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COA Segments Definitions

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Freeze/ Unfreeze a Grant

A Grant may be frozen/unfrozen from the Freeze Grant (Secured) or the Freeze/Unfreeze Grant (Secured) responsibilities.

Please Note Activity Subject to Freeze
  • Manual on-line journal entry/encumbrance entry
  • New Requisitions or Purchase Orders
  • C-Forms
  • Feeder system Journals
  • Payroll/Salary Management Journals
Please Note Activity Exempt from Freeze
  • Activity initiated by Office of Research Services
  • System generated activity (e.g. mass allocations, overhead, revenue recognition)
  • Accounts Payable invoice transactions for existing Purchase Orders
  • Purchasing transactions related to existing encumbrances (e.g. PO cancellations, PO Finally Close)
  • Budget Journals
  • Transactions ‘in progress’ before freeze action was taken
To Freeze a Grant Fund:
  • Navigate to Freeze Grant or Freeze/Unfreeze Grant (Secured) then select Freeze or Freeze/Unfreeze Grant
  • Enter Fund Number at prompt then click Find
  • Click in the FREEZE STATUS button
  • Click on the CHOOSE ACTION drop down box and select the category to be Frozen/Unfrozen (e.g. All, C-Form, Feeders, Manual JE, PO, etc.)
  • In the 'Comments' field, type comments to be included in the Action History
  • Save your changes

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Fast Facts

FastFacts are useful tips about BEN Financials. To see a complete FastFact, click MORE. To view all of the FastFacts click on 'FastFacts' from the left navigation column.
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