Publication Date: July 20, 2001
Author: General Manager: SFA Student Channel
Summary: Availability of 2001-2002 EDExpress Version 7.2.1/ Promissory Note Reprint Procedures
Posted July 20, 2001
TO: All 2001-2002 EDExpress Direct Loan Users
FROM: CPS/WAN Technical Support and U.S Department of Education
RE: Availability of 2001-2002 EDExpress Version 7.2.1/ Promissory Note Reprint Procedures
CPS/WAN Technical Support would like to announce the availability of Version 7.2.1 Service Release of 2001-2002 EDExpress and inform you of software issues that are resolved in the Service Release. We would also like to notify schools of a change in procedures for reprinting promissory notes in the Direct Loan module of 2001-2002 EDExpress.
* Availability of 2001-2002 EDExpress Version 7.2.1 *
The 2001-2002 EDExpress Version 7.2.1 Service Release is available for download from the Department's SFAdownload Web site (located at SFAdownload.ed.gov). The downloadable install file, called EDExpress721.exe, is self-extracting and will need to be run on ALL PC workstations that access the 2001-2002 EDExpress database. NOTE: You must have Version 7.2 installed on your system prior to loading Version 7.2.1.
If you do not use the Direct Loan module of 2001-2002 EDExpress, you do NOT need to install Version 7.2.1. The Direct Loan module is the only software area in 2001-2002 EDExpress affected by this release.
To run the service release install, first download the EDExpress721.exe file from SFAdownload to a directory on your hard drive or network. Close all running applications, go to Start | Run, type in the directory location of the downloaded file, type the file name itself (I.E. C:\Windows\Temp\EDExpress721.exe), then click OK. This will extract the necessary install files and automatically launch the install program.
If you have multiple PC workstations accessing a networked EDExpress database, copy the install file from PC to PC, running the install on each as you proceed, or run the installation program from the network drive it is saved to. Be sure to reboot each PC Version 7.2.1 is installed on once the installation program is complete.
Version 7.2.1 will not perform any updates to your EDExpress database (Expres12.mdb).
*Issues Resolved in Version 7.2.1*
Version 7.2.1 resolves the following issues:
1) The 2001-2002 EDExpress software checks for the presence of the ISIR MPN Indicator at the point of originating a loan to determine if the loan can be linked to an existing MPN.
If the ISIR MPN Indicator is A ("Valid MPN on file at the LOC"), at the time of origination EDExpress correctly sets the MPN status to T ("School Assumes MPN Exists") indicating that there is no need to print a MPN at this time. The school then sends the origination record to the Loan Origination Center (LOC).
The LOC is the official agency to determine whether a valid MPN is on file for a student. If the LOC currently determines that a valid MPN is not on file for the student, it returns an Origination Acknowledgement with a MPN status of P ("No MPN on file"). The MPN status is updated to R ("Ready").
At this point the user would use EDExpress to print the MPN. EDExpress would look again for the presence of the ISIR MPN Indicator and incorrectly reset the MPN status to T ("School Assumes MPN Exists") and would not print the MPN. Version 7.2.1 will now allow the MPN to print without looking at the ISIR MPN Indicator.
2) When batch printing promissory notes (Subsidized, Unsubsidized, and PLUS) using a query without the field Prom Note Status as part of the query criteria, EDExpress was selecting and printing Promissory notes at all statuses rather than just Promissory notes with a Prom Note Status of R (Ready). This meant that EDExpress reprinted the notes and set the status to P (Printed) even if the note had already been signed, manifested or accepted.
3) If a query was used to print a MPN for a Subsidized loan and an Unsubsidized loan for a student, EDExpress would print one MPN for the Subsidized loan and one for the Unsubsidized loan. In this release, EDExpress now correctly prints one MPN for both loans.
4) EDExpress will now allow two separate disbursements for the same Loan ID to be imported using an external change file (DIEC02OP). Previously, no disbursements were added, and an error message was only generated for one of the disbursements.
The following business rules apply when creating the external change file:
A) Only one actual disbursement transaction per disbursement number per Loan ID is allowed. If you have an actual disbursment and an adjustment for the same Loan ID, you must import two separate files;
B) If an optional disbursement field, such as the Actual First Disbursement Change Flag (D008), is part of the disbursement record, it needs to be included before at least one of the four required disbursement fields in the single change record in order for EDExpress to accept the disbursement record.
* Promissory Note Reprint Procedures *
In 2000-2001 EDExpress, promissory notes could be reprinted from the borrower's loan record at any promissory note status. In 2001-2002 EDExpress, promissory notes can only be reprinted globally (outside of the student's record), with two exceptions:
1) PLUS promissory notes can be reprinted from the borrower's loan record only if the Prom Note Status is P ("Printed"). If a PLUS loan record has a Prom Note Status other than P, the note must be reprinted globally; and
2) If the student has just a subsidized or just an unsubsidized loan, the Master Promissory Note (MPN) may be reprinted from the student's record only if the MPN Status is P.
If a student has both a subsidized loan and an unsubsidized loan attached to the same MPN, and the MPN Status is P, the promissory note cannot be reprinted unless the "Non-Negotiable Note?" option on the print dialog box is selected.
Follow these steps to reprint a promissory note with a Prom Note Status of S ("Signed"), M ("Manifested"), T ("School Assumes MPN Exists") or A ("Accepted"):
1) Create a query for the print job (the query only needs to be created once):
a) Go to Tools | Query | Direct Loan;
b) Click Add to display blank fields;
c) Enter a title for the query (such as "Reprint Single Promissory Note");
d) Select Loan ID (Loan) as the field, select equal to (=) as the operator, and mark the box for Prompt at Execution, then click Append;
e) Select Prom Note Status as the field, select equal to (=) as the operator, and mark the box for Prompt at Execution, then click Append;
f) Click Save, then click OK on the "Record Updates Saved" message;
g) Click OK to exit the Query dialog box.
2) Reprint a single promissory note using the query:
a) Go to File | Print | Direct Loan;
b) Select the report "Promissory Note - Sub/Unsub" or "Promissory Note - PLUS";
c) Select Multiple;
d) Click Selection Criteria, then click on the ellipsis button next to Query Title;
e) Select the title of the query created in step 1 and click OK;
f) Click OK if the correct query title is displayed;
g) Enter the field value for the Loan ID (the full Loan ID must be entered) or click the ellipsis button in the column "List Field Value" to select the Loan ID;
h) Enter the appropriate value for Prom Note Status;
i) Click OK, then click Close after verifying that the correct Loan ID has been entered;
j) Click OK to print the promissory note.
We would also like to remind you of the procedure to follow for reprinting multiple promissory notes, which has not changed from previous versions of EDExpress. This procedure may be useful to you if, for example, your printer malfunctioned while you were printing multiple promissory notes--in this scenario, all of the promissory notes will have the same print date in common.
1) Create a query for the print job (the query only needs to be created once):
a) Go to Tools | Query | Direct Loan;
b) Click Add to display blank fields;
c) Enter a title for the query (such as "Reprint Multiple Promissory Notes Using Print Date");
d) Select Prom Note Print Date as the field, select equal to (=) as the operator, and mark the box for Prompt at Execution, then click Append;
e) Select Prom Note Status as the field, select equal to (=) as the operator, and mark the box for Prompt at Execution, then click Append;
f) Click Save, then click OK on the "Record Updates Saved" message;
g) Click OK to exit the Query dialog box.
2) Reprint multiple promissory notes using the query:
a) Select File | Print | Direct Loan;
b) Select the report "Promissory Note - Sub/Unsub" or "Promissory Note - PLUS";
c) Select Multiple;
d) Click Selection Criteria, then click the ellipsis button next to Query Title;
e) Select the title of the query created in step 1 and click OK;
f) Click OK if the correct query title is displayed;
g) Enter the field value for the Prom Note Print Date and for the Prom Note Status and click OK;
h) Click Close after verifying that the correct print date has been entered;
i) Click OK to print the promissory notes.
If you have any questions regarding this message, or need assistance with the download, installation and/or use of Version 7.2.1, please contact CPS/WAN Technical Support at 800/330-5947 or via e-mail at CPSWAN@NCS.COM.