Implementation Options Setup

This chapter contains the implementation options setup.

This chapter covers the following topics:

• Definition
• Overview
• Prerequisites
• Specifying Award Numbering Procedure
• Activating Award Distribution Option Procedure
• Implementation Options Window Description

Definition

In Grants Accounting, implementation options are setup options where users specify the award numbering types and enable the award distribution option.

Overview

When implementing Grants Accounting, users must perform the implementation option setup steps properly to enable the multiple organizations feature for both single and multiple organizations.

The Implementation Options window contains the following two tabs:

• Award Numbering

• Award Distribution Option

Award Numbering

Specifying the method and type of award numbering is a setup procedure. Award numbering can be set to manual or automatic and the numbering can be alphanumeric or numeric.

Grants Accounting supports AutoNumbering of both projects and awards. If implementation requires AutoNumbering of projects and awards, the range of the Next Number field must be entered for both awards and projects separately.

The Next Number range for projects should be beyond the maximum estimated number of awards. For example, if the award number selected is 1 and the maximum estimated number of projects is 1,000,000, then the entered project Next Number should be over 1,000,000. It makes no difference whether the project Next Number or the award Next Number is entered first.

If project AutoNumbering is set to manual, users can enter any award Next Number in the Grants Accounting Implementation Options window.

Award Distribution Option

The award distribution option determines whether the award distribution feature is enabled or not enabled. Selecting the Enable Automatic Award Distribution check box activates the award distribution feature.

When the award distribution feature is activated a default award number must be entered in the Default Distribution Award Number field. This award number is used as the default value for award numbers before distributing the transactions according to the award distribution pattern.

For information on award distribution, see Award Distributions Setup.

References

For information on system implementation options, see System Implementation Options, Oracle Projects Implementation Guide.

For information on project setup implementation options, see Project Setup Implementation Options, Oracle Projects Implementation Guide.

For information on costing implementation options, see Costing Implementation Options, Oracle Projects Implementation Guide.

For information on billing implementation options, see Billing Implementation Options, Oracle Projects Implementation Guide.

Prerequisites

• Users must perform Projects' implementation options setup steps.

  To set up Project implementation options, see Project Setup Implementation Options, Oracle Projects Implementation Guide.

Specifying Award Numbering Procedure

To specify method and type of award numbering and to enable the multiple organizations feature, perform the following steps.

1. In Grants Accounting, navigate to the Implementation Options window as follows:

   Setup - System - Grants Implementation Options

   A Decision window appears asking the following: Do you want to implement Oracle Grants Accounting for Organization?

2. Click Yes to implement Grants Accounting or No if Grants Accounting is not to be implemented.

3. Select the Award Numbering tab.

4. To specify the manual award numbering method, select the Manual radio button.

   The Type region appears.

   Note: To enable the multiple organizations feature, select the Manual radio button and then select the Automatic radio button.

5. To specify the award numbering type, select the Alphanumeric or Numeric radio button.

6. Save or save and continue as follows:

   File - Save or Save and Proceed

7. To specify the automatic award numbering method, select the Automatic radio button.

   The Next Number region appears with a number displayed.

8. Save or save and continue as follows:

   File - Save or Save and Proceed

9. Close the window.

Activating Award Distribution Option Procedure

To activate the award distribution option, perform the following steps.

1. In Grants Accounting, navigate to the Implementation Options window as follows:

   Setup - System - Grants Implementation Options

2. Select the Award Distribution Option tab.

3. To activate the award distribution feature, select the Enable Automatic Award Distribution check box.

   The Default Distribution Award Number field is enabled.

4. Enter a default award number in the Default Distribution Award Number field.

   Note: This step is required to enable the award distribution feature.

5. Save or save and continue as follows:

   File - Save or Save and Proceed

6. Close the window.

Implementation Options Window Description

Implementation Options Window Description, Award Numbering Tab

Field Name	Type	Features	Description
Operating Unit	required		specifies the operating unit to which the award belongs
Manual	optional	radio button	specifies that awards are numbered manually
Automatic	optional	radio button	specifies that awards are numbered automatically by the system
Alphanumeric	optional	radio button	specifies that award numbering consists of letters, digits, and other characters
Numeric	optional	radio button	specifies that award numbering consists of numeric values
[Next Number]	display only		system automatically assigns a number to the next award created

Implementation Options Window Description, Award Distribution Option Tab

Field Name	Type	Features	Description
Enable Automatic Award Distribution	optional	check box	activates the award distribution feature when selected
Default Distribution Award Number	required		creates a default award number to enable the award distribution feature