ctcLink Reference Center9.2 Financial Aid9.2 FA - Loans Loans & Pell9.2 Processing Pell Statement of Accounts File

9.2 Processing Pell Statement of Accounts File

Purpose:  Process the Pell Statement of Accounts file using ctcLink.

Audience:  Financial Aid staff.

Message class: PGASxxop, where xx is the aid year.

Processing Pell Statement of Accounts File

Upload File

Navigation:  NavBar > Navigator > PeopleTools > CTC Custom > Extensions > Upload/Download Files

 

  1. The File Upload/Download search page displays.
  2. On the search page, enter the Academic Institution.
  3. Enter the Functional Area.
  4. Enter the Business Process Name or select the Search button to choose from the list.
  5. Select the Search button.  
File Upload/Download search page
  1. The Upload Files tab displays.
  2. From the Upload Files tab, upload the PGSMxxOP.xxx files.
  3. Select the Upload File button.  
Upload Files tab
  1. The File Attachment pagelet displays.
  2. Choose the PGSSxxop file saved to the computer by selecting the Browse button.  
  3. Once the file is loaded, select the Upload button.
File Attachment pagelet
  1. The process to upload the file is now complete.
  2. The next step will import the uploaded file.

Import PGAS File

This step populates the ctcLink staging table with data from the Pell Statement of Account file in preparation for processing.

Navigation:  NavBar > Navigator > Financial Aid> File Management > Import Federal Data Files

  1. The FA EC File Inbound run control search page displays.
  2. From the search page, enter a new or existing Run Control ID.
  3. Select the ADD or Search button.  
FA EC Inbound run control search page
  1. The FA Inbound page displays.
  2. From the FA Inbound page, enter the file path in the Inbound File field matching the PGAS file location.
  3. Enter the ISIR TG Number.
  4. Select the Run button.  
FA Inbound
  1. The Process Scheduler Request page displays.
  2. From the Process Scheduler Request page, select the OK button.  
  3. The FA Inbound page displays.
  4. Note the Process Instance number for reference.
  5. Select the Process Monitor link.  
  6. The Process List tab displays.
  7. From the Process List tab, select the Refresh button until the identified process runs to Success and Posted.
  8. The process to import the PGAS file is now complete.

Pell Statement of Account

This step processes the Pell information loaded to the staging table to then be viewable on the Review Statement of Account pages.

Navigation:  NavBar > Navigator > Financial Aid> Pell Payment > Cash Management Reports > Review Statement of Account

  1. The Pell Statement of Acct search page displays.
  2. On the search page, enter the following:
    • EC Transaction ID
    • EC Queue Instance
    • Pell Batch ID
  3. Select the Search button.
Pell Statement of Acct search page
  1.  The Statement of Account displays.
  2. From the Statement of Account page, select the Pell Header tab and review details.
Pell Header tab
  1. Select the Pell Statement of Acct Summ tab and review details.
Pell Statement of Acct Summ tab
  1. Select the Pell Statement of Acct Detail tab and review details.
Pell Statement of Acct detail tab
  1. Select the Pell Trailer tab and review details.
Pell Trailer tab
  1. The Pell Statement of Accounts file process is now complete.
  2. End of procedure.

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