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Doc Ref: SAIS User Manual – Granting of Loan
Granting of Loan File Ref: eUP - SAIS - UM Granting of Loan – 16 March 2015 (ver. 1.1)
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Doc Ref: SAIS User Manual – Granting of Loan
Granting of Loan File Ref: eUP - SAIS - UM Granting of Loan – 16 March 2015 (ver. 1.1)
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SAIS User Manual Student Financials Author: eUP SAIS and Communications Team Creation Date: 13 March 2015 Last Updated: 16 March 2015 Document Ref: SAIS User Manual – Granting of Loan Version: 1.1 Approvals: Recommending Approval ______________________________________________ Approved ______________________________________________
Doc Ref: SAIS User Manual – Granting of Loan
Granting of Loan File Ref: eUP - SAIS - UM Granting of Loan – 16 March 2015 (ver. 1.1)
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1. DOCUMENT CONTROL 1.1 Change Record
Date Author Version Change Reference
13 March 2015 Gerald Ignacio 1.0 No Previous Document
16 March 2015 Sarah Cortejos 1.1 Added Document Control Numbers Edited Format
1.2 Reviewers eUP Core Technical Committee
Name Project Role
Prof. Rowena Solamo
Team Lead eUP Quality Assurance Team
Doc Ref: SAIS User Manual – Granting of Loan
Granting of Loan File Ref: eUP - SAIS - UM Granting of Loan – 16 March 2015 (ver. 1.1)
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Granting of Loan – Posting of Loan Voucher
Doc Ref: SAIS User Manual – Granting of Loan
Granting of Loan File Ref: eUP - SAIS - UM Granting of Loan – 16 March 2015 (ver. 1.1)
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STEP 1. Log into SAIS using the provided username and password.
Click the Sign In button.
Doc Ref: SAIS User Manual – Granting of Loan
Granting of Loan File Ref: eUP - SAIS - UM Granting of Loan – 16 March 2015 (ver. 1.1)
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STEP 2. On the menu on the left side of the screen, click Student Financials. Click the Charges and Payment folder.
Doc Ref: SAIS User Manual – Granting of Loan
Granting of Loan File Ref: eUP - SAIS - UM Granting of Loan – 16 March 2015 (ver. 1.1)
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STEP 3. Click on the Post Student Transaction link
Doc Ref: SAIS User Manual – Granting of Loan
Granting of Loan File Ref: eUP - SAIS - UM Granting of Loan – 16 March 2015 (ver. 1.1)
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STEP 4. Populate the following fields Business Unit: Institution where the transaction takes place ID: Student to grant loan Account Type Choose Loan (LON) Item Type Choose Loan Voucher (200000000108)
You may click on to search for available values
Doc Ref: SAIS User Manual – Granting of Loan
Granting of Loan File Ref: eUP - SAIS - UM Granting of Loan – 16 March 2015 (ver. 1.1)
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STEP 5. Populate the following fields Amount The amount of loan to be granted to the student Term Semester for which the student is to be granted loan Reference Number Supply reference data if any Item Effective Date Date when the loan was granted Charge Priority Choose Assessment After verifying data input, click Post
You may click on to search for available values
Doc Ref: SAIS User Manual – Granting of Loan
Granting of Loan File Ref: eUP - SAIS - UM Granting of Loan – 16 March 2015 (ver. 1.1)
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Granting of Loan – Posting of
Loan Charge
Doc Ref: SAIS User Manual – Granting of Loan
Granting of Loan File Ref: eUP - SAIS - UM Granting of Loan – 16 March 2015 (ver. 1.1)
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STEP 1. On the menu on the left side of the screen, click Student Financials. Click the Charges and Payment folder.
Doc Ref: SAIS User Manual – Granting of Loan
Granting of Loan File Ref: eUP - SAIS - UM Granting of Loan – 16 March 2015 (ver. 1.1)
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STEP 2. Click on the Post Student Transaction link
Doc Ref: SAIS User Manual – Granting of Loan
Granting of Loan File Ref: eUP - SAIS - UM Granting of Loan – 16 March 2015 (ver. 1.1)
13
STEP 3. Populate the following fields Business Unit: Institution where the transaction takes place ID: Student to grant loan Account Type Choose Loan (LON) Item Type Choose Loan Charge (000000002000)
You may click on to search for available values
Doc Ref: SAIS User Manual – Granting of Loan
Granting of Loan File Ref: eUP - SAIS - UM Granting of Loan – 16 March 2015 (ver. 1.1)
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STEP 4. Populate the following fields Amount The amount of loan to be granted to the student Term Semester for which the student is to be granted loan Reference Number Supply reference data if any Item Effective Date Date when the loan was granted Due Date Date when the interest will start applying After verifying data input, click Post
You may click on to search for available values
Doc Ref: SAIS User Manual – Granting of Loan
Granting of Loan File Ref: eUP - SAIS - UM Granting of Loan – 16 March 2015 (ver. 1.1)
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