Contents x
    Payment Plan Tab (Grant Application History)
    • 09 Oct 2023
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Contents

    Payment Plan Tab (Grant Application History)

    • Updated on 09 Oct 2023
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Article summary


    Payment Plan Tab (Grant Application History)

    The Payment Plan tab displays the original Payment Plan, along with any changes that were made to the payment Due Dates after the Grant was posted and before the Grant Voucher was posted to Open Items (via Item Entry in Accounts Payable).

    Note: Changes that were made to the Voucher after it was posted to Open Items in Accounts Payable are not available on this tab (for example, changes to the Due Date that were made directly from Accounts Payable).

    Any adjustments that were made after the Application was posted are also reflected on this tab, along with the associated user name, date, apply date, and reason for the adjustment.

    Payment Plan Tab

     

    Payment Plan Fields

    Field

    Description

    Line

    Read-only field that displays the sequential number that is automatically assigned to each payment line.

    Orig. Schedule

    The original date when the payment was due.

    Amount

    The amount due on the Payment date.

    Fund ID

    The Fund ID for the Fund that is offering the Grant.

    Note: It is possible to select different Funds for different payment lines.

    Fund Name

    Read-only field that displays the name of the Fund that is offering the Grant (based on the selected Fund ID).

    Adj. Num

    The number assigned to the line adjustment.

    Note: If no adjustments have been made, 00 will appear in this field.

    Adj. User

    The FIMS user name of the person who made the adjustment (if any adjustments have been made).

    Anonymous

    Indicates whether the Grant is being Funded anonymously (Yes or No).

    If the Fund is anonymous, the Fund ID and Fund Name will not appear on communications or Grant checks.

    Note: If the Grant Voucher has been posted in AP but has not yet been paid, you can change this setting by right-clicking on the desired payment line and selecting Change Anonymous Fund.

    A/P

    Sequential number that is added to the end of the Voucher number in A/P Open Items for each line item that has a different pay date.

    For example, if you have two payment lines with different dates, and the Voucher number is 080025, two Voucher numbers would be created in A/P: 08002501 and 08002502.

    Adjustment

    The type of adjustment that was made (for example, cancellation or New Fund).

    Adj. Date

    The date when the adjustment was made.

    Adj. Apply Date

    The date when the adjustment was applied to the Grant.

    Note: You can change this date by right-clicking on the desired adjustment line and selecting Change Adjustment Apply Date.

    Original Amount

    The total original Grant Amount.

    Current Amount

    The total Grant Amount after any adjustments.

    Adjustment Applied

    The date when the adjustment was applied to the Grant.

    Reason for Adjustment

    User-defined description of the type of adjustment or the reason it was made.

     

    Was this article helpful?
    What's Next