Local Allocation Approval
Overview of FR426UPD
A local-allocation check request must be approved by someone with the authority to do so before an actual check can be generated from it. Local Allocation Approval allows an authorized representative of your organization to do this before proceeding to Local Allocation Payment Processing (FR449) to process the check.
- From the DDI Connect main menu, double-click Connect FR
- Double-click Event & Program Management
- Double-click Local Allocations
- Double-click Approval. You will see this screen:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Region include | To search by a region/regions, type the code or codes, separated by commas, or click the list icon to select from a list of active regions in the system |
| Region exclude | To exclude a region/regions, type the code or codes, separated by commas, or click the list icon to select from a list of active regions in the system |
| Event PIN | Enter the Event PIN that you wish to filter by, if applicable |
| Control # | Enter the Control # that you wish to filter by, if applicable |
| Status | Click the drop down arrow to select the allocation status you wish to filter by, if applicable |
| Req start date | To filter by the date of the request, enter the beginning date here. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Req end date | To filter by the date of the request, enter the ending date here. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Event start date | To filter by the date of the event, enter the beginning date here. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Event end date | To filter by the date of the event, enter the ending date here. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
When you have entered your search parameters, click Search. The system will display all local allocations meeting the criteria you have entered:
If you wish to view a request, double-click the line item. This will launch you into the Local Allocation Check Requests screen:
When you have finished reviewing the information, click Exit to return to the Local Allocation Approval screen.
Select the request(s) you wish to approve. If you are selecting all, click the Select all box:
Once you have selected the request(s) you are approving, click the Approve button on the toolbar. The system will mark the selected request(s) as approved and allow them to be processed for payment.
