Work Instruction
Functional Area: Grants Management / Display Grant Master
Purpose Grants Budget Release
Use this procedure to display a Grant Master Record.
Trigger
Perform this procedure when you need to view information in a Grant Master Record.
Prerequisites
None
Menu Path
Use the following menu path to begin this transaction:
·  Select Accounting Public Sector Management Grants Management Master Data Grants and Grant Groups Display Grant to go to the Display Grant Master screen.
Transaction Code
GMGRANTD
Helpful Hints
·  The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).
·  On certain screens you may have to scroll to view some data entry fields.
Work Instruction
Functional Area: Grants Management / Display Grant Master
Procedure
1. / Start the transaction using the menu path or transaction code.
Display Grant Master

2. / As required, complete/review the following fields:
/ Field / R/O/C / Description /
Grant / Required / At UC the term Grant includes Grants, Contracts, Cooperative Agreements and Sub-Awards.
Example:
1000027
3. / Click .
Display Grant Master (General Data tab)

4. / Review the following:
If The Deletion Indicator Displays As / Then
/ The grant is not flagged for deletion.
/ The grant is to be deleted.
5. / Review the following:
If The Grant Status Indicator Displays As / Then
/ The grant status is at Application.

(Green) / The grant status is at Award.

(Yellow) / The grant status is Closing.

(Red) / The grant status is Closed.
/ The grant status is Cancelled.
6. / Click to move between tabs or click for a drop-down list of available tabs to go to desired tab (General Data).
7. / Perform one of the following:
If You Want To / Then / Go To
View general information / Click the tab. / Step 8
View reference information / Click the tab. / Step 10
View grant investigator information
This tab can be used to track external reporting requirements for the grant. However, it will not used or populated for go-live. / Click the tab. / Step 12
View contact information / Click the tab. / Step 14
View areas of responsibility
This tab provides a place to specify who (individual employees) is responsible for what activities related to a grant. However, entries on this tab require an SAP HR/Payroll personnel ID number. Since UC is not implementing HR/Payroll until a later phase, we will not be using this tab at this time. / Click the tab. / Step 16
View posting control information / Click the tab. / Step 17
View budget validity information / Click the tab. / Step 20
View the GM Budget Overview report / Click . / Step 22
View the billing rule
The screen will illustrate one of the four grant billing rules: RRB, Milestone, Periodic, or Manual.
This document will present all billing rules. / Click the tab. / Step 25
View financing source, sponsored programs and sponsored class information / Click the tab. / Step 27
View objects supported / Click the tab. / Step 29
View the cost sharing rule / Click the tab. / Step 32
View the overhead cost rule / Click the tab. / Step 34
View report information
This tab can be used to track external reporting requirements for the grant. However, it will not used or populated for go-live. / Click the tab. / ---
Exit this transaction / --- / Step 36
8. / Review the displayed information.
/ You will need to scroll to view some of the fields.
9. / Return to Step 7.
Display Grant Master (Reference tab)

10. / Review the displayed information.
11. / Return to Step 7.
Display Grant Master (Grant Investigators tab)

12. / Review the displayed information.
13. / Return to Step 7.
Display Grant Master (Contacts tab)

14. / Review the displayed information.
15. / Return to Step 7.
Display Grant Master (Responsibilities tab)

16. / Return to Step 7.
/ This tab provides a place to specify who (individual employees) is responsible for what activities related to a grant. This screen will be populated following the HR/Payroll implementation.
Display Grant Master (Posting tab)

17. / Review the displayed information.
18. / Review the following:
If Posting Controls Displays As / Then
Block All Postings / No postings to the grant are possible.
Allow Pre-Award Postings / Postings can be made against the grant prior to the Valid From Date of the award.
Block All Postings / Postings to the grant are possible.
Allow Pre-Award Postings / Postings cannot be made against the grant prior to the Valid From Date of the award.
19. / Return to Step 7.
Display Grant Master (Budget tab)

20. / Review the displayed information.
21. / Perform one of the following:
If You Want To / Then / Go To
Continue without viewing the GM Budget Overview report / --- / Step 7
View the GM Budget Overview report / Click . / Step 22
GM Budget Overview

22. / Review the displayed information.
/ Refer to Grants Management Budget Overview (GMBDGTOVIEW) for further details.
23. / Click .
24. / Return to Step 7.
Display Grant Master (Billing Rule 1 – RRB (Resource Related Billing)

25. / Review the displayed information.
/ The screen display and the information fields will vary according to the billing rule applied. The billing rules may be Rule 1, RRB- Payments; Rule 5, Milestones/Periodic; Rule 6, periodic; or Rule 7, Manual Billing. See Work Instruction Maintain Grant Master (GMGRANT) for billing rules details.
26. / Return to Step 7.
Display Grant Master (Dimensions tab)

27. / Review the displayed information.
28. / Return to Step 7.
Display Grant Master (Supported Objects tab)

29. / Review the displayed information.
30. / Review the following:
If The System Displays In The / Then
Planning Allowed column / Planning is allowed on this combination of fund, sponsored program and sponsored class.
Budgeting Allowed column / Budgeting is allowed on this combination of fund, sponsored program and sponsored class.
Actuals Allowed column / Posting of actual data is allowed on this combination of fund, sponsored program and sponsored class.
31. / Return to Step 7.
Display Grant Master (Cost Sharing tab)

32. / Review the displayed information.
33. / Return to Step 7.
Display Grant Master (Overhead Costs tab)

34. / Review the displayed information.
35. / Return to Step 7.
36. / Click until you return to the SAP Easy Access screen.
37. / You have completed this transaction.
10/30/2017
Ver: / 01_GM_GMGRANTD_Disp Grants Mas_R1_GrntBudRel_02.udc
© University of Cincinnati / 17/18
Work Instruction
Functional Area: Grants Management / Display Grant Master
Result
You have displayed a grant master record.
Comments
None
10/30/2017
Ver: / 01_GM_GMGRANTD_Disp Grants Mas_R1_GrntBudRel_02.udc
© University of Cincinnati / 18/18