Generating and transmitting Contracts & Grants Invoice is completed from the Transmit Contracts & Grants Invoices Lookup.
Transmit Contracts & Grants Invoices Lookup search definition
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Title |
Description |
|
Method of Invoice Transmission |
Required. Select how the invoices will be sent. Through Email or Through Mail. |
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Use to search for invoices with a specific chart code. Normally used in conjunction with organization code. |
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Organization Code |
Use to search for invoices with a specific organization code. |
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Used to search for invoices initiated by a specific user. Enter a users principal name or use the
| |
|
Print Invoices From |
To search for invoices created after a specific date.
Enter a date in the format mm/dd/yyyy or use the calendar icon |
|
Print Invoices To |
To search for invoices created before a specific date.
Enter a date in the format mm/dd/yyyy or use the calendar icon |
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Proposal Number |
Used to search for invoices assigned to a specific proposal number.
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Invoice Amount |
Used to search for invoices by amount. |
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Used to search for a specific invoice number. |
After entering search criteria, click the
button. The system displays the invoices
that will be generated for the Method of Invoice Transmission selected.
Click the
to create the invoices. If
Through Email is selected, the invoices will be sent
electronically to the emails listed in the Contracts & Grants Invoice
Transmission tab. If Through Mail is selected, the pdf invoices
and envelopes will be created for the addresses listed on the Contracts &
Grants Invoice Transmission tab. The number of invoices and envelopes to create
is specified in the Addresses tab on the Customer document.
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