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Request Quick-Create

 

The Request Quick-Create form is a feature that allows you to streamline creating a Request. This feature was introduced on June 16, 2022.

 

If your organization was installed prior to that date, you will need to opt in for this feature. If you were installed after that date, this feature comes standard as part of your akoyaGO system. Please note it is akoyaGO Best Practice to leverage the quick create form. For steps on opting-in to the request quick-create form, reference this Knowledge Article: Leveraging Request Quick-Create 

 

"Quick-Create” forms refer to the panel appears on the right side of your screen when you choose +New Record from a lookup field or from a subgrid on a related record. For example, if you click +New Request from a the Requests tab of Constituent record, the Request Quick Create Form appears. You may have noticed this behavior when you create a Contact or Constituent from a lookup field. Quick-Create forms contain the most relevant fields for a record to be created. After a record is created in Quick-Create, you open the record and enter additional data if desired.  
 

Using Request Quick-Create

 

The Request Quick-Create form can be accessed from any spot in akoyaGO by clicking the + icon in the top toolbar and choosing Request. You do not have to be in a Request-related table or record. 

 

 

As a best practice, however, we always recommend you start entering a Request from the Applicant's Constituent record. That way, the Applicant and Payee fields will auto populate. By beginning here, you can also access the GOverify tab and check the applicant's Request history. 

 

To open the general grant request quick-create form, open a Constituent record, go to the Requests tab, and choose + New Request.

 

 

 

The Quick-Create form will open on the right side of the page.  

Next, all you have to do is fill in the form accordingly.  

 

 

Applicant: This is a lookup to Constituent. This field is Required. Select the Constituent. If you clicked +New Request from the Requests tab of the Constituent record, this field would auto populate. 

Primary Contact: This is a lookup to Contact. The Constituent's Primary Contact will default here. If you would like to change it to another contact, you can remove this contact record by clicking the X next to the name. Then, search for the appropriate contact.  

Request Type: this field defaults to Grant. You can change the grant type if it is not Grant. 

Program: a lookup to Programs. 

Title: if you leave this field blank, it will default to [Request Type] to [Applicant] by [Fund formal name].  

Request Recommender: a lookup to Contact. This field is most frequently used for Donor Advised Grants to list the recommender.  

Recommended Amount: enter the amount Recommended by the Recommender above. This field is most frequently used for Donor Advised Grants.

Payee: a lookup to Constituent. This is the Constituent that will be listed as the Payee on any Payments created for this Request. If you started from the Constituent to create a Request, this will default to the Applicant Constituent, unless this Constituent has a Default Payee assigned. If there is a Default Payee, that Constituent will populate here instead. You can change the Payee if necessary by clicking the X next to the Constituent's name and searching for a different Constituent.  

Fund: a lookup to Fund. 

Anonymous: yes or no. If yes, the default title if left blank will not include the fund name. This will cause the Payment Memo and Description in Business Central to exclude the fund name.

Original Grant: dollar amount of original grant. *IMPORTANT - If you add an Original Grant Amount from the Quick Create, this Request will be APPROVED when it is created. If you want the Request to remain PENDING, do not enter an Original Grant Amount.

Decision Date: if you are creating an Approved Request and have entered an Original Grant Amount, you should also choose a Decision Date. If you are creating a Pending Request, you can leave this field blank, as it will fill it when you Approve or Deny this Request.

Please note: the Decision Date will populate the Posting Date on the Payment record. You can change this date on the Payment record. 

From here, if you are satisfied with the Request, click Save and Close.  

 

 

Auto-Create the Payment Upon Approval

 

akoyaGO will automatically create a Payment for the Request once the request has been approved. If you approved the Request upon creation (i.e. you entered an Original Grant Amount from the Quick-Create Form,) the Payment will be created at the same time as the Request.

 

If you created a Pending Request, you can approve the Request by using the Approve/Deny button in the top toolbar. 

 

Once a Request is approved, a Payment will be created. Click on the Payments & Requirements tab of the Request to view associated Payments & Requirements.

 

Process the Payment and send to accounting following your normal process.