The Family Member Scholarship Management program allows you to issue new Scholarships to the family member selected and/or manually adjust the balance of an existing Scholarship.
Note: Scholarships must be issued to an individual family member regardless of whether everyone in the household can use it. Whether Scholarships are for single family member use or household use is determined by how you set the Allow Scholarship Use Across Family Members option on your Payment profile.
To issue a Scholarship to a family member, Scholarship Codes must be created in Scholarship Management (Management Ribbon • System Management • Financial Management group) AND the Scholarship Codes must be set to Deduct Usage from Member Balance (Scholarship Update • Other Settings group).
To process a payment using Scholarship funds, a corresponding Scholarship Payment Code Type must be created in Payment Code Management (Management Ribbon • System Management • Financial Management) and linked to your Payment profile.
See Also: Topic Doc - Scholarships.
To Issue a Scholarship:
- Look up and Select the Family Member to whom you wish to issue the Scholarship.
- The Family Member's Current Balance, if any, will appear in the corresponding field and any existing Scholarship history will appear in the DataGrid.
- Click the Picklist icon for Scholarship Code.
- Enter the amount of the Scholarship in the Change Amount field.
- Determine whether you wish to Post to General Ledger.
- Enter a note in the Reference field to explain, if desired. This note will appear in the Scholarship history.
- Leave other fields at their default value.
- Click Process to complete the action. The family member's Scholarship balance will be adjusted accordingly. You will be returned to the Family Member Lookup screen where you can repeat this process or Exit back to the main menu.
Note: You can use this program to manually adjust a Scholarship balance, if needed. Use the Picklist to select the Scholarship Code and enter a positive (+) or negative (-) value in the Change Amount field. Click Process to complete the adjustment. Changes take effect immediately.
From the bottom of the screen…
Click Family Member to run the Lookup.
Click Exit to leave the program.