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Student Financial Planning: Funds In Calc Not Updating After R2T4 Manual Override To OLDA And PP Start/end Dates (Doc ID 2643028.1)

Last updated on FEBRUARY 26, 2020

Applies to:

Oracle Student Financial Planning Cloud Service - Version and later
Information in this document applies to any platform.


The R2T4 calculation was originally processed with an OLDA that falls within PP2 and the calc included the PP2 start, end date, and funds. Then the Override R2T4 Data function was used to update the OLDA and PP start and end dates to the PP1 dates. The edits were saved and the calculation was re-ran. Step 2 was updated correctly with the overridden OLDA and PP start and end date changes. However, Step 1 still shows the PP2 funds and dates instead of updating to PP1 funds and dates. If the OLDA and/or the PP dates are overridden, the calculation should be reprocessed using the updated dates and pull in the corresponding funds.

OLDA 11/18/19 – updated to 10/27/19

PP start date 10/28/19 – updated to 06/10/19

PP end date 04/19/20 – updated to 10/27/19

Additional example student id (updated from PP1 to PP2) – The original R2T4 calculation was processed with an OLDA and PP dates in PP1. Then a manual override was made changing the OLDA, PP start, and PP end date to PP2 dates. The calc was re-ran. Step 2 shows the updated OLDA and PP2 dates correctly, but Step 1 is still showing PP1 funds and dates instead of PP2 funds and dates.

Expected: When the start date is updated to the payment period within the R2T4 Calc page the funds that should be included in Step 1 should align with all funds that fall within the dates specified.

If the date is changed by a manual user than the funds should re-evaluate to review the funds at that time and update accordingly

In the current environment the page where the update is made reflects the correct charges but all subsequent pages do not show the update. We need to ensure that all steps after the first page are updated with the new dates and correlating funds/charges


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