GRAD Budget Pop Update (Fall/Spring)

budget SFS FinAid GRAD

This process is used to notify the system that certain GRAD student's need to have their COA budget recalculated in the next automatic budget run. This is used to ensure any tuition changes through the semester are reflected in the student’s budget.

During high volume periods (beginning of the semester) we have run this on a more frequent M-F occurrence.
We then shift to a weekly reccurrence on Monday mornings.
This process should be turned on around the initial GRAD billing notification and can be turned off after the last day of classes.
For more details see: Ops Calendar

There is a short period of time when we initially begin generating GRAD budgets that we used an estimated tuition amount in the GRAD budget. Before awarding, we switch the tuition budget from the estimated tuition to the student's actual tuition/bill. Throughout the semester, waivers or bill reductions may still be applied to a student’s account, and these should reduce the student’s cost of attendance as well. However, adding a waiver does not automatically recalculate the budget. The pop-update is used as a catch-all to ensure any tuition changes are reflected in the student’s budget.

I use the population update run control POPUP_GRAD_BUDGET_UPD to update the student FA term budget required flag to yes.
The pop-update uses the query UDSFS_POPUP_GRAD_BUDGET_UPD to identify graduate students who already have a budget run for the selected term and are still active in a GRAD program.
When you want to turn on/set a weekly reccurrence, navigate to pop update run control and select run. This will open the process scheduler request window. Make sure to adjust the settings similar to the example below and hit "OK".
The process can be put on hold or stopped through the process monitor.