Customers Tab
This tab allows you to specify the PDP customers for whom you want to format disbursements. The tab displays the entire list of PDP customers. The system makes default selections by matching your default campus to the processing campus for each customer.
To process disbursements for a customer who is not normally associated with your processing organization, check the box for this customer. To avoid processing disbursements for a customer whose disbursements you normally process, un-check the box for this customer.
1. After entering selection criteria and selecting/deselecting customers, click Begin Format button to start the formatting process. Alternately, click the Reset button to reset the information on the page and make different selections. Click the Clear button to remove all the currently selected options on the page.
When formatting begins the system displays a summary of the customers and associated payments that have been selected for formatting.
2. Click the Continue button. The system returns a message that notification will be sent to the email address specified in parameter ACH_SUMMARY_TO_EMAIL_ADDRESSES when formatting is complete. Formatted payments can be searched for using Search for Payment or Search for Batch.
Process Overview