Overview
In order to create an Award, at least one Account must be created first. The Account is a required field on the Award.
Once you’ve created an account, you can copy it to create new ones and update appropriate fields. You can also copy an Awards.
Jumping to the following lookups will allow you to search for existing values so you can copy or edit or Create New.
Account
Use Jump To to search for Account.
To create a new account, it's easiest to copy an existing one.
On the Account Lookup:
- Enter 482430* In the Account Number Field
- Click Search, note the next number in the sequence.
- Click Copy next to account 4824300
Following are directions for each tab on the document that will need to be completed based on copying account 4824300, if you copied a different account or use the Create New button to create an account, complete the required fields. Required fields are marked with an asterisk.
Document Overview
- Document Description: Enter “Set up <account>” or something of your choice
Account Maintenance
- Chart Code: BL
- Account Number: <next number available in the sequence> or any available number
- Account Name: Change the Name
- Account Expiration Date: Set to a date in the future - the date the funding will expire - this date is usually a year out and is extended annually throughout the life of the award
Guidelines and Purpose
- Complete the three fields with "test" or something of your choice.
Contracts & Grants
- Contract Control Account: If you will be invoicing by Contract Control Account, you would enter that account number here. This usually represents the account where the income and receivable would post.
- Indirect Cost Rate: Change to 005
Blanket Approve
Award
Use Jump To to search for Award.
On the Award Lookup, click the Create New button.
Following are directions for each tab on the document that will need to be completed. Required fields are marked with an asterisk.
Document Overview
- Document Description: Enter “Set up <award>” or something of your choice
Award Maintenance
- Proposal Number: will be populated on save or submit
- Complete required fields.
Account
- Account Number: Enter the Account created above and/or look up and return accounts.
- Project Director Principal Name: ahlers or lookup and return someone.
- Click Add
- Additional Accounts can be added if multiple accounts should be charged for this award.
Fund Manager
- Fund Manager Principal Name: wjohnsto or lookup and return someone.
- Check Primary
- Click Add
- Additional Fund Managers can be added if needed, CG Invoices created for this award will route to all fund managers. Fund Managers can also manually create invoices for their awards.
Invoicing
- Refer to the Additional Tabs and Fields - Award article for an explanation of the fields in this tab.
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