T2202A Data Generation - Revision history

10.111.15.12: /* Data Extraction */

2017-02-16T20:35:56Z

‎Data Extraction

10.111.15.12: /* Data Extraction */

2017-02-16T18:57:48Z

‎Data Extraction

10.111.15.12: /* Data Extraction */

2015-02-03T16:48:21Z

‎Data Extraction

WikiSysop at 16:43, 21 February 2014

2014-02-21T16:43:16Z

WikiSysop at 05:30, 22 February 2009

2009-02-22T05:30:29Z

WikiSysop: /* Data Extraction */

2009-02-22T05:18:45Z

‎Data Extraction

WikiSysop at 05:12, 22 February 2009

2009-02-22T05:12:07Z

68.149.203.71: /* Data Extraction */

2009-02-22T05:10:20Z

‎Data Extraction

WikiSysop at 05:12, 29 January 2008

2008-01-29T05:12:07Z

Show changes

WikiSysop: /* Financial Aid */

2008-01-29T04:44:18Z

‎Financial Aid

@@ Line 61: / Line 61: @@
 <tr><td>t202excz.dbf</td><td>Totals entries for T4A</td></tr>
 <tr><td>T2202a.dat</td><td>Merge Print Data file for T2202As</td></tr>
-<tr><td>T4a.dat</td><td>Merge Print Data file for T4As.</td></tr>
+<tr><td>T4a.dbf</td><td>This file captures all historical t4a data and is used for <b>Web Services T4A delivery</b>.</td></tr>
 <tr><td>archives.lst</td><td>This file lists the students for whom data is generated but who are in archives.</td></tr>
 <tr><td>t2202a.dbf</td><td>This file captures all historical t2202a data and is used for <b>Web Services T2202A delivery</b></td></tr>

@@ Line 26: / Line 26: @@
 [PARAMS]
 EXCLUSIONS=[Tilde delimited list of item codes excluded from calculations]
 YEARTERMS=[Tilde delimited list of yearterms,startmonth, endmonth and full-time threshold]
 The exclusions list is simply the items codes separated by tildes.
@@ Line 44: / Line 48: @@
 In the NewT2202 program, the operator should choose File and Open to display the progress window, and they "Go" to run the process. Through the process, the operator is asked about including financial aid items, as well as entries from invlog that cannot be identified as fees or courses. Anything that is a tuition charge, a refund of tuition, and mandatory fees (as defined by CRA) should be included.
-Financial Aid items identified should only those for which the institution is responsible to issue the receipt. <b>Stipends have sometimes been handled separately, generating their own T4As, and sometimes have to be merged with the resulting data. This is an emerging practice and so should be discussed with Financial Services.</b>
+Financial Aid items identified should only those for which the institution is responsible to issue the receipt.
 This process produces several files:

@@ Line 23: / Line 23: @@
 =Data Extraction=
-Data Extraction creates files suitable for merge printing using Word. This uses a command line utility called gent2202.exe. The usage is
+Data Extraction creates files suitable for merge printing using Word. This uses a command line utility called newt2202.exe. This file requires a INI file called gent2202.ini. The structure of that file is:
-Gent2202 [yearterms to be included:startmonth:endmonth:threshold for fulltime]~
+[PARAMS]
-Note that the parameters can get quite long, and so may be placed in an INI file. The command line for using the ini file is
+The exclusions list is simply the items codes separated by tildes.
-Gent2202 /I [filename].ini
+The yearterm list is more complex. Each entry in that list is structured with colons separating the elements. The elements are
-A sample ini file contents might be (note that this should all be one line):
+yearterm, eg 2014/151 for the fall term of 2014/15
-/082:01:04:09.00~2007/083:05:05:03.00~2007/084:05:06:03.00~2007/085:07:08:03.00~2007/086:07:08:03.00~2008/091:09:12:09.00~
+So the one example entry would be:
-Through the process, the operator is asked about including financial aid items, as well as entries from invlog that cannot be identified as fees or courses. Anything that is a tuition charge, a refund of tuition, and mandatory fees (as defined by CRA) should be included.
+/151:09:12:09.00~
-Financial Aid items identified should only those for which the institution is responsible to issue the receipt.
+In the NewT2202 program, the operator should choose File and Open to display the progress window, and they "Go" to run the process. Through the process, the operator is asked about including financial aid items, as well as entries from invlog that cannot be identified as fees or courses. Anything that is a tuition charge, a refund of tuition, and mandatory fees (as defined by CRA) should be included.
 This process produces several files:

@@ Line 57: / Line 57: @@
 =Validation=
-Validation attempts to reconcile the totals generated through this technique with totals from AccPac. There are two sets of totals: those for T2202As and those for T4As. Subtotals can be created in a number of ways, but Excel is quite a useful tool in this process. The two files that should be used are: t2202inc.dbf, t202exct.dbf.
+Validation attempts to reconcile the totals generated through this technique with totals from Sage as well as to catch situations with unusual counts of months.
 For the first a simple sum is usually sufficient. With the second, a Pivot Table report can be helpful as it can give an award by award breakdown of totals.
-NOTE: It is at this point that remedial action may need to be taken. There may be fees or financial aid items that were missed, or included when they should not have been. This can usually be remedied by changing flags in 1.3 and 1.4 and rerunning 2. In other cases entries may have been missed or students may have been omitted from historical genstats files. These can be corrected by using DBU to construct the necessary entries in the relevant files.
+NOTE: It is at this point that remedial action may need to be taken. There may be fees or financial aid items that were missed, or included when they should not have been. This can usually be remedied by changing flags in 1.3 and 1.4 and rerunning 2. In other cases entries may have been missed or students may have been omitted from historical genstats files. These can be corrected by using a utility to directly correct tables to construct the necessary entries in the relevant files.
-There may also be errors on the AccPac side that are pointed up through this process.
+There may also be errors on the Sage side that are pointed up through this process.
 Once corrections have been made, validation should be repeated. Only when validation agrees should the next step be completed.
 =Production=
@@ Line 383: / Line 395: @@
   </tr>
 </table>

← Older revision		Revision as of 05:30, 22 February 2009
Line 74:		Line 74:

	Finally, the archives.lst file lists those students for whom records have been produced. Presumably these cannot be distributed by delivery to students on campus and so need to be pulled after printing.		Finally, the archives.lst file lists those students for whom records have been produced. Presumably these cannot be distributed by delivery to students on campus and so need to be pulled after printing.
		+
		+	=Web Services T2202A Delivery=
		+
		+	For Web Services delivery three things must happen.
		+
		+	==CRA Form Approval==
		+
		+	In the Fall, Keeler Services will provide a reformatted T2202A form. Each institution needs to receive approval from CRA (Keeler Services will give you the email address and language for this request), and send a copy of that approval to Keeler Services.
		+
		+	==Perl Script File Generation==
		+
		+	Once the approval is received, Keeler Services will provide two Perl scripts that are used in the Web generation process. These, along with the approved PDF form, need to be placed in sub-folders of your current data directory. Assuming your current directory is called dbf.mm, this would be:
		+
		+	dbf.mm\t2202a\[tax year]
		+
		+	where [tax year] is the 4 digit year.
		+
		+	==Releasing Receipts==
		+
		+	Forms are "held" by default. That is, the student will not be able to retrieve the information. In order to release this, you need to use the application shipped with the windows client for CrossRoad called "EAS Admission." One of the options there allows you to adjust T2202A data, including its release. The typical reason for not releasing a T2202A is that the student has not finished paying for the tuition receipted.

	=Fields in QIFEES and Financial Aid Section and Effect on T4A/T2202A Production.=		=Fields in QIFEES and Financial Aid Section and Effect on T4A/T2202A Production.=

← Older revision		Revision as of 05:12, 22 February 2009
Line 1:		Line 1:
−	There are several stages to the production of T2202 and T4A receipts. Preparation simply ensures that the necessary data is available and set up. Data Extraction creates files suitable for merge printing using Word. Validation attempts to reconcile the totals generated through this technique with totals from AccPac. Production is actually merge printing. A chart of the first three steps are cyclical; Validation may require returning to preparation and repeating data extraction.	+	There are several stages to the production of T2202 and T4A receipts. Preparation simply ensures that the necessary data is available and set up. Data Extraction creates files suitable for merge printing using Word, and updates the file used by <b>Web Services T2202A delivery</b>. Validation attempts to reconcile the totals generated through this technique with totals from AccPac. Production is actually merge printing. A chart of the first three steps are cyclical; Validation may require returning to preparation and repeating data extraction.

	=Preparation=		=Preparation=

@@ Line 99: / Line 99: @@
 ==Financial Aid==
 [[image:FinAid.jpg]]
 This is accessed through the Financial Aid section.