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    Corrections
    • 22 Apr 2024
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    Contents

    Corrections

    • Updated on 22 Apr 2024
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    Article summary


    Corrections

    Corrections are designed to rectify an error in a posted Grant. Grant Correction routines include the following:

    Correction

    Description

    Amount Correction

    Use this correction if the Grant was posted with the wrong amount. You can increase or decrease an amount or reduce the amount to zero (for example, if you have a duplicate Grant).

    Refer to Correcting the Grant Amount section of this document for more information.

    Fund Correction

    Use this correction if the Grant was posted to the wrong Fund and/or you need to distribute the Grant between more Funds than specified in the original payment plan.

    NOTE: This correction process works for all posted Grants – whether they are paid or unpaid.

    Refer to the Correcting Funds section of this document for more information.

    Grantee

    Use this correction if the Grant was posted with the wrong Grantee. This routine also modifies the Payee in Accounts Payable.

    Refer to the Correcting the Grantee section of this document for more information.

    Grant Date

    Use this correction if the Grant was posted with the wrong Grant Date.

    Refer to the Correcting the Grant Date section of this document for more information.

    Grant Number

    Use this correction to change the Grant Number for posted or unposted Applications.

    Refer to the Correcting the Grant Number section of this document for more information.

    Payment Date

    Use this correction to change the Payment Date on the Grant's Payment Plan.

    Refer to the Correcting the Payment Date section of this document for more information.

     NOTE: Most of these adjustments create new line items (GrantLineItem records) related to the original Grant record. The adjusting line items are displayed as part of the Payment Plan. The adjustments themselves are reflected in the Grant totals in the Grantee Summary History report, and as Grants in the Grantee Detailed History report.

    NOTE: The GrantLineItem and the FundDetailHistory records both include an Adjustment Type field (Adj-Type) which identifies these adjustments. These codes can be useful for report writing in Results.

    Adjustment Type Codes

    It is a good idea to create Status codes for each of the following adjustment types and to enter the appropriate Status codes when making the adjustment. This will help identify the nature of the adjustment in reports. Refer to File Maintenance – Grants for more information on maintaining Status codes.

     Code

    Description

    C

    Cancellation (partial)

    CC

    Cancellation (complete)

    R

    Refund (partial)

    RC

    Refund (complete)

    A

    Amount Correction (partial)

    AC

    Amount Correction (complete)

    FO

    Fund Original (negative line item)

    FN

    Fund New (positive)

     

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