Steps: Set Up Award Lifecycle Statuses
Security:
Set Up: Grants Management
in the Grants Management functional area.The award lifecycle status determines the state of the award header and the award line. You can create custom validations to verify restrictions on spend transactions based on statuses on awards and award lines. You can update the award lifecycle status to control award transactions in these areas.
Example: To prevent users from creating and charging supplier invoices to a grant when the award line lifecycle status is 30 days from closing, you can create a custom validation for Supplier Invoice to display a critical error when the
Award Line Lifecycle Status
is 30 days from Close
.- Access theMaintain Award Lifecycle Statusestask.Define lifecycle statuses for awards and award lines.Security:Set Up: Grants Managementdomain in the Grants Management functional area.
- Access theMaintain Award Lifecycle Status Combinationstask.Define the lifecycle statuses that you want to use on award headers and the corresponding award lines. These settings determine the award line lifecycle statuses that you can set in combination with award header lifecycle statuses.Security:Set Up: Grants Managementdomain in the Grants Management functional area.
- (Optional)Create Award Lifecycle Status Update Rules.Create update rules when you want Workday to update award lifecycle statuses automatically based on dates and other statuses.