Create Worksheet/Return of Funds Worksheet Record Must be Manually Created and Populated After Calculating Return TIV Session
(Doc ID 2830544.1)
Last updated on JANUARY 25, 2024
Applies to:
PeopleSoft Enterprise CS Financial Aid - Version 9 and laterInformation in this document applies to any platform.
Goal
When a Return TIV Session worksheet is created, and the calculation performed, if the user then wants to add a Create Worksheet/Return of Funds Worksheet Record as the next step, the record must be manually created and populated.
Instead of this manual procedure, it would be nice if the Create Worksheet/Return of Funds Worksheet Record was created automatically, from the Return TIV Session worksheet, so the user doesn't have to manually add the record; instead, the record would just exist and after navigating from the Session page to the Worksheet page, it would open with the ID carried forward.
Furthermore, if the "Override Days from Session" checkbox could default as checked on and the withdrawal date from the Return TIV Session could be pulled from the session worksheet and populated on the Create Worksheet component, the user would then only need to click the calculate all button and the Create Worksheet would be complete.
The overall result would be a savings in time and steps for each Worksheet created.
Solution
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In this Document
Goal |
Solution |
References |