Download Report

3/31/2015
What’s New in Banner
Advancement?
Carla Norris
Ellucian
April 13, 2015
Session ID 11903
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 11903
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Introduction
This session provides an overview of the major releases and
patches posted since Ellucian Live 2014.
Caveat: There are too many details to cover in this session. Recorded
webinars with demonstrations of the enhancements are posted to
eCommunities*. The release documentation has all of the necessary
details to understand the release. Please leverage all of these resources.
*In the Banner Advancement eCommunities, look for the Categories area
on the right side of the page and select the Webinars folder.
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 11903
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Review Scope
Release/patch
Date
INB 8.7.1 SSB 8.8.1 release
June 2014
INB 8.7.1.1 patch
October 2014
INB 8.7.1.2 SSB 8.8.1.1 patches
October 2014
INB 8.7.1.3 patch
November 2014
INB 8.7.1.4 SSB 8.8.1.2 patches
January 2015
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INB 8.7.1 and SSB 8.8.1 release
June 2014
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Tooltip display for Campaign and Designation
CR-000106862
AGAGIFT now allows the user to hover over the Campaign and
Designation Name fields and see the full description as a tooltip.
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Designation Alert Text
CR-000108349
Institutions now have the ability to add alert text for
designations that require special handling. This will alert the
gift processor of these special needs before they complete gift
entry.
Impacted Forms
• AGAGIFT, AGAGMAS
• AGAPLDG
• AGAADJS
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Designation Alert Text
These alerts occur when a gift/pledge is being entered or
adjusted, at the point the designations are saved. This is prior
to the user exiting out of the transaction.
If there is more than one designation with alert text, each alert
will display as an individual pop-up.
The designation name displays at the top of the alert message.
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AGAGIFT Flow Illustration
Defaulting Pledge Classes and Comments
CR-000103410
Institutions now have the option of defaulting pledge class codes and
comments to pledge payments. This minimizes data entry and data entry
errors. This is optional and is delivered turned off.
This functionality has been added to the following forms:
• AGAGIFT
• AGAGMAS
• AGAWGIF
• AGPALMP process (pledge payments through payroll deduction)
This processing does not occur for third-party payments on the pledge.
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Defaults after entering pledge # and tab
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New tab on the Gift Adjustment List form (AGCGADJ)
The gift adjustment list form (AGCGADJ) has been enhanced to display
detail gift adjustment records that have no corresponding gift adjustment
header. A new tab entitled Other Adjustment Detail has been added for
this purpose.
These detail-only records were created in releases prior to INB 8.7 when a
gift adjustment was performed and it only impacted campaign-level
information(detail). In INB 8.7 this was redesigned so that a gift adjustment
header record is always created.
The AGCGADJ form was also redesigned in INB 8.7 to be tabbed. The two
existing tabs only allow the user to view gift adjustments that have gift
adjustment header records.
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New tab on the Gift Adjustment List form
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New tab on the Gift Adjustment List form
• This tab only displays adjustments without a gift adjustment
header.
• The tab is only active if there is at least one qualifying gift
adjustment without a gift adjustment header (based on data in the
key block).
• The record count in the tab indicates the number of gifts that have
at least one adjustment in this state.
• This tab is separate from the first two tabs. The first two tabs only
display gift adjustments that have a gift adjustment header
record.
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Improved Handling of Pledge Payment Credits
1-VMQGQY
This release provides two new options for handling hard/soft gift and
pledge credit for pledge payments. The options are a controlled by
a new parameter on the Miscellaneous Defaults sub tab under the
Institution tab of the AGACTRL form.
The new parameter label is ‘Assign Pledge Payment Hard/Soft
Credit:’. There are two options:
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Option 1 – Pledge and then Institution/ID Rules
•
The pledge is first queried to determine if there are any hard or soft pledge credit
records. If any exist, the pledge credits dictate what is created for gift (pledge
payment) credits.
•
If there are no hard or soft pledge credit records, the system uses the ID and
institutional split rules, per existing behavior, to determine any appropriate
hard/soft gift (pledge payment) credits.
•
If gift credits are created following institutional or ID rules and there is not a
corresponding pledge credit record for that person and type of credit (soft/hard),
a corresponding zero dollar pledge credit record will be created. This is because
Banner requires there to be a corresponding pledge credit record for each gift
credit record created for the pledge payments.
•
All existing pledge hard and soft credit records will also have the Pledge Amount
Paid value updated to reflect the pledge payment. This, in turn, impacts the
Balance value for each of these records as well.
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Option 2 – Pledge Only
•
The pledge is queried to determine if there are any hard or soft pledge credit records.
If any exist, the pledge credits dictate what is created for gift (pledge payment)
credits.
•
If there are no hard or soft pledge credit records, then no gift hard/soft credits are
created automatically.
•
If the user tries to insert hard or soft credit gift records manually via the AGAGMEM
or AGAGIDS forms for a pledge payment AND this type of credit doesn’t exist on the
pledge, it is not allowed. The user will receive the error “Hard (or Soft) Credit ID
must exist on pledge before payment” and won’t be allowed to insert this record until
the issue is resolved. This is enforcing the fact that the pledge credits control what
can be added for pledge payment credits.
•
If there was a desire to change any type of crediting for pledge payments, the
method of controlling this is by modifying the credits associated with the pledge. This
would impact any subsequent pledge payments only.
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Third-Party Pledge Payment Credit Enhancements
This release includes enhanced logic for the AGATPAY form. The logic
pertains to the handling of the gift and pledge credits for the portion of
the gift used to pay down someone else’s pledge.
The overall goals for handling the hard and soft credit for the pledge
payment portion of a third-party payment are to:
• Ensure that anyone who would have received credit if the pledge
payment been made by the pledger receives similar credit for this
third-party pledge payment. This includes creating gift hard/soft
credit records for the pledger and anyone else who received pledge
credit.
• Ensure that the outstanding pledge balance is decreased by the
amount that the third party payer has indicated should go towards
the pledge. This is regardless of whether the third-party payer is
giving away hard or soft gift credit to the Id who made the pledge.
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Third-Party Pledge Payment Enhancements
Prior to this enhancement, there was one gift credit record created for the
ID in the Third Party Payment Recipient data block on the AGATPAY form.
The gift credit amount was for the value in the Amount field and it was
either hard or soft based on the checkbox checked for the Credit. This was
very limited crediting logic.
There is substantial detail behind this enhancement which does now include
generation of gift credit records based on existing pledge credit records.
Different rules also exist for when the third-party payer is giving away hard
credit versus soft. Please refer to the Release Guide for these details.
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Add an Indicator for Inactive Organizations
CR-000105285
The enhancement request was to provide a method to indicate
an organization is inactive. This enhancement impacts the
following areas:
• AOAORGN form
• AOACOMP form
• AMAINFO form
• Self-Service (reviewed in SSB section)
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AOAORGN Enhancements
Two new fields:
AOAORGN Enhancements
Inactive Indicator
• Optional, defaults to unchecked
• The user would check this to indicate the organization is inactive.
• This can be checked and unchecked at any point.
• This is informational only and does not impact functionality other
than what was added for this enhancement (primarily search
functions).
Last Update
• Display only.
• Set each time the user changes the Inactive Indicator value
(checks it, unchecks ). Reflects the date this change was made.
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AOACOMP Enhancement
The Inactive Indicator has been added.
• Not Updated – Includes both active and inactive organizations (default)
• Checked – Only inactive organizations are returned.
• Checked and then Unchecked – Only active organizations are returned
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AMAINFO Enhancement
If an inactive organization is being viewed on AMAINFO, the
following text will display when positioned on the first tab:
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Inactive Organizations
This new enhancement impacts the following areas of SelfService:
• Organizational Header
• Manage My Prospects
• Advancement Officer Searches and Search Results
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Inactive Organizations
The Organizational Header, seen on many pages throughout Self-Service,
now includes the Organizational Status. Values display as Active and
Inactive.
Manage My Prospects
The Name column will display (Inactive) for any organizational prospect
assignment where the organization is inactive.
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Advancement Officer Searches
The following Advancement Officer Searches were enhanced to include the
new Organizational Status parameter shown below. Active is the default value.
•
•
•
Individual or Organizational Constituent Search
Name Search
Prospect Search
Custom searches do not automatically have this parameter turned on but it has
been added to Detail Search Options parameters as the last one. The Include
checkbox can be selected to add this to desired custom searches.
ID and Population Selection searches are not impacted as they are targeting
very specific IDs.
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Advancement Officer Search Results
Organizational Status has been added to the Search Results
page. It will display in the same location as the Deceased
Indicator displays for Individuals. It will also display for the
organization listed in the Parent Company column.
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Request a Prospect Assignment
A new ‘Request a Prospect Assignment’ link is available for display on the
Manage My Prospects page for Advancement Officers. This allows
Advancement Officers to submit these requests from within Self-Service. It
was an enhancement that the Client Advisory Board felt had value from a
convenience perspective.
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 11903
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Request a Prospect Assignment Set-Up
This is configured on a new Prospect Assignment Requests
sub-tab under the Self-Service tab on AGACTRL:
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 11903
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Release Webinar Reminders
Please remember to leverage the Release Notes and posted Webinar
recordings for all releases. This will help make your upgrade
experience as pleasant and efficient as possible.
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 11903
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INB 8.7.1.1 patch
October 2014
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 11903
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INB 8.7.1.1 patch (Oct 2014)
Two enhancements:
• The ability to handle certain logic checks on AGAPINS as
warnings instead of errors. This impacts data integrity and
process flow and is an important decision for the institution to
make.
• The ability to recalculate future installments of a pledge
installment schedule through the new ‘Update Unpaid’ option on
the AGAPINS form. This new option performs logic similar to the
Create option but only for unpaid installments. Unpaid
installments are installments on the Schedule tab of AGAPINS
that have an Amount Paid equal to zero.
This patch includes a Release Guide.
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 11903
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INB 8.7.1.2/SSB 8.8.1.1 patch
October 2014
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INB 8.7.1.2/SSB 8.8.1.1 patch (Oct 2014)
This patch addressed five high priority defects. There is no release
guide for this patch. The resolution notes on the defects provide
information regarding the defect fix.
Impact objects include:
INB: AGPEXGF, APPDCAR,
SSB: Advancement Officer Searches, Prospect Proposal Updates,
Manage My Prospects,
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INB 8.7.1.3 patch
November 2014
INB 8.7.1.3 patch - Nov 2014
This patch allows institutions calling the Ellucian Giving History
web service from iModules (or elsewhere) to deploy the web
service to WebLogic (WLS). Prior support was only for OAS.
This patch includes updates to the Banner Advancement Web
Services Handbook.
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INB 8.7.1.4/SSB 8.8.1.2 patches
January 2015
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INB 8.7.1.4/SSB 8.8.1.2 patch - Jan 2015
These are significant patches that pertain specifically to thirdparty pledge payments. This supplements changes made in
the INB 8.7.1 release posted in June 2014.
There is a release guide as well as two webinar recordings
which are posted to e-Communities.
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INB 8.7.1.4/SSB 8.8.1.2 patch - Jan 2015
In our INB 8.7.1 release, the enhancement done for pledge
payment handling had two major implications addressed in this
patch:
• Third-party pledge payments needed to be more accurately
identified and represented as pledge payments on various
tables and forms in INB, primarily Giving History ones.
• The additional gift credit records that the system supports
generating in the 8.7.1 release for pledge payments had
unexpected impact in various areas that need to be
addressed.
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Example of Form Changes
•
•
•
•
Bob and Barb Bourbon are a married couple. They split soft credit 50%.
Barb makes a $120,000 pledge to the NOLA campaign. This
automatically created a pledge soft credit record for Bob for $60k (50%).
A third-party payment is made by their Friendly Friend for $120,000 paying
off the full pledge. Soft gift credit is given away.
As this transaction was entered on the 8.7.1 version of the AGATPAY form,
the system automatically creates gift soft credit records for both Bob and
Barb (due to the existing pledge soft credit record). Barb get the full
$120,000 as gift soft credit. For Barb this also represents her pledge
being paid off. Bob receives 50% ($60,000) gift soft credit which also pays
down his pledge credit balance.
The following are screen shots of APACHIS for each of these IDs to illustrate
some of the patch changes that better reflect this $120,000 gift as a pledge
payment for Barb.
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AGATPAY – Third-Party Pledge Payment
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APACHIS – for Barb
The prior Payment Credit bucket has been split into two separate buckets on many Giving
History forms:
•
Hard Payment Credit – Reflects pledge payments made directly by Barb or any third-party
pledge payments against Barb’s pledges where the payer gave gift hard credit to Barb.
•
Soft Payment Credit – Reflects third-party pledge payments against Barb’s pledges where
she was given gift soft credit.
The Release Guide provides additional details. These buckets have slightly different context
depending on the purpose and context of each Giving History form.
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APACHIS – for Bob
Bob received gift soft credit of $60,000 (50% of the third-party pledge
payment). As it was not paying against a pledge of Bob’s, this is
reflected in the Soft Credit bucket for Bob.
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 11903
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APACHIS – for the Friendly Friend
For the Friendly Friend, as he/she retained all gift hard credit, this is
reflected for them as Gift Credit on this form.
It is all from the perspective of the ID in the key block.
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INB 8.7.1.4/SSB 8.8.1.2 patch - Jan 2015
• Many Giving Views in Self-Service had updates to ensure that
pledge payment information, particularly third-party pledge
payments, are reflected correctly and consistently with INB.
• Scripts are run as part of the patch install that address the
3pp_tot_amt column on the four gift credit tables not being updated
for existing (pre-8.7.1) transactions. This is a column that was
added and updated by the system starting with the INB 8.7.1
release. This missing information was causing issues on some
forms after the upgrade to 8.7.1 (i.e. AGAPINS, AGAPPAY,
AGCPLDG). **
**Some issues have been found with this patch logic which was being
analyzed at the time this slide set was created.
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INB 8.7.1.4/SSB 8.8.1.2 patch - Jan 2015
Please review the release guide & two webinars posted to
eCommunities for important details.
https://ecommunities.ellucian.com/thread/8465
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 11903
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Questions & Answers
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 11903
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Thank you!
Carla Norris, Ellucian
[email protected]
Please complete the online session evaluation form.
• Via your registration account Log into your registration account at
https://ellucianlive2015.smarteventscloud.com/connect/
publicDashboard.ww
•
choose the link to “Surveys.”
Session ID 11903
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 11903
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