Session Information
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Automated Holds Processing (1041)
Track: Student Financial Services

Educatsional Expertise   Focus: Banner Accounts Receivable
Program Code: 1041
LEAD PRESENTER / PANEL ORGANIZER / BOF LEADER :
Rose Most, Banner Senior Principal Consultant - Student Functional, Datatel+SGHE
Description
The Automated Hold/Release Process is the easiest way to place delinquent accounts on hold and release paid accounts without individually going into SOAHOLD and manually releasing the hold. The end-user sets it up once and uses it over and over again. This session is designed to show the end-user how it all works. This session walks through (screen by screen, process by process) the actual set-up and processing on Banner forms.
Even though this process exist in the AR menu Registration and other offices can benefit from the auto-hold process by taking advantage of the population selection feature of the process. This session will touch on that with examples for the users to take back to their institutions.


Screen
(Code: 1041A/1041VA/1041)
Regular Attendee:Free
Virtual Attendee:Free
Authorized NON-Attendee:$25 USD
  
This session is a part of:
Handout Online
(Code: 1041A/1041VA/1041)
Regular Attendee:Free
Virtual Attendee:Free
Authorized NON-Attendee:Free
  
This session is a part of: