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Trace: • Enter ED90 records/create submission file • Mass Change Inventory Number - BAM7300 • Award Bid - BWH3530
general:grantsprojects:maintenance:membergrants:grantmaintbody2

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general:grantsprojects:maintenance:membergrants:grantmaintbody2 [2021/10/11 18:44] – emorenogeneral:grantsprojects:maintenance:membergrants:grantmaintbody2 [2021/10/22 13:32] (current) – emoreno
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-==== Create grant maintenance records ====+VCV Under **Transactions**, a list of transactions for the selected **Year** and **Grant ID** is displayed. The transaction list is sorted in descending order by date. The status and payment date are updated when a transaction is processed and paid. 
  
 +<WRAP center round tip>
 +**TIP**: For new grants, no transactions are displayed until you enter the budget data on the Object Maintenance tab and save the record. After the record is saved, the opening (original) entry is posted with the total award amount for all object classes.
 +</WRAP>
  
-[[grantsprojects:maintenance:membergrants:grantmaint|Grants and Projects > Maintenance > Member Grants > Grant Maintenance]] +<div head3>If you need to cancel a transaction: </div>
- +
- +
-VCV Under **Transactions**, a list of transactions for the selected **Year** and **Grant ID** is displayed. The transaction list is sorted in descending order by date. The status and payment date are updated when a transaction is processed and paid.  +
- +
-<div indent>For new grants, no transactions are displayed until you enter the budget data on the Object Maintenance tab and save the record. After the record is saved, the opening (original) entry is posted with the total award amount for all object classes. +
-</div> +
-\\+
  
 VCV Under **Cancel Trans**, click {{:images:trash_delete.gif|Trashcan Icon}} to cancel the transaction. A message is displayed confirming that you want to cancel the transaction. The {{:images:trash_delete.gif|Trashcan Icon}} is only displayed for transactions that can be canceled (i.e., transactions with a Saved, Returned, or Pending status). VCV Under **Cancel Trans**, click {{:images:trash_delete.gif|Trashcan Icon}} to cancel the transaction. A message is displayed confirming that you want to cancel the transaction. The {{:images:trash_delete.gif|Trashcan Icon}} is only displayed for transactions that can be canceled (i.e., transactions with a Saved, Returned, or Pending status).
-  * Click **OK** to save the transaction status to canceled.+  * Click **OK** to cancel the transaction.
   * Click **Cancel** to return to the Grant Maintenance page without canceling the transaction.   * Click **Cancel** to return to the Grant Maintenance page without canceling the transaction.
-\\  \\  +\\    
 +<div head3>View details for existing transactions:</div> 
 VCV Under **Detail**, click {{:images:mag_edit.png?16|Spyglass Icon}} to view the corresponding details for the transaction and any documents attached to the transaction (if applicable). You can edit, save, and submit budget adjustment requests, budget revision requests, and reimbursement requests. Depending on the transaction type and status, either the Budget Adjustment Request, Budget Revision Request, or the Reimbursement Request pop-up window opens.  VCV Under **Detail**, click {{:images:mag_edit.png?16|Spyglass Icon}} to view the corresponding details for the transaction and any documents attached to the transaction (if applicable). You can edit, save, and submit budget adjustment requests, budget revision requests, and reimbursement requests. Depending on the transaction type and status, either the Budget Adjustment Request, Budget Revision Request, or the Reimbursement Request pop-up window opens. 
 +<div break> 
 +</div>
   * ++Budget Adjustment Request|{{page>general:grantsprojects_budgetadjustmentrequest&inline}}++   * ++Budget Adjustment Request|{{page>general:grantsprojects_budgetadjustmentrequest&inline}}++
   * ++Budget Revision Request|{{page>general:grantsprojects_budgetrevisionrequest&inline}}++   * ++Budget Revision Request|{{page>general:grantsprojects_budgetrevisionrequest&inline}}++
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 ^Final Report|This check box is automatically selected to indicate that the final reimbursement transaction has been paid for the **Year** and **Grant ID** (i.e.,  **Final Report** was selected when the transaction was processed.) \\  \\  Once the final transaction is processed, the **Budget Adjustment**, **Budget Revision**, and **Reimbursement** buttons are disabled and no other transactions can be submitted.| ^Final Report|This check box is automatically selected to indicate that the final reimbursement transaction has been paid for the **Year** and **Grant ID** (i.e.,  **Final Report** was selected when the transaction was processed.) \\  \\  Once the final transaction is processed, the **Budget Adjustment**, **Budget Revision**, and **Reimbursement** buttons are disabled and no other transactions can be submitted.|
  
-VCV Click **Save**. +VCV Click **Save**. The changes made on this tab and the Object Maintenance tab are saved.
  
-<div indent>Any changes made to this tab and the Object Maintenance tab are saved. 
-</div> 
 \\ \\
  
  
  
general/grantsprojects/maintenance/membergrants/grantmaintbody2.1633977891.txt.gz · Last modified: 2021/10/11 13:44 (external edit)

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