This page provides instructions for the tuition remission process.

Authorization to Read/Update Tuition Entry on Banner
The Banner Finance System Access Request Form contains a section to request access to the Tuition Remission System (TRS). To locate the form go to the Controller's Office webpage and follow the log on steps to access the form.

The form requests TRS update access  under Part 4. You will need to print the form, and then have a department head sign it, then send the form to Kayla Akers (0312) in the Controller's office. TRS access enables users to use tuition remission reports (TZRTRAW, TZRTRAF, TZRTRAD, TZRTRIO, and TZRTRFR) and the forms (TZATRAW, TZATRAF, TSAAREV, TSADETL, and TSAACCT).

Tuition Remission User Group Notification Process
Users authorized to view or update tuition remission entries in Banner are automatically added to an email User Group maintained by the Graduate School. Notices of award and funding deadlines, rate increases, or anything pertaining to changes in graduate assistantships are sent to this user group by the Graduate School on a regular basis.

Two-Step Tuition Remission Process
There are two steps to the tuition remission process:

(1) awarding the amount of tuition to a student using Banner form TZATRAW, and then

(2) actually funding the award on Banner form TZATRAF.

These steps cannot be performed on the same day. The award made on TZATRAW is credited by the Office of the University Bursar (OUB) to the student's billing account. No actual fund number is debited at this point. The debit is incurred later when a fund number is entered on the TZATRAF form.

Step 1: Tuition Award Entry on Banner (TZATRAW)

At the top of the form are three key fields:

ORGN

Enter your 6-digit organization number, e.g., 034900

TERM

Enter the term using Banner term convention: the 4-digit year and the
2-digit term, e.g., 201509 is the year 2015 and the 09 represents the Fall term.
(note that Fall is 09, Spring is 01, Summer 1 is 06, and Summer 2 is 07)

CONTRACT

Enter 1 to award tuition, technology and library fees, and program fees, if applicable; Enter 2 to award comprehensive, capital or out of state fees. Do not award tuition and comprehensive fees together under the same contract number.

The next section of the form contains 7 columns:

DEL

Enter the letter D in this column if an award needs to be deleted. The record will
still appear on this form -it cannot be removed - but the award value will be zero.
To undelete a record, simply remove the D in this column. Never use the Remove Record option.

ID

Enter the student's 9-digit ID in this field.

NAME

The student's name will automatically populate in this field once the ID is entered.

MAX AMT

Enter the amount of the award. If the amount of an award changes after this entry is made, the field can be overwritten. You cannot enter a second entry on the same contract number for the same student. If changes are needed, record must be amended.

ROLL

Check this field box in the Fall to allow an award to "roll over" to Spring. The Spring award will appear on TZATRAW. The field can only be checked in the Fall; no other terms can roll over.

ACT DATE

This is the activity date. The field is populated upon Saving the form. Any time a change is made to a record, the date will change automatically. You cannot enter a date here.

SPONSOR REF NUMBER

This field is simply a convenience field to allow you to enter a notation. You may want to enter the fund number you intend to use, if the
student has a fellowship, or if another unit will be paying partial tuition - anything you want. This field does not update to any other form. Entering a fund number in this field does not debit the fund.

Step 2 - Tuition Funding Entry on Banner (TZATRAF)

At the top of the form are two key fields:

ORGANIZATION

Enter your 6-digit organization number, e.g., 034900

TERM CODE

Enter the term using Banner term convention: the 4-digit year and the
2-digit term, e.g., 201601 is the year 2016 and the 01 represents the Spring term. (Fall is 09, Summer 1 is 06, and Summer 2 is 07).

The next section of the form contains 6 columns, all 6 of which will populate automatically.

STUDENT ID

This field will populate automatically

STUDENT NAME

This field will populate automatically

CONTRACT

This field will populate automatically, and will show both Contract 1 and Contract 2 awards on two separate lines

MAX AWARD

This field will populate automatically and will show the amount that was entered on the award form (TZATRAW)

ACTUAL

This field will populate automatically and will show the actual charges posted against the student’s account. This amount could change if a student registers for 1 or 2 classes at a time.

FUNDED

This column will always show 00.0 until you enter funding. However, you do not enter funding in this column.

To enter the funding amount, double-click on the ID number. A sub-form for the individual student will open up. This form has 4 columns:

FUND CODE

Enter the fund code to pay the award.

FUND DESCRIPTION

This field will populate automatically.

FUNDED AMOUNT

This field will populate automatically and will be the amount entered on TZATRAW.

REVISED AMOUNT

This column will always show 0.00 until you enter the funding amount. There are several blank lines that can be used to fund from more than one fund number. An award payment can be split among any number of funds. Enter one fund number and amount per line, and then save the transaction. The total will have to add up to the total amount awarded. To go to the next record, perform a Rollback, not an Exit.

Optional Menu Items - There are four optional menu items:

"SHOW ALL RECORDS"

Displays all records

"SHOW RECORDS THAT REQUIRE FUNDING ADJUSTMENTS"

This form can be used to check for only those records that require an adjustment, without having to examine each record on the form.

"FUNDING INFORMATION"

Go directly to the funding sub-form.

"TOGGLE SORT ORDER"

Switch between alphabetical or numeric listing of students.

When to Enter Tuition Awards

Once a student is identified to receive tuition, it should be awarded as soon as possible on TZATRAW. When entering awards for a term ending in "09", which is a Fall term, the ROLL box can be checked when departments want to have the same award amount automatically entered for the Spring term as well. Help at the bottom of the form reads "check to roll tuition remission award from fall to spring."

A process will run daily that will actually roll the awards. When entering awards for a term ending in "01" which is a Spring term, the ROLL box is visible but not update-able, since no award can roll from Spring to any other term. The same is true for summer terms ending in "06" and "07" - awards for these terms cannot roll forward.

If necessary, a Spring award that has been rolled forward on TZATRAW can be changed. The amount can be changed or the award can be deleted, the same way it is presently done. In addition to eliminating some repetitiveness in entering awards, the process will help reduce problems in over-awarding of financial aid due to incomplete information.

There is no negative consequence to awarding tuition early, and, if necessary, it is very easy to delete or amend an award. If a department has been instructed to award tuition to students but has not been informed which fund to use, this step can still be completed.

This form simply records the intention of a department to pay an award to a student. The OUB will record the award as a credit to the student from a department, although no fund number will be debited at this point.

This step will prevent the student from receiving a bill for tuition, and will inform the OUB that the department will be responsible for the awarded portion of a student's tuition.

A late fee will not be assessed by the OUB for tuition that has been awarded, but not yet funded. Departments are encouraged to enter tuition awards before the Fall and Spring billing deadlines.

When to Enter Funding Information

The award entry using TZATRAW updates to the TZATRAF funding form overnight. The Graduate School sends notices to the Tuition User Group to announce award/funding deadlines.

Terms for the upcoming academic year are opened on May 1 of each year. Awards can be made at this time (using TZATRAW) for any of these terms.

The funding on these terms is not allowed (using TZATRAF) until after July 1. Funding cannot be provided prior to July 1 because expenses for tuition remission for these terms are recorded in the upcoming fiscal year that begins on July 1.

Departments should provide funding for awards from 997xxx or 999xxx funds on the TZATRAF form by the following dates:

1st Summer

July 15 - August 30

2nd Summer

July 15 - August 30

Fall

September 1 - December 30

Spring

February 1 - May 10

Funding from accounts other than 997xxx, 998xxx, and 999xxx can be entered until May 31st. The tuition remission system will be open for all terms of the academic year from May 1, 2016 through May 31, 2017 (i.e., terms 201506, 201507, 201509, 201601 will be opened on 5/1/17 and will be closed on 5/31/17. No awards or funding changes can be made after 5/31/16 for these terms).

All funding charges for tuition remission expenditures should be made by using the TZATRAF form (Do not send journal vouchers to the controller's office to move tuition remission expenses between funds. All transfers should be made using the TZATRAF form. Once a term is closed, funding changes cannot be made after that date.)

Funding Trouble Shooting

If funding is entered before a student is fully registered, only a portion of the award is applied to the student's account. The remainder of the funds is unapplied and will remain that way until the billing cycle catches up with the activity of the student.

For example, a department may apply funding for full tuition at a time that a student has only signed up for 6 hours. If funding is entered too early, Banner will only apply the amount to pay for 6 hours. The additional funds will not be recognized even though they have been awarded, because there were no unpaid charges. In the meantime, the student may have since added 6 more hours, and may receive a bill for partial tuition because the award process (TZATRAW) has already updated its information to the funding process (TZATRAF). When the funding process billed against the actual charges, it found no reason to apply the extra funds. So the TZATRAF form may contain this information:

Max Award

Actual

Funded

6,129.50

3,064.75

3,064.75

If the department tries to change the “Funded” column to $6,129.50, an error message will report "No funding needed" because the cycle hasn't updated yet, even though the student may now actually have more charges. If the problem is not resolved in the next billing cycle the department will need to contact the OUB to have the payment applied manually.

If a department tries to enter tuition on TZATRAF that is paid from a sponsored research account (4xxxx, 5xxxxx) an error message may appear that reads "student must be on a GTA or GRA to receive funding from this account" even when this is not true, or even when the student does have a GTA or GRA. Check with the sponsored research officer in charge of that fund to get the flag removed so that tuition funding can be entered. The officer can be identified on the FRAGRNT form.

Changing A Fund Number/Deleting an Award
To change a fund number on TZATRAF, open the sub-form and enter zero in the revised amount column; on the next line enter the revised amount using the new fund number. More than one fund number can be used to pay an award. The system will not allow a fund number to be deleted, but it can change the amount charged to the fund to $0.00.

In the example shown below, the department has decided it does not want the original fund, 999595, to pay a tuition award. Instead, it wants to use two other funds to pay the award. It must first change the amount under the original fund to zero, and then enter the new fund information. The funded amount must equal the awarded amount. Then the transaction can be saved.

To delete an award, go to form TZATRAW. Enter a D (for delete) in the far left column. The deletion will update overnight. The student's name will still appear, but there will not be an award associated with it.

Fund Code

Fund Description

Funded Amount

Revised Amount

999595

State General Fund Tuition Fellowships

6,129.50

0.00

997395

Unfunded Tuition Scholarship

2,129.50

2,129.50

555555

Extra Tuition Resources

4,000.00

4,000.00

Tuition Fund Restrictions

Awards on TZATRAW are entered as either Contract 1 or Contract 2 and will appear as Contract 1 or Contract 2 charges on TZATRAF.

Contract 1 is reserved for tuition, technology and library fees, added together and entered on one line, and program fees (i.e., Engineering, Architecture, etc.).  

Contract 2 is reserved for paying fees other than tuition, such as comprehensive and capital fees or out-of-state tuition differential fees.

Departments may receive an allocation of 999xxx and 997xxx funds to be used for graduate tuition each year. When using 997xxx and 999xxx tuition fund numbers, always enter them as a Contract 1 entry.

The 999xxx funds can be used for students who have a GA, GTA or GRA appointment provided that the student's stipend is not funded by a sponsored program fund.  997xxx funds can be used for graduate assistants who earn more than $4,000 per year (at least $2,000 per semester), and whose stipend is not being paid by a sponsored program fund.  

The Tuition Remission System (i.e., Banner form TZATRAF) was updated in February 2015 to enforce existing tuition remission funding rules.  The system rules apply to unfunded tuition remission waiver (997XXX) funds as well as all federal, private, and state sponsored funds.  The rules ensure the portion of tuition charged to the fund is in alignment with the assistantship positon funding.

For example, if an assistantship is paid fifty percent from an education and general fund and fifty percent from a sponsored fund, the system would allow up to fifty percent of the student's tuition to be funded by the department's tuition remission waiver (997XXX) fund and up to fifty percent to be charged to the sponsored fund.  Variances of up to three percent are deemed reasonable and are allowed by the system.

Departments can request an exception to the tuition remission waiver funding rules, which require a transfer of 997xxx funds to a 998xx funds, by submitting a request to the Graduate School. 

Common exceptions include

(1) split appointments for GRAs who are partially funded on sponsored program funds;

(2) GRAs being paid on sponsored program funds that do not allow tuition awards; and

(3) when a sponsored program requires cost sharing.

Please prepare and submit an exception request (Form included in the appendix of the Guidelines and Procedures) to Will Walton (wwalt00@vt.edu) stating the reason for the request, the name and ID of the student, and the amount of tuition to be awarded. All requests will be reviewed by the Vice President and Dean for Graduate Education.

Departments can also request an exception to the sponsored program funding rules by submitting a request to the Office of Sponsored Programs (OSP). 

If an exception is granted, OSP will assign an attribute to the grant which will allow the additional funding to be processed on the TZATRAF form. Once the funding has occurred, OSP will remove the attribute.

Exceptions are granted on a case by case basis. Only OSP can assign the attribute to the grant.  If no exception is granted, the department may elect to cover the tuition cost from returned overhead funds (i.e., 2xxxxx), education and general funds, or foundation funds.

E&G funds (start with 1xxxxx) and returned overhead (start with 2xxxxx) can only be used for all students on assistantship, regardless of type (GA/GTA/GRA), who have earned over $4,000 ($2,000 per semester) on their graduate assistantship.

Banner report TZRTRFR (Tuition Remission vs. Payroll Funding Review/Reconciliation Report) is available to assist departments in reconciling payroll funding percentages to tuition funding percentages.

TZRTRFR provides the tuition and assistantship funding percentages for each student.  At the end of the semester, departments can use the report to determine if tuition needs to be reallocated based on payroll funding changes made after tuition was posted.

Funding Sources

Fund Number

1xxxxx

2xxxxx

3xxxxx

4xxxxx

5xxxxx

6xxxxx

7xxxxx

8xxxxx

9xxxxx

Description

E&G Operating and Auxiliaries    

Overhead Recovery

Sponsored Projects—Instruction

Sponsored Projects—Research

Sponsored Projects—Extension

Local Funds (VT)

Capital Outlay

VT Foundation

Agency Funds ? Local Funds

Tuition Remission Fund Source Rules

Fund No.

Can Fund GA

Can Fund GTA/GRA

Can Fund student w/o Assistantship or Fellowship

1xxxxx

Yes

Yes

No

2xxxxx

Yes

Yes

No

3xxxxx

Maybe1

Maybe1

Maybe1

4xxxxx

Maybe1

Maybe1

Maybe1

5xxxxx

Maybe1

Maybe1

Maybe1

6xxxxx

Yes

Yes

Yes

7xxxxx

No

No

No

8xxxxx

Yes

Yes

Yes

997xxx

Yes

Yes3

No

999xxx2

Yes

Yes

No

998xxx

No

Yes3

No

1 Depending on sponsored program rules

2 50% of these funds should be awarded to in-state students. Residency status is reported in the SYRB660 or TZRTRIO.

3 Cannot use 999 or 997 funds if stipend is paid from OSP fund.

Online Programs
Tuition for online programs (i.e., MIT, PSALS, LGMC, and MNR) cannot be awarded through the tuition remission system.  The awarding program or department must submit a "Request to Pay Funds to a Student Account" form available from the Office of the University Bursar.

Tuition Refunds

When departments award tuition to a student who has already paid tuition, the student will receive a refund from the OUB.  Refunds are payable to the student by Direct Deposit.

If a student has already paid the out-of-state fee portion (UF Differential) of tuition and then qualifies for the waiver, this amount will be refunded in the same way as tuition refunds. The out of state fee is waived automatically when the student's assistantship appointment (PAF) has been entered in Banner, the student meets the earnings eligibility criteria, and the student is enrolled for the semester.

A student withdrawing for medical reasons will be charged a daily tuition rate for each day enrolled. Withdrawal for medical reasons must be accompanied by a statement from the Student Health Services at Virginia Tech indicating that the student is unable to continue in school due to medical reasons.

Comprehensive fees are nonrefundable unless it is a complete withdrawal and all charges are cancelled. A withdrawal means the student has not been in attendance during any part of the term and the effective date is always the first day of class or before for a term. These rules are for fall and spring terms. Summer terms are different and departments should refer to the OUB website.

Tuition Obligation When Students Leave Assistantship
This table is based upon the university refund policy and will be used in calculating tuition obligations for students who leave the assistantship appointment before day 38 of the semester.

SEMESTER CLASS DAY

STUDENT OBLIGATION*

DEPARTMENT OBLIGATION**

PRIOR TO FIRST DAY OF CLASSES

100% of tuition & fees

0%

ONE THROUGH EIGHT

90% - tuition only

10% of tuition scholarship

NINE THROUGH NINETEEN

50% - tuition only

50% of tuition scholarship

TWENTY THROUGH THIRTY-SEVEN

25% - tuition only

75% of tuition scholarship

AFTER DAY THIRTY-SEVEN

0%

100% of tuition scholarship

The comprehensive, technology and capital fees are non-refundable and no reduction will be made after the beginning of classes.
*Student responsible for any amount not paid by department.
**Percent of tuition paid by department

Removal of Late Fee Charge
If a late fee charge has already been assessed due to an out of state fee or tuition award not being entered on time and it is clearly not the fault of the student, and, provided that the student has no other charges outstanding, the department must fill out and submit a Accounts Receivable Adjustment Form signed by a department head.

The OUB must process these requests manually.  To request this form, email the OUB (bursar@vt.edu) providing your name and mail code.  Questions can be directed to Kelly Perkins (kmstout@vt.edu) or Debbie Huff (dhuff@vt.edu).

Verifying Tuition Award on TSAAREV
Departments can check the student account form TSAAREV, to verify that the tuition has been awarded. If the form has a Y in the Hold indicator box, you will not be able to see the form. Enter 222 in the box next to it to access the form.

Verifying Tuition Award on TZIAREV
From the TSAAREV form, go to Options menu and select TZIAREV. When the form opens, it will show all charges. DO a roll back and then enter the semester you want to view – this form is easier to use and understand than TSAAREV.

Verifying Department Charge on TSAACCT
Departments can verify whether a student's tuition has been paid by their own or another department by checking this form.

Enter the student ID, and then select "EXEMPTIONS/CONTRACT" from the menu options to the left of the form. Details of the transaction may be viewed on TSADETL.

Tuition Remission Reports

Departments can track their spending or check tuition entries that need funding adjustments at any time by running the TZRTRAW, TZRTRAF, or TZRTRFR reports from the Banner system. Reports are sent to the user by email. Instructions for running the reports are as follows:

Departmental Tuition Remission reports are submitted by using the Banner Finance job submission process. The reports are viewed and printed using the Virginia Tech Webviewer system (same system used for printing reports from the Finance Web Reports system).

There are two Tuition Remission reports available to departments. Each report has a summary and detail report (there are four different report formats that can be printed from the two reports listed below).

TZRTRAW - Tuition Remission Award Report
The TZRTRAW (Award) report provides information by student and contract (tuition or fees) for a specified organization and term. The report provides the amount awarded, actual amount (amount of award applied to student's charges), funded amount (amount of actual amount that department has provided a Banner Finance fund to charge the award), and a difference amount (difference between actual and funded). The report can be requested for any level of the organization hierarchy (senior management, department, organization, etc.).

TZRTRAF - Tuition Remission Funding Report
The TZRTRAF (Funding) report provides information by fund by feed date (to Banner Finance) for a specified organization for a specified feed date range. The report provides the amount funded by student. This report can be used to reconcile between the Tuition Remission system and the Banner Finance system. The report can be requested for any level of the organization hierarchy (senior management, department, organization, etc.).

TZRTRFR - Tuition Remission vs. Payroll Funding Review/Reconciliation Report
The TZRTRFR report is available to assist departments in reconciling payroll funding percentages to tuition funding percentages. TZRTRFR provides the tuition and assistantship funding percentages for each student.  At the end of the semester, departments can use the report to determine if tuition needs to be reallocated based on payroll funding changes made after tuition was posted.

Submitting the Report - TZRTRAW
The following provides step by step procedures for submitting the report.

  1. Enter the report name (TZRTRAW) in the direct access box on the main menu form in Banner. Press the enter key afterwards. You will be taken directly to the GJAPCTL form (Process Submission Control Form).
  2. The Virginia Tech Webviewer system and an email will be sent to the user notifying him/her that the report is ready for viewing or printing.
  3. Perform a next block function. Tab to the value field for organization. Enter the organization code. Multiple organization codes can be entered by selecting "record" on the menu bar and then select "insert". This puts a blank line in the parameter section. Enter a "01" and tab to the value field to enter the second organization number.
  4. Use the down arrow key to move to the value field for the term code parameter. Enter the desired term (i.e. fall = 201509, spring = 201601, 1st summer = 201606, 2nd summer = 201607). Multiple terms can be entered if desired (using the method described in item 3 above).
  5. Use the down arrow key to move to the value field for the "Only Adjustments Required" parameter. The value should remain "N" in this field if the user desires a report that includes all students awarded for the term. If the user desires a report of only students that need funding provided, change the value in this field to "Y".
  6. Use the down arrow key to move to the value field for the "Report Type" parameter. The value should remain a "D" in this field if the user wants a detail report that lists individual students. If the user wants a summary report, change the value in this field to "S".
  7. Perform a next block function. To submit the report, single click on the save icon on the icon bar at this point.
  8. Exit the form and wait for the email that will be sent for notification that the report is ready for viewing or printing.

Viewing and Printing the Report
Once the email is received, click on the web address in the email. The webviewer system will be accessed and the report can be viewed in PDF format. Click on the PDF button for the "Report - lis" file to access the report. This will start a session of acrobat reader. The report can be viewed or printed using acrobat reader.

Submitting the Report - TZRTRAF
The following provides step by step procedures for submitting the report.

  1. Enter the report name (TZRTRAF) in the direct access box on the main menu form in Banner. Press the enter key afterwards. You will be taken directly to the GJAPCTL form (Process Submission Control Form).
  2. Perform a next block function. Enter "webdist" as the printer. This will cause the report to go to the Virginia Tech Webviewer system and an email will be sent to the user notifying him/her that the report is ready for viewing or printing.
  3. Use the down arrow key to move to the value field for the term code parameter. Enter the desired term (i.e. fall = 201509, spring = 201601, 1st summer = 201606, 2nd summer = 201607). Multiple terms can be entered if desired (using the method described in item 3 above).
  4. Perform a next block function. Tab to the value field for organization. Enter the organization code. Multiple organization codes can be entered by selecting "record" on the menu bar and then select "insert". This puts a blank line in the parameter section. Enter a "01"and tab to the value field to enter the second organization number.
  5. Use the down arrow key to move to the value field for the fund. Tab to the value field for fund code. Enter the fund code (ONLY ENTER THE ORGANIZATION CODE OR THE FUND CODE -NOT BOTH). Multiple fund codes can be entered by selecting "record" on the menu bar and then select "insert". This puts a blank line in the parameter section. Enter a "02" and tab to the value field to enter the second fund number.
  6. Use the down arrow key to move to the value field for the "Date Range Start" parameter. The format is DD-MMM-YYYY.
  7. Use the down arrow key to move to the value field for the "Date Range End" parameter. The format is DD-MMM-YYYY.
  8. Use the down arrow key to move to the value field for the "Report Type" parameter. The value should remain a "D" in this field if the user wants a detail report that lists individual students. If the user wants a summary report, change the value in this field to "S".
  9. Perform a next block function. To submit the report, single click on the save icon on the icon bar at this point.
  10. Exit the form and wait for the email that will be sent for notification that the report is ready for viewing or printing.

Viewing and Printing the Report
Once the email is received, click on the web address in the email. The webviewer system will be accessed and the report can be viewed in PDF format. Click on the PDF button for the "Report - lis" file to access the report. This will start a session of acrobat reader. The report can be viewed or printed using acrobat reader.

Submitting the Report - TZRTRFR
The following provides step by step procedures for submitting the report.

  1. Enter the report name (TZRTRFR) in the direct access box on the main menu form in Banner. Press the enter key afterwards. You will be taken directly to the GJAPCTL form (Process Submission Control Form).
  2. Perform a next block function. Enter "webdist" as the printer. This will cause the report to go to the Virginia Tech Webviewer system and an email will be sent to the user notifying him/her that the report is ready for viewing or printing.
  3. Use the down arrow key to move to the value field for the term code parameter. Enter the desired term (i.e. fall = 201509, spring = 201601, 1st summer = 201606, 2nd summer = 201607). Multiple terms can be entered if desired (using the method described in item 3 above).
  4. Perform a next block function. Tab to the value field for organization. Enter the organization code. Multiple organization codes can be entered by selecting "record" on the menu bar and then select "insert". This puts a blank line in the parameter section. Enter a "01"and tab to the value field to enter the second organization number. If report is for a specific fund number, leave organization code blank.
  5. Use the down arrow key to move to the value field for the fund. Tab to the value field for fund code. Enter the fund code (ONLY ENTER THE ORGANIZATION CODE OR THE FUND CODE -NOT BOTH). Multiple fund codes can be entered by selecting "Record" on the menu bar and then select "Insert". This puts a blank line in the parameter section. Enter a "02" and tab to the value field to enter the second fund number. To duplicate the parameters, use the Record Menu at the top of the form, select “Duplicate”.
  6. Error Checking: When producing a report, you can identify potential errors when the payroll and tuition percentages are not in alignment. “Y” includes review messages and “N” does not include review messages.
  7. Use the down arrow key to move to the value field for the "Report Type" parameter. The value should remain a "D" in this field if the user wants a detail report that lists individual students. If the user wants a summary report, change the value in this field to "S".
  8. Data File Indicator: To generate a data file, select “Y” to create a data file and “N” to not create a data file.
  9. Perform a next block function. To submit the report, single click on the save icon on the icon bar at this point.
  10. Exit the form and wait for the email that will be sent for notification that the report is ready for viewing or printing.

Viewing and Printing the Report
Once the email is received, click on the web address in the email. The webviewer system will be accessed and the report can be viewed in PDF format. Click on the PDF button for the "Report - lis" file to access the report. This will start a session of acrobat reader. The report can be viewed or printed using acrobat reader.