Error: At least one primary account number required when applying and/or generating transactions in Student Billing

Users may receive the Error: At least one primary account number required, during various process, such as when creating new payments/credits, importing payments/credits, applying payments/credits to charges or when generating transactions.

Error may also appear as: Error: Assertion Failed:Unable to create GL transaction object.Route CSystemGLBatchwrapper.UpdateGLtransaction.

Possible causes can include:
  • The status of the charge that the payment would apply to is incorrect.
  • The Amount Applied field is blank on the Payments/Credits tab of a charge.
  • A transaction includes an unposted adjustment that has an incorrect amount or an invalid distribution.
  • The status of a payment or credit is incorrect.

To resolve the issue, follow the steps below the circumstance in which you receive the error.

If error occurs when adding payments/credits or when applying payments/credits, try the following steps in order until the issue has been resolved:

  • Check the status of the charge(s) that the payment/credit would apply to:
    1. Open the record that is receiving the error and select the Activity tab
    2. Locate the outstanding charge(s) and verify that the Remaining column matches up with what is listed in the Status column (ex. A charge shows a remaining balance of $0, and the status is Fully paid)
    3. If the status does not match (ex. If remaining balance is $0, but the status is Partially paid or Unpaid):
      1. Open the charge and select the Payments/Credits tab
      2. Click the drop down arrow next to Add/Edit Applications and select Unapply All and Distribute Evenly to Current Payers
      3. Click Add/Edit Applications to reapply previous payments or credits if necessary
      4. Save and close the charge

 

 

 

  • Ensure the Amount Applied field shows a valid amount for each payment or credit that has been applied to the charge:
    1. Open the record that is receiving the error and select the Activity tab
    2. Locate the outstanding charge(s) that the payment/credit would apply to
    3. Open the charge and select the Payments/Credits tab
    4. Verify all payment/credit applications show the correct value for Amount Applied
    5. If the amount in the Amount Applied field is blank or incorrect, right click on the payment or credit and select Unapply this payment/credit
    6. Click Add/Edit Applications to reapply the payment or credit
    7. Save and close the charge

Example from the Add/Edit Applications Section of the Problem Transaction Example of problem transaction when editing applications

 


 

 

  • Download and run the Fix Converted SB Transaction Applications plug-in. This plug-in will verify and correct transaction application links if you converted from Student Billing 6 to Student Billing 7 on version 7.77.245.0000 through version 7.78.687.0002. If you have not yet converted, please update to version 7.78.687.0003 or higher before converting.
    Note: If charge cannot be identified based on the steps above, locate the charge by manually applying an existing payment/credit to one outstanding charge at a time until error is received. If error occurs when creating a new payment or credit and there is no existing payment/credit that can be used to locate the charge, turn off automatic application, and then create the payment or credit.
    1. Open the payment/credit that is to be applied and select the Student Billing Detail tab
    2. Click Add/Edit Applications
    3. Apply the payment/credit to one outstanding charge and click Save Applications
    4. If no error is received, unapply the payment from the first charge, apply payment to the next outstanding charge and save
    5. Repeat until error is received and the specific charge is identified

 

 

If error occurs when there is an unposted adjustment on the charge that the payment/credit would be applied to:

  1. Open the unpaid charge and select the Adjustments tab
  2. Open the unposted adjustment
  3. Update the amount and General Ledger distribution as desired
  4. Click OK to close the adjustment, and save and close the charge

 

 

If error occurs when generating transactions:

  1. Open the record that is receiving the error and select the Activity tab
  2. Ensure the status of each payment and credit correctly corresponds to what shows in the Remaining column
  3. If the status does not match (ex. If remaining column shows $0, but the status is Unapplied):
    1. Open the payment/credit and select the Student Billing Detail/Applied To tab
    2. Click the drop down arrow next to Add/Edit Applications and select Unapply All and Distribute Evenly to Current Payers
    3. Click Add/Edit Applications to reapply payment/credit to previous charges if necessary
    4. Save and close the payment/credit  

Environment

 7.78.687, patch 1 ; 7.77.245, patch 10

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