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The PeopleSoft Grants WorkCenter consolidates key alerts, queries, links, reports, and processes
across the PeopleSoft Grants solution five primary modules to focus efforts on the daily tasks associated with administering awards.
Work is arranged into groups and pagelets that reduce navigation time and let you get down to business.
For this demonstration, we are an accountant working for a large public research institution.
And our job is to ensure that grant sponsors are invoiced and that payments from sponsors are applied to the appropriate grant.
The My Work pagelet brings work to you in specific and prioritized tasks. In the PeopleSoft Grants WorkCenter,
you can see a list of exception queries, shown as links, you would normally run.
The number displayed next to the exception hyperlink notifies you of the number of items for each exception.
If there are no exception items for a particular link, the exception is grayed-out and you won’t be able to select the exception link.
In the transaction area of the Grants WorkCenter, the Award Amount Metrics chart today shows you
that some awards require billing and one award has received a payment that needs to be applied,
but no invoice exists to apply the funds to. We’ll focus on resolving the exceptions that prevent the bills from generating.
When you select the Billing Events Not Processed link in the My Work pagelet, the transaction area of the Grants WorkCenter
shows you a grid with all of the unbilled billing events that should have processed automatically.
Notice that the exceptions displayed here are a list of action items personalized for this user.
This grid replaces queries your users would typically run to monitor billing exceptions.
For our demonstration, we need to generate an invoice in order to receive payment for the Research on Heart Disease contract.
Once we select the exceptions, we can change their status to Ready.
Then, when you click the Update button, a message shows you the number of rows the system has updated.
The events we just selected are cleared from the grid because they no longer meet the exception criteria.
The Award Amount Metrics chart on the Grants WorkCenter page also showed that we received a payment for the Research on Sleep Contract.
So we want to open the Contract bill plan page to generate the invoice.
We need to open the bill Events page to complete the invoice generation process,
then we need to process the billing events for that award. Start by clicking
the Event Occurrence number for the event to open the Events page.
The Events page opens in a new window, showing the event we want to bill.
We change the event status to ready…
Then we can use the related actions capabilities on the Events page to view the Billing Events Status Chart.
From this chart, we can choose to process the billing for the items that are ready.
Because we processed a number of billing events, the system updates the Award Amount Metrics chart, clearing the Unbilled Amounts.
The PeopleSoft Grants WorkCenter Framework increases efficiency and decreases
the administrative effort required to support sponsored research.