Invoices LOC - 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 Range of Awards.

Grants Accounting
N ® Reports ® Run ® B ® Submit a New Request
Submit a New Request

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

2. Select the name of the request (report or program) you want to run from the list of values (LOV): GMS: Generate Draft Invoices for a Range of Awards.

3. A Parameters window automatically appears Requests for LOC invoices require you to enter parameter values for the Bill Through Date and the LOC range of Awards.

4. Once you enter the values in the required parameter fields and click OK, the Parameters window closes, and the values are displayed in the Parameters field.

5. Select [Submit] to submit your 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 applications assign a request ID to each request submission so that you can identify the results of the request when it is complete.

6. 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 clicking on the [View Output] button. You can Print this report using your browser features but please note this is NOT your invoice.

7. For additional LOC invoices submit another request, repeating steps 1-6. All the requests that you submit for the current session appear in the Requests window.

LOC Invoices automatically approve and release after they are drafted.

You must interface LOC invoices to AR.

Effective: 08/18/04

Revision: 3 05/19/05

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