Payments track which installments have been paid and which are outstanding for approved requests in Grant Lifecycle Manager (GLM) and Scholarship Lifecycle Manager (SLM). Payments can be entered for any approved request with at least one installment. Entering payments is not required, though it is recommended to maintain alignment with an external accounting system.
User Role: Administrator
When to Enter a Payment:
- An installment has been added to a request and the payment needs to be recorded against the request.
- Payment history needs to be tracked across multiple installments for a single request.
Enter a Payment
To enter a payment for an approved request in GLM or SLM:
- Navigate to the request on a workload page or the Requests & Decisions search page.
- Click the Project Name to reach the Request Summary page.
- Click the Award Details tab.
- Click the installment for which a payment will be added.
- Click Make Payment.
- Enter the applicable information, and then click Make Payment to finalize the payment record. Asterisks indicate a required field.
- If desired, include the check number and payment comments.
- If desired, include the check number and payment comments.
The payment will be reflected in the amount paid as well as the balance.
If the payment needs to be deleted, refer to Delete a Payment.