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After Running the Batch or On-line Budget Formula Process, One or More Budget Item Amounts Are Populating as Zero, Resulting in the Budget Category and Code not Moving to the Student's Budget (Doc ID 2413550.1)

Last updated on MARCH 17, 2024

Applies to:

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

Symptoms

After assigning budgets to students using the batch budget steps or on-line using the Create Student Budget component, one or more budget categories are not appearing in the list of budget items on the Student Budget Maintenance page.

When examining the data in the staging table - after the categories, codes, and amounts are determined by the budget formula step but before the budget is assigned to the student in the budget move step - the missing budget categories appear, but without an assigned code or amount. According to the rule description stating 'Formula Based Calculation', the code and amount should have been determined via the Budget Formula setup, but the item status of "warning" seems to indicate the formula was unable to determine the code and amount to assign.

The scope of the issue - whether it occurs for all students or only a small number or in-between- will likely vary with each case. In some cases, the problem will be observed when testing budgets for an upcoming aid year, when the process has been working normally for the current or previous aid year(s).

The issue can be reproduced at will with the following steps:

  1. On Financial Aid > Budgets > Maintain Term Budgets > Student Budget Maintenance, note in the Budget Item section there are one or more budget  rows  that would normally be assigned but are missing.
  2. Navigate to Financial Aid > Budgets > Create Student Budget > Create Student Budget for the same student and aid year.
  3. If the student's current budget was not assigned already using this page, populate the term and click the 'Build Budget' button; when completed, the 'Move Budget' button will then also highlight (but don't click the Move button).
  4. In the Budget Term Summary section, on the row for the term, click the 'Detail' link and note the expected Budget Category displays there, but without an assigned code or amount.

Cause

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In this Document
Symptoms
Cause
Solution


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