Converting a Grant Opportunity

After you have created a grant opportunity, you can convert it to a pledge order or new invoice.

• If the Revenue Subtype was set to Contribution Grant, convert the record to an invoice.

• If the Revenue Subtype was set to Exchange Agreement, convert the record to an award using Pledge | Order.

To convert a grant opportunity:

1. Open the grant opportunity.

2. Click the Sales subtab.

3. Click Closed Transactions.

4. Convert the opportunity:

   • If the Revenue Subtype was set to Exchange Agreement, click New Pledge | Order.

   • If the Revenue Subtype was set to Contribution Grant, click New Invoice. See Invoicing Grant Opportunities.

   NetSuite opens the correct form. The values in the fields are sourced from the grant opportunity.

Related Topics

Creating a Grant Opportunity

General Notices