Repackaging Cancels Pell2 Item Type With Edit 9185 if Validated by Itself in the Repackaging Plan (Doc ID 3074731.1)

Last updated on MARCH 05, 2025

Applies to:

Symptoms

When repackaging a Second Pell (Pell2) awarded standalone in a trailing non-standard award period, with the repackaging plan also defined as non-standard and with only one Validate Item Type Rule for the Second Pell,  the Item type is incorrectly reduced to 0 with Validation edit 9185, indicating the calculated amount exceeds aggregate eligibility. 

Because the student is not actually over the 150% aggregate maximum for First Pell and Second Pell combined, the The Item Type should be left unchanged by repackaging, as the student is still eligible.

The correct result can be obtained if the First Pell Item Type is also added to the repackaging plan, however that was never necessary in Aid Years before 2025. Also, if the student's package is re-validated by any other method - such as simply clicking 'Validate' on the Assign Awards to Students page - the Second Pell is correctly left unchanged.

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

1. On Financial Aid > Awards > Award Processing > Assign Awards to a Student > Student Aid Package, Award First Pell Item Type (Additional Pell box OFF on Set Up SACR > Product Related > Financial Aid > Awards > Financial Aid Item Types > FA Item Type 1) for the Academic terms (e.g. Fall/Spring).
2. Award Second Pell Item Type (additional Pell box ON) in trailing Non-Standard (Summer) term.
3. On Set Up SACR > Product Related > Financial Aid > Awards > Repackaging Plan > Repackaging Plan, set up one rule to validate the Pell2 item type.
4. Back on the Assign Awards to Students Page, enter the Repackaging Plan from step 3, then click 'Repackage'.
5. Note the Pell2 is reduced to 0 and click 'Message' link to verify the Validation Edit Detail showing edit 9185.

Cause

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