Create a Loan Base Record


Concept

In this topic, you will learn how to create a loan base record.


Steps:

  1. Click the Base Record Maintenance menu item to begin the process of creating a loan base record.

    Step 1
  2. Click the Create button to create a new record.

    Step 2
  3. Click the button to the right of the Award Type field to display the list of award types.

    Step 3
  4. Select the Direct Loan list item for this example.

    Step 4
  5. Enter the information into the Academic Year field.

     

    For this example, enter a valid value e.g. "2011".

    Step 5
  6. Enter the information for the new subprogram into the CFDA/Subprogram field.

     

    For this example, enter a valid value e.g. "84.407Z".

    Step 6
  7. Click the Continue > button to continue to the General tab.

    Step 7
  8. Enter the information into the Loan Base Record Title field.

     

    For this example, enter a valid value e.g. "DL 2010-2011".

    Step 8
  9. The start and end dates have been updated for this example.

    Step 9
  10. Click the Continue > button to continue to the Program Office tab.

    Step 10
  11. The Primary Program Office defaults based on the program office associated with your email/user ID.

     

    Click the Vertical scrollbar to scroll down.

    Step 11
  12. Click the Edit button to edit the details of the program office information.

    Step 12
  13. Click the button to the right of the Program Office Division field to display the list of program office divisions which are associated to your program office.

    Step 13
  14. Select the FIPSE list item.

    Step 14
  15. Click the Update Contacts button to display the list of program contacts.

    Step 15
  16. Click the Select button to mark Sharon Erling.

    Step 16
  17. Click the Vertical scrollbar.

    Step 17
  18. Click the Continue > button.

    Step 18
  19. Click the Vertical scrollbar to scroll down.

    Step 19
  20. Click the Continue > button to continue to the ACCS tab.

    Step 20
  21. Click the Vertical scrollbar to scroll down.

    Step 21
  22. Enter the fund code into the Fund Code field.

     

    For this example, enter a valid value e.g. "0201XNOYR".

    Step 22
  23. The remaining fields have been entered for this example.

    Step 23
  24. Click the Add ACCS button to add the ACCS code to the base record.

    Step 24
  25. Click the Vertical scrollbar to scroll down.

    Step 25
  26. Enter the total dollar amount for the base record into the PCCA Adjustment field.

     

    For this example, enter a valid value e.g. "50000".

    Step 26
  27. Click the Update PCCAs button to update the PCCA figures.

    Step 27
  28. Click the Vertical scrollbar to scroll back down to the PCCAs.

    Step 28
  29. The Gross and Net PCCA sections have been automatically updated by the system.

     

    Click the Continue > button to continue to the Summary tab.

    Step 29
  30. Click the Vertical scrollbar to scroll down.

    Step 30
  31. Click the Submit button to submit and save the loan base record.

    Step 31
  32. The system displays a message indicating that the loan base record was successfully created.

     

    Click the Vertical scrollbar to scroll down.

    Step 32
  33. Note:  If you would like to create additional loan base records, you may click Done and return to the create screen to repeat the process.

    Step 33
  34. Click the Go To Home button to return to the My Home Page screen.

    Step 34

Congratulations!

 

You have successfully created a loan base record.