Check Run Errors (FC Grants)

INVALID: No DRAccountCode selected for fund ‘Deg54’  

• Open the grant > Funds Tile > Click the ellipses to Edit the Fund > use the dropdown lists next to Grant Expense and Grant Payable fields to re-select the proper codes > Save.

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

• First, identify what FC Grants is recognizing as the post date. See this setting in Settings > System > 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 > Payments tile > open the payment using the ellipses > Edit > add the payee in the Payee field. Save. 

INVALID: Payment 1 - Payee (XYZ) does not have a link to a Vendor in the Finance System.

• This is likely caused by duplicate consistent records for the Payee. One record with an RE Key and the other with an FE Key. Search for duplicates on the Grants > Constituents > grid search to see if a duplicate exists. Ensure the RE and FE Key columns are turned on to easily identify if this is the case.
  • To merge duplicates use the Constituent Utility Instructions. 
• Or, open the grant > Payments tile > open the payment using the ellipses > Edit > search for the payee, add the payee with an FE Key in the Payee field - search either FC Grants or the Finance system. The record with an associated vendor record will likely have an address. Save.
• Continue on with processing.

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

• Navigate to the Recipient record and either click Run Charity Evaluator to verify the organization against the IRS database or Manually Approve the recipient and 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 verify requestor is listed in the Funds Tile, add the requestor here if necessary. Save.
• Re-run the check run step.  

INVALID: The Selected Recipient is not a valid recipient.  

• Open the grant > Click on the recipient to open the constituent record. Verify the Recipient check box is marked.
• If not, update the Constituent code in CRM, and use the refresh button indicated below.
• Run the finance steps again after the records show a Recipient code.