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Dear
I did all the setup regarding the Grant Management ,
1. Created a grant in the Grant Maintenance , and linked it to a Dimension
2. Checked the Validation Options that i wanted
3. I entered AA budget for that dimension
but when i when to do a transaction that was over budget , i didn't get stopped by the system.
Am i missing something in the setup?
thanks
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Thank you Very much Abdo, I am sorry I am replying you bit late. I had installed Grant Management as well as Analytical Accounting on my Test Box. Although I dont have any knowledge about Anlaytical Accounting but yes I will Search on it and yes I still require your help for the Demo we had discussed before. If possible will you please give me a small demo of this so that it will bit easy for me to start.
Thanks and Regards
Sanjay Parab.
Dear SANJAY
1. the Prerequisites for Grant Management are the Analytical Accounting module including the budget at the AA level.
2.the SOP and POP are optional not a must, if you are using them , they will work as well
3.setting up the Grant management is fairly simple
3.1 Go to Administration -> Setup -> Grant Management
3.2 Click on Activate Grant Management
Once this is done and the Analytical accounting is fully setup with the Budget at the AA level , then you are good to go.
You create a grant in the Grant Maintenance window in the Financial Cards (and you like it to a Dimension Code in your AA), and you select your validation options.
After that , whenever you do a transaction and you select that dimension code in the analytical accounting it will warn you or prevent posting based on your validation options.
Enjoy grant management :)
Good Luck
Hello Abdo
I will require your help in Grant Management, Will you please let me know Followings:
1) What are the Prerequiste to set up Grant Management
2) Do I require to install Supple Chain Management Like SOP or POP
3) How I should set up Grant Management?
4) How I should start with the Process Grant Management?
It will better if you have Check List of the same. Please note that currenty I am using Dynamic GP 10 and I have Accounts Receivable and Accounts Payable as a sub-modules.
Your help on this will higly appriciate.
Regards,
Sanjay Parab.
Hello Mohammad
i went over the budget validation and i wan't the problem
I was missing the AA Dimension code in the Grant Maintenance window that represents the grant itself
it is working now very well,
thanks for your reply , sorry it took so long to reply.
Appreciate your feedback
Hello Abdo,
Greetings.
Did you setup the budget validation for the mentioned Grant? There is a button for Budget Validation that allows you to define how budget should be validated, either by warning, posting prevention or the default that just do nothing.
Besides, make sure that you have selected the proper validation method to validate against period, total budget or year to date.
Hope that the above helps.
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