This chapter describes references setup.
This chapter covers the following topics:
References are user-defined values or characters assigned to an award for identification purposes.
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:
determine set of reference types to use when entering awards and award templates
describe reference types
determine effective dates of reference types
The Reference Numbers Lookups window is a lookups window. For information on lookups windows, see Lookups Windows.
To set up references, perform the following steps.
In Grants Accounting, navigate to the Reference Numbers Lookups window as follows:
Setup - Awards - References
Enter data in each field of the Reference Numbers Lookups window as described in the Reference Numbers Lookups Window Description.
Save or save and continue as follows:
File - Save or Save and Proceed
Close the window.
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 |