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End of Financial Aid Period Procedures for PrismCore AR

Bookstore does not receive payments for AR

Note: Purge Financial Aid steps should be done first thing in the morning so that you have a backup of all your data from the previous night. We recommend that you keep this backup for at least 6 months.

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  • Reset Customer Balances sets the customer's account amount charged in Customer Maintenance to the transactions on the aging report.
  • Remove Customer/Account Records removes all transactions, invoices and payments for the customers with this account. This option is only available upon request from PrismCore IAS Support.
  • Check the Set Credit Limit to change/reset the credit limit for all customers with this account.
    • New Limit amount is the dollar value for the new limit. All customers with this account will have the New Limit amount as their credit limit. This limit overwrites the current limit.
  • Check the Set Active Flag box to set all customers to inactive.
    • Check both the Set Active Flag and the New Active Flag to set all customers to active.
  • Check the Set Start Date to enter a new start date.
    • Enter the date in the New Start Date field.
  • Check the Set Expiration Date box to enter a new expiration date.
    • Enter the date in the New Exp Date field.
  • Check the Set Issue Date to enter a new issue date.
    • Enter the date in the New Issue Date field


When finished, print an Account/Customer report for this account. Access Account Maintenance, Jump 211 (PrismCore Admin > Accounting > Receivables > Account Maintenance). Click Reports and select Account/Customer. The total for the Amount Charged column (middle column) at the end of the report should be zero.

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