# Presentation: 204147

## EDExpress/COD Processing from an EDExpress V10.1 Direct Loan Perspective

- Robert Berry
- Misty Parkinson

***Session 24***

## 2004-2005 EDExpress for Windows, Release 2.0

- Software renamed from Version 10.1 to 2004-2005 Release 2.0 due to the Access 2002 database
- Icons and splash screens will be pink to match the FAFSA and SAR
- Includes Direct Loan and Pell functionality

## 2004-2005 EDExpress for Windows, Release 2.0

- New InstallShield
- If Full install, required components will not display on the “Select Components” dialog
- If Custom install, previously installed components will not display
- If you do not use the Pell module of EDExpress, you may choose not to install it by removing the checkmark next to Pell on the “Select Components” dialog

## What’s New?

- New Setup screens
- Origination and Disbursement Entry Screen Modifications
- Changes to Multiple Entry
- Export/Import Changes
- Reports

## Setup

- COD added to Global/Security Setup
- COD Setup tab replaces separate Direct Loan and Pell tabs (Tools/Setup)
- School (DL & Pell)
- System (DL & Pell)
- Disbursement Profile (DL & Pell)
- Pnote Printer (DL only)
- Tolerances (DL only)

## Slide 6

## Slide 7

**Notes:**
Sample Setup screen shot

## Setup – School

- Contains most of the fields that appeared previously in DL System Setup
- Allows you to setup multiple DL school profiles
- “Default School?” checkbox allows you to indicate which DL school profile should serve as the default

## Slide 9

## Setup - System 

- New field allows schools to choose whether option to “Combine DL and Pell data?” during export should default to unchecked or checked
- New “Disable Source Entity ID Setup?” warning checkbox

## Slide 11

## Setup - Disbursement Profile

- Can now use the same profile for both DL and Pell
- Option to indicate whether a profile is for Direct Loan-only, Pell-only, or both
- Code has been expanded from 2 to 4 characters
- Prior Year Import will carry over first unique Disbursement Profile from 03/04
- Duplicate will print on import edit report

## Slide 13

## Direct Loan Origination Entry

- Origination tab replaces separate Direct Loan and Pell Grant tabs
- Similar to the Disbursement tab, the new Origination tab has separate DL and Pell tabs
- Default depends on Setup for the particular User ID (Tools/Setup/Global/System)

## Direct Loan Origination Entry

- 4 tabs within Origination/Direct Loan tab
- Loan Info
- PLUS Info
- Credit Info
- Change History
- MPN status of T now allowed for PLUS
- Label changes

## <date/time>

## Slide 17

## Slide 18

## Slide 19

## Direct Loan Disbursement Entry

- Edit-Only Disbursements grid eliminated
- Actual Disbursements grid replaced with Disbursements grid
- Contains anticipated and actual disbursement information
- Anticipated disbursement information is hidden once DRI is checked
- Tracks both anticipated and actual disbursement totals

## Direct Loan Disbursement Entry

- COD reject/comment codes no longer appear on the disbursement entry grid
- From the disbursement tab, select View/Processed Edits to see COD edits

## Direct Loan Disbursement Entry

- When creating a disbursement type of A or N, the transaction date will default to the sequence #1 or Q date and cannot be changed
- A new field called “Action” is now available on the Disbursement entry grid to allow schools to internally track the date an adjustment is made

## Slide 23

## Slide 24

## Direct Loan Multiple Entry

- Disbursement Types D and U removed
- New DRI field added
- Anticipated Disbursement date and/or amount can be updated
- Leave DRI box unchecked
- Actual Disbursement date and/or amount can be updated
- Check DRI box
- Disbursement Types A, N and Q still available for reporting adjustments
- New Action Date field

## Direct Loan COD Exports

- COMRECIN message class replaced with CRAA05IN
- Sending the Common Record using a year indicator in the message class allows for the Common Record Response message class to also contain a year indicator
- Schools may still choose to send data by award type, or to combine DL and Pell data

## Direct Loan COD Imports

- COMRECOP message class replaced with:
- CRRC05OP (Receipts)
- CRAA05OP (Response to CRAA05IN)
- CRBN05OP (DL Booking Notification)
- CRCO05OP (DL Credit Decision Override)
- CRPN05OP (DL Promissory Note)
- CRPS05OP (DL Payment to Servicing)
- CRWB05OP (Response to Web Activity)

## Direct Loan COD Imports

- Import edit reports for Direct Loan Origination and Actual Disbursement Response files have been updated to display information in a format similar to the Pell Origination Response report

## EDExpress Combo School Example	

## Direct Loan External Add

- Change to edit when importing a LAA value of $0 via an external add
- “Loan Amount must be >$0 in order for the loan to be originated”

## Direct Loan Reports

- “Exclude-SSN?” check box has been added to all User Defined letters.  Will be defaulted to unchecked
- Deferment Request option removed from File/Print
- Deferment Request form available from the DL Servicing Web Site
- Label changes throughout the reports

## Technical Assistance

- We appreciate your feedback and comments.
- _CPS/WAN_
- Phone: 1-800-330-5947
- Fax:  319-665-7662
- E-mail: cpswan@ncs.com
- _COD_-
- Phone: 1-800-848-0978
- E-mail: codsupport@acs-inc.com