Award Validations

When you create an award using the QuickCreate Award page, the award, award project, the award funding, and the award budget data is validated to ensure that the award is created correctly.

When creating an award from template or without template, using the Create Award from Template action or Create icon in the Manage Awards page, then after you specify the details to create an award, award project and award funding, after you specify the details to create an award, click Submit Contract on the Review Award page to validate the award. If the validation is successful, the contract is submitted for approval and the award is created. If the validation fails, messages are displayed appropriately. Review and resolve the error and then click Submit Contract.

Note: You can also click Validate to validate the award.

Validations

Here's the list of critical validations and tasks to perform if the validation fails. Most of these validations apply to Quick Create Award page unless noted in the specific validation.

Award and Award Objects	Validations	Tasks to Perform if the Validation Fails
Award	Checks if the award duration can be broken into the yearly budget periods that are specified in the award template.	Change either the award duration or the number of budget periods in the award template and then create the award. For example, if an award has 5 yearly budget periods, but you want to create an award with a duration of 4 years (01/01/2016 until 12/31/2019), then make one of the following changes: Change the length of the award to 5 years. Modify the award template such that it has only 4 budget periods.
Award billing attributes	Checks if the award uses the business unit specified in the award template. And, if the following billing attributes are defined in the business unit implementation options: Invoice method Revenue method Billing cycle Net Invoice Labor format Nonlabor format Event format Invoice Grouping Generated Invoice Status Transaction Type Note: The above attributes are defaulted from the customer or the BU options. If you're creating the award using Create Award from Template or Create icon in the Manage Awards page, you can modify these in the Submit Contract window, if needed.	The Project Application Administrator must update the business unit implementation options in the Setup and Maintenance work area.
Award sponsor attributes	Checks if the following sponsor attributes are defined in the Manage Customers page: Default payment term Primary bill-to site for the sponsor and account Bill-to account Ship-to account Primary bill-to site for the related sponsor and account Primary bill-to contact Primary ship-to site for the customer, account, and business unit Note: The above attributes are defaulted from the customer or the BU options. If you're creating the award using Create Award from Template or Create icon in the Manage Awards page, you can modify these in the Submit Contract window, if needed.	The Project Application Administrator must update the sponsor details in the Manage Customers page in the Setup and Maintenance work area. Note: If a primary contact exists at the site level, then that contact is used as the bill to contact. Otherwise, the primary contact at the account level is used as the bill to contact.
Award project	Checks if a project template is associated with an award template. If yes, then the award is created with a project that has the same project name and number as the award name and number.	None.
Award project	Checks if the award template doesn't specify a project template.	Select a project template and enter a unique project name and number. A project number isn't required if the project template uses the autonumbering method.
Award budget	Checks if the project template used by the award or award template has a primary planning resource breakdown structure.	Enter a primary planning resource breakdown structure on the project template that's associated with the award template.
Award budget	Checks if the financial plan type has the necessary settings to create an award budget.	Ensure that a default financial plan type exists for the award and meets the following conditions: Is for an approved cost budget. Isn't enabled for workflow approval. Uses the award calendar type. Is set as the default award financial plan type.
Award budget	Checks if the total budgeted amount for the resources adds up to the total funding amount.	Change the resource amounts or the funding amount.