Pre AVL
- Download Summary Files
- Maintenance>SED Data> Import summary Data from CPSE Portal
- Select School Year, then select:
Eval AVL
- Claims
- Load/ Create Eval AVL
- Load Eval AVL
- Download AVL File
- Enter Credentials for SFTP
- Choose School Year -> Get Listing
- Highlight latest date -> Download
- Double Click Eval_AVL_Text
- Double Click From SED
- Highlight most recent date at the bottom
- Load AVL File -> OK
- Match to Payments (This will have a loading bar)
- Minimize
- Claims
- Process Eval AVL
- Retrieve
- There will be a key at the top of the screen showing what has happened with each.
- No Match
- Child Match
- Eval Match
- Payment Match
- Nothing to Claim
- All Claimed
- Part Claimed
- In yellow
- Double click & choose payments you wish to claim; up to the available amount approved.
- X out
- Reports
- Claims
- Reports
- AVL/ CLAIMING
- Unclaimed Eval Payments
- School year-> Retrieve
- Show Unclaimed Payments for Evals
- X out
Article ID: 194, Created: 2/12/2020 at 3:25 PM, Modified: 9/21/2020 at 11:50 AM