Business Rules
• A proposal number must be entered and also must exist in the Proposal table.
• A status code must be entered/selected.
• An agency must be entered/selected.
• Entry of a project title is required. The user should enter the title as listed on sponsor forms.
• Start and stop dates are required. The stop date cannot be earlier than the start date (it can be the same, though).
• The direct cost amount is required. 0 is acceptable.
• The indirect cost amount is required. 0 is acceptable.
• An entry date is required.
• A grant description code is required. There are seven options in the current table.
• An account number is required.
• Entry of at least one project director is required on both the Accounts tab and on the Project Director tab.
• There can only be one primary Account, Organization or Project Director.
• A chart/org is required.
• The following rules apply when Contracts & Grants Billing is turned on:
o There must be at least one Fund Manager and only one can be primary.
o Dunning Campaign defaults from the Agency, if present.
o If Billing Frequency is Milestone or Predetermined Billing Schedule:
o Invoicing option will default to Invoice by Schedule and cannot be changed.
o A warning will be provided if the total award is less than the total milestone or predetermined billing schedule amounts.
o If Invoicing Option is Invoice by Contract Control Account or Invoice by Award, the accounts associated with the Award must have Contract Control Accounts associated with them.
o If Invoicing Option is Invoice by Award, all accounts must have the same Contract Control Account.
o If Additional Forms Required is checked, Additional Forms Description is required.
o If Exclude From Invoicing is checked, Reason for Excluding from Invoicing is required.
o If Stop Work is checked, Stop Work Reason is required.
Routing