References Setup

This chapter describes references setup.

This chapter covers the following topics:

Definition

References are user-defined values or characters assigned to an award for identification purposes.

Overview

Users can define and describe as many references as needed for each award. In the Reference Numbers Lookups window, users can perform the following tasks:

The Reference Numbers Lookups window is a lookups window. For information on lookups windows, see Lookups Windows.

Setting Up References Procedure

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To set up references, perform the following steps.

  1. In Grants Accounting, navigate to the Reference Numbers Lookups window as follows:

    Setup - Awards - References

  2. Enter data in each field of the Reference Numbers Lookups window as described in the Reference Numbers Lookups Window Description.

  3. Save or save and continue as follows:

    File - Save or Save and Proceed

  4. Close the window.

Reference Numbers Lookups Window Description

Reference Numbers Lookups Window Description
Field Name Type Features Description
Type display only   lookup code type
User Name display only   reference number
Application display only   application in use
Description optional   reference description
Access Level display only radio button access levels: User allows entry, modification, and deletion; Extensible allows entry but no modification or deletion; System does not allow entry, modification, or deletion
Code required   reference code
Meaning required   reference name
Description optional   reference description
Tag optional   additional description value
From optional list of values: pop-up calendar beginning reference effective date
To optional list of values: pop-up calendar ending reference effective date
Enabled optional check box enables reference for list of values
Descriptive Flexfield optional   user customization field