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).
- Navigate to .
- Enter the student's External Student ID in the search field and select student.
- Select the check box in the Delete column for the disbursements that have an incorrect Disbursement Loan ID.
- Click Save Disbursement Records.
- Query the same student in the main tool bar.
- Navigate to .
- Click Repackage to trigger a manual repackage.
- Refresh the page until you observe an updated Package Create Date/Package Version.
- Navigate to .
- Identify the newly created disbursements and for each and click the Re-originate link.
- Click Send Originations to COD.
The application automatically submits the student's information to COD after triggering the batch jobs.