Agency Tab

 

Agency tab field definitions

Title

Description

Active Indicator

Indicates whether this agency is active or inactive. Remove the check mark to deactivate.

Agency Full Name

Required. The official, unabbreviated business title of the agency funding the award.

Agency Number

Display only. Displays an auto-generated number that uniquely identifies an external funding agency.

Agency Reporting Name

Required. The shortened name of the agency. This field is used for most reports and lookups where space is a limited.

Agency Type Code

Required. A unique value to categorize the type of agency. Existing agency type codes may be retrieved from the lookup.

Indirect Amount

Optional. The maximum dollar amount or rate that this agency allows. This field is informational only and does not drive other fields in Financials.

In State Indicator

Optional. Indicates if the agency is located in your institution's state.

Reports To Agency Number

Optional. The code identifies the agency to which this agency reports. Existing agency numbers may be retrieved from the lookup.

If the agency is a smaller agency that reports to another agency, this field identifies the next higher agency in the agency hierarchy. If the agency is an independent agency and is not part of an agency hierarchy, this field is left blank. Many federal agencies have a reports to agency.

 

pencil-small       Auto Generation of Agency Number: If an agency number is generated but the agency document is cancelled the number is void and is not assigned. For example, if a user selects the NEW agency button and the system generates number 55269 but the user cancels the document prior to approval the next available number for any user is 55270.

exclaim       The following tabs will only display on the Agency document if Contracts & Grants Billing is turned on.

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Customer Tab