Troubleshooting Stuck Disbursements (Doc ID 2957386.1)

You troubleshoot disbursements that are in a stuck status. e.g. stuck in a disbursement status of 'Origination Ready to Be Sent to COD' or 'Disbursement Ready to be Sent to COD'

 

Disbursing

To utilize manual features, you must have the associated Role Permissions. Disbursement Administration Role Permissions should be limited to users with extensive knowledge of the Student Financial Planning system and its data exchange interactions. Manual mode should be used by experienced users with an in-depth knowledge of the downstream impacts.

Note: Manual updates should be made where it will have the most impact on downstream processing. 

For example, if a Disbursement Amount is inaccurate, the user must determine if the update should be made at the Fund Level (Packaging Screen) or at the Disbursement Level (Disbursing Screen). If the Fund Amount (Packaging Screen) is updated, future re-packages will not impact Disbursements downstream. However if the Disbursement Amount is updated (Disbursing Screen), future re-packages could cause the Disbursement Amount to be updated, resulting in an inaccurate Disbursement Amount due to new information.