Adjustments

Buttons:

The grid view can be changed at any time by clicking the settings icon located in the bottom left corner of the page and there are options to reset the grid preferences back to the original display and to reload the page. The columns of the grid can be adjusted by using a mouse and hovering over the column dividers, right click and drag the line to increase the width. Hover to the right of a column line and an arrow will pop up and you can select your sort option. (ascending/descending/remove sort)

 

Active Displays all active grant adjustments.

Inactive   Displays all inactive grant adjustments.

 

Advanced Search

Filters Object - select from drop-down menu, Field - select from drop-down menu, Comparison - select from drop-down menu, Search Term - Enter what you are searching for.

+to add more filters.

Results Fields Select field names to display from drop-down menu.

  Execute   to start the Search.

Export to Export Grid in XLS, CSV, TSV

   +Add New Grant Allocation 

Save To save entries.

Reset To reset to previous entry for any field changes.

Deactivate  Move to Inactive List/Grid.

 

Process Description:

Grant Adjustments are used when the food bank receives more money (grant payment) from a grantor and needs to increase the available grant money. The grant money can be used to either increase the available grant money for all agencies to use or it can be used to increase the grant and the available grant money for a specific agency to use depending on which options are selected. For instance, if $500 was received for a grant the food bank would make the allocation adjustment for $500 and the overall balance of the grant will increase.

Process:

The main page displays the Active Grant Adjustments. There are options to view the Inactive Grant Adjustments, as well as for an advanced search, to export data and to add a new grant allocation adjustment.

VIEW/EDIT

Locate the adjustment and click Edit. The only field that can be changed is the comment field.  Click Save if any changes are made.

DEACTIVATE

Locate the adjustment click Edit and a new page opens the grant adjustment details.  Click Deactivate and the system prompts Are you sure you wish to deactivate this grant allocation adjustment?  Click   Cancel   to return or  Deactivate  to continue and a message displays The record was deactivated successfully.

ADD NEW ADJUSTMENT

To add a new adjustment click on   +Add New Grant Allocation Adjustment   and a new page opens. If the grant money is being allocated to a specific agency to use then select the agency from the drop-down menu and complete the fields, including check mark Apply to Agency then click Save and message displays The record was saved successfully.  If the grant money is going to be used to just increase the overall available balance of a grant then do no select an agency and put a check in the Apply to Grant field.

Definitions:

Agency If the grant money is just going to be used to increase the available grant balance and not assigned to a specific agency then leave this field empty. If the increased grant funds is for a specific agency to use then select the agency from the drop-down menu.

Adjustment Type These types are set up by the food bank administrator, select the type of adjustment being made.

Amount Enter the amount of the adjustment.

Effective Date Select the date for the adjustment to take effect.

Apply to Grant Select this box to adjust the grant balance.

Apply to Agency Select this box to adjust the agency balance.