Check Run Errors

If the logs within the check run do not indicate why the check run will not complete, the user can find more information in Admin > System Record Logs. 

INVALID: No DRAccountCode selected for fund ‘14GFF’  

• Open the grant > Fund Information tab > use the dropdown lists next to Grant Expense and Grant Payable fields to re-select the proper codes > Save and Close.

INVALID: The Postdate must be in an open fiscal period.

• First, identify what GE is recognizing as the post date. See this setting in Config > Business Rules > Finance

• Change the date on the grant to be within a fiscal period. 
• If the payment is in an open fiscal year, but perhaps dated for last month, check with your finance team to see if the prior month has been closed. In this case, change the post to be within an open month according to finance. 
• Alternatively, if the grant is missing a Grant Date (not received date) this error will also present. Open the grant and update the Grant Date > Save.

INVALID: Payment 1 does not have a payee selected.  

• Open the grant > Payment tab > open the payment > add the payee in the Payee field. Save and Close.  

INVALID: The Selected Recipient has not been verified with an IRS Charity Check.

• Navigate to the Recipient record and either click Run to verify the against the IRS database or manually approve the recipient and run continue with the check run.  

INVALID: No Requestor selected for fund '1030'

• Open the fund record and add a Requestor with the appropriate relationship to the fund. Save the record.
• Open the grant or transfer, unlock it (so the fields are editable) and Save and Close.
• Re-run the check run step.  

INVALID: The Selected Recipient is not a valid recipient.  

• Open the grant > look at the recipient field > open the Applicant link to view the GE Constituent record  

• Update the Constituent code in CRM, the sync process will pick up the change and update the GE record.   
• Run the finance steps again after the records show a Recipient code.