Billing Operations: With custom scripts, ILLiad can - PowerPoint PPT Presentation

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Billing Operations: With custom scripts, ILLiad can

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PSU is finalizing procedures for uploading invoice information from ILLiad to ... We are using the same conduit used by Innovative's Bursar In/Out. ... – PowerPoint PPT presentation

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Title: Billing Operations: With custom scripts, ILLiad can


1
Billing Operations With custom scripts, ILLiad
can
Interoperate with Innovative ILS Using Expect
script to upload ILLiad fines into Innovative
ILS Interoperate with Banner Account Payables
(FIS) Project Account Receivables (SIS)
Project Cyril Oberlander, Portland State
University
2
Interoperability with Innovative ILS
Data Script
Delimited TXT file
Expect Program Uploads Fines
Script available in handouts online presentation
BILLED!
3
Interoperability with Banner Accounts Payables
(FIS)
  • PSU is finalizing procedures for uploading
    invoice information from ILLiad to Banner in
    order to pay invoiced lender charges. Whats
    needed by Banner isnt a whole lot
  • Vender ID (at PSU 890)
  • Seq. (multiple address per Vender)
  • Invoice (from Vender)
  • Index Code (ILLs FOAPL is fixed, so scripted in)
  • Description (50 characters) to include ILL / TN
  • Amount / Price
  • Critical to the projects success is ensuring
    control over the process, especially important
    are controls of accidentally paying false or
    duplicate billing.

4
Interoperability with BannerAccounts
Receivables (SIS)
PSU is also creating an automated process to bill
our students overdue fines and to bill other
libraries lender charges through Banner. We are
using the same conduit used by Innovatives
Bursar In/Out. After the billing manager is
released, we will script an export of ILLiad data
for uploading into Banner. This does mean using
some user and library fields in different ways so
we can pull required data, such as Vendor ID,
etc.
  • Data to bill Students Overdues
  • Student Number
  • Detail Code (Fixed for ILL Fines)
  • Description (TN / Title)
  • Fine Amount
  • Data to bill Libraries Lending Charges
  • Vendor ID Seq.
  • Detail Code (Fixed for ILL Lender Charges)
  • Description (TN / ILL / Patron)
  • Lender Charge (Fixed at 10 per item)

5
Comments / Questions
Cyril Oberlander Head of Interlibrary
Loan Portland State University PO BOX 1151
Portland, OR 97207 Tel 503-725-3357 Fax
503-725-4527 Ariel 131.252.180.29 or
ariel.lib.pdx.edu
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