Define Sponsor

This function allows the users to define various sponsor organizations and individuals as external organizations in the system.

• Create the Sponsor's Setup
• Search for Existing Sponsor's Setup

Create the Sponsor's Setup

This function will be use to create the setup for the Sponsor's which will be used in other setups.

Roles Involve: MOE Scholarship Section - Statistician, Finance Officer and Administrator.

1. Navigate to Main Menu> Campus Community > Organisations > Create/ Maintain Organisations > Organisation Table.

2. Click on the Add a New value Tab to create a new value for Sponsors.

3. External Org ID is a unique running sequence number. It will be automatically generated by the system based on the last External Org ID generated.

Note: Do Not Change the External Org ID when creating new sponsor

4. After that, click the Add button.

5. In the Organization Table page, enter all the details in the required fields as shown.

   • Effective Date: Enter the date for the effective start of this sponsor in the system.

   • Status: The activeness status of the organization.

   • Description: Name of the organization.

   • Long Description: Description of the organization.

   • Short Description: Abbreviation of the organization.

   • Organization type: “FNDN”.

   • Proprietorship: The type of business that the organization is in.

   • Campus: the campus of the organization, use “Main” for non-school organization.

6. Click the Status field and changed to Active or Inactive.

Note: Set the Status field to Inactive if the Sponsor is not valid or click on the '-' to delete this sponsor record in the System.

7. Click the Locations button to provide information of the location of the sponsor.

Note: Active Locations can be left blank as this step is optional.

8. Click on the Location Details link.

9. Enter the Effective Date as 01/01/1901.

10. Enter the *Description as Ministry of Education and Short Desc as MOE and select the Country as BRN.

11. Click the Edit Address link.

12. Enter the address information of the Active Locations and Click on OK button after that.

13. Click the Apply and OK button after that.

14. Click on the Contact button.

Note: Active Contacts can be left blank and this step is optional.

15. Click on the Contact Details link.

16. Enter the Effective Date as 01/01/1901.

17. Enter the Contact Name into the Contact Name field.

18. Click on the Apply and OK button after that.

19. Click on the Department button.

Note: Departments can be left blank and this step is optional.

20. Click on the Department Details link.

21. Enter the Effective Date as 01/01/1901.

22. Enter the *Description into the Description field.

23. Select the Phone Type as Main and enter the Phone Number into the Phone field.

24. Click on the Apply and OK button after that.

25. Click on the Magnifying Glass for the Primary Location and choose 1 Ministry of Education.

26. Click on the Magnifying Glass for the Primary Contact and choose the contact person that has been set.

27. Click on the Magnifying Glass for the Primary Department and choose the Department that has been set.

28. Click on the Save button after that.

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Search for Existing Sponsor's Setup

If a user want to Search or Edit any of the existing values, go back to the Find an Existing Value tab in the Organization Table page.

1. In the Find an Existing Value tab, click in the External Org ID field and enter the values of the Sponsor ID.

2. Click the Correct History checkbox.

3. Lastly, click the Search button next to Search or Edit any of the existing data.

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