Edit a Grant

Grant details can be edited directly from a grant record using the edit options. A grant must be unposted before it can be edited.

The fields and features available to add or edit may differ depending on how the grant is set up and what edit option is being used.

Update A Single Field Grant

When viewing a grant record, field information can be added or edited one field at a time. 

1. Navigate to a grant record.
2. On the grant record, click Add, Edit, Remove, or Change.
   • Based on the grant setup, different, fewer, or additional options may be displayed.
   • The update happens automatically when Remove or Change is clicked.
   • The screen will advance to an edit page when Add or Edit is clicked. Changes must be saved.
     
      

The Pay Sponsored Org/Payee toggle will only display if a Sponsored Org/Payee has been set.

• If the Pay Sponsored Org/Payee field displays Yes, then creating the voucher will set the Sponsored Org/Payee as the vendor on that voucher.
• If the Pay Sponsored Org/Payee field displays No, then creating the voucher will set the Grantee as the vendor on that voucher.
• If the vendor is to be different for each payment, toggle the Sponsored Org/Payee field between creating vouchers.

Edit Mode

To edit a grant record in edit mode:

1. Navigate to a grant record.
2. Locate the row of buttons at the top of the record, and then click Edit.
3. Make any necessary edits, and then click Save.
   
    

Change a Grant Recipient

A grant recipient can only be changed if the grant is unposted and unapproved.

1. Navigate to a grant record.
2. Click Change Grantee in the Grantee field.
3. Enter the grantee name in the External Grantee field and select the grantee from the drop-down list. 
   • If this is an internal grant, enter the name of the new fund, and then click Review.
     

Change Grant Fund

To change the fund on a grant record, the grant must be unposted and unapproved.

1. Navigate to the grant record.
2. Click Change Fund in the Granting Fund field.
3. Enter the new fund name in the Fund field and select the fund from the drop-down list.
    
    
4. Click Save.