Changing the donor after the opportunity workflow starts until Award close out

If wrong donor has been selected, then Business support can help update. Relevant documentation such as donor agreement/ contract showing the correct donor will need to be provided as evidence. This document needs to be on the award record.

Scenario 1: If the award is not yet active (After opportunity approved and before agreement active), then users will need to contact

i) AMS Support with the SOF code, correct donor details, reason for change and with confirmation from funding office point person

ii) L2 will update the donor and confirm.

Scenario 2: If the award is active, then users (The user should be Funding Office Point Person on the award) will need 

1.  Run an amendment workflow on the award record

2. Then contact AMS Support with the

   1. SOF code,

   2. correct donor details,

   3. reason for change

   4. proof of documentation such as donor agreement/ contract (For Internal donors (member funds etc.) we do not need a document proof)

3. L2 will update the donor and confirm.

Scenario 3: If the Award in in the middle of activation workflow, then users (The user should be Funding Office Point Person on the award) will need 

1. Path 1: User can ask the Approver to reject the workflow and reach out to AMS Support with necessary details and we will do it

2. Path 2: Once the Award is active, they should run the amendment and follow the amendment guidelines.