0.002/15/01 LORI WHEELER 1.0 PROGRAM NARRATIVE: ****************************************************************** ***** NOTE **** IF YOU DO ANY MANUAL DISBURSEMENTS IN THE SOFTWARE BE SURE YOU ENTER A NUMBER GREATER THEN THE NUMBER OF DISBURSEMENTS YOU WILL HAVE FOR THE YEAR. IF YOU USE THIS PROGRAM MID YEAR BE SURE YOU START WITH A GREATER NUMBER DISBURSEMENT NUMBER THEN YOU HAVE ENTERED MANUALLY. IF THIS IS CONFUSING PLEASE CALL LORI WHEELER OR KAREN KOONCE AT TCC. AFTER YOU IMPORT THE DISBURSEMENT FILE BE SURE TO CORRECT THE STUDENTS WHO DISBURSEMENTS WERE NOT ADDED TO EDE. IF YOU DO NOT CORRECT THE STUDENTS AND GET THEIR DISBURSEMENT ADDED TO THE EDE SOFTWARE THEY WILL NOT MATCH WHAT IS ON SIS. SIS KEEPS TRACK OF WHAT HAS BEEN REPORTED TO DATE TO DOE (FIN121). IF THE DISBURSEMENT DOES NOT GET ADDED TO THE EDE SOFTWARE THEY WILL NEVER MATCH. USE FIN121 TO CORRECT SOCIAL SECURITY NUMBERS AND NAME CHANGES. A COLLEGE MUST BE USING THE EDEEXPRESS SOFTWARE AND HAVE REPORTED THEIR ORIGINATION RECORDS TO DOE AND HAVE IMPORTED THE RETURNED ORIGINATION RECORDS RESULTS BACK INTO EDEEXPRESS. THE DEPARTMENT OF ED HAS PUT OUT EXCELLENT DOCUMENTATION WITH THEIR 9900 EXPRESS SOFTWARE. PLEASE REFER TO THE SOFTWARE DOCUMENTATION AS IT WILL ALSO EXPLAIN HOW TO USE THE FILE THIS PROGRAM CREATES AS AN EXTERNAL DISBURSEMENT ADD UNDER THE PELL TAB OF THE SOFTWARE. THIS IS AN UPDATE PROGRAM THAT WILL EXTRACT PELL DISBURSEMENTS FROM THE SIS SYSTEM AND WRITE THE STUDENTS ORIGINATION ID,DISBURSEMENT REFERENCE NUMBER, DISBURSEMENT AMOUNT AND WHETHER OR NOT IT IS A POSITIVE OR NEGATIVE AMOUNT AND THE DISBURSEMENT DATE TO AN ASCII FILE. THIS ASCII FILE WILL THEN BE IMPORTED INTO THE PELL PORTION OF EDE SOFTWARE. THE SOFTWARE WILL USE THIS FILE TO ATTACH DISBURSMENTS TO THE STUDENTS PELL EDE RECORD. THIS PROGRAM ALSO HAS A NON-UPDATE PROC FIN491R THAT CAN BE RUN TO JUST CREATE A FILE AND A REPORT. BEFORE A COLLEGE STARTS USING THE UPDATE VERSION THEY SHOULD RUN THE NON-UPDATE VERSION AND CHECK THEIR FILE AGAINST WHAT IS ON THE SIS SYSTEM. IT ALSO WOULD BE A GOOD IDEA TO MAKE A COPY OF YOUR DATABASE BEFORE ACTUALLY IMPORTING THE FILE SO THAT IF IT DOES NOT CHECK YOU CAN RESTORE. 1. DOWNLOAD THE PELLFILE AS AN ASCII FILE,PGED00OP.DAT. 2. IMPORT THE PGED00OP.DAT FILE INTO PELL PAYMENT PART OF THE EDESOFTWARE. SEE COMPLETE INSTRUCTIONS IN THE DEPARTMENT OF ED DOCUMENTATION FOR DOING EXTERNAL ADDS FOR DISBURSEMENTS. NOTE: DISBURSEMENT RECORDS CANNOT BE ADDED UNLESS AN ORIGINATION RECORD EXISTS. SEE DOE EDE EXPRESS DOCUMENTATION ON HOW TO CREATE AN ORIGINATION RECORD. 1.1 THE INITIALIZATION ROUTINE -------------------------- SEVERAL THINGS MUST BE DONE TO PREPARE THE PROGRAM FOR EXECUTION. PROGRAM OPTION FIN491-01 ------------------------ THIS PROGRAM OPTION CARDS IS READ FROM THE CONTROL DATA- BASE. THIS OPTION RECORD CONTAINS GENERAL PELL INFORMATION SUCH AS: 1. PELL INSTITUTE NUMBER POSITION 1 FOR 6 BYTES. 2. DISBURSEMENT-NUMBER START WITH ZERO (IT WILL BE INCREMENTED WITH EACH UPDATE RUN) POSITION 7 FOR 2 BYTES IF PROGRAM ABENDS, SET THIS NUMBER BACK ONE. 3. YEAR INDICATOR. HOW PROGRAM RETRIEVES DATA THE STUDENT MASTER RECORD (STUDENTM) IS RETRIEVED ALONG WITH ALL THE STUDENT'S ACCOUNTING RECORDS FOR THE YEAR. ONLY POSTED CHARGES WILL COUNT AS DISBURSEMENTS CALL PROGRAMS ------------- AT THIS POINT, THE PROGRAM REESTABLISHES PARENTAGE AND CALLS FIN321S AND FIN331S TO DO ALL CALCULATIONS. DISTRIBUTION OF DATA -------------------- ONCE THE CALCULATIONS ARE DONE, THE DATA IS DISTRIBUTED TO THE FILE RECORD, A SORT FILE USED FOR THE REPORT. 1.3 CREATE PRINTOUT. --------------- AFTER ALL STUDENTS HAVE BEEN PROCESSED, THE PROGRAM SORTS THE SELECTED STUDENTS ALPHABETICALLY BY CAMPUS AND PRINTS THE REPORT. TOTALS FOR EACH CAMPUS WILL PRINT AS WELL AS TOTALS FOR THE COLLEGE. 1.4 WRAP UP ROUTINE. --------------- FINALLY ALL FILES ARE CLOSED AND EXECUTION ENDS. 2.2 FILE RUN JCL ______ //XXFIN491 JOB (XXXX,YYYY,09,50,,,2),FIN491,MSGCLASS=A, // MSGLEVEL=(1,1),CLASS=F,PRTY=3 /*ROUTE PRINT PPPPPP WHERE (XXXX,YYYY) IS YOUR ACCOUNTING INFORMATION PPPPPP IS YOUR OUTPUT DESTINATION //FIN491 EXEC FIN491, // AGENCY=295, // COLLEGE=TC, // FORM=A000, // QUEUE='*', // RUNTYPE=PROD, // DBTYPE=PROD, // SRTSIZE=3, //FIN491.PARMCARD DD * *** INPUT PARAMETERS *** /* CREATE GENERATION DATASETS FOR THE FOLLOWING FILE: THIS IS THE FILE THE DISBURSEMENT DATA IS WRITTEN TO AND USED TO IMPORT DATA INTO PELL PAYMENT PART OF THE EDEEXPRESS SOFTWARE. //PELLFILE DD DSN=&COLLEGE.AD.SIS.PSEQ&RUNTYPE.FIN491.PELL2000 UNIT=SYSDA,SPACE=(CYL,(5,5),RLSE), VOL=SER=VCCWK1, DCB=($,DSORG=PS,LRECL=102,BLKSIZE=102,RECFM=FB), DISP=(,CATLG,DELETE) USE FIN491R TO JUST CREATE A REPORT AND A FILE. NON UPDATE PROC SYMBOLIC DESCRIPTION -------------------- REQUIRED -------- AGENCY DENOTES THE THREE CHARACTER AGENCY IDENTIFIER (EX. AGENCY=283) COLLEGE DENOTES THE TWO CHARACTER COLLEGE ABBREVIATION (EX. COLLEGE=SR) OPTIONAL -------- RUNTYPE INDICATES WHETHER TO USE THE TEST OR PRODUCTION FILES. DEFAULT: PROD (E.G., RUNTYPE=TEST) DBTYPE INDICATES WHETHER TO USE THE TEST OR PRODUCTION DATA BASE FILES. DEFAULT: PROD (E.G., DBTYPE=TEST) IMSNODE INDICATES THE TYPE OF IMS SOFTWARE MODULES TO BE USED. DEFAULT: MVS (E.G., IMSNODE=DEV) FORM FORM NUMBER TO WHICH THE REPORT IS TO BE SPOOLED DEFAULT: A000 (E.G., FORM=0001) QUEUE QUEUE UNDER WHICH THE REPORT IS TO BE SPOOLED DEFAULT: * (E.G., QUEUE=A) SRTSIZE AMOUNT OF DASD STORAGE IN CYLINDERS ALLOCATED TO EACH SORT WORK FILE. DEFAULT: 3 (E.G., SRTSIZE=4) CYLSIZE AMOUNT OF CYLINDER SPACE NEEDED FOR TEMPORARY WORK FILES. DEFAULT: 10 (E.G., CYLSIZE=4) 2.3 INPUT PARAMETERS ________________ PARMCARD: ------------------- COL DESCRIPTION --------- -------------------------------------------- 1 - 4 PARM-BEGIN-YR PARM-END-YEAR 5 - 10 TERM (I.E. FALL) 11 - 12 YEAR (I.E. 99) 13 - 13 PARM-4DIGIT-ACCT-CODE 'Y' - CHECK ALL FOUR DIGITS OF ACCOUNT CODE 'N' - CHECK LAST THREE DIGITS FOR ACCOUNT CODE 14 - 14 PARM-CREATE-FILE-UPDATE SIS 'Y' - CREATE A FILE AND UPDATE DATABASE 'N' - CREATE FILE BUT DO NOT UPDATE DATABASE CREATE ONLY THE FILE AND THE REPORT. 3.0 JOB SETUP INSTRUCTIONS ---------------------- SPECIAL FORMS QUEUE: STANDARD FOR REPORT FORMS BUFFER: STANDARD FOR REPORT ALIGNMENT INSTRUCTIONS: STANDARD PRINTED OUTPUT: PERTINENT INFORMATION PAGE PELL PAYMENT DATA FILE INFORMAITON FORMS TYPE: 11 X 14 7/8 4.0 FILES: 4.1 DATA BASES USED: CONTROL DATA BASE 1. CTLQUART SEGMENT (READ ONLY) 2. CTLCAMPM SEGMENT (READ ONLY) 3. CTLPROPT SEGMENT (READ ONLY) 4. CTLFINYR SEGMENT (READ ONLY) STUDENT DATA BASE 1. STUDENTM SEGMENT (READ ONLY) 2. STUREGIS SEGMENT (READ ONLY) 3. STUACCTD SEGMENT (READ ONLY) 4. STUOBLIG SEGMENT (READ ONLY) 5. STUEXTEN SEGMENT (READ ONLY) FINANCIAL AID DATABASE 1. FINMASTR SEGMENT (READ ONLY) 2. PELLAWRD SEGMENT (READ,UPDATE) 3. PELLADJ SEGMENT (READ ONLY) 4. PELLDISB SEGMENT (READ ONLY) 5. PELLQTOT SEGMENT (READ,UPDATE) ACCOUNTING DATA BASE 1. ACCTMSTR SEGMENT (READ ONLY) CLASS DATA BASE TRMDBD 1. TRBDBD (READ ONLY) 4.2 ADDITIONAL FILES USED: 1. PARM-CARD - INPUT PARAMETERS 2. PRINT-FILE - PRINTED REPORT OF DATA WRITTEN TO FILE 3. SORT-FILE - SORT FILE USED TO CREATE REPORT 6.0 SPECIAL FEATURES: 6.1 CALLING PROGRAMS: N/A 6.2 SUBPROGRAMS CALLED: UTL100S, UTL001S, FIN321S, FIN331S 6.3 MESSAGE SEGMENT CODES: N/A 7.0 PROGRAM OPTIONS: 7.1 RECORD NUMBER IS 'FIN491-01'. COL DESCRIPTION --------- -------------------------------------------- 1 - 6 PELL INSTITUTION NUMBER (I.E. 003712) 7 - 8 DISBURSEMENT-NUMBER 9 - 12 YEAR INDICATOR 8.0 PROGRAM CHANGE HISTORY: VERSION : V7.05 CHANGE DATE : OCTOBER 1999 PROGRAMMER : LORI CALLIOTTE/WHEELER CHANGE REQUEST : DESCRIPTION : NEW PROGRAM TO REPORT DISBURSEMENTS TO DOE USING EDE EXPRESS SOFTWARE. THIS PROGRAM PRODUCES AN ASCII FILE THAT WILL BE IMPORTED AS AN DISBURSEMENT EXTERNAL ADD INTO THE PELL PAYMENT MODULE OF THE EDE EXPRESS SOFTWARE. 8.1 VERSION : V7.05 CHANGE DATE : NOVEMBER1999 PROGRAMMER : LORI CALLIOTTE/WHEELER CHANGE REQUEST : DESCRIPTION : ADDED MORE DESCRIPTION TO DOCUMENTATION. 8.2 VERSION : V7.08 CHANGE DATE : MARCH 2000 PROGRAMMER : LORI CALLIOTTE/WHEELER CHANGE REQUEST : DESCRIPTION : MODIFIED PROGRAM TO PICK UP SOCIAL SECURITY AND NAME CODE CHANGES FROM FIN121. PROBLEM WAS STUDENTS WOULD HAVE ONE SOCIAL SECURITY ON SIS AND A DIFFERENT ONE IN EDE OR STUDENTS WOULD HAVE A DIFFERENT NAME CODE ON SIS THEN THEY DID IN EDE. IF YOU CORRECT IT ON FIN121 IT WILL BE REPORTED CORRECTLY IN THE FILE.