With student award season upon us, we wanted to take a few minutes to review the process for distributing those awards through P2P and share some tips for efficient processing.
Student Supplier Set-up
First make sure the student is set up as a supplier. If you need to register a new supplier, please enter a service request ticket.
Non-Standard Disbursements (NSD)
Then, set up a non-standard disbursement through the procurement module. For those of you who haven’t used the NSD process in a while, there is a step guide available in the Oracle Guided Learning (OGL) widget. See below for more details on accessing OGL guides.
Do you have >20 awards? Use the FBDI spreadsheet upload
If you have 20 or more payments to domestic students using the NSD process, you may use the FBDI upload. Please note:
- The supplier must exist in iO before proceeding with a file upload. If you need to register a new supplier, please enter a service request ticket.
- International Students can’t be included in file upload
What documentation should I include with the NSD request?
Michael Williams, Payables Team Lead, shares the following tips for processing NSDs:
- Make sure your back-up documents include: Recipient’s name, award amount and award name/title.
- If not using FBDI spreadsheet, please allow 14 days processing time
- Back-up not needed if submitting by FBDI spreadsheet
Did you know? This same process applies to setting up students for REU programs.
New Guidance directly in iO
Non-Standard Disbursements (NSD) Step-by-Step Guidance
Procurement preparers can now access Non-Standard Disbursement step by step instructions right at their fingertips. Use the guide from start-to-finish, or if you get stuck during the process, you can launch the guide to start from the screen you are on. Either way, start by selecting the top of the widget from the Me page or from the Procurement module.
Through the newly launched Oracle Guided Learning (OGL) widget, iO users can take advantage of on screen step-by-step instructions. No more following a pdf version of a job aid on a second monitor or switching between browser pages.
With OGL if you select a guide name, on screen pop-ups will guide you step-by-step through the enrollment process.
If you prefer to see all instructions in a job aid like format, select the arrow next to the guide name and a window will appear with all step-by step instructions including screenshots. This version can be printed or emailed to a friend.
Check out more information on the Oracle Guided Learning (OGL) page on the iO Evolution Website or view the OGL Navigation training in iO’s Learning module:
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Select Browse Catalog to see all options, or search for a specific item.
For more detailed instructions, access the Navigate to the Learning Module Job aid here.