Scholarship Code Setup

This function allows the users to store information of the various scholarship types offered and its respective yearly budget.

• Create the Scholarship Code Setup
• Search for Existing Scholarship Code Setup

Create the Scholarship Code Setup

This function will be use to create the setup for the Scholarship Code for what the scholarship student's received.

Roles Involved: MOE Scholarship Section - Statistician, Finance Officer and Administrator.

1. Navigate to Main Menu > Set Up SACR > Product Related > Student Financials > Scholarship and Bursaries > Scholarship Code Setup.

2. Click the Add a New Value tab.

3. Enter any values in the Academic Institution and Scholarship Code fields.

Note: Ensure that the new Scholarship Code does not exist in the System.

4. Next click on the Add button to continue.

5. You will be directed to the Scholarship Code Setup page. Fill in the values in the Effective Date, Description, Formal Description, Sponsor and the GL Account.

Note: On the Sponsor field, click the Magnifying Glass to choose the available sponsor in the System. Also, enter the GL Account based on your scholarship ledger account.

• Effective Date: Field to records the effective date.

• Description: Field to record the description of the scholarship Code.

• Formal Description: Field to record the formal description of the scholarship Code.

• Sponsor: Sponsor ID

• GL Account: GL Account of the Sponsor.

6. Next on the Budget table, enter the values in the Fiscal Year and Amount field.

Note: Click the '+' button to add a Budget for other years.

7. Click the Status field and changed to Active or Inactive.

Note: If the Status field is set to Inactive then in the Scholarship Application page, this scholarship code will not be available for selection. If  the status is set to Active then it is valid for selection.

8. Lastly, click the Save button to save setup.

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Search for Existing Scholarship Code Setup

If a user want to Search or Edit any of the existing values, go back to the Find an Existing Value tab in the Scholarship Code Setup page.

1. In the Find an Existing Value tab, click in the External Org ID field and enter an existing Scholarship Code or just click on 'Enter' button to view all existing scholarship codes in the System.

2. Click the Correct History checkbox. This is to enable the editing existing records.

3. Lastly, click the Search button next to Search or Edit any of the existing data.

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