Grant types (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Setup > Grants > Grant types.

Use this form to create grant types that are used for classifying different grants according to their source or purpose. The grant types that are created in this form can be selected in the Grant type field in the Grant details form.

Categories can make it easier to find a grant within the system, especially if your organization applies for many different types of grants. For example, you might create types for the broad categories of federal and state grants. You might create other types to identify special categories for programs or projects used by your organization. A school district might create special grant categories for different types of academic programs or for expenditures such as building construction or equipment purchases.

Tasks that use this form

Create or modify a grant

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Default information

Specify default grant details that will be used when a new grant with this grant type is created. This information can be changed in the Grant details form.

Drawdown frequency

Specify how often grant funds can be withdrawn or billed for.

Fields

Field

Description

Grant type

Enter a name for the grant type.

Description

Enter a description for the grant type.

Contact

Select the person from your organization who is a contact to the organization that awarded the grant.

Grant manager

Select the person from your organization who is responsible for managing the grant.

Organization number

Select an alphanumeric identifier for the organization.

State mandate

Select this check box if the grant is part of a state mandate.

Note

This field is available only if the primary address of your organization is in the United States.

Federal mandate

Select this check box if the grant is part of a federal mandate.

Note

This field is available only if the primary address of your organization is in the United States.

Subgrantor

Select this check box if part of the grant will be awarded to a different organization. For example, a state might receive a grant from a government agency or a private organization and then redistribute the funds to different municipalities.

Drawdown frequency

Select how often grant funds can be withdrawn, billed for, or spent. Examples include daily, weekly, monthly, or quarterly.

Comments

Enter comments about how often grant funds can be withdrawn or billed for.

See also

Grant customer types (form)

Matching types (form)

Grant details (form)

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).