Edit Transaction Breakdown


Concept

In this topic, you will learn how to edit the category breakdown of a drawdown, or payment request.


Steps:

  1. Click the My Grants link to view the list of assigned awards.

    Step 1
  2. Select the desired award by clicking the PRAward Number link.

     

    In this example, select award Z420C130002.

    Step 2
  3. Click the Finances tab to view financial information.

    Step 3
  4. Click the Vertical scrollbar to scroll down the page and view the Transaction Information field.

    Step 4
  5. Select the drawdown you would like to edit by browsing the list of entries and clicking a link in the Control Number column.

     

    You can also find a specific control number using the Search field.

    Step 5
  6. In this example, click the 2067092276700 link.

    Step 6
  7. The Edit Drawdown Categories window will appear, displaying the amount of the drawdown allocated to each budget category.

     

    Note: The total amount of the drawdown is displayed at the top of the window.

    Step 7
  8. Click the Edit Breakdown button to allocate the drawdown amount to the appropriate categories.

    Step 8
  9. The Drawdown Amount fields can now be edited.

     

    In this example, we will apply the drawdown amount of $989.97 to the Personnel and Equipment categories.

     

    Click in the Personnel field to enter a drawdown amount.

    Step 9
  10. After deleting the current amount, enter the correct amount in the field.

     

    In this example, enter "500.00" in the Personnel field.

    Step 10
  11. After entering the amounts for the remaining categories, click the Save button to save the transaction breakdown.

    Step 11
  12. Click the Vertical scrollbar to scroll up the page.

    Step 12
  13. A message will appear to confirm that the transaction breakdown has been saved successfully.

    Step 13
  14. Hover over the Main menu and click the My HomePage menu item to return to the My Home Page screen.

    Step 14

Congratulations!

 

You have successfully edited a transaction breakdown.