Payment & Invoice Requirements

The Payment & Invoice Requirements subsection contains details about the payment and invoice cycle and the invoice recipients. 

You need to have one row in this section for each payment or invoice required for this award.  The number that is in parentheses to the right of the title of this section shows how many rows (required payments or invoices) you already have in this section. 

Figure 1346 Award Document, Payment, Reports & Terms Page – Payment & Invoice Requirements Subsection Layout

 

Table 552 Award Document, Payment, Reports & Terms Page <Document Name, Page Name, Section Name> Field Descriptions

Field	Description
Payment Type	Optional.  The form name or type of invoice or report required by the sponsor Your options in some dropdown lists depend on your selection in a previous field.  For example, your Frequency field options depend on your selection in the Payment Type field.  Click  to refresh the selection options in dependent fields if they do not automatically refresh. Click the dropdown list tool to select a Payment Type (for example, advance payment or final payment).
Frequency	Required.  How often this payment type is due (for example, annual, quarterly). Your options in some dropdown lists depend on your selection in a previous field.  For example, the Frequency field options depend on your selection in the Payment Type field.  Click  to refresh the selection options in dependent fields if they do not automatically refresh. Click the dropdown list tool  to select the Frequency for this payment type.  This is used to select the parameters used to calculate the payment period.
Frequency Base	Required.  The date from which KC will calculate the due dates of report(s) if they must be submitted on a set frequency (for example, quarterly).  Click the dropdown list tool  to select the Frequency Base for this payment type.  When an option has been selected, the system automatically calculates and displays the Base Date in light gray below the Frequency Base field in mm/dd/yyyy format.  The selection of a project date is used to calculate how often the payment/invoice should be generated (for example, effective date, other, etc.).
OSP File Copy	Required.  The copies of payment/invoice documents retained and filed by the OSP.  Click the dropdown list tool  to select the OSP File Copy for this payment type.  You must select the documentation to be provided to the Office of Sponsored Projects for your file (for example, Report, Report+Letter, Letter Only or Sponsor Form).
Due Date	Enter the invoice/payment due date if it will not be calculated by the system.  Type to enter the date this payment type is due, or in MM/DD/YYYY format or click the date selection tool  to select it.
Action	To choose to add the data that will generate a new payment/invoice schedule, click  to save your new entry in this section.  Click  to remove the entry on that row.
Invoice Instructions	You may expand this text field so you can see more of your text by clicking  to open a pop-up box. Enter notes or other information about the payment/invoice for internal stakeholder/collaborator reference.

 

  Clicking the generate schedule button displays a new subsection, Award Payment Schedule.

Sync to Template Function on the Payment & Invoices, Reports, and Terms Sections

Sponsor Templates include reporting requirements.  Click  to populate the Payment & Invoices, Reports, and Terms sections with template information.

 

Figure 1347 Confirmation Screen

 

The Sync to Template button will only work if there is already an Award Template applied to the document.

 

For all fields that are in the template, when you click the Sync to Template button, KC deletes information that is already in the award and replaces it with information from the template.  KC also fills other fields with information from the template.

 

Click  only if someone has already applied a Sponsor Template to this award.  When you click this button, KC:

•      Fills the appropriate fields in this award with information from the Sponsor Template

•      Enters information from the selected Sponsor Template for a new award: Sync to Template enters the existing template information into a new award

•      Enters information from the Sponsor Template into an existing award: Sync to Template overwrites information already in an existing award

•      You may use Sync to Template even if some fields are empty in the existing award.

Warning: The Sync to Template function replaces existing information.  It does not add to existing information.

Recipients Subsection

KC allows Award maintainers to select the Recipient from alist of Sponsor Contacts (Contact Type and Name/Organization), or from the Rolodex (Name/Organization with no Contact Type) and input Invoice Number of Copies.  Additionally, text can be entered to give additional information for processing payment/invoices for each project when necessary.

When you click  to save the new entry in the Payment & Invoice Requirements section, KC displays a collapsed Recipients subsection:

Figure 1348 Payment & Invoices Section, Payment & Invoice Requirements Section Filled, With Collapsed Recipients Subsection

Click  on the Recipients subsection to display its information:

Figure 1349 Payment & Invoices Section, Payment & Invoice Requirements Section, Recipients Subsection

 

Table 553 Payment & Invoices Section, Payment & Invoice Requirements Section, Recipients Subsection Field Descriptions

Field	Description
Contact	Optional.  The name of the contact person at the organization to which you need to send these invoices or reports for this award.  Click the dropdown list tool  to select a Contact.
Name/Organization	Required.  The name of the organization to which you need to send these invoices or reports.  Click the lookup tool icon  to find and select a Name/Organization.
# Of Copies	Optional.  The number of report copies you need to send to this recipient.  Enter the # of Copies into the box.
Actions	Optional.  Click  to save this recipient information.  Click  to remove the recipient on this row.

Adding a Name/Organization using the Rolodex Lookup on the Recipients Subsection of the Payment & Invoices Section

  When you click  to find and select a Name/Organization, KC displays the Rolodex Lookup screen:

Figure 1350 Rolodex Lookup Screen

•      Enter appropriate information in the search fields to find the organization you need (or leave all the fields blank to display all organizations), and then click  to display a list of Organizations. 

•      When you click , KC displays the results of your search:

Figure 1351 Rolodex Lookup Screen with Search Information

•      KC displays the organizations that match your search below a statement about the number of items retrieved (how many items matched your search) and the number of items displayed.

•      In the search results list, click return value to enter the Organization on that row in the Recipients subsection in the Payment & Invoice Requirements section of the Payment & Invoices section.

•      When you click return value, KC displays the KC Award screen again with the selected Name/Organization added to the Recipients subsection.  The name of the selected organization is simply University:

Figure 1352 Payment & Invoices Section, Payment & Invoice Requirements Section, Filled Recipients Subsection

•      When you click  to save your new entry in the Recipients subsection, KC displays this screen, with your new information in row 1 on the Recipients subsection:

Figure 1353 Payment & Invoices Section, Payment & Invoice Requirements Section, Filled Recipients Subsection