Accounting › Fund Accounting
Grants
Every award: who gave it, its Assistance Listing number, its period of performance and the fund it belongs to. A cost outside the period, or in another fund, is refused at posting.
Where to find it
- Module: Accounting
- Group: Planning & Control
- Section: Fund Accounting
- Screen: Grants
Address in the console: /accounting/grant-awards
List · 12 columns · 17 fields on its form · 6 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Code | Code | code |
| Name | Text | name |
| Grantor | Text | grantor |
| ALN | Code | aln |
| Fund | Code | fund_code |
| From | Date | period_from |
| To | Date | period_to |
| Open today | Yes or no | in_period |
| Award | Amount | award_amount |
| Expended | Amount | expended |
| Remaining | Amount | remaining |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Grantor required | Text | ||
| Grantor type | Choice | federal, state, local, private, other | |
| Pass-through entity | Text | Federal money that reaches you through the state: the state is the pass-through entity. | |
| Assistance Listing number (CFDA) | Text | Two digits, a dot, three: 14.218. | |
| Award number | Text | ||
| Award amount | Number | ||
| Currency | Text | ||
| Period of performance from required | Date | ||
| Period of performance to required | Date | ||
| Fund required | Choice | Looked up from existing records | |
| Funding source (budget) | Choice | Looked up from existing records | |
| Local match required (%) | Number | ||
| Indirect cost rate (%) | Number | ||
| Status | Choice | pending, active, suspended, closed | |
| Notes | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.
Beside it in Fund Accounting
WorkspaceDerivation StudioOpenRecordsFundsOpenRecordsPrograms & FunctionsOpenRecordsDerivation Rule SetsOpenRecordsDerivation RulesOpenRecordsDerivation Lookup TablesOpenRecordsDerivation Lookup RowsOpenRecordsFund Accounting SettingsOpenViewDerived PostingsOpenRecordsBudget TransfersOpenRecordsGrant ClaimsOpen