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general:grantsprojects:maintenance:membergrants:grantmaintbody

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general:grantsprojects:maintenance:membergrants:grantmaintbody [2021/08/03 16:16] – emorenogeneral:grantsprojects:maintenance:membergrants:grantmaintbody [2021/10/18 15:04] (current) – emoreno
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-VCV Click **Add** to add a grant. At the top of the page, indicate the **Year** and **Grant ID** for the newly added grant: +<div head3>Add a new grant record:</div> 
 + 
 +VCV Click **Add** to add a grant record. You have the option to select an existing year and grant ID for the new grant record using the **Year** and **Grant ID** fields at the top of the page. Or, you can type a new year and grant ID in the **Year** and **Grant ID** fields below the Grant Maintenance tab. If adding a new grant ID, you must enter the same year and grant ID in the **Year** and **Grant ID** fields at the top of the page and under the Grant Maintenance tab.
  
 ^Year|Type a four-digit grant year. The grant year and ID must be a unique pair. |  ^Year|Type a four-digit grant year. The grant year and ID must be a unique pair. |
 ^Grant ID|Type a grant ID. Dashes are allowed. This field can be a maximum of 20-alphanumeric characters. Or, click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select an existing grant ID from the [[general:grantid_lookup|Grant IDs lookup]]. The grant year and ID must be a unique pair.  |  ^Grant ID|Type a grant ID. Dashes are allowed. This field can be a maximum of 20-alphanumeric characters. Or, click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select an existing grant ID from the [[general:grantid_lookup|Grant IDs lookup]]. The grant year and ID must be a unique pair.  | 
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-VCV Under **Grant Maintenance**: 
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-<div indent>For new grant IDs, enter the same year and grant ID as entered above.  
-</div> 
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-^Year|Type the four-digit grant year. The grant year and ID must be a unique pair. |  
-^Grant ID|Type a grant ID. Dashes are allowed. This field can be a maximum of 20-alphanumeric characters. Or, click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select an existing grant ID from the [[general:grantid_lookup|Grant IDs lookup]]. The grant year and ID must be a unique pair.  |  
-^Member|Begin typing a member name or six-digit county district number. As you type the data, a drop-down list of corresponding data is displayed. Select a member. If the member name or county district number is not known, click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select a member from the [[general:members_lookup|Member lookup]] or press the Spacebar to view a list of members. \\  \\  When creating a new record, only members that exist on the [[grantsprojects:tables:ssamembers:memberinfo 
-|Grants and Projects > Tables > SSA Members > Member Information]] tab can be selected.| 
-^Grant Type|Begin typing the grant type or description. As you type the data, a drop-down list of corresponding data is displayed. Select a grant.  If the grant type or description is not known, click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select a grant from the Grant Types lookup or press the Spacebar to view a list of grant types. \\  \\  When creating a new record, only grant types that exist on the [[grantsprojects:tables:ssagrants:granttypes|Grants and Projects > Tables > SSA Grants > Grant Types]] tab can be selected. |  
-^Status|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a status (//Active//, //Closed//, or //Canceled//) for the grant. | 
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-^Expense Account|Type the account number to be charged for any reimbursements processed for the grant ID. Or, in each of the account code fields, click {{:images:smallpicklist.gif|Ellipsis Icon}} to select an account code component from the corresponding lookup. The selected account code component is populated in the corresponding field.\\  \\  The selected account code must exist in Finance file ID C. Student Activity Funds are not allowed. | 
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-VCV Under **Dates**: 
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-^Begin Date|Type the grant begin date in the MM-DD-YYYY format. Or, select a date from the calendar.| 
-^End Date|Type the grant end date in the MM-DD-YYYY format. Or, select a date from the calendar.  | 
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-VCV Under **Reserve**: 
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-^Reserved Percent|Type the reserved percentage amount. Valid values are 0-100. |  
-^Reserved Amount |Type the reserved amount. This amount cannot be greater than 999,999,999.99.| 
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-VCV Under **Final Report**: 
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-^Due Date|Type the final reporting due date for the grant. This date must be after the grant **End Date**. |  
-^Processed Indicator|This check box is display only and is automatically updated after the final transaction is submitted for a **Year** and **Grant ID**.| 
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-The following information only displays for existing records: 
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-VCV Under **Summary**: 
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-^Total Award|The original amount of the award plus or minus any revisions that have been approved (posted) is displayed.| 
-^Reimbursements|The reimbursement amounts that have been paid are displayed.|  
-^Pending Reimbursements|The reimbursement amounts that have been approved but not paid are displayed.  |  
-^Eligible Remaining|The eligible remaining amount of the award (calculated **Total Award** - **Reimbursements** and **Pending Reimbursements** = **Eligible Remaining**) is displayed.|  
-^Matching Funds|The total amount of matching funds is displayed.|  
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-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.  
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-<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> 
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-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.  
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-  * ++Budget Adjustment Request|{{page>general:grantsprojects_budgetadjustmentrequest&inline}}++ 
-  * ++Budget Revision Request|{{page>general:grantsprojects_budgetrevisionrequest&inline}}++ 
-  * ++Reimbursement Request|{{page>general:grantsprojects_reimbursementrequest&inline}}++ 
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-<WRAP box>**Note**: After the final transaction is submitted for a grant year and ID, no other requests can be submitted. 
-</WRAP> 
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-^Doc|If documents exist for the transaction, {{:images:paper_icon.jpg|Paper Icon}} is displayed. Click {{:images:paper_icon.jpg|Paper Icon}} to open the Document Attachments pop-up and view the existing uploaded documents. The Document Attachments feature in this view is read-only.|  
-^Date|The transaction date is displayed in the MM-DD-YYYY format.  | 
-^Type|{{page>general:grantprojects_transactiontype}} |  
-^Status|{{page>general:grantprojects_transactionstatus}}  |  
-^Budget Amount|The transaction budget amount is displayed. If the transaction type is periodic, the budget amount is 0.00. |  
-^Reimbursement Amount|The transaction reimbursement amount is displayed. If the transaction type is original or amended, the reimbursement amount is 0.00.  |  
-^Check Nbr|The check or EFT number for the reimbursement transaction is displayed after the payment is processed.  | 
-^Payment Date|The transaction payment date is displayed.  If the transaction type is original or amended, the payment date will be blank. | 
-^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.| 
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-VCV Click **Save**.  
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-<div indent>Any changes made to this tab and the Object Maintenance tab are saved. 
-</div> 
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general/grantsprojects/maintenance/membergrants/grantmaintbody.1628007379.txt.gz · Last modified: 2021/08/03 11:16 (external edit)

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