Create a Grants Customer

Create a grants customer to enable a sponsor in the Awards work area.

1. In the Setup and Maintenance work area, go to the Manage Customers task.

   • Offering: Grants Management
   • Functional Area: Grants Management Foundation

2. Click the Create icon.

3. In the Create Organization Customer page, enter the required information in the Account Address section. Click the Add Row icon in the Address Purposes section to enter the bill-to contact details in the Bill-to Site column.

   Note: The information in the Account Address section must match the information defined for Customer Account Site in the Manage Set Assignments for the Business Unit section.

4. Click Save and Close.

Create Additional Accounts for an Existing Customer

You can add additional accounts for an existing customer.

1. In the Setup and Maintenance work area, go to the Manage Customers task.

2. Search and select the customer that you want to add additional contacts to.

3. Click the Create icon in the Accounts section.

4. Complete the fields in the Create Account page as appropriate and click Save and Close.

5. Add a bill-to contact at the account level, as follows:

   1. Click the account number of the customer that you created.

   2. In the Edit Account page, click the Communication tab, and then click Edit Contacts.

   3. In the Edit Contacts page, click the Create Contact icon.

   4. In the Create Contact dialog box, enter the details of the contact as appropriate, select Contact from the Role Type drop-down list, and click OK.

   5. Click the Set Primary Contact icon to set this contact as a primary contact.

   6. In the Account Contact Responsibilities section, click the Add Row icon.

   7. Select Bill to in the Responsibility Type drop-down list, and then click the Set Primary Responsibility icon to set this as the primary responsibility type.

   8. Click Save and Close.

6. Add a profile at the account level, as follows:

   1. In the Edit Account page, click the Profile History tab. Ensure that the effective start and end dates are valid for the default profile class.

   2. In the Profile History section, from the Actions menu click Correct Record.

   3. In the Terms section, select the required payment term from the Payment Terms drop-down list.

   4. Click Save and Close.

7. Add a profile at the site level, as follows:

   1. In the Sites section of the Manage Customers page, click the site number.

   2. Click the Profile History tab and then click Create Site Profile.

   3. Ensure that the required payment term is selected and click Save and Close.

Define Customer Account Relationships

You can add a relationship between customer accounts. This relationship is used in the Manage Sponsors task for creating related sponsors.

1. In the Setup and Maintenance work area, go to the Manage Customers task.

2. Search and select the customer that you want to add a relationship to.

3. In the Accounts section, click the account number of the customer.

4. Click the Relationships tab, and then click the Create icon.

5. In the Create Customer Account Relationship dialog box, enter the account number of another customer with whom the customer wants to define a relationship with in the Related Account field, select the Bill-To check box, select the account relationship set from the Account Relationship Set drop-down list, and click OK.

6. Click Save and Close.

Verify the Set Assignment

Complete the following steps to verify the set assignment:

1. In the Setup and Maintenance work area, go to the Manage Business Unit task.

2. In the Manage Business Units page, search for the business unit and select it in the Search Results section.

3. From the Actions menu, click Manage Set Assignments to view the set assignments for the selected business unit.

4. In the Manage Set Assignments page, ensure that the reference data sets are provided for the customer account relationship and customer account site.

5. Click Save and Close.

6. Click Done.

Assign the Organization Usage

You must assign the External Legal Entity usage to the organization before the organization can be a sponsor You must have the Master Data Management Application Administrator job role.

1. Navigate to Customer Data Management > Organizations.
2. Search for the organization and click on the name to edit it.
3. In the Usage Assignments tab, click Add.
4. In the new row, select the usage External Legal Entity.
5. Save and close.