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- Fund
- Institution
- Campus
- Site
- FAY
- Transaction Type
- All zero and positive amounts are placed in one file and all negative amounts are placed in a separate file.
- # of Students
- If the # of Students partitioning option is selected, the # of Students is required to be specified.
- Separate files are created up to the specified number of students specified (e.g. 500).
The EST process for non-term uses the Payment Period Start date range to select the students to be processed. For term-based programs leave this item blank and select the appropriate terms later in the selection process.
If you do not check the Select All Students box, you can filter for a student ID, and then click the Add icon next to the student to add them to the selected student list, if this is done, the process will only be run for the specific student(s) selected.
Once you have made all the appropriate selections, click on the Export icon at the bottom of the page.
In the Process Log, you can check the status of the file as it is loaded. If the file is large, the process may take a while to complete. Any student records that fail to load will be included in the Process Log (See the section on Process Log for more information). Click on the student tab for the appropriate file in the process log to see the reasons the student record failed to package.
The system creates a file including all student transaction information meeting the criteria you set. You may upload this file into your Student Information System.
There are cases where a student will change campuses but still have a pending disbursement from the original campus that needs to be disbursed. The Export EST Process provides an option to change the student selection criteria to look for disbursements based on the campus and site the student was or is attending. The following selection criteria is listed on the Export EST screen: "Currently Enrolled Site" and "Site with which Disbursements are Associated." This selection dictates how the EST process gathers and exports disbursements. If "Currently Enrolled Site" is selected, the EST Export process exports disbursements associated to the student's current campus and site. If the "Site" with which disbursements are associated is selected, the EST Export process exports disbursements associated with the campus and site where the disbursements were created under. If a selection is not made, the EST Export process defaults to "Currently Enrolled Site."
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In the Process Log, you can check the status of the file as it is loaded. If the file is large, the process may take a while to complete. Any student records that fail to load will be included in the Process Log (See the section on Process Log for more information). Click on the student tab for the appropriate file in the process log to see the reasons the student record failed to package.
The system creates a file including all student transaction information meeting the criteria you set. You may upload this file into your Student Information System A/R system.
EST File Name
A backend Institution level setting determines the maximum number of characters in which the file name can have. It is a backend setting called maxEstFullFileNameLength and is defaulted to 255 characters. The default setting of 255 characters is able to be adjusted via a script which can be requested by submitting a Customer Zone ticket. The EST process will create files names to fit within the defined value (default = 255 or script value).
The EST full file name is the drive + path + filename.
Currently, an EST export file name would have a name such as this
C:\Regent File Repo\School_QA\ExportStudentTransaction\EST_Expected_334228_School_QA_1418603_20220913_233758200.xml
This is 125 characters long.
The following parts of the full file name are always present:
The repo folder path (e.g. C:\Regent File Repo\School_QA\ExportStudentTransaction\)
Process level settings:
EST process type (e.g. EST_Expected)
BatchId (e.g. _334228)
DEX service settings for:
InstanceId (e.g. _School_QA)
ProcessTransationId (e.g. _1418603
DateTime (e.g. _20220913_233758200)
If one or more of the partitioning options are selected, the process:
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