On the Available Opportunity Detail (GTAOD) and Available Opportunity Summary (GTAOS) pages, the Create Grant Opportunity Transaction link creates a Grant Opportunity (GTOP) transaction for the record selected on the page. Multiple records can be selected on the GTAOS table, and a GTOP transaction is created for each record selected. The following rules must be met in order for the GTOP transaction(s) to be created:
The Opportunity Number field must not be blank.
When multiple records are selected on GTAOS, the records selected cannot have the same Opportunity Number.
A Grant Opportunity transaction must not already exist for the specified Opportunity Number.
A Transaction Code must be defined for the DFLT_OPPORTUNITY_DOC_CODE parameter on the Application Parameter (APPCTRL) table.
This Transaction Code must be set up on the Transaction Control (DCTRL) table with a Transaction Type of GT and a Transaction Sub-Type of GTOP. If valid, this Transaction Code is used to create the transaction.
This Transaction Code must have an entry on the Auto Numbering (ADNT) table using the following values:
Department = Home Department of the User based upon Security setup
FY = Fiscal Year calculated based on the date specified for the Appl. System Date (APPL_SYS_DT) parameter on APPCTRL along with the Calendar Date (CLDT) table
Prefix = Utilize the OPPORTUNITY_DOC_PREFIX from APPCTRL
The selected record must not be a forecasted opportunity. If it is a forecasted opportunity, then an error is issued and the Grant Opportunity transaction is not created.
After the Grant Opportunity transaction(s) are successfully created, the fields in the Grant Opportunity Transaction Information tab on GTAOD are updated with details of the transaction. The Transaction ID and Transaction Phase are updated in the grid on GTAOD, and a link is provided to the transaction.
If the OPPORTUNITY_DOC_SUBMIT parameter is set to True on the APPCTRL table, Advantage will attempt to validate and submit the transaction to Final. The Transaction Phase is updated on the GTAOD page based on whether the transaction was submitted to Final or the transaction was rejected due to errors. If the referenced Grant Opportunity transaction is discarded, then the reference to the transaction is removed from the GTAOD page.
Refer to the “Grant Opportunity (GTOP)” topic for more information on Grant Opportunity transactions.