Create Grant Opportunity using GTAOS

To create one or more Grant Opportunity transactions from the Available Opportunity Summary (GTAOS) table, perform these steps:

Note: Setup is required on DCTRL, APPCTRL and ADNT before the following steps can be performed. Refer to the “Creating Opportunity Transactions from GTAOD and GTAOS” topic for more information.

1. Open the Available Opportunity Summary (GTAOS) table from Page Search.

2. Enter searchsearch criteria into the search fields at the top of the table.

   1. Select No for the Include Forecasted Opportunities field.

   2. Select Yes for the Include Open Opportunities field.

   3. Select No for the Include Closed Opportunities field.

   4. Select No for the Include Archived Opportunities field.

   5. Optionally select or enter values in one or more of the remaining search fields.

   6. Select Browse. The records that match your search criteria are displayed in the grid on the GTAOS page.

   Note: For additional information on searching, refer to the “Searching for Opportunities on GTAOD and GTAOS” topic.

3. Select the Select Record for Grant Opportunity Transaction check box for one or more desired records in the grid.

4. Select the Create Grant Opportunity Transaction link. Result: A GTOP transaction is created for each record selected, and the referenced transaction information is updated in the grid and in the Grant Opportunity Transaction tab on the GTAOD page. Refer to the “Creating Opportunity Transactions from GTAOD and GTAOS” topic if errors occur and the GTOP transaction is not created.

5. If the OPPORTUNITY_DOC_SUBMIT parameter is set to True on the APPCTRL table, Advantage will attempt to validate and submit the transactions to Final. The Transaction Phase is updated on the GTAOD page based on whether the transactions were submitted to Final or the transactions were rejected due to errors. If the Transaction Phase is updated to Final no other steps are required. Otherwise, continue with Step 6.

6. If errors exist or the OPPORTUNITY_DOC_SUBMIT parameter is set to False on the APPCTRL table, you can access the GTOP transactions by selecting the transaction links in the Grant Opportunity Transaction ID column in the grid on GTAOD. Fix the errors on the GTOP transaction, if the transaction was Rejected. Validate and submit the transaction to Final.