Expiring LOC Funds

Use the Expiring LOC Funds tile to view letters of credit approaching their end date in the next 90 days.

Navigation:

Select the Expiring LOC Funds Tile to view the pivot grid.

This example illustrates the fields and controls on the Expiring LOC Funds Tile.

Expiring LOC Funds Tile

This example illustrates the fields and controls on the Expiring LOC Funds pivot age.

Expiring LOC Funds Pivot

Pivot Grid Facets

Use the facets on the left panel to analyze pivot data. Drag and drop facets into the rows on the right panel and the page refreshes to display the grid data, which you can view as a Bar Chart, Line Chart, Pie Chart, or Horizontal Bar Chart. Select facets to filter data displayed in the pivot grid:

  • Business Unit

  • Award ID

  • LOC Doc ID

  • Due In (Days)

  • LOC Doc ID End Date

  • Billing Limit

  • Processed

  • Available

  • Currency

  • Subaccount

  • LOC ID

  • Line

  • Award PI

  • Sponsor

  • Title

You can choose to view the results as a grid or a list. The available Actions are:

  • Review Cost and Billing

  • Notify

    Note:

    You can send an email to a member of the team using the Notify action next to that person's name.

  • Update Contract

  • Update Award

See the product documentation for PeopleTools: Pivot Grid