After syncing a grant request from Grant Lifecycle Manager (GLM) and processing it in CommunitySuite, each payment for the grant must have the corresponding installment approved in GLM before the voucher can be created in CommunitySuite.
This is also true for a grant synced from CommunitySuite to GLM pre-approval. Once the grant is approved in GLM, each payment must have the corresponding installment approved in GLM before the voucher can be created in CommunitySuite.
Installments can be approved in GLM individually or in batch.
Approve a Single Installment in GLM
- Navigate to the Request Summary Page for the request.
- Click the Award Details tab.
- Click the installment to be approved.
- Click the CSuite Approval toggle to approve the installment.
- Navigate to the grant in CommunitySuite.
- The grant can be posted and approved, and the voucher for the installment approved in GLM can then be created.
- If the grant was already posted and approved, the voucher for the installment approved in GLM will automatically be created.
Once the payment is recorded in CommunitySuite, that information will automatically update on the installment in GLM.
Approve Installments in Batch in GLM
- Click Tools on the upper navigation bar, and then click Payment Tracking.
- Check the box for each installment to be approved.
- Click Batch Actions, and then click Approve Installments.
- Navigate to any of the grants in CommunitySuite.
- The grant can be posted and approved, and the voucher for the installment approved in GLM can then be created.
- If the grant was already posted and approved, the voucher for the installment approved in GLM will automatically be created.
Once the payments are recorded in CommunitySuite, that information will automatically update on the installments in GLM.