The system projects the dollar amounts of future renewals, usually based upon the initial dollar amount. But there are instances where the renewal amounts will differ from the initial offer. It could change based upon how many credits a student has maintained, GPA or just the set-up of the donor agreement.
Right now, the only way to change the dollar amount is to re-categorize the renewal application to a Disbursing category. In most cases this is fine, especially if there are no supplemental questions. But if additional information is required and the application is re-categorized to Requested, there isn't an option to change the dollar. So a dashboard card appears within the applicant portal that shows the incorrect funding amount.
This creates an issue for the admins and applicants because it's not clear exactly how much money an applicant will be receiving until the whole renewal process is over.
The workaround now is to create a custom Disbursing category within Renewals, move applicants from Pending to this new category and change the dollar amount, then re-categorize the applicants to Requested.
Employee Name | Dana Griffin |
Client Name "shard name" | uwosh, csulb |
User | System Admin , Opportunity Admin, Applicant |
Functional Unit | Renewal Management |
Change renewal amount for applicants before renewal opportunity is created
Merged