Possible to Make a Grant Category default?

Brandon Groce
Brandon Groce
Name Dropper First Anniversary Facilitator 1 Blackbaud Certified
in Blackbaud Financial Edge NXT® General Discussions

Good Afternoon,

While I understand that there is an option to have a default “Project” on any kind of transaction, is this possible also with the “Grant” field? We have been using a default project field for a while when it comes to JE's and AP entries, but haven't figured out how to get the default grant to automatically populate if nothing is selected. I believe this should be similar to the project field.

Comments

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

    @Brandon Groce
    you can set a default per account in the Transaction default field. Click edit go to the transaction code you have called Grant, and enter the default table value. It will then add it by default on transactions but can be overridden when needed.

  • Brandon Groce
    Brandon Groce
    Name Dropper First Anniversary Facilitator 1 Blackbaud Certified

    @Kevin Brazell:

    @Brandon Groce
    you can set a default per account in the Transaction default field. Click edit go to the transaction code you have called Grant, and enter the default table value. It will then add it by default on transactions but can be overridden when needed.

    Thanks! I knew I was overlooking it!

Categories