[ctcLinkfinaidsupport] REMINDER: Global WorkFirst and BFET Item Types

[Marjorie Facio]

Good afternoon FA Administrators,
Attached please find the original announcements around global WorkFirst and BFET Item Types.

To request these item types be created for your college, please open a Ticket under the following SolarWinds request type:
ctcLink Support * Campus Solutions * Student Financials * Item Types.

You may attach a spreadsheet of your requested item types and the requested configuration, along with an signed Item Type Form in your ticket that states "See Attached."

IMPORTANT NOTE:
Please keep in mind that both programs have placeholder item types designated with "ND" at the end or "placeholder" at the end to indicate that these item types are not disbursable from financial aid, and that they do not hit the student's customer account at all - ever.

Placeholder item types are applied to the student's Assign Awards Screen in order to:

  *   Account for any "cost of attendance" that is being met by these funds.
  *   Be able to report off of the financial aid screens to track supports to students.
  *   See if a cost has already been covered in the event that the student qualifies for more than one type of aid intended for those costs.

There are global numbers indicated, for some of the item types, you will need to designate a local Charge Priority List, for example, FMISCFEE2 is a version of FMISCFEE + Refunds for WorkFirst student support item types.

To review which item types you already have configured you can run a few queries:

*         QCS_SF_ITM_TYPE_GL_INTERFACE
It is recommended that you run this query with a '9%' wildcard value to narrow down the results to Financial Aid coded item types.  Please note that the results will return duplicate rows, as the query contains GL information.
You can modify the results to remove duplicates and hide columns that are not necessary for this review.
Review the query results, especially the values below to determine if you need to submit requests for changes in this ticket:
*         Payment Priority Number
*         Charge Priority List
*         Refundable Indicator


*         CTC_SF_VAL_CHRG_PRI_BI
This query result will show your college's Charge Priority lists and the charges that fall under the charge priority list.


*         CTC_FA_LC_AYRO_ITEM_TYPES
This query will show your FA Item Type configuration values on this page: Main Menu>Set Up SACR>Financial Aid>Awards>Financial Aid Item Types
Review at minimum, the Disbursement Method ensure placeholder item types are set to 'No.'
These values are usually reviewed in depth at Aid Year Rollover training. FA Item Type configuration will be used when packaging, awarding, and disbursing when you are FULLY in Peoplesoft and no longer in Dual Processing. While in Dual Processing, the configuration on this page is not used in the FAM Disbursement process, aside from an FA Item Type being present for the aid year.


Thanks!

[Compass]Marjorie Facio
Functional Analyst, Campus Solutions (Financial Aid)
Washington State Board for Community and Technical Colleges
1300 Quince Street SE
Olympia, WA 98504-2495
mfacio at sbctc.edu<mailto:mfacio at sbctc.edu> * o: 360-704-1836
sbctc.edu<https://www.sbctc.edu/> * Twitter: @SBCTCWashington<https://twitter.com/SBCTCWashington> * Facebook: @WASBCTC<https://www.facebook.com/wasbctc/>

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