Chapter 12: Grant Inquiries

Querying Grant Budgets & Expenditures

FRIGITD

Use the Grant Inception to Date Form to retrieve grant budget and expenditure information. This is a query only form. Grant financial information can either be viewed in total, or by grant year.

1. In the Go To... field of the Banner Menu Form, type FRIGITD. Type <return>.
    
2. You will see the cursor in the Grant field. Enter the grant code established by EMF. (The grant code is identical to the fund code.) A list of values is available by clicking on the Search icon . This is a required field.
    
3. To view all information for a specific grant, leave the remaining fields of this block blank.
    
4. Type [shift page down] to display Inception to Date information. The Date From and Date To fields specify the pertinent dates for the data being displayed.
   Code displays the account codes charged.
   T displays the type of account: L for Labor, E for Expense accounts, R for revenue, and T for Transfer.
   Description shows the account description.
   

5. You may view grant data a particular year. Choose the rollback icon, then enter your grant number, as described in Step 2 above. (The most recently entered grant number may continue to show in the field.) <TAB> to the Year field and enter a grant year. Grant years are based on Project Period, and can be determined by the last two digits of the Project/Budget period end/to date (e.g. 09.97 to 08.98 grant year ‘98’, or 09.98 to 08.99, grant year ‘99’).
    
6. Type [shift page down] to display Grant Year Information. The Date From and Date To fields specify the pertinent dates for the data being displayed. In the example shown below, data is shown for grant year 99.
   

7. You may further specify data to be viewed for a grant by entering codes in the fields provided.

• Index: Not currently used.
   
• Fund: Enter a fund code assigned by EMF. Fund codes are the same as the grant code.
   
• Orgn: Enter an organization code in this field if you would like a specific view. Leave blank and all orgs used on grant will be included.
   
• Prog: Enter a program code in this field to query a specific program. Leave blank to include all program codes.
   
• Actv: Enter an activity code to query a specific activity. Leave blank to include all activity codes.
   
• Acct Type: Enter an account type to view specific expenditure and budget information. (See example below for account type 61 payroll for fiscal year 99.) Leave blank to include all account types.

Note: You may query either account type OR account code, but NOT both.

• Date From: (MM/YY) If the grant year is not entered, this field defaults to the project start date and can be changed. If the grant year is entered, the start date for that grant year defaults into this field.
   
• Date To: (MM/YY) If the grant year is not entered, this field will default to the system date and cannot be changed. If the grant year is entered, this date defaults to the end date for that grant year and can not be changed.
   
• Account Summary: Select the level of summary from the pull down list. Options are All Levels, Level 1, or Level 2. List defaults to All Levels. A Level 2 example is shown below.

• Fund Summary: Not currently used.
   
• Hierarchy: Not currently used.
   
• Include Revenue Account: Check this box to view the revenue accounts.
   
• By Sponsor Account: Not currently used.

Transaction Detail Information

Detailed transaction information can be viewed by selecting Grant Detail Information [FRIGTRD] from the Options menu, or Right Click - Grant Detail Information. After reviewing, type [control q] Exit Screen, click on the Exit icon or Right Click - Exit to return to FRIGITD.