Grant Claims
A reimbursement claim to the grantor for what the grant has spent to the end of the period, less what was claimed before. Approved by a second person, it raises the grantor’s invoice in the grant’s fund, ready to post.
Where to find it
- Module: Accounting
- Group: Planning & Control
- Section: Fund Accounting
- Screen: Grant Claims
Address in the console: /accounting/grant-claims
List · 15 columns · 8 fields on its form · 4 of them required · 4 actions
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 |
|---|---|---|
| Number | Code | claim_no |
| Date | Date | claim_date |
| Grant | Code | grant_code |
| Grantor | Text | grantor |
| Fund | Code | fund_code |
| Costs from | Date | period_from |
| Costs to | Date | period_to |
| Expended to period end | Amount | expended_through_period |
| Claimed before | Amount | claimed_by_others |
| Claimable | Amount | claimable |
| Claimed | Amount | amount |
| Invoice | Code | ar_invoice_no |
| Invoiced to | Text | customer_name |
| Decision note | Text | decision_note |
| 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 |
|---|---|---|---|
| Grant required | Choice | Looked up from existing records | |
| Grantor (customer account invoiced) required | Choice | Looked up from existing records | |
| Claim date | Date | ||
| Costs from required | Date | ||
| Costs to required | Date | ||
| Amount claimed | Number | Leave empty to claim everything claimable when it is submitted. | |
| Grant revenue account | Text | Blank: the chart’s revenue account. | |
| Notes | Long text |
What you can do here
Submit primary
Asks for confirmation: Submit this grant claim for approval? It cannot be changed once submitted.
Approve primary
Approved by somebody other than the person who submitted it.
Asks for: Note
Reject
Asks for: Why*
Cancel
Asks for confirmation: Cancel this grant claim?
* required
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.