Defining Cost Classification Account Category Relationships (GM07.3)

Cost Classification Account Category Relationships (GM07.3) maintains the relationship between cost classifications and detail account categories. A template is assigned to a grant to define valid cost classifications for the Grant Budget. It is also used to assign the cost classification to the grant eligible account categories when the grant is assigned to a contract as a funding source via GM20. This procedure describes how to define cost classification account category relationships.

Note: It is important that you assign the same grant budget cost classifications to your eligible cost account categories assigned to your contract grant funding sources.

See Defining Funding Source Codes (GM06.1).

  1. Access Cost Classification Account Category Relation (GM07.3).
  2. Select or specify a Template Name.
  3. Select or specify a Cost Classification. Use these guidelines to specify the field values:
    Account Category Group

    Select an account category group and use with the action code Load Category Group. This will load all of the cost account categories from the category group into the detail section of the form so they can be assigned to cost classification without typing each account category.

    Position To

    Specify or select an account category in the position to field and use with the action code Inquire. This will load account categories starting with the account category entered in the position to field. Allows the user to control the starting point of the inquiry, instead of requiring them to page thru all of the account categories to get to the desired filter.

  4. Define the cost classification account category relationships. Use these guidelines to specify the field values:
    FC

    Select the action that you want to perform on this line.

    Acct Cat

    Select the cost accounting category that maps to the cost classification.

    Select a C - Cost type Account Category on Account Categories (AC05).

    Description

    Displays the account category description for the selected account category.

  5. Click Add.