Revising a Budget Manually


Concept


Steps:

  1. Begin by navigating to the Student Budget Maintenance page.

     

    Click the Financial Aid link.

    Step 1
  2. Click the Maintain Term Budgets link.

    Step 2
  3. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "FA0608"
    .

    Step 3
  4. Click in the Aid Year field.

    Step 4
  5. Enter the desired information into the Aid Year field. Enter

     a valid value
     e.g.
     "2007"
    .

    Step 5
  6. Click the Search button.

    Step 6
  7. Use the Student Budget Maintenance page to maintain an existing term budget, view a budget by term, or create a term budget on an exception basis.

    Step 7
  8. Use the Add Row button next to the COA fields to insert a new effective dated row.

     

    Click the Add Row button.

    Step 8
  9. Use the Add Row button on the first row to insert a new budget item row.

     

    Click the Add Row button.

    Step 9
  10. Enter the desired information into the Category field. Enter

     a valid value
     e.g.
     "CHLD"
    .

    Step 10
  11. Click in the Item Code field.

    Step 11
  12. Enter the desired information into the Item Code field. Enter

     a valid value
     e.g.
     "CHILD1"
    .

    Step 12
  13. When press the Tab key, the Amount field for the new row is populated based on the information that you entered in the Category and Item Code fields.

     

    Press [Tab].

    Step 13
  14. Click the Save button.

    Step 14

You have successfully revised a student's budget.

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