Invoices Cost-Based - Generating Draft

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Distribution

Comptroller

GM Billing Specialist

Related Procedures

Generating & Reviewing an Invoice in GA

Ownership

The Comptroller is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

To generate a cost-based invoice, for your award you must submit a request within GA to run the GMS: Generate Draft Invoices for a Single Award.

Grants Accounting
N ® Reports ® Run
Submit a New Request

1. Select Single Request from the Submit a New Request window.

2. Select [OK].

3. Select the name of the request you want to run from the list of values (LOV): GMS: Generate Draft Invoices for a Single Award

A Parameters window automatically appears. Requests for invoices require you to enter parameter values, the award number and a bill through date, so that you can specify the scope of information you want in the request output.

4. Enter the values in the required parameter fields.

5. Select [OK]

The Parameters window closes, and the values are displayed in the Parameters field.

6. Select [Submit Request].

The Requests window appears.

Once you submit your request, the Submit Requests block clears and a request ID is assigned to your submitted request appearing as a record in the Requests window. Integrated Systems IS applications assign a request ID to each request submission so that you can identify the results of the request when it is complete. GA also assigns a new request ID number to each resubmission of a request and displays the request ID in the log file of the previous request.

7. Select [Refresh Data].

When the Status field of the Request ID line displays Normal and the Phase field displays Completed, the request has been completely processed and it may be viewed by Selecting [View Output]. You can Print this report using your browser features but please note this is NOT your invoice.

For additional invoices submit another request, repeating steps 1-7. All the requests that you submit for the current session appear in the Requests window.

Effective: 08/18/04

Revision: 3 05/27/05

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