Field         

Description

LEFT COLUMN

Subaward Id

Read-only: Automatically assigned by the system. Uniquely identifies the subaward e-doc.

  Until the subaward has been finalized, the Subaward ID number cannot be used to locate this document – the record will not appear in any subaward searches. Make note of the DOCUMENT ID (located in the upper right corner of the screen) to quickly locate this subaward in process

Version

Automatically assigned (sequential numeric value) by the system.  This number will advance with subsequent maintenance and modifications to this document over the life of the project.

Start Date

Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.

Subaward Type

Required.  Use the drop-down  menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection. This selection list shares the same values as the Types used in the Award module.

Title

Click within the text box (or press the tab key from a previous field) to reposition the cursor so that it is within the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.  Click the expand text  icon to display a pop-up window with an expanded text entry area if you want more screen real estate to type in, and then click the continue button to close the window and return.  After text has been entered and saved, click the green arrow icon to read it in its entirety in the larger pop-up window, and then click the close button to close the window and return.

Account ID

This is to be used for recording non-KC account numbers associated with the subaward.

Requisitioner

Required.  Click the lookup icon to search for and return the name of the KC Person to populate the box. The Requisitioner will be utilized to review and approve invoices.

Archive Location

This field may be used as part of your closeout process.  The field can be used to store the name of the physical box or electronic folder, drive and/or directory (local or networked) where you store related documents and files.

Comments

Click within the text box (or press the tab key from a previous field) to reposition the cursor so that it is within the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.  Click the expand text  icon to display a pop-up window with an expanded text entry area if you want more screen real estate to type in, and then click the continue button to close the window and return.  After text has been entered and saved, click the green arrow icon to read it in its entirety in the larger pop-up window, and then click the close button to close the window and return.

Obligated Amount

This field will populate from values entered in the Financial tab

Amount Released

This field will populate from values entered in the Financial tab

Cost Type

Use the drop-down  menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Requisition ID

Number of the purchase order requisition may be entered.

RIGHT COLUMN

Site Investigator

Click the lookup icon to search the Address Book for the lead investigator of the subaward and return the value to populate the box.

Subrecipient

Require: Click the lookup icon to search the Organizations for the subaward location and return the value to populate the box.

End Date

Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.

Purchase Order ID

Required. Enter the purchase order number relevant to this subaward

Status

Required.  Use the drop-down  menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Vendor ID

Type to enter a value that uniquely represents the vendor associated with this subaward.

Requisitioner Unit

The Requisitioner’s lead unit may automatically populate this field, but may not be the appropriate unit for this subaward. To change the pre-populated unit, click the lookup icon to search for and return the value to populate the box.

Closeout Date

This field may be used as part of your closeout process. To maintain a date, Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.

Anticipated Amount

This field will populate from values entered in the Financial tab

Available Amount

This field will populate from values entered in the Financial tab

Execution Date

The date the subcontract was signed by all parties may be entered.