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Award / Recipient Module Instructions

Please find step by step directions below on how to use the Award / Recipient Module.

1. Download the import template here:

Important note: Some clients have a custom label applied to the 'Department' field.  This custom label will not show on the Awards Module Template, it is critical to not make any modifications to the header row of the template.  

The following fields are required:

Award Date all dates entered will import as the last day of the month (example: 3/15 will import as 3/31).

Department (also known as College) if left blank will be imported as None.  None must have set up as a category prior to import or an error will return.  

Amount if left blank will import with 0.

GLID must be entered as an existing GLID Number.

Award Type cannot be blank, this will return an error.  New award types can be added on this template and imported.

Major if left blank will be imported as None.  None must have set up as a category prior to import or an error will return.  New major's can be added on this template and imported.

 

All other fields entered as blanks will import as blanks.

 

2. Populate the template and save somewhere you can access it.

3. Go to the Activity Transaction Entry GL Import.

4. Select Awards Import in the Import Type field drop down.

5. Choose the file you created, and click upload.

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