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Batch Award Authorization Process Incorrectly Fails Item Type Disbursement Rules Checklists with Administrative Function of AWRD (Doc ID 2721363.1)

Last updated on OCTOBER 19, 2020

Applies to:

PeopleSoft Enterprise CS Financial Aid - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.


Checklists linked to the Administrative Function of 'AWRD ' are specified on Define Item Type Rules, with the intent of stopping Authorization specifically when the item type being evaluated by the disbursement rule matches the item type defined under the variable data for the checklist. However, the behavior with regards to batch authorization is not as expected when the student has multiple versions of the same checklist defined with a different item type specified in the variable data in each case. In this scenario, batch authorization will fail the disbursement rule if any instance of the specified checklist is initiated for the aid year, regardless of the specified item type in the variable data on that initiated checklist.  

If authorizing on-line instead of batch, the behavior is as expected, where the process either fails or passes authorization based whether the item type in the variable data on the checklists matches the item type being authorized. 

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

  1. Assign a student two versions of the same checklist linked to administrative function AWRD.
  2. In the variable data, assign the same aid year and career to each checklist, but different item types.
  3. Navigate to Set Up SACR > Product Related > Financial Aid > Disbursement > Define Item Type Rules > Checklists/Tracking for each item type. 
  4. Link the checklist from steps 1-2. 
  5. Award the student both item types - Financial Aid > Awards > Award Processing > Assign Awards to a Student > Student Aid Package. 
  6. Run Batch Authorization to evaluate both item types - Financial Aid > Disbursement > Process Award Authorizations > Authorize Aid. 




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