Create a Grants Customer
Create a grants customer to enable a sponsor in the Awards work area.
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In the Setup and Maintenance work area, go to the Manage Customers task.
- Offering: Grants Management
- Functional Area: Grants Management Foundation
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Click the Create icon.
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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.
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Click Save and Close.
Create Additional Accounts for an Existing Customer
You can add additional accounts for an existing customer.
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In the Setup and Maintenance work area, go to the Manage Customers task.
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Search and select the customer that you want to add additional contacts to.
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Click the Create icon in the Accounts section.
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Complete the fields in the Create Account page as appropriate and click Save and Close.
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Add a bill-to contact at the account level, as follows:
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Click the account number of the customer that you created.
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In the Edit Account page, click the Communication tab, and then click Edit Contacts.
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In the Edit Contacts page, click the Create Contact icon.
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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.
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Click the Set Primary Contact icon to set this contact as a primary contact.
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In the Account Contact Responsibilities section, click the Add Row icon.
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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.
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Click Save and Close.
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Add a profile at the account level, as follows:
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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.
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In the Profile History section, from the Actions menu click Correct Record.
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In the Terms section, select the required payment term from the Payment Terms drop-down list.
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Click Save and Close.
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Add a profile at the site level, as follows:
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In the Sites section of the Manage Customers page, click the site number.
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Click the Profile History tab and then click Create Site Profile.
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Ensure that the required payment term is selected and click Save and Close.
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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.
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In the Setup and Maintenance work area, go to the Manage Customers task.
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Search and select the customer that you want to add a relationship to.
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In the Accounts section, click the account number of the customer.
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Click the Relationships tab, and then click the Create icon.
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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.
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Click Save and Close.
Verify the Set Assignment
Complete the following steps to verify the set assignment:
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In the Setup and Maintenance work area, go to the Manage Business Unit task.
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In the Manage Business Units page, search for the business unit and select it in the Search Results section.
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From the Actions menu, click Manage Set Assignments to view the set assignments for the selected business unit.
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In the Manage Set Assignments page, ensure that the reference data sets are provided for the customer account relationship and customer account site.
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Click Save and Close.
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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.
- Navigate to .
- Search for the organization and click on the name to edit it.
- In the Usage Assignments tab, click Add.
- In the new row, select the usage External Legal Entity.
- Save and close.