Override Anticipated Disbursement Date

You can update the Anticipated Disbursement Date.

Overview

To update the Anticipated 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 has overridden the Anticipated Disbursement Date, Student Financial Planning makes future updates automatically.

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 Anticipated 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 to update the Anticipated 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 Anticipated Disbursement Date updated