Update G5 Details on a Single Disbursement
You have the ability to add/edit/remove the following fields from the disbursing screen in the pop-up window when viewing details for a specific disbursement sequence number: G5 Control Number and G5 Transaction Date.
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.
- Override G5 Disbursement
- Override Disbursing Criteria
See Set General Permissions Matrix for additional information.
Manual Processing Steps
Add Control Number- Enter the student's external student ID number in the search field located in the upper right-hand corner
- Navigate to
- Click the Sequence Number for any disbursement (i.e. Federal Direct Unsubsidized Stafford Loan: Disb. #1, Seq. #1)
- Scroll down to the G5 Details section and click Override
- Enter Control Number
- Update Transaction Date (if necessary)
- Click Save
- Confirm G5 Status updated to G5 Confirmed
Remove Control Number
- Enter the student's external student ID number in the search field located in the upper right-hand corner
- Navigate to
- Click the Sequence Number for any disbursement (i.e. Federal Direct Unsubsidized Stafford Loan: Disb. #1, Seq. #1)
- Scroll down to the G5 Details section and click Remove
- Confirm you want to make the update
- Confirm G5 Status updated to N/A
Update G5 Status from N/A to G5 Ready
The disbursement must have been previously in a G5 Confirmed/G5 Confirmed -Refund Disbursement state and the G5 Status Overridden.
To test this, first, complete Add Control Number and then Remove Control Number .
- Enter the student's external student ID number in the search field located in the upper right-hand corner
- Navigate to
- Click the Sequence Number for any disbursement (i.e. Federal Direct Unsubsidized Stafford Loan: Disb. #1, Seq. #1)
- Scroll down to the G5 Details section and click Override
- Confirm you want to make the update
- Confirm G5 Status updated to G5 Ready