PeopleSoft Grants Billing Formats

PeopleSoft Grants supports three basic billing formats and a report format:

Billing Format	Description
GM_103X	Standard form SF-1034 (federal contracts). Standard form SF-1035 (federal contracts).
GM_270	Standard form SF-270 (federal grants).
GM_GEN	Generic letterhead invoice form (for sponsors who do not use a specific billing format).
GM_LOC	PeopleSoft Grants Letter of Credit Draw report.

Use the Invoice Form field on the Bill Header page in PeopleSoft Billing to indicate the billing format that you want to use. The billing form option enables you to summarize bill lines with varying degrees of detail when you initiate the print process based on the invoice form. The process analyzes the form ID on each bill header and applies the summarization rule to the invoice form. The Bill Generation process assigns a unique invoice ID and a sequence number to each invoice that it produces. Summarization rules are based on account trees.

Note:

The SF-270 format does not utilize tree-based account summarization when it is generated.

See PeopleTools: Tree Manager