The antiquated process previously used to run first time student fall admit merit packaging.

*This process was replaced for Fall AY 2027*
 

Pre-Packaging Checks

1. Residency Mismatch – Run queries:
   • BPS_RES_MISMATCH_DE_N
   • BPS_RES_MISMATCH_NOT_DE_R
      
2. Program Reclassifications – Run queries:
   • BPS_AA_NEWRK_CAMPUS
   • BPS_AA_CAMPUS_NO_AA_PLAN
      
3. Funding Levels – Run query:
   • BPS_PKG_ITEM_TYPES

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Merit Aid Packaging

4. Identify Student Population (R2P)
   • Navigate: Main Menu > Setup SACR > Common Definitions > Equation Engine > Equation Test Data
   • Equation Name: UDSFS_EE0119
   • PRM_LAG_DAYS: 0
   • PRM_RUN_MODE: blank
   • Click Test and note the number of records updated to R2P.
      
5. Select Students for Mass Packaging
   • Main Menu > Financial Aid > Awards > Mass Packaging > Select Students
   • Selection Tool: PS Query
   • Query Name: UDSFS1_PS_BP_R2P_ONLY
   • Institution: UOD01, Aid Year: 20xx
   • Run process on server PSUNX (Process: SFA_BPKGSEL)
   • Monitor until Success – Posted
   • View selected students: Mass Packaging > View Results by Students
      
6. Assign Plans
   • Navigate: Mass Packaging > Assign Plans
   • Run Control: choose appropriate
   • Parameters: Institution UOD01, Aid Year 20xx, Selection Definition UDSFS1_PS_BP_R2P_ONLY
   • Plan: Career UGRD, Plan ID MERIT_ONLY, Sort by EMPLID
   • Run on server PSUNX (Process: FAPPKASN)
   • Monitor until Success – Posted
   • Review results by query or plan; remove students from batch if needed and save.
      
7. Process Mass Packaging (Simulation)
   • Navigate: Mass Packaging > Process Mass Packaging
   • Batch Packaging Mode: Simulation
   • Run process on server PSUNX (Process: FAPPKASN)
   • Monitor until Success – Posted
      
8. Review Simulation Results
   • Batch Summary: Mass Packaging > View Mass Packaging Summary
   • Note batch number
   • Batch Detail: Mass Packaging > View Mass Packaging Detail
   • Spot-check awards to verify merit aid.
      
9. Tag Students as Merit Evaluated
   • Navigate: Equation Engine > Equation Test Data
   • Equation Name: UDSFS_EE0120
   • Click Search, leave parameters blank, then Test
      
10. Process Mass Packaging (Live)
    • Repeat Step 7 with Batch Packaging Mode = LIVE
    • Review live batch summary.
       
11. Reset R2P Status
    • Navigate: Equation Engine > Equation Test Data
    • Equation Name: UDSFS_EE0042
    • Parameters: PRM_AID_YEAR 20xx, PRM_PROC_IN 3, PRM_PROC_OUT 1
    • Click Test

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Post-Packaging Checks

12. Funding Level Review
    • Run query: BPS_PKG_ITEM_TYPES
    • Ensure no unexpected zero balances.