Navigation: Student Financials > Charges and Payments > Group Processing > Mass Select Transactions

1. The Mass Select Transactions run control search page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA220_ADM_FYR_5 (Admissions Letter, Summer, FYR Admit Type).
3. The Mass Select Transactions page displays.
4. In the Parameters section, enter, search, or select the:
   1. Business Unit.
   2. Group Type.
   3. Origin ID.
   4. Type of Group:
      1. Student Group or
      2. External Org Group.
   5. Transaction Type:
      1. Charges,
      2. Payments, or
      3. Reversals.
   6. Deselect the Balance the Group checkbox.
   7. Optional:
      1. Control Total.
      2. Control Count.
5. In the Population Selection section, select the Selection Tool drop-down.
   1. Select the method for gathering a population:
      1. Equation Engine: Not recommended.
      2. PS Query
      3. External File: File mapping varies based on the selected Transaction Type. Please refer to the following:
         1. Charges = SBPC (ID, TERM, AMOUNT) or SBPC (ID, ITM_TYP, TERM, AMT, REF)
         2. Payments = SBPP (ID, TERM, AMOUNT) or SBPP (ID, ITM_TYP, TERM, AMT, REF)
         3. Reversals = SBCR (EMPLID, ITEM_NBR)

When using an external file, it must be saved to your computer in .CSV (comma‑delimited) format and must include, at a minimum, the EMPLID field. For additional information, please refer to the Population Selection File Maps QRG.

Navigation: Student Financials > Charges and Payments > Group Processing > Create Group Data Entries

1. The Create Group Data Entries Find an Existing Value page displays.
2. Enter the Business Unit and select the Search button.
3. The Search Results display.
4. Select the appropriate Group ID link and the Group Entry tab displays.
5. Within the Effective Status section on the Group Entry tab, select Available for Posting in the Posting Action drop-down.
6. This file can be drilled into and then Saved.
7. Copy the Group ID Number for the following Group Post Transaction process.
8. Section complete.

Please refer to the Post Group Transactions and Review Errors QRG.

Please refer to the Correct and Post Group Transactions QRG.