Edit Automated Budget Packaging Options

You can edit the packaging options of a Cost of Attendance (COA) on the Packaging Options tab of the Edit Automated Budget and Packaging Options form.

Prerequisites

You must have:

Common - Configuration - View authorization
Financial Aid Automation - Configuration - Automated Budget and Packaging Options - Edit, Save, and View authorization.

Access Method

Select the Configuration tile > expand Financial Aid > select Automated Budget and Packaging Options.

Procedure to Edit Automated Budget and Packaging Options

On the Automated Budget and Packaging Options form, specify the values.

Campus The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

Program Versions Select a specific program version to narrow your search.

Select the Apply Filters button.

Review the following values in the results grid.

Academic Calendar The academic calendar. The values correspond to calendar options required by the Department of Education. They are non-standard terms, standard terms of quarters, standard terms of semesters, standard terms of trimesters, clock hours, and credit hours without terms. The default is the academic calendar configured for the program version. If you are configuring program versions from Financial Aid, the list is filtered to show the academic calendars appropriate for the Curriculum Standard selected when the program version was configured from Academic Records.

Area of Study The various areas such as Major, Minor, or Concentration that the students have taken to complete their degree. The areas of study are configured by your institution.

Award Disbursement Used to configure the scheduled disbursement dates for all aid that has been awarded. You can select the following options: Scheduled Disbursement Days From Start of Payment Period or Scheduled Disbursement Using Configured Disbursement Scheduled.

Award Level Methodology Configure the awarding up to the cost of either the Cost of Attendance or Institutional Charges.

Award Loan Fees Indicates whether fees apply to the loan award. Select Yes or No.

Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time.

Default COA The selected COA configured by an administrator. The system uses this COA only and ignores all other when calculating and allocating a budget.

Default Payment Periods Payment periods configured in the Default COA.

Modified By The name of the person who changed the item.

Package by Award Years Indicates whether auto packaging applies to the Current award year or Multiple award years.

Package by Academic Years Indicates whether auto packaging applies to a Single academic year or Multiple academic years.

Payment Methodology The Payment Methodology that applies to the program version (ex. Credit Hrs Standard Term, Clock Hr/Credit Hr without terms, etc...).

Program The name of the program. Programs are configured by your institution.

Program Version Code Code configured in the system for that program version.

Repackaging Triggers Triggers that will cause the auto-awarding process to award or recalculate a student financial aid award.

Student Enrollment Status Using What to use in regard to the student enrollment: select Default COA, Packaged To, or Prior Completed Term.

Student Group The name of the student group. If you are selecting a group and your institution has configured Anthology Student to limit groups to campuses, you can only select groups for the campus that you are assigned to. If you are selecting a group, it can also be filtered to display groups where you are the owner, public groups, and private groups to which you have been given access.

Title IV Eligible A "Yes" indicates that the program version is configured as Title IV eligible. "No" indicates that the program version is not Title IV eligible. The column is read-only. Users can filter the results by using "Title IV Eligible" as the filter criteria. Users can hide/unhide this column.

Note: The terms in an academic year are determined based on the program version's term association during Auto Packaging/Repackaging. This is done by using the academic year Start and End dates and not the student's academic year sequence number to calculate the student's budget or award funding. When the Advanced Feature "Enable Advanced Auto Packaging" is disabled, the Award Disbursement field appears in the Automated Awarding Campus Settings form. When the Advanced Feature "Enable Advanced Auto Packaging" is enabled, the Award Disbursement field appears on the Automated Budget and Packaging Options form.

Select the link on a Program Version name.

The Edit Automated Budget and Packaging Options form is displayed. The Campus, Program Version Code, Area of Study, and Student Group are displayed at the top of the form.

If an expand icon () is displayed in the left column, select the icon to view Enrollment Status details and dates associated with the program.

Select the Packaging Options tab.

Depending on the selected program and system configuration, the following collapsible sections can be displayed on the form:

Awarding Options

In the Awarding Options section, review and/or configure the following values.

Award Methodology Configure the awarding up to the cost of either the Cost of Attendance or Institutional Charges.

Disbursement Schedules Select the configured disbursement schedule for the disbursement you are packaging.

Include Non-Instructional Days When the Advanced Feature for Auto Packaging is enabled, the Packaging Options tab on the Automated Budget and Packaging Options form provides a "Include Non-Instructional days" field with Yes/No options. The system sets the default to No. If the "Include Non-Instructional Days" field is set to Yes and the institution has configured a calendar of holidays and other non-attendance days under Configuration > Academic Records > Calendars, all awarding configurations within Auto Awarding (Packaging and Repackaging) will use the calendar configuration to determine if a disbursement is awarded on the start date of a payment period or extended to include any days of the calendar break. If the institution configured the actual disbursement dates using Disbursement Schedules (Configuration > Financial Aid > Disbursement Schedules), Auto Awarding does not alter the disbursement dates.

Number of Days The number of scheduled disbursement days from the start of the payment period that you are packaging.

In the Award Disbursement field, configure date awarding options so that disbursements are awarded by Payment Period or by Disbursement Schedule. Both Auto Packaging and Auto Repackaging will then award disbursements based on your configuration.

If you select Payment Period, disbursements are awarded based on the number of days from the start of the payment period for all funds being awarded. Select the exact number of days in the Number of Days field.
- Term Programs must have term association configured. Otherwise, an exception will prevent the awarding of all funds.
- Non-Term Programs will be awarded based on the academic year definition configured.
This field accepts values from -10 to 99. When the program is configured to use Not SE9W, the disbursement date is calculated based on the value entered here.

If the Include Non-Instructional Days field is set to Yes and the Number of Days from the start of the payment period falls within a scheduled calendar break, the Number of Days and all calendar days of the break will be added to the anticipated disbursement date and extend the scheduled disbursement date. For example, if the payment period starts on March 01 and the Number of Days is 20 but the calendar has a break from March 04 to 07, the anticipated disbursement date will be March 25. If there was another calendar break from March 22 to 25, the anticipated disbursement date would be March 29.
If you select Disbursement Schedules, disbursements are awarded based on the active disbursement schedule for the selected program version. In the Disbursement Schedules field, select the disbursement schedule you wish to use as the basis for awarding the disbursements. This awards each disbursement for the configured dates by the academic year start date, configured program version(s), and configured fund source(s).

Term and Non-Term disbursement schedules must start within the academic year but the disbursement dates can be configured for before, during, or after the academic year.

All funds anticipated to be awarded, except cash payment plans and federal work-study, must be enabled for the disbursement schedule. Otherwise, an exception will be generated to let a user know a student is eligible for funds that cannot be awarded.

Reminder: The Number of Days, Include Non-Instructional Days, and Disbursement Schedules fields only appear based on the selection in the Award Disbursement field.

Pell COA

Expand the Pell COA section.

To add a Pell COA record, select Add in the toolbar.
To edit an existing Pell COA record, select a record in the grid.

Specify or change the following values.

Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time.

Effective Date The date the fee or charge is active.

Effective Date Type This field automatically defaults to Academic Year Start.

Modified By The name of the person who changed the item.

Off Campus The Full Time Pell COA amount if the student lives off campus.

On Campus The Full Time Pell COA amount if the student lives on campus.

With Parent The Pell COA amount if the student lives at home with their parents.

Note: The Effective Date must be on or after the Automated Awarding Effective Date.

To remove a Pell COA record, select the record in the grid and select Remove in the toolbar.

Students are awarded Pell COA based on the combination of the Program Version, Area of Study, and Student Group(s) associated with that Pell COA. The possible combinations follow an ordered hierarchy for how the system applies a configured set of budget and packaging options. The combination of Program Version, Area of Study, and Student Group(s) that match the COA configuration and have the highest priority number determines which budget and packaging options are applied. The table below lists the combinations by priority.

Priority	Requirements	Budget and Packaging Options Results
	If the student is in a Program Version...	The system...
# 1	...and no Area of Study or Student Group is configured...	...applies the Program Version budget and packaging options
# 2	...and Area of Study is configured...	...applies the Program Version and Area of Study budget and packaging options.
# 3	...and an Area of Study with a Student Group is configured...	...applies the Program Version and Area of Study with Student Group budget and packaging options
# 4	...with Student Group(s) configured...	...evaluates each Student Group to determine the most recent Date Added to apply the budget and packaging options for that Program Version with Student Group
# 5	...and Area of Study and multiple Student Groups (St Grp @ and St Grp #) are configured...	...evaluates each Student Group to determine the most recent Date Added to apply the budget and packaging options for that Program Version with Student Group

Automated awarding calculates the Pell COA per the following combinations of configured values.

If the Automated Budget:

Does not have a Pell COA but the Program Version has the Pell COA, the student’s award form will give the Program Version's Pell COA.
Has a Pell COA but the Program Version does not have the Pell COA, the student’s award form will give the Automated Budget Pell COA.
Has a Pell COA and the Program Version has the Pell COA, the student’s award form will give the Automated Budget Pell COA.
Does not have a Pell COA and the Program Version does not have the Pell COA, the student’s award form will convert the Cost of Attendance into a 9-month Pell COA (i.e., the COA is divided by the months in the AY and then multiplied by 9 in this conversion).

Packaging Options

In the Packaging Options section, review and/or configure the following values.

The fields displayed in this section depend on the options enabled for the campus under Automated Process Activation, e.g., the Auto Repacking Triggers are displayed only if Auto Repacking is enabled.

Auto Repackaging Triggers Select one or more triggers for auto repackaging from the list configured within your system.

Award Loan Fees Indicates whether fees apply to the loan award. Select Yes or No.

Direct Loan COA Calculation Select Pell COA, AY COA, or None. The system automatically updates the Direct Loan Cost of Attendance field value during Auto Awarding when you select Pell COA or AY COA. Note: When the Advanced Feature for Enable Advanced Auto Packaging is disabled, this field appears in the Automated Campus Settings form. When the Advanced Feature for Enable Advanced Auto Packaging is enabled, this field appears in the Automated Budget and Packaging form.

Package by Academic Years Indicates whether auto packaging applies to a Single academic year or Multiple academic years.

Package by Award Years Indicates whether auto packaging applies to the Current award year or Multiple award years.

Student Enrollment Status Using What to use in regard to the student enrollment: select Default COA, Packaged To, or Prior Completed Term.

Note: Auto-awarding calculates the Direct Loan COA by taking the Pell COA or AY COA amount for the student's academic year being awarded and prorates it based on the number of terms the loan period includes by the standard number of terms in an academic year as defined on the Program Version. Normal rounding rules apply for this amount: .50 cents and up rounds up. The Pell COA is gathered from the student's financial aid Awards form. The AY COA is gathered from the student's financial aid Academic Year total budget.

Auto-awarding calculates the Direct Loan COA by taking either the Pell COA or the AY COA amount for the student's academic year being awarded and updates the Direct Loan COA with the full amount when the Loan Period is for the full academic year and encompasses the full standard AY number of terms. If a loan period has more terms than the standard academic year number of terms (SAY with summer) then the Direct Loan COA will be the full amount. The system will never exceed 100% of the Pell COA or AY COA.

If the Direct Loan COA Calculation is configured as None, auto-awarding leaves the field value as $0.00. This allows the user to manually update any value as required.

The system will update the Direct Loan COA each time the loan is auto-packaged or repackaged but NOT when the loan is Locked or the status is Batch to Send or Rejected.

Auto Repackaging Triggers
Trigger	Details
Academic Year Criteria Changes	A student is queued to be evaluated for repackaging based on changes made to the academic year dates.
Census Date	The auto-awarding logic will trigger the Census options to be presented so you can configure a single or multiple period(s) of time to have the student's aid evaluated for auto-repackaging for that program version. The Census Date triggers are mutually exclusive, e.g., if you select Census Date by Fund Source, you cannot also select the Census Date trigger
Census Date by Fund Source	The auto-awarding logic will trigger the Census options to be presented so you can configure a single or multiple period(s) of time to have the student's aid evaluated against individual or multiple fund sources for auto-repackaging for that program version. The Census Date triggers are mutually exclusive, e.g., if you select Census Date by Fund Source, you cannot also select the Census Date trigger
Document Status	Assign a document status option with a repackaging trigger configured against the program's program version. Automated budget program versions cannot be updated with a document that is not assigned to them.
Eligibility	A student is queued to be evaluated for repackaging if there is a refund, cancellation, or reduction of a disbursement that fails the eligibility criteria set.
Enroll Status Change	This trigger causes a student's aid to be evaluated for repackaging when changes to the student's enrollment status are detected in the Enroll Status field on the Student Enrollment Periods form. This is included as part of the rules defined for the Eligibility Process. Note: A change in an enrollment status that results in a repackage can also change the institutional charges.
Enrollment Connected or Disconnected	When an institution has multiple enrollments and two enrollments are connected, the default enrollment will be reevaluated for awarding. In addition, if two enrollments are disconnected the auto-awarding logic will perform a reevaluation and remove awarding if applicable.
Grade Level Change	A student is queued to be evaluated for repackaging based on grade Level Changes. For example, in a Standard Term program, a student may advance to the next grade level within an academic year. When this occurs, a student is eligible for the difference between the original Stafford loan limit and the maximum limit based on the subsequent grade level. The auto-awarding logic will be triggered to award the increased Stafford amount and make any necessary adjustments to the student's award package. This will be based on an existing configuration in Anthology Student.
Institutional Charge Change	This trigger causes a student's aid to be evaluated for repackaging when the system detects changes to institutional charges that were originally assessed and had aid awarded. The charges tied to this trigger are direct charges posted to the student's ledger card (posted charges or adjusted charges).
ISIR Corrections	A student is queued to be evaluated for repackaging based on the import of a valid ISIR correction. The ISIR Import trigger shall be queued when a student's ISIR Import file has field #173 with any value other than 1C, 2C, 3C, 4C, 4J, 4K, or 6C.
ISIR Import	A student is queued to be evaluated for repackaging upon importation of a valid ISIR and the linking of that ISIR to a student.
Manual Awards	A student is queued to be evaluated for repackaging when a user manually adds aid or adjusts the aid in a student's existing award package. A user can select "Auto Package" on the Award Screen to initiate the automated awarding process after entering a manual award.
NSLDS Change	A student is queued to be evaluated for repackaging based on the import of a subsequent ISIR that contains information resulting in a student losing eligibility for aid that has already been packaged. For example, if a student was previously awarded a Stafford Loan and the NSLDS history contained on a subsequent ISIR resulted in the student being ineligible for that Stafford loan (Defaulted on a prior loan for example), the awarding logic would award GAP funding for the loss of the Stafford already awarded.
SFM Fund Source	A student is queued to be evaluated for repackaging when a student edits a fund source or has a fund source added to the Student Fund Management form.
Note: Be aware that Process Activation must be enabled for all the triggers listed above to queue the student for auto-repackaging. If it is not enabled, the student will not be queued for repackaging.

Document Status Options

The Document Status Options section appears when you select Document Status in the Auto Repackaging Triggers Select one or more triggers for auto repackaging from the list configured within your system. field.

Select Add to select a document to act as the document status trigger.

The following values are displayed in the grid:

Active Notates whether the listed Document Status trigger is Active or not.

Code The internal code assigned to the selected document.

Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time.

Document Type The type of document to be sent to the student or parent (Financial Aid Waiver, Promissory Note, Intent to Retuirn, etc...)

Document Status Indicates the status of the selected document ("Received", "Ready to Send", etc...).

Modified By The name of the person who changed the item.

Module The various categories that pertain to functional areas within an institution. For example, Academic Records, Financial Aid, and so on. If the list contains All, it includes all areas.

Name The descriptive name of the item.

Select the status in the Document Status column for all necessary entries and select Save.

Auto Repackaging Trigger Actions

After you make a selection in the Auto Repackaging Triggers field, a grid is displayed enabling you to modify the details of certain repackaging triggers (not all repackaging triggers have configurable trigger actions).

Select the link for a trigger to open the Auto Repackaging Triggers Actions pop-up where you can select one or more system-configured Actions for that trigger. Any change to a trigger action for a repackaging trigger will result in the student being queued for repackaging.

Review and configure the following values.

Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time.

Modified By The name of the person who changed the item.

Name of Actions The specific Action(s) configured for the selected Trigger.

Trigger (Auto Awarding) Configurable defined events that queue the Auto Repackaging feature.

You can edit the Actions for these triggers:

Repackaging Trigger	Configurable Trigger Actions
Academic Year Criteria Changes	Academic Year form: Months in AY field Weeks In AY field Weeks Enrolled In AY field Credits In Academic Year field Credits Exp To Complete field Housing field Start Date field End Date field Package To Status field Award Year 1 field Award Year 2 field Unsubsidized HEAL field Eligible Health Profession field Dependency Status field PLUS Credit Decision Status field Grade Level field Total Budget (Budget Information section) Awards form: ISIR Being Paid On field Verification Status field EFC Override field Institutional EFC (within the FaStudentPell Database table) Parent unable to Obtain PLUS Loans (Borrower Information tab for the Direct Unsubsidized loan)
Enroll Status Change	Term Enrollment Status (within AdAttStatId in the AdEnrollTerm table) Academic Enrollment Status (within AdAttStatId in the AdEnroll table)
Institutional Charge Change	Student Ledger Card: Post Charges Debit Amount Change Credit Amount Change
ISIR Corrections	ISIR Corrections ISIR field #173 ISIR field #173 of 1C ISIR field #173 of 2C ISIR field #173 of 3C ISIR field #173 of 4C ISIR field #173 of 4J ISIR field #173 of 4K ISIR field #173 of 6C
ISIR Import	Pushed ISIR from CPS C-code Invalid ISIR Codes Matched ISIR (date when it is matched)
Manual Awards	Award Status Change - any saved change to the Status field Award Value Change - any saved change to the Amount Packaged field (this covers when a fund is added or altered) Disbursement Enrollment Status Change Pell Origination Status Change Direct Loan Origination Status Change TEACH Origination Status Change Award Value Remove Fund Source Cancel
SFM Fund Source	Fund Criteria: Found Source Type Fund Source Award Year Max Amount Type Agency Agency Branch Max Amount Min Credit Load Payment Periods Fund Can Pay Stipend Awarding Criteria: (Only Editable when the Max Amount Type = Lifetime) Max Paid Credit Limit Range: Min Credit Hours Max Credit Hours Fund Attributes: Effective Date (Non-Editable) Re-Award Fund Military VA Benefits and Tuition Assistance: VA Benefit State Program Enroll-Category Credit Hours Military Branch Tuition Assistance Credit Type Tuition Assistance Credit Amount Award Top up Benefits Veteran Points: Max Used Balance (Non-Editable) Transaction Priority: Restrict Fund to Transaction Category Priority Only Grid Values (Add & Edit)

Census Options

If you select a Census trigger, the Census Options section is displayed with the following fields:

Census Period Select the Census Period: Course, Payment Period, or Child Term/Module.

Census Recurrence When the Census occurs. Select either Number of Days, Add/Drop Date, or Percentage of Period. Note: the fields underneath Census Recurrence change based on your selection - either multiple Days fields display when Number of Days is chosen or multiple Value fields display when Percentage of Period is chosen.

If you select the Census Date trigger, the Census Options section displays 8 fields based on your selection:

Multiple Days fields when Number of Days is selected
Multiple Value fields when Percentage of Period is selected

If you select the Census Date by Fund Source trigger, a grid is presented enabling you to configure a single or multiple periods of time to have the student's aid evaluated against individual or multiple fund sources for auto-repackaging. You can add new single or multiple fund sources or edit and/or remove existing fund sources using Add, Remove, and Edit in the toolbar.

If the Number of Days or Percentage of Period is configured out of sequential order, the system will realign the sequential order when the form is saved.

Note: When an Auto Repackaging Trigger is enabled, a student will be placed into the repackaging queue. Students are removed from the repackaging queue when the student's school status is Permanent Out or when the Date Last Modified for the student's placement in the repackaging queue is 365 days before the system date.

Term Repackaging Effective Dates

When auto-packaging is enabled in Automated Process Activation, a grid is displayed enabling you to configure the payment period's effective date or the number of effective days for auto-packaging to occur related to the type of program (term).

If the Term Repackaging Effective Dates grid is displayed, you can configure the effective dates for the repackaging of a term. Review and/or configure the following values.

Active Specifies whether the associated record is active.

Effective Begin Date The starting date the term can be eligible for repackaging.

Effective End Date The final date the term can be eligible for repackaging.

Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time.

Modified By The name of the person who changed the item.

Payment Period The payment period associated with the enrollment. Payment periods only apply to program versions configured with an academic year.

Payment Period Start Date The start date of the payment period. It must be before the end of the academic year and award year.

To remove the settings for any Payment Period listed in the grid, select the Payment Period record and select Clear in the toolbar.

COA Adjustment By Billing

The COA Adjustment By Billing section is displayed when:

Auto Repackaging is enabled in Automated Process Activation

AND
Repackage Method is configured as "Billing" for any fee type within the Common Fees and Charges, On Campus, Off Campus, or With Parent sections on the Cost of Attendance Options tab

Financial Aid Automation 24.0.0 introduces the "Unregistered Billing Adjustments" field. You can use this field to specify whether auto-repackaging should reduce the COA budget fee value from the start of the term up to the number of days configured in the "Billing Adjustment Days" field when students are not registered for courses during a term and no charges are posted to the ledger card. If the number of days goes beyond the term end date, the system will stop updating the budget fee value on the last day of the term. Once the budget fee is set to $0, the system will not adjust the value again.

The system will not reduce the COA budget fee for a term if that fee has a charge posted to the ledger card even if the student is not registered for courses and the "Billing Adjustment Days" value has been reached. In this case, the system will update the budget with the fee amount as posted to the ledger for that term.

Unregistered Billing Adjustments Select whether you want auto repackaging to reduce COA charges posted to the ledger card to a $0 amount if a student is not registered for courses for a term within the academic year. When you select "Yes", the "Billing Adjustment Days" field will be displayed.

Billing Adjustment Days If you selected "Yes" in the "Unregistered Billing Adjustments" field, specify the number of days from the start of the term that you want auto-repackaging to reduce the COA budget to $0 for unregistered students. You can specify a value between 0 and 99. The default is 0.

Use the COA Adjustment by Billing grid to configure transaction codes that can be auto-repackaged into the student's AY budget based on the billing posted to the student's ledger card so that the default budget awarded during auto-packaging can be repackaged to be based on exact billing charges and all awarding by Cost of Attendance is accurate and in compliance.

Student Accounts Transaction Code The transaction code. The following items are applicable when posting charges: - If transaction code permissions are used, only transactions that you can process are displayed - When posting to the main student ledger, only transaction codes that are not associated with a subsidiary are displayed

SA COA Category The type of fee charged to the student (Room, books tuition, etc...).

COA Fee Type The type of fee charged to the student (Room, books tuition, etc...).

COA Fee Name Name of the fee type. Note: Eneter the name assocaited to the specific fee type (up to 40 characters maximum). This is only available when the Advanced Feature for 'Enable Advanced Feature for Auto Packaging'.

Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time.

Modified By The name of the person who changed the item.

Select the Add button in the toolbar of the COA Adjustment by Billing grid.
In the Select SA Transaction Codes pop-up, choose one or multiple Transaction Codes and select the Select button. The selected codes are added to the Student Account Transaction Codes field in the COA Adjustment by Billing grid.
Select a value from the COA Fee Type drop-down. The associated COA Fee Name will be populated.

If you select COA Fee Type "Other", you need to specify the COA Fee Name.
Repeat steps a, b, and c to add transaction codes as needed. Use the Edit and Remove buttons in the grid toolbar to change your configuration.

Note: COA Adjustment by Billing sums up the charges (positive and negative) to update the fee value on the automated budget for the net amount. The automated budget does not display negative amounts since amounts of less than $0 can never be reported. Auto-repackaging reduces the COA budget fee to a $0 amount or resets the default value until future charges are posted to alter the actual budget.

If you want to save and:

Continue making changes, select the Save button
Close, select the Save & Close button

Select the AUTOMATED BUDGET AND PACKAGING OPTIONS link at the top of the page to return to the Automated Budget and Packaging Options form.

Note about AWARDPOP0037

The Automated Awarding process awards the remaining award year eligible Pell grant in a subsequent academic year when the prior academic year (of the same award year) is not locked at the academic or fund source level.

Automated awarding provides the exception AWARDPOP0037 "The cross over Pell grant is not able to be awarded because the Automated Budget and Packaging Options field for Package by Academic Years is not configured as Multiple."

AWARDPOP0037 occurs when:

The "Package by Academic Years" configuration is Single, and the Pell grant was awarded in a prior AY (1), but the user is packaging in a current AY (2)

AND
The Pell award is not locked, but the configuration does not allow the system to auto-package the remaining Pell amount in the cross-over for the current AY (2).

The system does NOT create the AWARDPOP0037 exception for past academic years if "Package by Academic Years" is configured as Multiple on the Packaging Options and:

The user selects the Auto Package button on a current academic year.
The Auto Package job's population only awards on a current academic year that starts after the original Pell grant was awarded.