Modify State or Other Contacts for a Formula Record


Concept

In this topic, you will learn how to modify state or other contacts in G5 for formula records.


Steps:

  1. Click the Formula Record menu item to begin the process of modifying state or other contacts.

    Step 1
  2. Enter the search information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2009".

    Step 2
  3. Enter the search information into the CFDA/Subprogram field.

     

    For this example, enter a valid value e.g. "84.003J".

    Step 3
  4. Click the Search button to search for formula PR/Award Numbers which meet the criteria.

    Step 4
  5. Click the Vertical scrollbar to scroll down and view the search results.

    Step 5
  6. Click the Select button to mark Schedule No. 3 and Award No. Z003J090005.

    Step 6
  7. Click the Modify button to modify a contact and move to the Details tab.

    Step 7
  8. Click the Vertical scrollbar to scroll down to the bottom of the Details screen.

    Step 8
  9. Click the Modify Formula Contacts button to modify a contact.

    Step 9
  10. Note:  You can modify any of the fields as needed.  For this example, we will add a fax number.

    Step 10
  11. Enter the new information into the Fax field.

     

    For this example, enter a valid value e.g. "201-555-6666".

    Step 11
  12. Click the Continue > button to return to the Details tab.

    Step 12
  13. Click the Vertical scrollbar to scroll down.

    Step 13
  14. Click the Continue > button to move to the Summary tab.

    Step 14
  15. Click the Vertical scrollbar to scroll down and review the Summary information.

    Step 15
  16. Click the Submit button to submit the modifications to the system and move to the Confirmation tab.

    Step 16
  17. The system displays a message that the modifications were saved successfully.

     

    Click the Vertical scrollbar to scroll down.

    Step 17
  18. Note:  If you want to modify contacts for additional records, you can click the Done button to return to the search screen and repeat the process.

    Step 18
  19. Click the Go To Home button to return to the My Home Page screen.

    Step 19

Congratulations!

 

You have successfully modified contacts for formula records.