Override Disbursement Date

You can update the Disbursement Date for any disbursed payment.

Overview

To update the Disbursement Date, use the date picker and select date equal to the current date or a future date and enter a comment. Once the user updates the Disbursement Date, Student Financial Planning creates a new sequence number and triggers the updated disbursement information to be sent to COD.

Required Role Permissions

The user must have a role with the following General Permission(s) through Roles Management in order to complete the manual processing steps listed below.

• Student
• Override Disbursement Date

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Planning User Interface (UI)

1. Enter the student's external student ID number in the search field located in the upper right-hand corner
   • Navigate to Student > Financial Information > Disbursing
2. Click the icon in the Date column to update the Disbursement Date
   Note: If the disbursement has already disbursed, you will see this icon in both the Date column (Disbursement Date) and the Anticipated Disbursement Date column. If you try to update the Anticipated Disbursement Date for a Disbursed, disbursement, the following error is returned by the system: Anticipated Disbursement Date can't be overridden for that disbursement because it is in a status of DISBURSED.
3. Pick a Date (On or after Today's date)
4. Enter a Comment
5. Save
6. Confirm the Disbursement Date and the Anticipated Disbursement Date was updated

   COD Updates: When the Disbursement Date changes, Student Financial Planning automatically triggers communication to COD

7. Navigate to Student > USDE > Common Record File
8. Confirm Disbursement 1, Sequence 2 is the re-origination for the disbursement amount of Disbursement 1, Sequence 1, with the updated Disbursement Date.