If a refund needs to be recorded for a grant synced between CommunitySuite and Grant Lifecycle Manager (GLM), the refund information does not sync between the two systems. The refund can be recorded in CommunitySuite but will not reflect on the grant record in GLM. In order to record the refund in GLM as well, the grant must be unlinked between the two systems.
For a scholarship synced between CommunitySuite and SLM, the refund does sync between the two systems, so the scholarship does not need to be unlinked.
Contact Support with any questions before following the steps in this article as there is not a simple undo option for unlinking a grant or scholarship.
Unlink a Grant Synced Between CommunitySuite and GLM
- Navigate to the grant in CommunitySuite.
- Click the GLM Request ID.
- Click Unlink in the left-side menu.
- Follow the instructions in Refund a Grant to record the refund.
- In GLM, navigate to the Request Summary for the grant.
- Now that the grant is not synced between the two systems, record the refund in GLM.
- Options for Adjusting Installments and Payments outlines the available options.
- For example, follow the instructions in Credit a Payment to enter a negative installment to record a refunded payment.
- Options for Adjusting Installments and Payments outlines the available options.
The grant will now reflect the refund in both CommunitySuite and GLM but will remain unlinked between the two systems.