Adjusting CommonLine Loan Disbursements Manually


Concept


Steps:

  1. Begin by navigating to the CommonLine Disbursement Maintenance page.

     

    Click the Financial Aid link.

    Step 1
  2. Click the Loans link.

    Step 2
  3. Click the Commonline Management link.

    Step 3
  4. Click the Maintain CL Disbursements link.

    Step 4
  5. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "FAD0021"
    .

    Step 5
  6. Click in the Aid Year field.

    Step 6
  7. Enter the desired information into the Aid Year field. Enter

     a valid value
     e.g.
     "2006"
    .

    Step 7
  8. Click in the Item Type field.

    Step 8
  9. Enter the desired information into the Item Type field. Enter

     a valid value
     e.g.
     "900000000304"
    .

    Step 9
  10. Click in the Disbursement ID field.

    Step 10
  11. Enter the desired information into the Disbursement ID field. Enter

     a valid value
     e.g.
     "01"
    .

    Step 11
  12. Click the Search button.

    Step 12
  13. Use the CommonLine Disbursement Maintenance page to manage disbursements for all CommonLine loans.

    Step 13
  14. Click the Fund Maint. button.

    Step 14
  15. Use the Action Code field to enter an action code for the task you want to perform (entering a check, for example). When you enter the code, appropriate fields become available.

     

    Click in the Action Code field.

    Step 15
  16. In this example, we use a value of PSCD for manual check entry, which assumes the check has been endorsed by the borrower. Using this particular value will adjust the net disbursement amount with the value entered in the Action Net field.

     

    Enter the desired information into the Action Code field. Enter

     a valid value
     e.g.
     "PSCD"
    .

    Step 16
  17. When you tab out of the Action Code field, the Actn Net field becomes active.

     

    Press [Tab].

    Step 17
  18. When loan action codes are manually inserted to reflect the receipt or adjustment of actual loan funds (such as manual check entry or returned funds to lender) the Action Net value is used to adjust the Net Disbursement value on the page.

     

    Click in the Actn Net field.

    Step 18
  19. Enter the desired information into the Actn Net field. Enter

     a valid value
     e.g.
     "1000"
    .

    Step 19
  20. Click the Check Information tab.

    Step 20
  21. Click in the Check Number field.

    Step 21
  22. Enter the desired information into the Check Number field. Enter

     a valid value
     e.g.
     "992891202"
    .

    Step 22
  23. Click in the Check Date field.

    Step 23
  24. Enter the desired information into the Check Date field. Enter

     a valid value
     e.g.
     "01/10/2007"
    .

    Step 24
  25. Click the CRC Lender Information tab.

    Step 25
  26. The OPEID field displays the ID of the lender who issued the check as entered on the page. When entering check information, the field allows you to select the lender by OPEID.

     

    Click in the OPEID field.

    Step 26
  27. Enter the desired information into the OPEID field. Enter

     a valid value
     e.g.
     "809921"
    .

    Step 27
  28. When you tab out of the OPEID field, the Branch ID field becomes active.

     

    Press [Tab].

    Step 28
  29. Click in the Branch ID field.

    Step 29
  30. Enter the desired information into the Branch ID field. Enter

     a valid value
     e.g.
     "0000"
    .

    Step 30
  31. Click the Save button.

    Step 31

You have successfully adjusted a CommonLine loan disbursement manually for a student.

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