NEW GRANT SET UP

Anna Maria Colacci
Anna Maria Colacci
in Blackbaud Financial Edge NXT® General Discussions

Hello,

I am having trouble with grant set up. I have completed the detail required in GL- Grants- add grant…. I see it in the grant list, unfortunately this does not show when posting an invoice that should be a grant item. Why am I NOT able to pick the grant when posting an invoice?

thank you :)

Answers

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    You have to link a transaction code value to the Grant Record. This means you should have 1 of your 5 potential categories of transaction codes defined as Grant, and a table entry there. To link it to the grant record, you'd go to the transaction code field on it and pick the table entry setup for it. It's the table entry that is used in any transaction, not the Grant Record.

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