Setting up a Non-LOC Contract

How do I Setup a Non-LOC Contract?

Overview

The award generation process writes award information to the Contracts module. This process creates a
contract, adds a contract line, associates grant projects and activities to the contract line and creates Billing
and Revenue recognition plans. No major changes are made to the contract at this point however, you need to
review the contract billing information. You also need to review and validate critical contract details such as
Contract Type, Product, Billing Sponsor, Billing Limit and additional billing details to ensure correct downstream
billing. Special care must be taken to review and validate billing and revenue plans to ensure correct billing
attributes such as Bill Type, Invoice Form, Bill by ID and Billing Inquiry populates in the contract.

    ï‚· Primarily, you will review and validate the contract setup and perform very limited data entry (specific
         to Billing). If you have to change any information in the contract and refer back to FGC or OSP analysts
         for further guidance, then exit the contract setup process.

Navigation

Worklist or Grants > Emory Award Setup > Emory Award Setup Entry Page

Steps To Be Completed

    A. Award Setup Request
    B. Contract Setup-General Information
    C. Contract Setup-Billing Option
    D. Review Contract Lines- Products and Dates
    E. Review Contract Lines- Contract Terms
    F. Review Contract Lines- Billing Plan Status
    G. Review Contract Lines- Billing Plan Status
    H. Review Accounting Distribution
    I. Activate Contract

Setup Non-LOC Contract

Use one of the following two scripts to navigate to the Award Request page in Compass. You can either navigate through your
worklist or directly come through the Compass pages.
How do I Navigate to Award Request through my Worklist
How do I Navigate to Award Request using Compass Pages
In both cases, the Award Setup Request page displays.

Emory Confidential and Proprietary  Last Revised on 9/7/2016                      Page 1 of 13
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