Page 14 - How do I Setup a LOC NON_LOC and PREPAID Contracts

Setting up a LOC NONLOC and PREPAID Contracts

8. Review the Bill Type. The value should be GM.

9. Review the Bill Source. Use Bill Plan Cheatsheet to verify correct value. Update if needed.

10. Review the Invoice Form. Use Bill Plan Cheatsheet to verify correct value. Update if needed.

11. Review the Cycle Id. Use Bill Plan Cheatsheet to verify correct value. Update if needed.

12. Review the Bill by Id. Use Bill Plan Cheatsheet to verify correct value. Update if needed.

13. Review the Payment Method. Use Bill Plan Cheatsheet to verify correct value. Update if needed.

14. Review the Payment Terms. Use Bill Plan Cheatsheet to verify correct value. Update if needed.

15. Review the Billing Inquiry. This value should be 404 727 4240.
 Please make sure that this is the OGCA main number.

16. Review the Billing Specialist. This value should be appropriate FGC analyst.

17. Review the Billing Authority. This value should be appropriate FGC manager.

 It is expected that the most Billing Default Overrides will default correctly from Compass configuration and will not require
to be changed. However, you may need to change the Cycle ID (Billing Frequency), Billing Specialist, Billing Authority and
Billing Inquiry depending upon the specific Sponsor or Specific Contract. Payment Method and Payment Terms may also
need to be changed although they have no impact on Compass processing.
18. Click the Save button.

19. To enter Invoice Milestones from the Bill Plan Page, Use the job aid How do I enter

miltestones.
 You can use the Transfer to Milestones link to review and update the Invoice Milestones.

Close the browser window and navigate back to the Contract Setup page. Click the Refresh button to
repopulate the Contract Setup page with new contract data.

I. Review Revenue Plan

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Emory Confidential and Proprietary Last Revised on 2/19/2018 Return to Table of Contents