| PublicationDate: 6/19/2000 Summary: 2000-2001 EDExpress Direct Loan External Export Issue and Workaround Author: CPS - Central Processing System (CPS) Posted on June 19, 2000 TO: All EDExpress Direct Loan Users FROM: CPS Customer Service RE: 2000-2001 EDExpress Direct Loan External Export Issue and Workaround CPS Customer Service wishes to alert all 2000-2001 EDExpress Direct Loan users to a recently identified issue and its workaround. ISSUE: When performing an External Export of loan records with no Actual Disbursement records, using a File Format code that has all fields selected, the software locks up with an error message stating "No current record." This error message, which will occur in the most recent 2000-2001 EDExpress software release, Version 6.2, has been reported by a number of custom /combo schools. The following information is a workaround for this known issue. WORKAROUND: The first two steps to this workaround are to: A) Create two File Format codes, one for all Direct Loan data and one for all Direct Loan data except actual disbursement records (IE. exclude Table/System M); AND B) Create a Direct Loan query for Actual Disbursement gross amounts greater than or equal to zero. Once you have completed these two steps, choose the scenario below that best applies to your situation and apply the appropriate workaround, which will depend on whether the loan records you are exporting have Actual Disbursement records or not: Scenario One: Initial External Export of Origination Records WITHOUT Actual Disbursement Records: 1) Choose File | Export | Direct Loan | External Loan Data; 2) Select the Export Status of 'Y'es; 3) Select the File Format Code for all DL data except Actual Disbursement records (created in Step A above); 4) Choose a directory location for your export file and click OK to run the export. This will export all the loans without actual disbursements with an Export to External flag of 'Y'es. This will also reset the Export to External flag on the Loan Tab from 'Y'es to 'N'o. Scenario Two: Subsequent export of Origination Records WITH Actual Disbursement Records: 1) Choose File | Export | Direct Loan | External Loan Data; 2) Select the Export Status of 'B'oth; 3) Select the File Format Code for all DL data (created in Step A above); 4) Choose Selection Criteria, click on the Query Title Ellipses button, and select the title for 'Actual Disb gross amounts greater than or equal to zero' (created in Step B above), then click OK, then OK again to return to the main export screen; 5) Choose a directory location for your export file and click OK to run the export. This export will filter out origination records that do not contain Actual Disbursement records. By using the query the export will complete without locking up with an error message of "No current Records." All the loans with Actual Disbursements with an Export to External flag of 'Y'es will export. This will also reset the Export to External flag on the Disb Tab from 'Y'es to 'N'o. Since there might be loan records that need to be exported following Step #1 of Scenario Two, a new export needs to be performed. To export any newly created loan records with an Export to External flag of 'Y'es and/or existing loans that might have updated information and the Export to External flag remains with a status of 'N'o use the following process: 1) Choose File | Export | Direct Loan | External Loan Data; 2) Select the Export Status of 'B'oth; 3) Select the File Format Code for all DL data except for actual disbursement records (created in Step A above); 4) Choose a directory location for your export file and click OK to run the export. If you have any questions, please contact CPS Customer Service at 800/330-5947, option 3, or via email at CPS@NCS.COM. |