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Grant Billing User Guide
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Grant Management Billing overview
What is Grant Billing?
Grant Billing Features
How Grant Management Integrates with Other Lawson Applications
Grant Billing Process Flow
Reporting and Analysis
Setting up grant projects
Why is Activity Structure Important to Grant Management?
Activity Groups
Activity
Account Category Structure
What Factors Impact Project Accounting Structures for Grant Management?
What Are Considerations for Assigning Account Categories?
Override Account Categories
Using Mass Add/Change
Related Reports and Inquiries
What Accounts Receivable Setup is Required for Grant Management Billing?
Defining your revenue recognition method
Setting up grant billing
Defining Funding Source Codes (GM06.1)
Defining Pay Request Cost Classification Codes (GM07.1)
Defining Cost Classification Templates (GM07.2)
Defining Cost Classification Account Category Relationships (GM07.3)
Defining Pay Request Format (GM14.1)
Defining grants or other external funding sources (GM15)
Defining Grant Budgets (GM15.2)
Defining Grant Deliverable Codes (GM02.1)
Defining Deliverables (GM15.3)
Defining Internal or Non-Grant Funding Source (GM16.1)
Defining Multi-Funded Contracts (GM20.1)
Defining Grant Eligible Activities (GM20.2)
Defining Grant Eligible Account Categories (GM20.4)
Converting transaction history and update balance amounts
Convert Non-Lawson Grant Project Transaction History (AC540)
To convert non-Lawson project transaction history
To convert non-Lawson activity transaction history and flag as "billed"
Update Contract Funding Balance Amounts (GM54.1)
Update Contract Invoice Amounts (GM54.2)
Grant Billing processing
Allocating expenditures (GM120)
Creating Request for Reimbursements (GM121)
Contract Funding Report (GM220)
Managing project funding
Adding Adjustment Reason Codes (GM02.1)
Contract Fund Adjustment (GM40.1)
Contract Fund Transfer (GM40.2)
Expenditure Allocation Backout (GM21.1)
What Happens When I Backout a Pay Request?
Accounts Receivable cash applications
Creating a Cash Batch
Entering and Applying Cash for Grant Billing Contracts
Reviewing and Processing Applications
To review pending applications
To review customer applications
Options for reviewing applications
Releasing a Batch
To release a batch online
To release multiple batches using Cash Batch Release
To release multiple batches using the Cash Batch Release Report
How Can I Process Billing and Apply Cash by Letter of Credit
Entering and applying cash for activity-based transactions
Grant Prepayments
Grant Prepayments Flowchart
Grant Prepayments Overview
Entering the contract/Grant pre-payment
Applying grant prepayments
Applying prepayments
Entering and applying cash using entry and application
Entering and applying cash using activity-based entry and application
Reporting and analysis
Grant Pay Requests and Receipts (GM15.4)
Grant Project Funding (GM15.5)
Grant Pay Requests and Receipts (GM15.6)
Grant Match Requests (GM15.7)
Non-Grant Fund Funding By Contract (GM16.2)
Non-Grant Funding (GM16.3)
Contract Pay Requests & Receipts (GM20.5)
GM Code Listing (GM202)
Contract Funding Report (GM220)
Grant Schedule of Expenditures (GM275)
Expenditure Allocation Listing (GM290)
Contract Activity Analysis (GM295)
Grant Summary Report (GM415)
Other Application Reports
Capitalizing assets funded by grants
Activity Management Asset Interface
Capitalizing Assets Funded by Grants
Setting up and processing procurement
Working with Grant Management in Lawson Procurement
What are Requisition Approval Types?
What Accounts Payable Setup Should I Consider for Grant Management?
Creating Requisitions for Equipment and Supplies
Approving Requisitions Manually
To approve a requisition (at the whole requisition level)
To approve requisition lines
Creating Purchase Orders from Order Requests
To create purchase orders with Purchase Order Interface (PO100)
To create 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
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?
Updating Paid Invoice Activity Status
Entering and Processing Cost Transfers in Accounts Payable
Processing manual commitments
How Do I Use Manual Commitments for Grants?
Defining manual commitments
Purging Manual Commitments
Using Attribute Matrix attributes
Concepts in this chapter
Attribute Matrix (AC/BR/GB)
Attribute
Element
Uses of attributes (AC/BR/GB)
What is a List?
Using Lists
Automatic Lists
Automatic List Example
Manual Lists
What is an Attribute Template?
Procedures in this chapter
Loading Lawson-defined attributes (SCM/FIN)
Defining an attribute
***
Related reports and inquiries
Assigning attribute values to a grant
Defining attribute templates (AC/BR/GB)
Defining an attribute value effective date template (AC/BR/GB)
Defining a grant attribute value effective date template
Defining an automatic list (AC/BR/GB)
Optional procedure for creating an automatic list
Related reports and inquiries
Or group logic tables
Defining a manual list
Optional procedure for creating a manual list
Related reports and inquiries
Typical questions
What processing flags must be set on the Activity Status code to enable Grant Billing?
How do I convert billed transaction history and grant project funding amounts for Multi-Funded Contracts?
How do I customize invoice formats?
How often is Grant Expenditure Allocation (GM120) run?
What edits are performed on GM15 Grant dates?
How often is Request for Reimbursement (GM121) run?
Can more than one open pay request exist for a Contract/Grant at a time?
How does Activity Transaction Interface (AC540) update the billable fields on cost transaction records (ACTRANS) when the Billed Flag on AC540 is set to Yes?
How does Activity Posting (AC190) update the billable fields on cost transaction records (ACTRANS) for Multi-Funded Contracts?
How does Grant Expenditure Allocation (GM120) update the billable fields on the cost transaction records (ACTRANS) when run in update mode?
How is revenue recognized for Grant Billing for Multi-Funded Contracts?
If the match reimburses 50% of grant eligible expenditures and reimburses 100% of grant ineligible expenditures, what percentage do I enter in the fund percent field for the match on GM20?
How does the Grant Management billing approach differ from the Billing and Revenue Management billing approach?
How do I add comments or external information to grants and grant sponsored projects?
What Grant Billing forms are enabled for comment attachments?
How are comment attachments stored?
What is a CFDA Number?
When I run Grant Expenditure Allocation (GM120) project expenditure transactions are not allocated to project funding?
How do I define ineligible or non-billable costs for grant sponsored activities?
How does the new budget edit "contract funding" work?
How can I put a contract on hold for billing?
How do I determine the Multi-Funded Contract in AR on open items?
Does Multi-Funded Contracts accommodate multiple currencies?
What are the source codes for Grant Billing?
How can I put transactions on hold for billing?
How can I correct an incorrect setup, specifically Activity and Account Category billable flags, once Activity Posting (AC190) has been run?
How can I make adjustments to deferred revenue or revenue clearing account entries?
How do you record donated items as revenue so they are included on the GM415 report?
Multi-funded contracts setup and calculation
Scenario 1: Grant requires a match. Non-grant fund match. Match does not reimburse grant ineligible expenditures.
Scenario 2: Grant requires a match. Non-grant fund match. Match reimburses grant ineligible expenditures.
Scenario 3: Grant requires a match. Match is another grant or loan.
Scenario 4: Grant requires a match. Multiple grants with multiple allocations.
Data files to use with Lawson add-ins
What can I do with Lawson Add-ins
Grant Management Billing Data Files
Journal entries
Accrual revenue recognition journal entries
Appropriate Funds - GL Journal Entries
Request for Reimbursement - Recognize Revenue when Invoice
Receive and Apply Cash - AR Journal Entries
Modified revenue recognition journal entries
Appropriate Funds - GL Journal Entries
Request for Reimbursement - recognize revenue when invoice
Receive and Apply Cash - AR Journal Entries
Infor Smart Office (ISO) mashups
What is a Mashup?
Multi-Funded Project Workbench Mashup
Multi-Funded Project Space Mashup
Glossary
List of terms
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