When running the Tuition Refund Plan Report and the box for Include scheduled financial aid with these dates checked off, transactions that are not yet generated are included in the calculation even if they are not checked off to be included in TRP Calculation.

We are currently evaluating this issue and will update this article when we have more information.

Alternate Solution:
1. Create a new Product and Billing Item query
2.  Select the Criteria. Expand Product and Billing Item, choose Include in TRP Calculation? equals Yes
3. Save and close the Query.
4. On the Filters Tab of the Tuition Refund Plan Report, choose selected for Products and Billing Items and select the saved query.
5. Run the report.