Grant Management User Guide

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Grant Management overview
What Is the Grant Management Application?
How Grant Management Integrates with Other Lawson Applications
General Ledger
Project Accounting
Billing and Revenue
Accounts Payable
Accounts Receivable
Human Resources
Payroll
Purchase Order
Requisitions
Lawson Enterprise Performance Management Suite
Lawson Extensions, Information Management
Non-Lawson Applications
Grant Management Process Flow
Setup
Processing
Reporting and Auditing
Award Close
Setting up grant activities
Concepts in this chapter
Why is Activity Structure Important to Grant Management?
What Factors Impact Project Accounting Structures for Grant Management?
Carry Forward
One Grant Funds Multiple Projects (Program Project)
Cost Sharing
Program Income
What Other Project Accounting Setup Should I Consider for Grant Management?
How Can I Handle Fringe Costs?
How Are F&A Encumbrances Handled?
Procedures in this chapter
Defining account categories (AC/BR/GM)
Follow-up tasks
Related reports and inquiries
Defining an account category structure (AC/BR/GM)
Related reports and inquiries
Follow-up tasks
Defining an activity group
Defining an activity
***
Related reports and inquiries
Overriding account category assignments (AC/BR/GM)
Using Mass Add/Change
Related reports and inquiries
Defining period of performance (AC/BR/GM)
Defining a period of performance template (AC/BR/GM)
Defining burdens for grant activities
Concepts in this chapter
Burdens (AC/BR/GM)
Source transaction (AC/BR/GM)
Burden code (AC/GM/BR)
Burden pools (AC/BR/GM)
Burden transaction (AC/BR/GM)
Burden processing (AC/BR/GM) summary
Burden types (AC/BR/GM)
Burden offset entries (AC/BR/GM)
Burden steps (AC/BR/GM) process
Procedures in this chapter
Defining a burden code (AC/BR/GM)
Defining a burden type (AC/BR/GM)
Defining burden pool drivers
Defining a burden rate (AC/BR/GM)
Assigning burden codes (AC/BR/GM)
Recalculating burdens (AC/BR/GM)
Related reports and inquiries
***
Defining budgets for grant activities
Concepts in this chapter
What Is a Budget?
What Are Methods for Defining Budgets?
Budget edits
Commitments
Tolerances
Enabling and enforcing budget edits
Procedures in this chapter
Defining activity budget headers
Defining activity annual budgets
Follow-up tasks:
Related reports and inquiries
Defining activity period budgets
Follow-up tasks:
Related reports and inquiries
Defining activity budgets by activity
Follow-up tasks:
Related reports and inquiries
Defining activity budgets by account category
Follow-up tasks:
Related reports and inquiries
Defining budget edits
Setting up contract activities for grants
Concepts in this chapter
What Accounts Receivable Setup is Required for Grant Management?
What Billing and Revenue Management Setup Should I Consider for Grant Management?
Procedures in this chapter
Defining contract parameters
***
Related reports and inquiries
Defining customer invoice options
Defining billing parameters and detail
***
Setting up an award in Grant Management
Concepts in this chapter
What are Grant Management Codes?
Can I Upload Award Information to Grant Management from a Pre-Award System?
What are Award Deliverables?
What Is Cost Sharing?
What Is the Impact of Reorganization on Cost Share Records?
Procedures in this chapter
Defining Grant Management Codes
Defining Institution Profile and Location
To define an institution profile
To define an institution location profile (optional)
Related Reports and Inquiries
Setting Up an Award
Defining Award Personnel
Defining Award Subcontractors
Setting Up Award Protocols
Setting Up Cost Sharing
Setting Up Program Income
Setting Up Award Deliverables
Changing an award
Setting up labor distribution and salary encumbrance
Concepts in this chapter
What Is Labor Distribution?
What Are Salary Encumbrances?
What Are Fringe Encumbrances?
What Setup is Required in Lawson Human Resources for Labor Distribution and Salary Encumbrances?
What Are Labor Distribution Templates?
What Is a Salary Cap Schedule?
How Does Grant Management Handle Salary Cap Violations?
What Happens When I Release Labor Distribution Lines?
How Do I Approve Labor Distribution Templates?
What Happens When I Approve Labor Distribution Lines?
Procedures in this chapter
Defining a Salary Cap Schedule
Defining Labor Distribution Templates
Importing Labor Distribution Templates from a Non-Lawson Source
Copying Labor Distribution Templates
Applying Salary Cap to Multiple Labor Distribution Lines
Approving Labor Distribution Lines Immediately
Approving Multiple Labor Distribution Template Lines at Once
Approving Labor Distribution Templates by Employee or Activity
To approve labor distribution templates by employee
To approve labor distribution template lines by activity
Approving labor distribution template lines with Infor Process Automation
Setting up Infor Process Automation for labor distribution lines approvals
Processing salary encumbrances
Concepts in this chapter
What Happens When I Run Salary Encumbrance Processing (GM110)?
How Often Should I Process Salary Encumbrances?
How Does Grant Management Work With Future Changes to Employee Pay and Distributions?
Procedures in this chapter
Processing Salary Encumbrances
Troubleshooting Salary Encumbrance Processing (GM110)
Removing Outstanding Salary and Fringe Encumbrances
Processing labor distribution with Lawson Payroll
Concepts in this chapter
What Does Labor Distribution Processing Do?
What Makes an Employee Eligible for Labor Distribution Processing?
How Do Labor Distribution Templates Work With Time Records?
How Do I Use the Labor Distribution Detail Report?
Procedures in this chapter
Set up Company Control
Processing Labor Distribution With Lawson Payroll
Non-Lawson payroll transaction import overview
Concepts in this chapter
What Is the Non-Lawson Payroll Transaction Import?
About processing imported records
How Are Imported Records Validated?
How Does Labor Distribution Work?
What Records are Eligible for Labor Distribution?
How Are Templates Applied During Labor Distribution?
How Do I Use the Transaction Processing Report?
How Does GM500 Relieve Encumbrances?
What Files Are Updated by Non-Lawson Payroll Transaction Processing?
Procedure in this chapter
Processing the non-Lawson Payroll Transaction Import
Processing labor distribution with Non-Lawson payroll
Concepts in this chapter
How Do I Set Up My Lawson Applications for Non-Lawson Payroll?
How Do I Populate the Import File for Non-Lawson Payroll?
Procedures in this chapter
Labor Processing Overview—Non-Lawson Payroll
Creating and maintaining employee data in Lawson
Processing labor distribution for affiliate employees
Concepts in this chapter
What Are Affiliate Employees and Organizations?
How Do I Set Up My Lawson Applications for Affiliate Employees?
How Do I Populate the Import File for Affiliate Employees?
Populating wage transactions
Populating clearing transactions
Populating employer-paid expense transactions
Tips for Processing Labor Distribution for Affiliate Employees
Examples: Affiliate Payroll Posting
Procedures in this chapter
Labor Processing Overview—Affiliate Employees
Creating and Maintaining Employee Data for Affiliate Employees in Lawson
Remitting and reconciling affiliate employee costs
Remitting labor costs if the affiliate organization invoices you for affiliate labor
Remitting labor costs if the affiliate organization does not invoice you for affiliate labor
Reconciling amounts due to the affiliate organization
Effort reporting and certification
Concepts in this chapter
What Is Effort?
How Are Effort Transactions Created?
What Is Effort Reporting and Certification?
Procedures in this chapter
Processing Effort
Running the Effort Report
Adjusting a Planned Effort or Salary Percentage
Updating Actual Effort for an Employee
Certifying Effort
Setting up Infor Process Automation for certifying effort
Setting up Infor Process Automation to notify certifiers of effort variances
Setting up labor cost transfers
Concepts in this chapter
What Are Labor Cost Transfers?
How Do I Set Up Labor Cost Transfer Templates?
How Do I Approve Labor Cost Transfer Templates?
Should I Use Labor Cost Transfers for Retroactive Pay?
Procedures in this chapter
Defining Labor Cost Transfer Templates
To define a labor cost transfer template
To copy labor cost transfer template
Related Reports and Inquiries
Generating Labor Cost Transfer Templates Automatically
Approving Labor Cost Transfer Template Lines Immediately
Changing Multiple Labor Cost Transfer Templates
To change template line status in a batch process
To apply salary cap in a batch process
Approving Labor Cost Transfer Templates
Approving labor cost transfer template lines with Infor Process Automation
Setting up Infor Process Automation for labor cost transfer approvals
Processing labor cost transfers
Concepts in this chapter
What Happens During Labor Cost Transfer Processing?
How are Templates Selected for Labor Cost Transfer Processing?
How are Transactions Selected for Labor Cost Transfer Processing?
What Does Labor Cost Transfer Processing Update?
How Do Labor Cost Transfers Work?
Procedure in this chapter
Processing Labor Cost Transfer Distributions
Setting up and processing procurement
Concepts in this chapter
How Does Grant Management Work with Lawson Procurement?
What are Requisition Approval Types?
What Accounts Payable Setup Should I Consider for Grant Management?
Procedures in this chapter
Creating Requisitions for Equipment and Supplies
Approving requisitions manually
Approving a requisition (at the whole requisition level)
Approving requisition lines
Creating purchase orders from order requests
Creating purchase orders with Purchase Order Interface (PO100)
Creating purchase orders with Purchase Order Worksheet (PO23.1)
Creating Subcontractor Purchase Orders
Follow-up Tasks
Related Reports and Inquiries
Approving Subcontractor Purchase Orders
Processing Accounts Payable
Concepts in this chapter
How Does Grant Management Work with the Lawson Accounts Payable Cycle?
Can I Exclude Unpaid Accounts Payable Invoices from Grant Draws?
What Are Accounts Payable Cost Transfers?
How Can I Use Asset Management with Grants?
Procedures in this chapter
Updating Paid Invoice Activity Status
Entering and Processing Cost Transfers in Accounts Payable
Processing manual commitments
Concept in this chapter
How Do I Use Manual Commitments for Grants?
Procedures in this chapter
Defining manual commitments
Purging manual commitments
Processing Billing and Revenue Management and Accounts Receivable
Concepts in this chapter
How Does Grant Management Work with the Lawson Billing Cycle?
Grant Management and Lawson revenue cycle
How Does Billing and Revenue Management Handle Unpaid Transactions in Grant Management?
What Are the Methods For Applying Cash with Grant Management?
How Can I Process Billing and Apply Cash by Letter of Credit?
Procedures in this chapter
Calculating invoice amounts
Creating an Invoice
Creating a Cash Batch
Entering, applying, and releasing cash
Putting transactions on hold
Putting transactions related to one activity on hold
Putting transactions from multiple activities on hold
Follow-up tasks
Calculating revenue
Related reports and inquiries
Reports and listings
Grant Management listings
Institution Listing (GM200)
Award Listing (GM201)
Code Listing (GM202)
Award Protocol Alert Report (GM203)
Award Deliverables Alert Report (GM204)
Salary Cap Schedule Listing (GM205)
Labor Distribution Listing (GM210)
Approved Template Exceptions (GM211)
Labor Cost Transfer Template Listing (GM212)
Grant Management reports
Effort Exception Report (GM265)
Award Summary Report (GM400)
Award Close (GM401)
Labor Distribution Expiration Report (GM410)
Labor Distribution Status History Report (GM411)
Salary Cap Alert Report (GM412)
Effort Variance Report (GM465)
Effort Comparison Report (GM467)
Salary Cap Analysis Report (GM468)
Federal Compliance reports
Financial Status Report (GM269)
Schedule of Expenditures of Federal Awards (GM270)
Federal Cash Transaction Report (GM272)
Other application reports
Other Application Reports
Closing an award
Closing an Award
Maintaining grant activities
Grant Management Maintenance
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