Registration Holds for Mail Merge

Description:

Creates a list of students that not not have TMS and have a balance over $500. This list is used to notify the students that a registration hold will be placed on their account if their balance is not paid.

Timing:

3rd week in October and 3rd week in March

Run by:

Student Accounts Manager

File:

X.AR.SUMMARY.MAST, links to PERSON file and STUDENTS file

Fields:

Student ID
Last Name (PERSON)
First Name (PERSON)
Class
Balance
Balance Less Remaining TMS
07/FA Balance after TMS and Aid
07/FA Unxmitted Aid
Home Addr Line1 (STUDENTS)
Home Addr Line2 (STUDENTS)
Home Addr Line3 (STUDENTS)
Home City (STUDENTS)
Home Country (STUDENTS)
Home State (STUDENTS)
Home Zip (STUDENTS)
Box (PERSON) - need to verify this is local box number
email (STUDENTS)

Grouping:

None

Sorts:

Last Name (PERSON)

Procedure:

Run report, export to excel file, merge into letter to send home, one to send to local address and send email notice.

Notes:

Update Year and Semester for each Balance field