System Options – Grantee and Grant Management

Updated on 22 Apr 2024
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System Options – Grantee and Grant Management

You can set the following default System Options to apply to the Grantee and Grant records you create in FIMS. This can save time in the data entry process and any of the default values can be changed when you are working with a specific record.

Note: Please contact Support before setting these options.

Option	Values	Description
ATS Edit Report Error Type	Error Warning None	Indicates whether an error, a warning, or neither will appear in the Edit report when the total Grant Amount for a Fund exceeds the Available to Spend amount for that Fund.
Check Duplicate Applications	Yes No	Indicates whether FIMS will check for possible duplicate Applications when you enter a new Grant Application. If you set this option to yes, when you save an application, you will receive a message if the application is a possible duplicate. The default value is No.
Check Duplicate Grants Days	<number of days>	Indicates the number of days before and after the Grant Date to check for duplicate Applications. If you enter zero or <none>, FIMS will only check the same Grant Date for duplicate Applications.
Default DonorAdvisor Fund Rep Type	Fund Rep Type Code	Indicates whether you want the default Donor Advisor for the Fund to be automatically entered on applications if that Fund has a Fund Association with the selected Fund Rep Type Code.
Default Grantee Contact Relationship	Relationship Code	The Relationship code that identifies Profiles as Grantee Contacts. Note: This value is provided by default and should not generally be changed.
Default Individual Checks	Yes No	Indicates whether the Individual Checks checkbox will be selected by default when you create a new Grantee record.
Default Profile Ind Org	Ind Org	Sets the default Profile type for all Profile records you create from the Grantee and Grant Management module (Individual or Organization). If you do not select a default value, the system will set the default value to Individual. Note: You can also set this default value from the Profile Management, Accounts Payable, Donor and Gift Management, Pledge Management, and Scholarship Management modules. Refer to the System Options sections of those modules for more information.
Default Vendor Class	<Vendor Class Code>	Sets the default Vendor Class code for new Grantees.
Denied App Error Type	Error Warning	Indicates whether denied Applications with a non-zero Grant Amount will produce and error or a warning on the Grant Application Edit Report. Select Error to generate an error and prevent these Applications from posting, or Warning to allow them to post. The default value is Warning.
Grant_Folder_Level	idCode GrantNumber	Choose the folder level for creation of the Grant folder. The default is create folder at IdCode Level.
GuideStar URL	<URL>	The URL (web address) that you use to access the GuideStar website.
Notes Fundrep Lookup	Yes No	Indicates whether you want to add a Fund Rep Lookup button on the Notes tab for Grant Applications. When you find a Fund Rep, you can copy their information directly into the current note. The default value is No.
NTEE_Program_Area	Major Minor	Select how the IRS NTEE Code will be stored in the Program Area Code. The default is <None>. Note: The option selected for Program Area and Sub Program may be the same. Example: NTEE code is A24. Major - the Program Area code will be 'A'. Minor - the Program Area code will be 'A24'.
NTEE_Sub_Program	Major Minor	Select how the IRS NTEE Code will be stored in the Sub Program Code. The default is <None>. Note: the option selected for Program Area and Sub Program may be the same. Example: NTEE code is A24. Major - the Sub Program code will be 'A'. Minor - the Sub Program code will be 'A24'.
Supress_Payee_Warning	Warning No Warning No Warning on History	Choose 'No Warning' to suppress all warnings when the payee is not found. Choose 'No Warning on History' to suppress warnings in Application History when the payee is not found. The default is 'Warning'.

Set Grantee and Grant System Options

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Set Grantee and Grant System Options