Output from AS400 needs to be checked to make sure information is valid. Items on report that will not be used anything that is not included in the 1098 reporting like SAF Fees, sponsorship payments, grants, need to be deleted from the report. After information is verified and extraneous info is deleted, the report needs to be uploaded. Would be useful if Val, Deb J., and Alison got around to subscribing to ST Talk. Through printing the T9TR, we realized that all payments need to be allocated.
Tuition has the highest priority in the system for payment allocation.
Jeanne found screen, BPMA, to be used to have system go through and allocate all unallocated payments. This needs to be thought about, as it will affect future 1098s. For part of this we are still waiting on patches being uploaded. Jeanne will talk to Brad. Can run more accurate T9TR report after patches are loaded.