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grantsprojects:maintenance:membergrants:grantmaint

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grantsprojects:maintenance:membergrants:grantmaint [2021/05/19 15:51] – emorenograntsprojects:maintenance:membergrants:grantmaint [2021/10/12 13:05] (current) – emoreno
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 //**Grants and Projects > Maintenance > Member Grants > Grant Maintenance**// //**Grants and Projects > Maintenance > Member Grants > Grant Maintenance**//
  
-<WRAP round intro>This tab allows fiscal agents to view and maintain various details related to a specified grant year, ID, type, or member (county district) record.  +<WRAP round intro>This tab allows fiscal agents to view and maintain various details related to a specified grant year, ID, type, or member (county district) record. Fiscal agents can create, save, and submit budget adjustment requests, budget revision requests, and reimbursement requests. Expense accounts must exist in Finance file ID C.
-</WRAP>+
  
  
-====Retrieve a record:==== 
- 
- 
-^ Field                                        ^ Description   ^  /*Table with two rows*/ 
-^Year |Type a four-digit grant year.  | 
-^Grant ID|Begin typing a grant ID or description. As you type the data, a drop-down list of corresponding data is displayed. Select a grant ID. If the grant ID or description is not known, click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select a grant ID from the [[general:grantid_lookup|Grant IDs lookup]] or press the Spacebar to view a list of grant IDs.\\  \\  The grant ID autosuggest list and the Grant IDs lookup is based on the **Year** field. For example, if you type 2020 in the **Year** field and tab to the **Grant ID** field, only active 2020 grant IDs are displayed in the autosuggest list and in the lookup. | 
- 
-VCV Click **Retrieve**. The grant record is displayed.   
- 
-<div indent>If the grant information is not known, click [[general:grants_directory|Directory]] to perform a search of all active grants.  
-</div> 
-\\ 
- 
-<WRAP Box> 
-**Note**: If only the original transaction (first entry) exists, the **Member** (county district) and **Grant Type** fields can be edited. Once reimbursements and budget amendments are applied for a grant ID/Year, the **Member** (county district) and **Grant Type** fields can no longer be edited. 
 </WRAP> </WRAP>
-\\ 
  
  
-====Add a record:====+{{page>general:grantsprojects:maintenance:membergrants:grantmaintbody1}}
  
-VCV Click **Add** to add a grant. At the top of the page, indicate the **Year** and **Grant ID** for the newly added grant: +{{page>general:grantsprojects:maintenance:membergrants:grantmaintbody}}
  
-^Year|Type a four-digit grant year. The grant year and ID must be a unique pair. |  +{{page>general:grantsprojects:maintenance:membergrants:grantmaintbodyb}}
-^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.  | +
  
-VCV Under **Grant Maintenance**:+{{page>general:grantsprojects:maintenance:membergrants:grantmaintbody2}}
  
-<div indent>For new grant IDs, enter the same year and grant ID as entered above.  +====Add a request:====
-</div> +
-\\ +
-^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. |+
  
-^Expense Account|Type the account number to be expensed for the grant. 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. |+VCV From the top of the page, click [[general:grantsprojects_budgetadjustmentrequestbutton|Budget Adjustment]], [[general:grantsprojects_budgetrevisionrequestbutton|Budget Revision]], or [[general:grantsprojects_reimbursementrequestbutton|Reimbursement]] to add a new request. The corresponding pop-window opens allowing you to add the request. Once the request is saved or submitted, it is displayed under **Transactions**. 
  
- +<div indent>The **Budget Adjustment**, **Budget Revision**, and **Reimbursement** buttons are disabled when the **Processed Indicator** is selected. 
-VCV Under **Dates**: +
- +
-^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.  | +
- +
- +
-VCV Under **Reserve**: +
- +
-^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.| +
- +
- +
-VCV Under **Final Report**: +
- +
-^Due Date|Type the final reporting due date for the grant. This date must be after the grant **End Date**. |  +
-^Processed Indicator|This field is read-only and is automatically updated after the final transaction is processed for the **Year** and **Grant ID**.| +
- +
- +
-The following information only displays for existing records: +
- +
-VCV Under **Summary**: +
- +
-^Total Award|The original amount of the award plus or minus any amendments 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.|  +
- +
- +
-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> </div>
 \\ \\
-{{page>general:grantprojects_transactiondetail}} 
  
----- 
  
-^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.  | 
-^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.  |  
-^Payment Date|The transaction payment date is displayed.  If the transaction type is original or amended, the payment date will be blank. | 
- 
-VCV Click **Save**.  
- 
-<div indent>Any changes made to this tab and the Object Maintenance tab are saved. 
-</div> 
-\\ 
  
 ====Other functions and features:==== ====Other functions and features:====
grantsprojects/maintenance/membergrants/grantmaint.1621439516.txt.gz · Last modified: 2021/05/19 10:51 (external edit)

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