Setting Up Disbursement Options

This section discusses how to display award disbursement information in PeopleSoft Fluid User Interface.

Page Name

Definition Name

Navigation

Usage

Disbursement

SS_FA_INSTALL5

Set Up SACR > Common Definitions > Self Service > Financial Aid > Self Service Options > Disbursement

Define how disbursement information is displayed.

Access the Disbursement page (Set Up SACR > Common Definitions > Self Service > Financial Aid > Self Service Options > Disbursement).

Image: Disbursement page

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

Disbursement page

To access this page, you must select the Fluid Self Service check box on the Financial Aid Defaults page. See Establishing Defaults

Use this page to define how disbursement information appears in PeopleSoft Fluid User Interface.

Disbursement Options

Field or Control

Definition

Show Amounts

Select to display award disbursement amounts, then select any one of these options:

  • Authorized: Select to treat any authorized amount as disbursed. The amount is displayed in the Disbursed fields.

  • Disbursed: (default) Select to show the amount only when the award amount has been disbursed and not just authorized.

If you select this check box, Show Status and Date is enabled.

Disbursement Status and Date

Field or Control

Definition

Show Status and Date

Show Status and Date works in conjunction with Show Amounts.

Select to display award disbursement statuses and dates, then select any one of these options:

  • Scheduled: Select to display disbursement status that starts with ‘Scheduled’. The scheduled date is retrieved from the Disbursement ID setup record.

    If you select this option, Progression (default), Ignore Authorized, and Suppress Date if Passed are enabled.

  • Authorized: Select to display the disbursement status and date that start with 'Authorized'. The Authorized date is followed by the Disbursed date as the award for a Disbursement ID progresses from authorized to disbursed state.

  • Disbursed: (default) Select this option to display the disbursement status and date only when the award amount has been 'Disbursed'.

Progression

Select to display the Scheduled date followed by the Authorized date followed by the Disbursed date as the award for a Disbursement ID progresses through various disbursement states.

Ignore Authorized

Select to display the Scheduled date followed by the Disbursed date as the award for a Disbursement ID progresses from a Scheduled to a Disbursed state.

When you select this option, once the award amount is Authorized, the system continues to treat the award amount as Scheduled.

If you select Show Amounts = Authorized and Show Status and Date = Ignore Authorized, you receive a warning that prevents you from selecting this combination. The system then automatically sets Show Amounts = Disbursed.

Suppress Date if Passed

Select if you do not want to display the Scheduled Disbursement Date if it has passed (that is, Scheduled Disbursement Date occurs earlier than the current date).