Date Published: February 2015
Grantees may Associate two or more PI Receipts for tracking purposes. This functionality is optional and is used for limited purposes in DRGR.
In general, Program Income (PI) is receipted against the activity that generated it. However, with DRGR Release 7.9, if a Grantee has reason to split a PI Receipt between two or more activities, which are in separate PI Accounts, the PI Receipt can be Associated.
For example: If a Subrecipient is allowed to retain all but 10% of PI generated (the 10% will be used for Grantee Admin), the following steps could be performed to Associate the PI Receipts:
These steps are performed by first selecting the Associate New button in the “Add/Edit Receipt” page.
The Associate New button directs users to a “Search/Select” page to select the PI Receipts for Association. After using the check boxes to select the applicable PI Receipts for Association, click the Save Association button at the bottom of the screen.
After users save the Association, the user will be directed back to the “Edit Receipt” page with the Associated Receipts displayed.