Billing in Grantee Management 

Prerequisites

You have performed the Customizing work described in GM-GTE Customizing.

Features

·         You can bill specific grants, using individual processing, or bill multiple grants, using mass processing. Each billing operation is based on the transactions posted to the grant and the grant rule stipulated on the billing tab in the grant master data.

·         The dynamic selections feature is available in mass billing, milestone billing, and periodic billing. You can use it to select data elements from the grants, which you can then use to enhance and refine the selection parameters for these billing transactions.

Activities

Billing Programs

To bill a single grant using resource-related billing (RRB), proceed as follows:

...

       1.      In the GM-GTE part of the Easy Access menu, choose Billing  ® GM Billing (Single Processing).

The screen Individual Processing of Grants Management Billing appears.

       2.      Enter the following selections:

¡        Grant number

¡        “to” posting date

Transactions posted up to and including this date are billed.

¡        Create bills automatically

This program actually creates billing requests. If you want it to continue and create the actual billing documents using this billing process, check this box.

       3.      When you have made your selections, choose Execute.

       4.      The system creates billling requests and, where appropriate, billing documents for the transactions that satisfy the selection criteria.

To bill a range of grants using RRB, proceed as follows:

...

       1.      In the GM-GTE part of the Easy Access menu, choose Billing  ® GM Billing (Mass Processing).

The screen Mass Processing of Grants Management Billing appears.

       2.      Enter the following selections:

¡        Grant numbers for the beginning and end of the range you want to process

¡        The sponsor(s) you want to bill

¡        “to” posting date

Transactions posted up to and including this date are billed.

¡        Test Run

If you want to check the effect of your entries before actually posting them, check this box.

       3.      When you have made your selections, choose Execute.

       4.      The system creates billing requests for the transactions related to the grants that satisfy the selection criteria.

 

Other Programs in GM Billing

Billing Plan and Milestone Billing

Use this program to carry out grant billing using the milestone billing and periodic billing features available in Sales and Distribution (SD). Proceed as follows:

...

       1.      In the selection screen, enter the grant(s) and other GM objects you want to process. You can restrict the selection further by stipulating references, validity dates, sponsors, and other grant properties.

       2.      When you choose Enter, the system displays a list, showing the periodic billing and/or milestone billing data for the grant(s) and other objects that satisfy the selection criteria.

Block Billing Status

You can use this program to block actual line items from being processed in resource-related billing. Proceed as follows:

...

       1.      In the selection screen, enter the grant(s) and other GM objects you want to process. You can restrict the selection further by stipulating references, validity dates, sponsors, and other grant properties.

       2.      When you choose Enter, the system displays a list, showing line items whose status is not “Billed”. Instead, it is one of the following:

¡        Partially billed

¡        Overbilled

¡        Unbilled

You can block such items against billing by making the appropriate selection. The default is for all the items in the list to be selected, hence blocking them. Deselect those you do not want to block.

       3.      Save your entries.

You can use FI Accounts Receivable to bill the sponsor. See the Accounts Receivable documentation for details.