Remove an Installment

Written by Lauren Neulinger

Last published at: December 20th, 2019

You can remove an installment for a request, which will automatically decrease the Amount Awarded.

This is the appropriate action if you want to remove an installment and decrease the Amount Awarded, and do not need to keep a record of the original installments.

An installment with payments recorded cannot be removed.

If you want to decrease the Amount Awarded and keep a record of the original installments (or if the installment has payments recorded), refer to this article instead: Decrease the Amount Awarded.

If you utilize the integration with CommunitySuite, adjustments to installments should be handled within CommunitySuite (not within GLM/SLM).

Remove an Installment

  1. Click on the project name to reach the Request Summary.  
    • The project name can be accessed from multiple locations, including a workload page (i.e. All Open Approvals), the User or Organization Summary page, or the Requests & Decisions search page. 
  2. Click the Award Details tab.
  3. Click the installment that needs to be removed.
  4. Click Remove Installment.
  5. Click OK.
  6. The Installment Total (Amount Awarded) will automatically update, as well as the Balance for the request.