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Setting Up Corporation Codes in the Grant Module

Emily Yeomans
  • Updated

Define Corporation Codes at installations that manage accounts from different corporate entities, or which have check processing or general ledger software used by non-profits.

Before You Begin

  • Become familiar with the organizational codes available in Department Manager, as described here. 
  • Have a plan or reference in place for code assignment. For instance, your central office accounting staff may have Object Code data available as a spreadsheet, which might be imported to your database.  

How to Set Up Corporation Codes

Set up and maintain organizational codes from within your chosen module's File/Codes/Organizational menu. Here, the example is from the Grant Module.

Grants_Codes_Organizational.png

To set up Corporation Codes, follow these steps: 

  1. Click the Corporations submenu. The Corporation Code Maintenance screen appears. 

    Corporation_Code_Maintenance_screen.png

  2. Click the Edit, then the Insert buttons to open a new record.
  3. Enter the desired Corporation Code in the corresponding Code field (alphanumeric up to eight places, uppercase recommended, no spaces).
  4. Navigate to the Group field using the Tab key or right arrow and select a group from the drop-down menu.
  5. Tab and enter an appropriately detailed description for your new Corporation Code in the Description field. 
  6. Click A for Active status from the drop-down menu in the Status field.
    Note: You can later change this status to T for Terminated status if you will no longer use this Corporation code. 
  7. Tab to advance to the next row and enter the next record, OR click Close to exit this screen. 

What's Next?

Once you have completed setup of Corporation codes, you are ready to set up Object Sets and Codes that correspond to your Corporation Chart of Accounts.