Override Disbursement Criteria

You can override the Disbursement Criteria status, on any disbursement per academic year, per fund in order to release a student's disbursement if necessary.

Overview

You are able to view all disbursement information including each criterion that must be met in order to disburse and whether the criterion status is Met or Not Met.

When Disbursement Criteria is overridden, Student Financial Planning requires you to enter a comment.

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 Disbursing Criteria

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
   • Navigate to Student > Financial Information > Disbursing >
   You will need to wait for the following batch jobs to run

   • Origination File Delivery
   • Student Disbursement Criteria Evaluation
   • Disbursement File Delivery
2. Click the Sequence Number
3. Click the Override All button if you want to override every criterion
4. Click the Override button next to an individual criterion to override just one criterion
5. Confirm or correct the answer to the question: Is the Disbursement Criteria Met? Yes/No
6. Enter Comment
7. Override the criteria
8. Close (once you finish overriding criteria)
9. Refresh screen, re-open the dialog box and confirm the Disbursement Criteria is overridden