Printing COBRA Invoices 

Use

You follow this procedure to print invoices for COBRA health plan costs.

Contributions for COBRA health FSAs are not included in the invoices.

Prerequisites

You have set up form templates in the Benefits Administration Implementation Guide in the section COBRA ® Form Setup.

Procedure

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       1.      From the SAP Easy Access menu, choose Human Resources ® Personnel Management ® Benefits ® COBRA ® Forms ® Invoice.

       2.      Specify the set of employees (and thereby their qualified dependents) for whom you want create invoices.

For the selection, you can use either personnel numbers, the criteria in the General benefits information area, or the selection buttons at the top of the screen.

       3.      Select whether you want to create monthly or initial invoices.

The Initial invoice is the first invoice sent to the enrolled person after COBRA coverage is elected in the person's own name. It invoices coverage from the first day of COBRA coverage until the end of the month of the person's COBRA election.

The Monthly invoice is a regular monthly invoice sent to the enrolled person after the initial invoice has been sent. It invoices coverage for single months that begin after the month of the person's COBRA election.

       4.      Enter the dates for which you want to create invoices:

-   For the initial invoice, enter the period that you want to check for new COBRA elections that require an initial invoice.

-   For the monthly invoice, enter the month for which you want to create an invoice.

       5.      Choose Execute.

A list of employees who are enrolled in COBRA plans of their own or whose dependents are enrolled in COBRA plans of their own is displayed. Expand the tree structure to see the individual beneficiaries.

       6.      To see a preview of an invoice before printing it, select the appropriate beneficiary and choose Display. To print invoices directly, select the appropriate beneficiaries and choose Print Invoice.

Result

The invoices are printed. Beneficiaries for whom invoices are successfully printed are marked OK. If errors occur, choose  to display the error log. To display more information about an error from the log, double-click on the message.

Forms with SAPscript Template

The print request is sent to the SAP System spool to be printed on the printer you specified.

Forms with Office Template

The forms are printed on the default printer set on the PC on which you are running the current session.