Assigning Budgets in Batch


Concept


Steps:

  1. Begin by navigating to the Create Budget Run Controls page.

     

    Click the Set Up SACR link.

    Step 1
  2. Click the Product Related link.

    Step 2
  3. Click the Financial Aid link.

    Step 3
  4. Click the Budgets link.

    Step 4
  5. Click the Budget Assignment Run Control link.

    Step 5
  6. To make changes, you must be in correction mode.

     

    Click the Correct History option.

    Step 6
  7. Click the Search button.

    Step 7
  8. Use the Create Budget Run Controls page to select which careers and terms to use when running background budget assignment and to determine the table maintenance options.

    Step 8
  9. The Fall semester is set up in row 1.  You will set up the Spring semester in row 2.

     

    Click the Add Row button.

    Step 9
  10. Use the Career field to select the career of the students for which the system assigns budgets when you run the Student Budget Assign process (FAPBDGTS).

     

    Click in the Career field.

    Step 10
  11. Enter the desired information into the Career field. Enter

     a valid value
     e.g.
     "UGRD"
    .

    Step 11
  12. Use the Term field to select the term of the students for which the system assigns budgets when you run the Student Budget Assign process (FAPBDGTS).

     

    Click in the Term field.

    Step 12
  13. Enter the desired information into the Term field. Enter

     a valid value
     e.g.
     "0580"
    .

    Step 13
  14. Select the Delete? check box to have the system delete records in the work table according to the status that you select.

     

    Click the Delete? option.

    Step 14
  15. The Delete Status field determines which records are removed from the work table.

     

    Click in the Status field.

    Step 15
  16. The Status field values include:

    A—Delete All

    E—Those with Errors

    I—Those in Progress

     

    Enter the desired information into the Status field. Enter

     a valid value
     e.g.
     "A"
    .

    Step 16
  17. Select the Reset? check box to have the system reset the Budget Required field on the Financial Aid Info page.

     

    Click the Reset? option.

    Step 17
  18. The Reset Status field determines when the Budget Required field is reset.

     

    Click in the Status field.

    Step 18
  19. The values for the Reset Status field include:

    A—Reset All

    E—Those with Errors

    I—Those in Progress

     

    Enter the desired information into the Status field. Enter

     a valid value
     e.g.
     "A"
    .

    Step 19
  20. The Value field appears when you select the Reset? check box.

     

    Use this field to specify the value to set the Budget Required field to on the student's Financial Aid Term record for each processed term.

     

    Click in the Value field.

    Step 20
  21. Enter the desired information into the Value field. Enter

     a valid value
     e.g.
     "Y"
    .

    Step 21
  22. Click the Save button.

    Step 22
  23. Navigate to the Batch Budget Assignment - Select Students page to run the Select Student process.

     

    Click the vertical scrollbar.

    Step 23
  24. Click the Financial Aid link.

    Step 24
  25. Click the Budgets link.

    Step 25
  26. Click the Select Students link.

    Step 26
  27. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

    Step 27
  28. You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use. In this topic, you will search for an existing value.

     

    Enter the desired information into the Run Control ID field. Enter

     a valid value
     e.g.
     "FA"
    .

    Step 28
  29. Click the Search button.

    Step 29
  30. Use the Batch Budget Assignment - Select Students page to select students who have the Budget Required field set to Assgn Bdgt on the Financial Aid Info page for the careers and terms you selected on the Create Budget Run Controls page.

    Step 30
  31. Click in the Aid Year field.

    Step 31
  32. Enter the desired information into the Aid Year field. Enter

     a valid value
     e.g.
     "2007"
    .

    Step 32
  33. At this point, you would continue to run the process to select students for batch budget assignment just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for examples of running a process.

    Step 33
  34. After the process is complete, the Table Maintenance Options are populated on this page. You must save the data.

     

    Click the Save button.

    Step 34
  35. Now, navigate to the Batch Budget Student Review page.

     

    Click the View Batch Budget Details link.

    Step 35
  36. The ID field on this search page is used to select an individual student in order to review the student's budget categories.

     

    Click in the ID field.

    Step 36
  37. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "FA0605"
    .

    Step 37
  38. Click the Search button.

    Step 38
  39. Use the Batch Student Budget Review page to view the information to ensure that the correct budget categories were selected for the student and that the right population of students was selected during the batch selection process.

    Step 39
  40. After you review the budget categories and student population selections on the Batch Student Budget Review page, navigate to the Batch Budget Assignment - Process Formulas page to run the Process Formula process.

     

    Click the Assign Budgets link.

    Step 40
  41. Click the Process Formula link.

    Step 41
  42. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

     

    Enter the desired information into the Run Control ID field. Enter

     a valid value
     e.g.
     "FA"
    .

    Step 42
  43. Click the Search button.

    Step 43
  44. Use the Batch Budget Assignment - Process Formulas page to assign budget items and amounts for the budget categories assigned to students by the Stdnt Bdgt Assign - Select process (FAPBDGTS).

     

    This process will only affect  budget categories that have a processing rule of Formula.

    Step 44
  45. Click in the Aid Year field.

    Step 45
  46. Enter the desired information into the Aid Year field. Enter

     a valid value
     e.g.
     "2007"
    .

    Step 46
  47. At this point, you would continue to run the Process Formula process just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for examples of running a process.

    Step 47
  48. After the process is complete, the Table Maintenance Options are populated on this page. You must save the data.

     

    Click the Save button.

    Step 48
  49. Again, navigate to the Batch Student Budget Review page.

     

    Click the View Batch Budget Details link.

    Step 49
  50. Click in the ID field.

    Step 50
  51. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "FA0605"
    .

    Step 51
  52. Click the Search button.

    Step 52
  53. Use the Batch Student Budget Review page to review the assigned budget items and amounts for the budget categories

    Step 53
  54. After you review the assigned budget items and amounts, navigate to the Batch Budget Assignment - Process Trees and Tuition Calcs page.

     

    Click the Assign Budgets link.

    Step 54
  55. Click the Process Tuition link.

    Step 55
  56. Enter the desired information into the Run Control ID field. Enter

     a valid value
     e.g.
     "FA"
    .

    Step 56
  57. Click the Search button.

    Step 57
  58. Use the Batch Budget Assignment - Process Trees and Tuition Calcs page to assign budget items and amounts for the budget categories assigned to students by the Stdnt Bdgt Assign - Select process (FAPBDGTS).

     

    This process is only used for budget categories that have a processing rule of Tuition or Trees.

    Step 58
  59. Click in the Aid Year field.

    Step 59
  60. Enter the desired information into the Aid Year field. Enter

     a valid value
     e.g.
     "2007"
    .

    Step 60
  61. At this point, you would continue to run the Batch Budget Assignment - Process Trees and Tuition Calcs process just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for examples of running a process.

    Step 61
  62. After the process is complete, the Table Maintenance Options are populated on this page. You must save the data.

     

    Click the Save button.

    Step 62
  63. After successfully running the process, then navigate to the Batch Budget Student Review page.

     

    Click the View Batch Budget Details link.

    Step 63
  64. Click in the ID field.

    Step 64
  65. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "FA0605"
    .

    Step 65
  66. Click the Search button.

    Step 66
  67. Use the Batch Student Budget Review page to ensure that the budget item amount for the selected student is accurate for those budget items determined by either tuition calculation or budget trees.

    Step 67
  68. Now navigate to the Batch Budget Assignments - Move  Budgets page.

     

    Click the Assign Budgets link.

    Step 68
  69. Click the Move Budget to Students link.

    Step 69
  70. Enter the desired information into the Run Control ID field. Enter

     a valid value
     e.g.
     "FA"
    .

    Step 70
  71. Click the Search button.

    Step 71
  72. Use the Batch Budget Assignment - Move Budgets page to move budget results to the student's budget record in a new effective-dated row.

    Step 72
  73. Click in the Aid Year field.

    Step 73
  74. Enter the desired information into the Aid Year field. Enter

     a valid value
     e.g.
     "2007"
    .

    Step 74
  75. At this point, you would continue to run the process as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for examples of running a process.

    Step 75
  76. After the process is complete, the Table Maintenance Options are populated on this page. You must save the data.

     

    Click the Save button.

    Step 76
  77. After successfully running the process, then navigate to the Batch Student Budget Review page again.

     

    Click the View Batch Budget Details link.

    Step 77
  78. Click in the ID field.

    Step 78
  79. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "FA0605"
    .

    Step 79
  80. Click the Search button.

    Step 80
  81. Use the Batch Student Budget Review page to ensure that the budget item is moved successfully during the batch process.

    Step 81
  82. After you review the Batch Student Budget Review page, navigate to the Create Budget Run Controls page.

     

    Click the vertical scrollbar.

    Step 82
  83. Click the Product Related link.

    Step 83
  84. Click the Financial Aid link.

    Step 84
  85. Click the Budgets link.

    Step 85
  86. Click the Budget Assignment Run Control link.

    Step 86
  87. To make changes, you must be in correction mode.

     

    Click the Correct History option.

    Step 87
  88. Click the Search button.

    Step 88
  89. On the Create Budget Run Controls page, verify that the following career and term combinations are present:

    Delete? check box is set to A - Delete all

    Reset? check box is set to A - Reset

    Value field is set to Y - Yes Asgn

    Step 89
  90. Click the vertical scrollbar.

    Step 90
  91. Navigate to the Batch Budget Assignment - Table Maintenance page.

     

    Click the Financial Aid link.

    Step 91
  92. Click the Budgets link.

    Step 92
  93. Click the Assign Budgets link.

    Step 93
  94. Click the Maintain Budget Work Table link.

    Step 94
  95. Enter the desired information into the Run Control ID field. Enter

     a valid value
     e.g.
     "FA"
    .

    Step 95
  96. Click the Search button.

    Step 96
  97. Use the Batch Budget Assignment - Table Maintenance page to delete students from the budget work table and reset the Budget Required flag on the Financial Aid Info page in the Financial Aid Term component.

    Step 97
  98. Click in the Aid Year field.

    Step 98
  99. Enter the desired information into the Aid Year field. Enter

     a valid value
     e.g.
     "2007"
    .

    Step 99
  100. At this point, you would continue to run the table maintenance process just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for examples of running a process.

    Step 100
  101. After the process is complete, the Table Maintenance Options are populated on this page. You must save the data.

     

    Click the Save button.

    Step 101
  102. Navigate one final time to the Batch Student Budget Review page.

     

    Click the View Batch Budget Details link.

    Step 102
  103. Click in the ID field.

    Step 103
  104. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "FA0605"
    .

    Step 104
  105. Click the Search button.

    Step 105
  106. After you run the process from the Batch Budget Assignment - Table Maintenance page, the system uses the specified delete and reset options to clean up the budget work table.

     

    No records are available when you click the Search button on this search page.

    Step 106

You have successfully completed assigning budgets to students in batch.

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