Assigning EPS Market Codes to an Organization

This section discusses how to:

  • Assign market codes.

  • View and maintain the organization external codes.

Page Name

Definition Name

Navigation

Usage

EPS Assign Organization

EPS_ASGN_ORG_PARMS

Campus Community > Organization > Organization Data Load > EPS Assign Organization

Assign EPS market codes to external organizations.

External Organization Codes

EXT_ORG_CODES

Campus Community > Create/Maintain Organizations > External Organization Codes > External Organization Codes

Display the results of the automated EPS assignment process for a specific external organization. You can also use this page to maintain the EPS market code data for the institution.

Access the EPS Assign Organization page (Campus Community > Organization > Organization Data Load > EPS Assign Organization).

This example illustrates the fields and controls on the EPS Assign Organization page. You can find definitions for the fields and controls later on this page.

 EPS (Enrollment Planning Service) Assign Organization page

EPS Delete Option

Field or Control

Description

Delete EPS Data Type and EPS Code Type

Select to delete EPS data. Select the EPS code type to delete. Use this action, for example, to remove a prior year's version of the EPS data.

EPS Assign Options

Field or Control

Description

Assign EPS Data Type and EPS Code Type

Select to assign EPS data to organizations. Select the EPS code type to assign.

Skip

Select if you do not want to assign an EPS market code to this organization if this organization already has this EPS market code assigned.

Replace

Select if you do want to assign an EPS market code to this organization if this organization already has this EPS market code assigned.

Org Selection Criteria

Field or Control

Description

Assign EPS Code to All Org (assign enrollment planning service code to all organizations)

Select to assign EPS market codes to all external organizations. If you select this check box, the School Type field and the fields in the Address Selection group box become unavailable for input.

School Type

Select the school type to which you want to assign EPS market codes. If you want to select organizations by using the address fields below, do not select the Assign EPS Code to All Org check box. Instead, select a school type (such as Secondary).

Address Selection

Use this group box to assign EPS market codes to organizations based on address criteria.

Field or Control

Description

Country and State

Enter the country and state to select external organizations.

Postal Code

Use this group box if you want to select external organizations from a certain postal code or postal code range. Select the appropriate option depending on how you want to select by postal code. Select one option only.

Field or Control

Description

Begins With

Select to choose an organization by a beginning postal code. Enter the beginning postal code in the From field.

For example, suppose that one organization has had a 5-digit postal code entered (90068) and one organization has a 9-digit version of the postal code entered (90068-6328). Using a postal code that begins with 90068 will find both organizations.

Equals

Select to choose an organization by a specific postal code. Enter the postal code in the From field.

Range

Select to choose an organization by a postal code range. Enter the beginning postal code in the From field and the ending postal code in the To field.

N/A

Select if you do not want to use postal codes in your selection criteria for the organization. This is the default setting.

Click the Run button to run the EPS Assign Organization process at user-defined intervals.

Access the External Organization Codes page (Campus Community > Create/Maintain Organizations > External Organization Codes > External Organization Codes).

This example illustrates the fields and controls on the External Organization Codes page. You can find definitions for the fields and controls later on this page.

 External Organization Codes page

Field or Control

Description

Ext Org Code Type (external organization code type)

Enter the external organization code type. If this external organization code type is an EPS code type, then the EPS Postal Code field becomes available for selection (if the external organization code type is not an EPS code type, then the EPS Postal Code field displays but you cannot edit or change this field).

EPS Postal Code

Enter the EPS postal code. You can change this field no matter what the assignment process did.

EPS Market Code and EPS Market Name

After you enter an EPS postal code, the system displays the EPS Market Code and EPS Market Name from the setup tables. This data cannot be changed on this page.