection Queues View contents: index was out of range when only one loan in queue.
§ Accounts
o added option to run Customer Account and History Detail report.
o Loan/Receivables Grid: added columns to display payoff and due today less collection fees.
§ Correspondence
o Mail: Replace <PAYAMT TOTAL> replaceable tag with sum of installment amount on loans in Q, R or S status.
o Mail: modify statement sections within all mail to display "Original Balance" in place of "Borrowed", "Current Balance" in place of "Balance” and remove the word "Principal".
§ Personal
o Addresses: display deleted addresses and indicate as such.
o Email Addresses: added ability to store multiple email addresses.
o Phone Numbers: added ability to store multiple phone numbers.
§ Processes > Exit: loan status R instead of G (bug-problem was in comparing repay begins to today)
§ Banner AR: added TBRACCD transaction number and transaction number paid to display; rows are sortable by column header; added tabs for Banner addresses, phone numbers, email addresses with option to copy that info into CRC.
· Banner Reports > Banner A/R Outstanding Debt > Single Customer ID > Find: added tabs for Banner addresses, phone numbers, email addresses.
· Customer Reports > Customer and Account History Detail: modified format, added more detail to make report more readable.
· Financial > Payments by Batch: modified format, added more detail to make report more readable.
· Import
o Banner Accounts Receivable > Single Customer ID > Find: added tabs for Banner addresses, phone numbers, email addresses.
o Payments: added “Include Status” to control status of loans to which payment is applied.
· Apply
o Payments: when manually creating a batch, added “Include Status” to control status of loans to which payment is applied; added sort and filter capability to columns; batch name is hyperlink that will run Payments by Batch report; added applied to queue, applied as net/gross, applied to only loans in file, applied to status columns; added customer name to view option; increased record limit from 4 to 8 in manual processing and added customer name and agency-related columns; record ID is now hyperlink that will allow manual allocation.
· Correspondence
o Bills/Due Diligence: modify statement sections within all mail to display "Original Balance" in place of "Borrowed", "Current Balance" in place of "Balance” and remove the word "Principal".
o Benefit Mail: modify statement sections within all mail to display "Original Balance" in place of "Borrowed", "Current Balance" in place of "Balance” and remove the word "Principal".
This information is for people who have been using a previous version of Campus Receivables Collector. If Campus Receivables Collector 3.4.0 is currently installed on your system, you can upgrade to 3.5.0
If a version other than Campus Receivables Collector 3.4.0 is currently installed on your system, you must first upgrade to 3.4.0 before you can upgrade to 3.5.0.
This section describes Enhancements and Defect resolutions delivered in this release. The following Campus Receivables Collector processes and forms have been enhanced.
|
CR/Idea
# |
Issue/Functionality
Addressed |
|
CR-000108653 |
Customer Accounts > Personal
> Addresses: display deleted
addresses and indicate as such. |
|
CR-000149612 |
Reports > Financial > Payment
- All Report: Microsoft OLE DB
Provider for SQL Server error '80040e31' Timeout expired /clm/Servicing/reports/run_report.asp,
line 2564 |
|
CR-000149626 |
Administration
> System Tables > Collection Queues:
Queue Loan/Record Count doesn't match Queue View. Archived loans were being included in
count. |
|
CR-000150385 |
Customer Accounts > Loan
Grid: Late Fees Not Calculating After
Upgrading to 3.4 |
|
CR-000150506 |
Administration > System Tables >
System Configuration > Customer Web Access Parameters > Email
Options: CWA Email Notify Option Being
Overridden by Loan Setup Correspondence Default. |
|
CR-000150935 |
Administration > System Tables
> Collection Queues > Generate a letter: receive “index out of range” error when
attempting to generate a letter when there is only one loan in the queue. |
|
CR-000151731 |
Export > Correspondence >
Benefit Mail: 1 - The PINT will
generate BUT it's not correct. It's showing 0 due and printing an incorrect,
the next system due date as of today. 2
- Benefit Mail not including all accounts with the selected due date: When
exiting a loan CRC sets the due date to a timestamp, in this case 09/15/2017
16:30:40, for example. When benefit mail runs it compares the due date you're
running with, in this case, 9/15/2017, to the due date on the loan,
09/15/2017 16:30:40, to see if the loan is due for anything. Those 2 dates
don't match by virtue of the timestamp so benefit
mail doesn't see it as due and won't calculate an amount due or generate the
corresponding PINT. |
|
CR-000151734 |
Reports > Mail Functions >
Print Queued Mail: print order is not
correct. Modify sort order so that mail lists in order in which
it was created. |
|
CR-000151736 |
Reports > Financial > Trial
Balance and Reports > Federal > FISAP:
some transactions posted on the from/start date and through/end date
were being excluded because the timestamp on the record put them outside the
range of the requested dates. |
|
CR-000118281 |
Customer Accounts: Added menu option to run Customer Account
and History Detail Report; reformatted report to page-break correctly by loan
and display more descriptive information. |
|
N/A |
Import > Apply > Customers
Accounts > add to batch: customer
found in Banner was pulling in MA address by default. Modified spBannerFetchStudent to use the BANADDR priority
1 from system code definitions when pulling address from Banner.
Will default to MA when one cannot be found. |
|
N/A |
Administration > Processes >
Pending Processed Refunds: added
customer address to display. |
|
N/A |
Export > Miscellaneous >
Collections Referral Batch: exclude
zero-due accounts from referral file. |
|
N/A |
Administration > Customer
Accounts >Reverse Payments (NSF):
reversal of payments feeding to Banner were stuck in a loop. |
|
N/A |
CWA > Correspondence > Tax:
receiving error "subquery returned more than 1 value" on change
implemented 3/2016; disable this code and check for null tax year in first
subquery. |
|
N/A |
Administration > Customer
Accounts > Reverse Payments (NSF):
default NSF Fee to Yes when NSF fee > 0; display NSF fee amount. |
|
N/A |
Processes > Exit: loan status going to R instead of G
(bug-problem was in comparing repay begins to today) |
|
N/A |
CWA > Pay Bill: When using custom payment page and grouping
amounts due by loan sub-type, exclude those loan/receivables where
INCLUDE_IN_BWA is set to N |
This section includes a list of the Campus Receivables Collector 3.5.0 files which have changed since Campus Receivables Collector 3.4.0. This list does NOT include any Help related files.
|
ID |
Location |
File |
Comments |
||||||||||
|
53622 |
Application\collections |
COLL_Loans.asp |
CR-000150935 Administration >
System Tables > Collection Queues > Generate a letter: receive “index out of range” error when
attempting to generate a letter when there is only one loan in the queue. |
||||||||||
|
53630 |
Application\OfficeManagement |
OM_RefundBrowse.asp OM_RefundQueue.asp |
Administration > Processes >
Pending Processed Refunds: added
customer address to display. |
||||||||||
|
53634 |
Application\BorrowerServices |
BSA_Browse.asp |
CR-000108653 Customer Accounts >
Personal > Addresses: display
deleted addresses and indicate as such. |
||||||||||
|
53635 |
\application\Billing\Report\ |
Bill.rpt |
Modify statement sections within
all mail to display "Original Balance" in place of
"Borrowed", "Current Balance" in place of "Balance", and remove the word "Principal". |
||||||||||
|
53635 |
\application\BorrowerServices\Reports\Letters\ |
Letter.rpt |
Modify statement sections within
all mail to display "Original Balance" in place of
"Borrowed", "Current Balance" in place of "Balance", and remove the word "Principal". |
||||||||||
|
53635 |
\application\Outbound\BenefitMail\Report\ |
BenefitsMail.rpt |
Modify statement sections within
all mail to display "Original Balance" in place of
"Borrowed", "Current Balance" in place of "Balance", and remove the word "Principal". |
||||||||||
|
53645 |
Application\OfficeManagement |
OMReversal_Header.asp |
Administration > Customer
Accounts > Reverse Payments (NSF):
default NSF Fee to Yes when NSF fee > 0; display NSF fee amount. |
||||||||||
|
53652 |
\application\BorrowerServices\ |
|
NEW – added ability to maintain
multiple email addresses and phone numbers. |
||||||||||
|
53641 |
\application\OfficeManagement\ |
|
Clean
up accounting transaction details and account feed definitions; make screens
sortable, scrollable; added campus acct number and description where
appropriate. |
||||||||||
|
53648 |
\application\Inbound\ |
|
Payment by Allocation Include
Status; multiple functional/visual enhancements. |
||||||||||
|
53648 |
\application\Servicing\reports\ |
|
Payment by Allocation Include
Status; multiple functional/visual enhancements. |
||||||||||
|
53648 |
Webcomponents |
CLMInboundRecords.dll CLMInboundLockbox |
Payment by Allocation Include
Status; multiple functional/visual enhancements. |
||||||||||
|
53650 |
\application\Collections\ |
COLL_AddEdit.asp |
Collection fee amount not
displaying when method is percentage. |
||||||||||
|
53654 |
\application\borrowerservices\reports\letters |
Letter.asp |
Replace <PAYAMT TOTAL> replaceable
tag with sum of installment amount on loans in Q, R or S
status |
||||||||||
|
53655 |
\application\BorrowerServices |
navBarSrv.asp |
CR-000118281: Provided access to Customer Account and
History Detail Report from Customer Accounts menu; formatted report for
better readability. |
||||||||||
|
53655 |
\application\Servicing\reports |
BorrowerLoanHistDetail.rpt |
CR-000118281: Provided access to Customer Account and
History Detail Report from Customer Accounts menu; formatted report for
better readability. |
||||||||||
|
53656 |
\application\lib |
Exit_formfunctions.js |
Processes > Exit: loan status going to R instead of G
(bug-problem was in comparing repay begins to today) |
||||||||||
|
53657 |
Webcomponents |
clmCreditReport.dll |
Correct the payment history profile
for back-dated deferments |
||||||||||
|
53660 |
\application\BorrowerServices |
BSCU_Main.asp BSLO_LoanDisplay.asp |
Customer Accounts
>Loan/Receivables Grid: added
columns to display payoff and due today less collection fees. |
||||||||||
|
53669 |
\application\BorrowerServices |
BSBannerARDetail.asp |
Banner AR: added TBRACCD transaction number and
transaction number paid to display; rows are sortable by column header; added
tabs for Banner addresses, phone numbers, email addresses with option to copy
that info into CRC. |
||||||||||
|
53669 |
\application\Inbound |
IBAccountsReceivable.asp |
Banner AR: added TBRACCD transaction number and
transaction number paid to display; rows are sortable by column header; added
tabs for Banner addresses, phone numbers, email addresses with option to copy
that info into CRC. |
||||||||||
|
53669 |
\application\Servicing |
BannerARParams.asp |
Banner AR: added TBRACCD transaction number and
transaction number paid to display; rows are sortable by column header; added
tabs for Banner addresses, phone numbers, email addresses with option to copy
that info into CRC. |
||||||||||
|
53661 |
\application\BorrowerServices |
BSA_Addedit.asp BSA_Browse.asp |
Added drop-down options to select
email or phone from newly created CUSTEMAIL and CUSTPHONE tables. |
This section includes a list of the Customer Web Access 3.5.0 files which have changed since Customer Web Access 3.4.0. This list does NOT include any Help related files.
|
ID |
Location |
File |
Comments |
|
53621 |
App_code |
Editor.vb |
CR-000151731 Export >
Correspondence > Benefit Mail: 1 -
The PINT will generate BUT it's not correct. It's showing 0 due and printing
an incorrect, the next system due date as of today. 2 - Benefit Mail not including all accounts
with the selected due date: When exiting a loan CRC sets the due date to a
timestamp, in this case 09/15/2017 16:30:40, for example. When benefit mail
runs it compares the due date you're running with, in this case, 9/15/2017,
to the due date on the loan, 09/15/2017 16:30:40, to see if the loan is due
for anything. Those 2 dates don't match by virtue of
the timestamp so benefit mail doesn't see it as due and won't calculate an
amount due or generate the corresponding PINT. |
This section includes a list of the Campus Receivables Collector 3.5.0 SQL Server Database objects which have changed since Campus Receivables Collector 3.4.0.
|
ID |
Type |
Name |
Update |
|
53648 |
Table |
BATCHPYMT |
Added column INCLUDESTATUS to
control allocation of imported payments. |
|
53648 |
Stored Procedure |
spIBCreateBatchPayment.sql spORGetLockBoxFile.sql spORGetLockBoxFileSingleRec.sql spORLockBoxFetchBatches.sql spRptPaymentsConsolidated.sql |
Payment by Allocation Include
Status; multiple functional/visual enhancements. |
|
53621 |
Stored procedure |
spBSSMAILFetchLoan.sql spBSSMAILInsert.sql spOROriginateExitRec.sql |
CR-000151731
Export > Correspondence > Benefit Mail:
1.
The PINT will generate BUT it's not
correct. It's showing 0 due and printing an incorrect, the next system due
date as of today. 2.
Benefit Mail not including all accounts
with the selected due date: When exiting a loan CRC sets the due date to a
timestamp, in this case 09/15/2017 16:30:40, for example. When benefit mail
runs it compares the due date you're running with, in this case, 9/15/2017,
to the due date on the loan, 09/15/2017 16:30:40, to see if the loan is due
for anything. Those 2 dates don't match by virtue of
the timestamp so benefit mail doesn't see it as due and won't calculate an
amount due or generate the corresponding PINT. |
|
53623 |
Stored Procedure |
spOMBSSConfigFetchBorrowerWebAccess |
CR-000150506 Administration >
System Tables > System Configuration > Customer Web Access Parameters
> Email Options: CWA Email Notify
Option Being Overridden by Loan Setup Correspondence Default. |
|
53624 |
Stored procedure |
spLoanAgeLoan |
CR-000150385 Customer Accounts >
Loan Grid: Late Fees Not Calculating
After Upgrading to 3.4 |
|
53625 |
Stored procedure |
spRptQueuedMail |
CR-000151734 Reports > Mail
Functions > Print Queued Mail:
print order is not correct.
Modify sort order so that mail lists in order in which it was created. |
|
53626 |
Stored procedure |
spBannerFetchDetailCodes spBannerFetchTerms spOROriginateBannerARCredit |
Optimize code for performance. |
|
53627 |
Stored procedure |
SpOBFISAPABFetchReportData spRptTrialBalance spRptTrialBalanceDetail |
CR-000151736 Reports > Federal
> FISAP: some transactions posted
on the from/start date and through/end date were being excluded because the
timestamp on the record put them outside the range of the requested dates. |
|
53629 |
Stored Procedure |
spBannerFetchStudent |
Import > Apply > Customers
Accounts > add to batch: customer
found in Banner was pulling in MA address by default. Modified spBannerFetchStudent to use the BANADDR priority
1 from system code definitions when pulling address from Banner.
Will default to MA when one cannot be found. |
|
53630 |
Stored Procedure |
spOMRefundFetchQueue |
Administration > Processes >
Pending Processed Refunds: added
customer address to display. |
|
53631 |
Stored Procedure |
spCollFetchReferralFileData |
Export > Miscellaneous >
Collections Referral Batch: exclude
zero-due accounts from referral file. |
|
53632 |
Stored Procedure |
spRptPayments
Consolidated |
CR-000149612 - Reports > Financial
> Payment - All Report: Microsoft
OLE DB Provider for SQL Server error '80040e31' Timeout expired /clm/Servicing/reports/run_report.asp, line 2564 |
|
53633 |
Stored Procedure |
spCollFetchQueues |
CR-000149626 Administration >
System Tables > Collection Queues:
Queue Loan/Record Count doesn't match Queue View. Archived loans were being included in
count. |
|
53634 |
Stored Procedure |
spBSAFetchAddresses spBSHGetHistory_Addr |
CR-000108653 Customer Accounts >
Personal > Addresses: display
deleted addresses and indicate as such. |
|
53639 |
Stored Procedure |
spOMPymtReversal |
Administration > Customer
Accounts >Reverse Payments (NSF):
reversal of payments feeding to Banner were stuck in a loop. |
|
53644 |
Stored Procedure |
spBSSFetchCorrespondance |
CWA > Correspondence > Tax:
receiving error "subquery returned more than 1 value" on change
implemented 3/2016; disable this code and check for null tax year in first
subquery. |
|
53653 |
Stored Procedure |
spBSEmailsFetch spBSEmailsUpdate spBSPhonesFetch spBSPhonesUpdate |
NEW – added ability to maintain
multiple email addresses and phone numbers. |
|
53642 |
Stored Procedure |
spOMGLFetchByNote spOMLEDGERFetchAll |
Clean up accounting transaction
details and account feed definitions; make screens sortable, scrollable;
added campus acct number and description where appropriate. |
|
53643 |
Stored Procedure |
spRptAcctFeedDetail |
Format campus account number
according to format set in system config. |
|
53655 |
Stored Procedure |
spRptBorrowrerLoanHistDetail |
CR-000118281: Provided access to Customer Account and
History Detail Report from Customer Accounts menu; formatted report for
better readability. |
|
53658 |
Stored Procedure |
spOBCRFetchExtractData |
Per credit reporting resource guide
multiple first and middle names must be hyphenated. |
|
53659 |
Stored Procedure |
spBSBannerARDetail spBSBannerARAddresses spBSBannerAREmails spBSBannerARTelephones |
Banner AR: added TBRACCD transaction number and
transaction number paid to display; rows are sortable by column header; added
tabs for Banner addresses, phone numbers, email addresses with option to copy
that info into CRC. |
|
53661 |
Stored Procedure |
spBSAUpdateAddress |
Added drop-down options to select
email or phone from newly created CUSTEMAIL and CUSTPHONE tables. |
|
53662 |
Stored Procedure |
spBSAFetchAddress spBSAFetchAddresses |
Indicate mailing address. |
|
53668 |
Stored Procedure |
spBSSFetchAmountsDueByLoanType |
CWA > Pay Bill: When using custom payment page and grouping
amounts due by loan sub-type, exclude those loan/receivables where
INCLUDE_IN_BWA is set to N |
Please contact the Ellucian Customer Support Center.
Web: https://ellucian.okta.com/
Email: actionline@ellucian.com
Phone: (800) 522-4827