Fees Rollover Page

Use this page to delete student fees records for students whose records were deleted by the registration rollover process. It can also purge additional fees information that no longer needs to be stored. You can select what information to purge and indicate the school year for which you want to purge records.

For detailed information, refer to Fees Rollover Processing. For descriptions of the tasks required to compete the overall year-end rollover process, refer to Run the Rollovers Procedure.

Run Fees Rollover

Select Administration > Utilities > Year End > Fees Rollover.
To run the rollover to complete only base processing, in the Building field, click
(asterisk) to select all buildings, and leave the remaining fields blank. Skip to Step 5.
Select the buildings for which you want to roll mark reporting information. Select codes from the field's drop-down list, or click
(asterisk) to select all codes, then remove any that do not apply.
Specify the purge options, and enter the school year to purge records.
On the Run panel, select when to run the rollover.
Click Run.
Use the Tasks/Reports options on the Navigation bar to view task status and retrieve reports. Review the log file and spot check data to confirm that the rollover was successful. Make sure users know not to change data until you have verified that data does not need to be restored.
If you are satisfied with your results, you are done, and you can continue to the next rollover.
If the log file has errors, or if you are not satisfied with the results of the rollover, click Restore to change the page to its Restore mode, and select the rollover run(s) you want to restore. The restore will load data for the backup files created for all rollover runs that were run on and after the rollover run selected.
On the Run panel, select when to run the restore.
Click Run.
Once data is restored, you can correct data errors and re-run the rollover.
If you are satisfied with the rollover and you want to run the rollover for a different set of buildings, repeat Steps 1 - 12.

Fields

Rollover Mode

These panels display when Rollover is selected at the top of the page. When you run the rollover, all student fees records are purged for students whose records were deleted during the registration rollover process. If you do not want to purge any other information, run this page and leave all purge options unchecked.

Prompts Panel

Select the buildings and purge options for the rollover.

Field	Description
Building	Select the buildings to be processed by the rollover. For example, you might run once for middle schools that do not keep fee information for prior years, and then run for high schools that do keep fee information. Select codes from the field's drop-down list, or click (asterisk) to select all codes, then remove any that do not apply.

Options Selection Grid (unlabeled)

Options are selected in the Perform column. Enter the School Year when appropriate.

Field

Description

Purge fee groups, items, and textbooks

Select to delete all student and setup information for the specified year and earlier.

Student information deleted includes student fee audit, student fee groups, student fee items, and student payment records.

Setup information deleted includes fee groups, fee items, and textbooks records.

Purge student fees and payments

Select to delete all student information for the specified year and earlier.

Restore Mode

These panels display when Restore is selected at the top of the page. The Restore mode lists each rollover run, the run date, its status, and the rollover options used for that run. If you need to restore a rollover, select the appropriate row in the Restore column, and then click Run. The restore will delete all data and re-load the backup files made at the time of the rollover. If multiple rollovers have been performed, any rollovers done after the run you selected will also be restored to maintain data integrity.

Prompts Panel

Each rollover run is displayed.