Defining Aid Year Rollover

Select the setID. In cases in which institution and setID are keys, the system rolls only those rows found that match on both the setID and institution. For example, the Loan Fee Table is keyed by setID and institution, so if you specify SetID = GLAKE Institution = PSUNV, the system does not create rows for SetID of PSUNV with Institution PSUNV for the aid year created by the process.

Select the institution to process the source year and copy to the target year.

Select the source aid year.

Select the target aid year.

Select to override setup tables in the target year for which they might already be created. When you select this check box, the system rolls over a new record along with records that have already been rolled over. If you have updated the tables in the target year either manually or after you have run the aid year process, and you run aid year rollover again with this check box selected, the system overwrites the updated target data with source year data. If the check box is cleared and you have made changes to the source year data, the system does not roll these changes forward to the target year if the target table has already been created.

The Override Aid Year option works differently for budgets. When you select the Budget Table option and Override Aid Year is not selected, the system rolls forward only new rows added in the source year to the target year. This way, data that has been rolled previously is preserved, and the system adds new source year data to it.

Select to roll forward to the target year an inactive row if it is the latest row in the table being processed. If you select this option for disbursement rules or budgets, the system rolls forward any inactive row in the source year to the target year. The system assigns any inactive rows created in the target year an inactive status.

Select to insert the current date for all effective-dated rows created except for disbursement rules and budgets.

Select to insert the date used in base year rows for all effective-dated rows created in the target year.

Select to (with the exception of disbursement rules and budgets) roll forward only the latest effective-dated row from the source year to the target year. The process rolls over rows to the new aid year using one of three effective-dated choices, and if applicable, existing sequence, process, criteria, and so on.

For disbursement rules and budgets, the process rolls forward all active rows and always uses the source date as the effective date. You must manually adjust these dates. For all options, the process does not roll over inactive rows unless you select the Rollover Inactive Rows option.

Select to move general Aid Year source tables to target year tables. You must run General Aid Year first.

Select to move Aggregate Aid Limits source tables to target year tables. You can select Aggregate Aid Limits to run with General Aid Year tables. If you select both, the system always runs General Aid Year tables before Aggregate Aid Limits.

Select to move FA Term source tables to target year tables. Run FA Term setup as a single option to check and update the tables as needed for the target year and then proceed with the remaining options.

Select to move Budget source tables to target year tables. Budget tables depend on FA Term table creation for career term values.

Select to move FA Item Type source tables to target year tables. FA Item Types depend on Aggregate Aid Limits. If Aggregate Aid Limits do not exist in the source and target year, the system bypasses the dependency. The rollover of disbursement IDs and split codes is included in FA Item Type tables setup.

Select to move Disbursement Rules source tables to target year tables. Disbursement Rules are keyed by FA Item Type and depend on FA Term and FA Item Type table creation. Disbursement Rules setup copies all effective-dated rows from the source year using the same effective dates. Thus, you must adjust the effective dates for the new aid year before you can run the authorization and disbursement processes. Adjust the effective dates in the Disbursement Authorization Calendar, Disbursement Rules: Global, and Disbursement Rules: Item Type components.

Select to move Packaging source tables to target year tables. Packaging table setup depend on FA Item Types table creation.

Select to move Return of TIV source tables to target year tables. Return of TIV depends on Budget Table creation.

Select to move ISIR source tables to target year tables. You cannot run this process without first setting up the Term Values Cross Reference.

Select to move Loan source tables to target year tables. Loan tables depend on FA Item Types table creation. You cannot run this process without first setting up the Term Values Cross Reference.

Loan Tables includes the CL4 Loan Destination Profile tables. Because CL4 Loan Destination Profiles cannot be deleted or inactivated, the process copies data to the target year even though loan agencies associated with the destination might no longer be valid, making the destination itself invalid.

To avoid copying invalid CL4 Loan Destination Profiles, the process compares each loan agency (Lender/Guarantor/Servicer) associated with the loan destination against Loan Agency Defaults setup. If any loan agency OPEID from the CL4 Loan Destination Profile matches an OPEID setup on the Loan Agency Defaults page, the destination is not copied to the target year.

Select to move Pell Payment source tables, ACG/SMART Setup tables, and the HERA Academic Level Setup page to target year tables. Pell Payment depends on Records setup of ACAD_CAR_TBL and ACAD_PROG_TBL. You cannot run this process without first setting up the Term Values Cross Reference.

Select to move PROFILE source tables to target year tables. You cannot run this process without first setting up the Term Values Cross Reference.