View & Complete Available Drawdowns
You can View Available G5 Drawdowns.
Overview
The Student Financial Planning User Interface groups the drawdowns by award year, fund type, and date. You can Complete a New G5 Transaction one of two ways. You can drawdown the entire amount available for a fund type, which may include multiple days or you can select to drawdown a fund type by date.
Once you decide if you are going to draw down a total amount for a fund type per award year or if you will drawdown just the amount for a specific date for a fund type per award year, you will have to enter either a Control Number (positive net drawdown) or a Reference Number (negative net drawdown) to complete the drawdown. The Control Number/Reference Number used to complete a transaction remains associated with each disbursement within the drawdown. If necessary, you can edit a completed drawdown and associate it with an additional Control Number.
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.
- Administration
- G5 Drawdown
See Set General Permissions Matrix for additional information.
Manual Processing Steps
Log into the Student Financial Planning User Interface (UI)
- Navigate to
- Click View Disbursements to view disbursements associated with the drawdown amount
- You can review all records or reduce the number of records by searching by ID or Student ID
- Determine if you want to drawdown the total net amount or the net amount for a
specific date
- New G5 Transaction: Will complete drawdown for all dates for fund type per award year
- New G5 Transaction for Selected: Check the box to drawdown only the amount displayed for a specific date
- Enter a Control Number (positive net drawdown) or a Reference Number (negative net drawdown) to complete the drawdown
- Click Save.