GM-GTE Master Data Customizing: General Settings

Purpose

To make the following settings, go to Customizing and choose Start of the navigation path Public Sector Management Next navigation step Grants Management Next navigation step Grantee Management Next navigation step Master Data Next navigation step General Settings End of the navigation path . You need not make all the settings and it does not matter in which order you do them.

Each step includes detailed online documentation with information on what you must do.

Process Flow

  • Maintain Grant Responsibilities

    Enter a number and descriptive text for each responsibility you want to use for your grant processing, such as:

    • Principal Investigator

    • Co-investigator

    • Grant Manager

    • Grant Analyst

      If needed, you can enter Workflow settings for each responsibility type.

  • Maintain Award Types

    The award type is an optional entry in the grant master. To use it, you need to maintain award types in customizing. Examples of award types might include NEW, RENEWAL, COMPETITIVE, and NON-COMPETITIVE.

  • Maintain Legislative District Codes

    Certain sponsored activities may be tied to a particular legislative district. Where this is the case, you need to indicate which district, by means of codes you enter here.

    Use of this data element is optional. It can be suppressed if not required.

  • Maintain Payment Rules

    Use this step to enter payment rules for outgoing grants in passthrough funding.

  • Maintain Letters of Credit

    The sponsor’s funds may be received by means of a letter of credit (LOC) account. This is issued by a bank and guarantees payment to the grantee organization, based on the terms and conditions of the sponsor award.

    The LOC data element can be used to generate invoices (that is, accounting entries) if desired.

    Use of this data element is optional. It can be suppressed if not required.