Pell not Included in Need Summary when Awarded with User-Defined Splits (Doc ID 2244856.1)

Last updated on AUGUST 22, 2017

Applies to:

PeopleSoft Enterprise CS Financial Aid - Version 9 and later
Information in this document applies to any platform.

Symptoms

On : CS 9.0 and later

ACTUAL BEHAVIOR
---------------
Pell item types are being removed from need summary in the following situations:

1) When running need summary validation - stand-alone, or as part of budgeting

2) When running a repackaging plan that does not also include a validation of the Pell item type

EXPECTED BEHAVIOR
-----------------------
Need summary needs to accurately reflect what has been awarded.

STEPS
-----------------------
The issue can be reproduced at will with the following steps:
1. Award Pell - validate and post
2. Invoke need summary validation, or repackaging plan that validates other item types, but not Pell

WHAT IS WORKING
----------------------------
The problem ONLY occurs when the Pell item type is awarded using the split code formula Pell:User-defined splits. In this situation, need summary is correctly populated when doing 'normal' award validation, or anytime the Pell is explicitly (not passively) validated. The problem does not affect any other item types besides Pell.

BUSINESS IMPACT
-----------------------
The issue has the following business impact:
Due to this issue, users see the need summary become incorrect after re-budgeting re-packaging students. Having inaccurate need summary can cause a wide variety of problems, and extra work to find and fix

Cause

Sign In with your My Oracle Support account

Don't have a My Oracle Support account? Click to get started

My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms