| PublicationDate: 1/27/2000 Summary: Development of EDExpress Version 5.4.1 Service Release Author: PSS - Program Systems Service Posted on January 27, 2000 TO: All EDExpress Users FROM: U.S. Department of Education RE: Development of EDExpress Version 5.4.1 Service Release We wish to inform all 1999-2000 EDExpress users that we are currently developing a service release install file to resolve several software issues present in the most recent EDExpress release, Version 5.4. This service release is currently scheduled for release to schools for download from ED's SFAdownload Web site (http://fsadownload.ed.gov/index.htm) in early February, 2000. The following issues are scheduled to be resolved by Version 5.4.1. Issues 1-9 affect Direct Loan module users, while issues 10-16 affect Pell module users. Workarounds are provided where available: 1) CM# 2230: When changing a Direct Loan Fee Percentage from 4% to 3%, you must also re-enter the Loan Amount Requested and Approved fields. When you save the record, you will receive a prompt asking if you wish to recalculate anticipated gross disbursement amounts. If you answer "Yes" to this prompt, the software is re-originating the loan by resetting the Loan and Promissory Note status fields to an "R" (Ready to Send) status. Workaround: Say "No" to the recalculation prompt, and manually update the anticipated gross disbursement amounts. 2) CM#2245: Some schools are receiving the message "Error in sub query" when attempting to print a List - Actual Disbursements if too many records meet the criteria selected by the user for the report. The actual number of records needed to trigger this message will vary from system to system. Workaround: This is a memory leak issue. To resolve in Version 5.4, close and restart EDExpress, then print the report again with additional criteria to reduce the number of students that will print on the report (such as Last Name Range). 3) CM# 2246: The subtotal values per student printing on the Direct Loan List - Actual Disbursement report are incorrect for any report period designated. Workaround: Correct Direct Loan Actual Disbursement information can be extracted from the EDExpress database using the External Export feature. 4) CM# 2272: Adjustment transactions (Type A and J) on the Direct Loan List - Actual Disbursement report are incorrectly printing the Net Adjustment Amount. The actual adjustment transaction amounts (gross amount OR net amount OR gross, fee, and net amount) should print on the report. Workaround: None. 5) CM# 2273: When you select the option to print the Direct Loan List - Actual Disbursement report for gross, fee and net the subtotals and totals are being calculated incorrectly. The subtotals and totals should be calculated using net amounts and should print net subtotals and net totals. Workaround: None. 6) CM# 2274: When calculating the booked and unbooked totals on the Direct Loan List - Actual Disbursement report, the software is handling adjustment transactions incorrectly in the calculation. When an adjustment transaction (Type A or J) is part of a disbursement, the net adjustment amount should be used when calculating the booked and unbooked totals. The booked and unbooked totals should always be calculated using net amounts and should result in net totals. Workaround: None. 7) CM# 2275: When saving a change to the Loan Period Code on a Direct Loan Origination record, EDExpress is changing the Loan and Promissory Note Status fields to an "R" (Ready to Export) status, even if the Loan Status is already "A" (Accepted), and the Promissory Note Status is "A" (Accepted) or "P" (Printed). Workaround: Do not change the Loan Period Code. Instead, manually change the Loan Period Dates. In some instances it may be necessary to first manually change the anticipated disbursement dates before manually changing the Loan Period Dates. 8) CM# 2282: EDExpress is exporting all Disbursement Action Type "Q" transactions (Adjusted Disbursement Date) as date changes to Actual Disbursement number 1, even if the date change is for disbursement number 2 or a subsequent disbursement number. Workaround: Edit the Disbursement export file prior to sending it to the LOC to reflect the correct Actual Disbursement Number. 9) CM# 2307: The Direct Loan Verify Change process allows you to resend a Loan Amount Approved and/or Anticipated Disbursement Gross Amount or Date change record to the LOC. Currently, this process is not working correctly. If you select a change record to be resent using the Verify Change process, the record is not being updated to an export-ready status and hence is not being batched to be resent to the LOC. Workaround: None. 10) CM#2031: When you choose to include Pell Disbursement information when printing a Pell Origination Record report, EDExpress is incorrectly calculating the Total YTD Amount for the Disbursement information listed. Workaround: Use the Pell Disbursement List for reconciliation purposes. 11) CM# 2178: EDExpress is generating the message "Skipped - Special Disbursement record is missing" when attempting to import a System-Generated Pell Special Disbursement record. Software should not require an existing Special Pell Disbursement record to import a System-Generated Special Pell Disbursement record. Workaround: None. 12) CM# 2218: The Pell YTD comparison report does not display the correct column headings for Pell Disbursement discrepancy information. The columns marked "Award Amount," "Orig Stat," and "RFMS Stat" are actually Pell Origination record fields. The report should actually be displaying "Disb Amount," "Disb Status," and "RFMS Stat." 13) CM# 2244: If you import a Pell YTD file and select "Rebuild All" for your Update option, any students with more than one accepted or corrected Pell Disbursement record will only have the highest Disbursement Reference Number added on the Pell Disburse tab. The columns for the previously accepted or corrected disbursements will be left blank on the tab. Workaround: None. 14) CM# 2269: Student Pell Origination Records with an apostrophe as part of the name ID are incorrectly flagging as discrepancies when importing a Pell YTD file. These student records also generate an error message during the YTD import when "Rebuild All" is selected as the Update option. Workaround: None. 15) CM# 2270: The Pell YTD Exception Report, which displays discrepancies between the data in the YTD file and the data in your database, is incorrectly printing the total award amount for all Pell Origination records as the Total Award Amount Exceptions. This will only occur if there is at least one discrepancy discovered during the import. The report will correctly display $0 if this is truly the Total Award Amount Exceptions value. Workaround: None. 16) CM# 2310: The Data Request export option for Pell YTD files does not allow you to designate a specific attended campus code, only a reporting campus code. Schools can currently only receive YTD data for students with the same reporting and attended campus codes. Workaround: None. You should resubmit your YTD request using the Data Request export feature after installing the service release. We will send out an additional network message when the service release is fully developed and provide information at that time regarding how to locate and download the install file from the Web. If you have any questions, please contact CPS Customer Service at 800/330-5947, option 3 (for Direct Loan questions) or option 4 (for Pell questions), or via email at CPS@NCS.COM. |