Prerequisites

Before using Repackaging plans:

• Create related item type groups.

• Create a flat file to define the repackaging selection population using any flat file editor.

• Create a query to define the repackaging selection population using PS Query.

• Create an equation to define the repackaging selection population as Batch Repackaging Selection (A_SELECT) using the Equation Engine.

• Create an equation to define the repackaging plan assignment population as Fin Aid Packaging Select Eqtns (financial aid packaging select equations) (A_SELECT) using the Equation Engine.

• Review the Don't Repackage attribute on Financial Aid Item Types to determine which awards should be excluded from Repackaging. Set the attribute accordingly.

  Note:

  The Don’t Repackage attribute does not apply to packaging plans or to repackaging plans that use the “Original Package Plan” repackaging rule.

• Review the default disbursement plan and split code at the financial aid item type level. Repackaging uses this when inserting new or validating existing awards.

Note:

Unlike Packaging, locked awards are always preserved and unchanged for Repackaging. Even if the student is overawarded, the Repackaging process retains a locked award in its entirety.