Import/linkage processes
E&G / JV Departments & GLAs (based on Banner data imported through Cognos)
A Cognos report export file is generated and uploaded to the PCR server (/wiki/spaces/TKB/pages/1724645544 managed by BI team + server operations by LAP)
PCR-360 detects and imports the file, as described in /wiki/spaces/ICAT/pages/2205647320
But exactly how does the import work? What model of orgs and index codes is PCR translating into what model of Departments & GLAs? How are funds involved? How does PCR decide whether to tag a Department with the E&G or JV billing groups? Brent is exploring.
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PCR has an accurate list of Departments (orgs) and a default GLA for each one. Departments whose index codes are all associated with funds designated for Budgeted Operations (00xxxx - 04xxxx) have only we consider E&G (below) only have an “E&G” version; departments who have no index codes related to funds in that range only JV funds have only a “JV” version; departments whose index codes are associated with both types of funds have two Department entries, one of each type. The Department list allows us to associate each IT service with a Department Owner, and the connection to index codes and the fund classification helps set GLAs and billing groups more automatically.
Telephone service is billed differently for E&G vs. JV vs. CASH customers, so it’s important to accurately match the billing group to the usage of each service, which we do based on the fund classification of the index code that’s paying for it. (Most services However, non-telephon services generally bill everyone at the same price no matter which billing group they’re in.)
Rule for determining if billing group for a charge should be E&G or JV
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