Scholarship requests can be synced from Scholarship Lifecycle Manager (SLM) to CommunitySuite individually or in batch. A scholarship request must have an approved status in SLM before it can be synced and cannot have any payments recorded in SLM.
Each scholarship being awarded to a student must be recorded as a separate request in SLM before syncing to CommunitySuite. If you have any questions about this, reach out to the Client Success Team before syncing requests.
Below is a reference for which scholarship information in SLM populates which CommunitySuite fields once the scholarship is processed. The SLM field is listed first and the corresponding CommunitySuite field second.
- Decision Date = Decision Date
- This field is typically used as the date the scholarship was approved after evaluation, but any date that is helpful for the organization can be used. This field can be edited in SLM and CommunitySuite.
- Award Date = Award Date
- The date of the General Ledger transaction or posting date. The award date has to be in an open financial period in CommunitySuite, meaning the books cannot be closed. This field cannot be edited in SLM once the request is synced, but it can be updated in CommunitySuite.
- Applicant = Student
- Amount Awarded = Scholarship Award Amount
- Installment Date = Payment Date
- Installment Amount = Payment Amount
- Payment Date = Check Date
Decision Date and Award Date Integration Video
This video is recorded in a GLM site and refers to the field as Grant Date. In SLM, the same field is referred to as the Award Date. The process is the same in both GLM and SLM.
SLM's theme has been updated from what is shown in this video. Navigation steps remain the same.
Sync a Single Request From SLM to CommunitySuite
A request can be synced from two different locations in SLM.
Request Summary Page
- Navigate to the Request Summary Page for the request.
- Click the CSuite tab.
- Click Sync Request to sync the request to CommunitySuite.
All Open Approvals Workload Page
- From the Dashboard, click the All Open Approvals workload page.
- Click the toggle on the request to be synced to CommunitySuite.
- The toggle will then turn green, indicating that the request is synced.
- The toggle will then turn green, indicating that the request is synced.
Sync Requests From SLM to CommunitySuite in Batch
All Open Approvals Page
- From the Dashboard, click the All Open Approvals workload page.
- Check the box for each request to be synced.
- Click Batch Actions, and then click Send to CommunitySuite.
Additional Information
Once a scholarship request is synced from SLM to CommunitySuite, note the conditions below.
- Other than the date field, installments can only be edited in CommunitySuite unless the Post by Payment option is selected in CommunitySuite for the scholarship.
- Unsyncing can be done in SLM until the scholarship has been processed in CommunitySuite. After that point, the scholarship must be unsynced in CommunitySuite if needed.
- The approved filter in CommunitySuite filters scholarships that were approved in CommunitySuite, not scholarships approved in SLM and then synced to CommunitySuite.
The next step is to process the scholarship in CommunitySuite. Details are available in Process Synced Scholarships.