Update Manually Created Incorrect Amounts

When a user manually updates a disbursement with an incorrect amount, you can reset the fund and recreate the disbursements.

Required Role Permissions

You must have a Role with the following General Permissions through Roles Management to complete the manual processing steps:

• Administration
• System Management
• Disbursement Administrator

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Planning User Interface (UI).

1. Navigate to Administration > System Management > Disbursement Administration.
2. Enter the student's External Student ID in the search field and select student.
3. Select the check box in the Delete column for the disbursements that have an incorrect Disbursement Loan ID.
4. Click Save Disbursement Records.
5. Query the same student in the main tool bar.
6. Navigate to Student > Package.
7. Click Repackage to trigger a manual repackage.
8. Refresh the page until you observe an updated Package Create Date/Package Version.
9. Navigate to Administration > System Management > Disbursement Administration.
10. Identify the newly created disbursements and for each and click the Re-originate link.
11. Click Send Originations to COD.

The application automatically submits the student's information to COD after triggering the batch jobs.