Grant requests can be synced from Grant Lifecycle Manager (GLM) to CommunitySuite individually or in batch. A grant request must have an approved status in GLM before it can be synced and cannot have any payments recorded in GLM.
GLM grant information populates fields in CommunitySuite once the grant is processed. Below is a reference for these fields with the GLM field listed first and the corresponding CommunitySuite field listed second.
Decision Date and Grant Date Integration Video
- Project Name = Description
- Decision Date = Decision Date
- This field is typically used as the date the grant was approved after evaluation, but you can choose any date that is helpful for your organization. This field can be edited in GLM/SLM and CommunitySuite.
- Grant Date = Grant Date
- The date of the General Ledger transaction or posting date. The grant date has to be in an open financial period in CommunitySuite, meaning the books cannot be closed. This field cannot be edited in GLM/SLM once the request is synced. You can update this field in CommunitySuite.
- Organization = Grantee
- Amount Awarded = Grant Amount
- Installment Date = Payment Date
- Installment Amount = Payment Amount
- Payment Date = Check Date
Sync a Single Request From GLM to CommunitySuite
A request can be synced from three different locations in GLM.
Request Summary Page
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Navigate to the Request Summary page's CSuite tab and click Sync Request to sync the request to CommunitySuite.
All Open Approvals Workload Page
- Navigate to the All Open Approvals workload page and click the toggle to sync the request to CommunitySuite.
- The toggle will then turn green, indicating that the request is synced.
- The toggle will then turn green, indicating that the request is synced.
Search Requests and Decisions Page
- Navigate to the Search Requests and Decisions page and click the toggle to sync the request to CommunitySuite.
- The toggle will then turn green, indicating that the request is synced.
- Filter the results by checking the box(es) in the Request Statuses section, and then click Search.
Sync Requests From GLM to CommunitySuite in Batch
Requests can be synced in batch from two different locations in GLM.
All Open Approvals Page
- Navigate to the All Open Approvals workload page and check the box for each request you want to sync.
- Click Batch Options, and then click Send to CommunitySuite.
Requests and Decisions Page
- Navigate to the Search Requests and Decisions page and check the box for each request you want to sync.
- Click Batch Options, and then click Send to CommunitySuite.
Additional Information
After a grant request is synced from GLM to CommunitySuite, note the conditions below.
- Other than the date field, installments can only be edited in CommunitySuite.
- Unsyncing can be done in GLM until the grant has been processed in CommunitySuite. After that point, the grant must be unsynced in CommunitySuite if needed.
The next step is to process the grant in CommunitySuite. Details are available in Process Synced Grants.