Doc Ref: SAIS User Manual Granting of Loan · Doc Ref: SAIS User Manual – Granting of Loan...

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)

1



2

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 ______________________________________________



3

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



4

Granting of Loan – Posting of Loan Voucher



5

STEP 1. Log into SAIS using the provided username and password.

Click the Sign In button.



6

STEP 2. On the menu on the left side of the screen, click Student Financials. Click the Charges and Payment folder.



7

STEP 3. Click on the Post Student Transaction link



8

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



9

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




10

Granting of Loan – Posting of

Loan Charge



11

STEP 1. On the menu on the left side of the screen, click Student Financials. Click the Charges and Payment folder.



12

STEP 2. Click on the Post Student Transaction link



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)




14

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




15

Doc Ref: SAIS User Manual Granting of Loan · Doc Ref: SAIS User Manual – Granting of Loan...

Documents

Transcript of Doc Ref: SAIS User Manual Granting of Loan · Doc Ref: SAIS User Manual – Granting of Loan...