Payment Data Export via Banner SFTP

Configuration 

 There are several items that must be configured in order for the right information to display in the exported CVS file. 

 

 User Profile 

 In the user profile, a  unique user ID  must be configured. 

 This information will likely be populated by a user data import.  

 

 Lot Administration 

 Each lot requires a unique  banner detail code . 

 To set the banner detail code, go to  Lot Administration  and click on  Pricing & Lot Admin . 

 

 

 Select the lot you wish to add the detail code to. Click on the  lot name  to access the configuration screens. 

 

 

 Once you are in the lot configuration tool, select the  Additional  tab. 

 

 

 Enter the  Lot Detail Code . (These codes are established in the preliminary planning phase of the project) 

 

 Ticket Categories 

 From the  Options Menu , hover over  Violations  and select  Manage Ticket Categories . 

 

 

 Click  Edit  on the  Category  you wish to configure. 

 

 

 Enter the detail code for the ticket category. 

 In this case, the Detail Code is  PRKB  for the  Boot Fee  category. 

 

 Sales Window  

 On the sales window configuration page, we need to enter a  Term Code  used for  Permits  only. 

 To do so go to the  Permits  Menu and select  Sales Windows 

 

 

 To access the configuration screen, click on  EDIT. 

 

 

 Here you will enter the  Term Code  for the selected  Sales Window  that you want to appear on the permit purchases export. 

 

 

 Activate Script to Run on a Schedule 

 You must now ensure the  System Task  is set to active and has an active schedule set. 

 In the  Options  menu, click on  View System Task Logs . 

 

 

 In this example, the Task is set to run at 2:00 am Nightly 

 

 

 The User Portal 

 You are now set to make a payment on the user portal. In this example, we will purchase a permit. 

 Go to the user portal and click on the  Permits  menu item. 

 

 

 Select the Lot you wish to purchase a permit in. 

 

 

 Click  Reserve Permit 

 

 

 Continue to Checkout  to view your  Cart . 

 

 

 Select  Banner Payment  as your  Payment Type. 

 This can be configured so that Banner Payment is your only selection available. 

 

 

 Click  Submit Payment. 

 The screen will refresh to show the  Confirm Payment  page. 

 Click on  Confirm Payment. 

 

 

 Once the payment is processed, you will get an online receipt. 

 

 Some additional information on how the Banner export process works: 

 Export to Banner will run whenever the system task is set to, and gathers any violations that can be sent to banner that haven't been exported yet. When a violation has been exported by the system task, it has a flag put on it that marks it has been exported to Banner. 

 It will export the violations it found into a new file, and does not affect any previously output files, meaning it doesn't create a cumulative file that gets more added each day. Rather, it creates a new file every time it runs; this isn't necessarily daily, it runs at whatever interval the client has decided for it. 

 This would mean if they missed a day, there would be more than one new file in the output folder for them to process in Banner.