To sync a GLM request with CommunitySuite, the request must have an Approved status in GLM. This means the request is housed in the Approved and/or All Open Approvals workload page within GLM. Please note that grants cannot be synced if they have payments associated with them.
Requests can be synced from:
- The Request Summary of an Approved grant, via the CSuite tab.
- The All Open Approvals workload page by clicking the toggle to the right of the unsynced request.
- The toggle color of an unsynced request is gray.
- The toggle color of a sync request is green.
- A faded toggle means the Grant is locked and cannot be synced, or unsynced.
Requests can also be synced in a batch:
- On the All Open Approvals workload page, select the requests to sync, click Batch Actions, then click Send to CommunitySuite.
Once a request is synced you can unsync it up until the time the grant record is finalized in CommunitySuite.
- At this time, you will no longer have the option to edit grant installments.
- If for some reason you do need to edit the installment information, you will have to delete all record of the grant within CSuite and unsync the request from GLM.
- The Sync/Unsync Request button will appear grayed out and "locked" once all of the following occurs:
- The GLM request is synced from GLM to CommunitySuite.
- The grantee and fund are set in CommunitySuite.
- Payments have been recorded and posted in CommunitySuite.