System Preparation

PeopleSoft Grants integrates with PeopleSoft Contracts, PeopleSoft Project Costing, and PeopleSoft General Ledger to enable bill processing for cash and letter of credit awards. Before you can perform the activities that are associated with award expenditures, you need to set up the billing control tables that are used by the various applications.

PeopleSoft applications rely on tables to store not only business transactions, but also the structure and processing rules that drive the system. Before you can run the processes to generate invoices, you need to establish the structure that tells the system how you want those processes to work.

Before you run the billing processes or manage billing for your awards, you must prepare your PeopleSoft system accordingly.

Make sure that you complete these steps before you initiate the billing processes:

Step	Navigation
Set installation options for PeopleSoft Billing.	Set Up Financials/Supply Chain, and then Install, and then Installation Options, and then Billing GL/AR Options
Define a PeopleSoft Billing business unit.	Set Up Financials/Supply Chain, and then Business Unit Related, and then Billing, and then Billing Definition, and then Business Unit 1
Define a distribution code for contract asset.	Set Up Financials/Supply Chain, and then Common Definitions, and then Distribution Accounting, and then Distribution Code
Define Bill By IDs for Letter of Credit (LOC) and Cash (GM_CASH) transactions. Note: PeopleSoft delivers the LOC and GM_CASH bill by IDs as system data. You do need to set up anything. PeopleSoft Grants bills have specific bill header information that is needed for PeopleSoft Grants invoice formatting.	Set Up Financials/Supply Chain, and then Product Related, and then Billing, and then Setup, and then Bill by Identifier
Define PeopleSoft Grants invoice format options. Note: PeopleSoft Grants delivers specific invoice formats as system data. They are GM_GEN, GM_LOC, GM_270, and GM_103X. GM_GEN is a generic billing format.	Set Up Financials/Supply Chain, and then Product Related, and then Billing, and then Setup Invoice Options, and then Invoice Formatting Options
Define letter of credit information for the sponsor.	Grants, and then Sponsors, and then General Information, and then Details
Define sponsor billing information.	Grants, and then Sponsors, and then General Information, and then Bill To Options
Generate your award.	Grants, and then Proposals, and then Generate Award
Change the status on the award/contract to Active.	Customer Contracts, and then Create and Amend, and then General Information, and then General
Change the status on the billing plan to Active.	Customer Contracts, and then Create and Amend, and then General Information, and then General Click the Billing Plans link.
Create billable rows in PeopleSoft Project Costing (you can use either of the following methods): Populate the Project Resource table (PROJ_RESOURCE) through the Project Integration process. Add transactions directly into PeopleSoft Project Costing.	Project Costing, and then Cost Collection Then select the feeder system from which you want to retrieve information. OR Project Costing, and then Transaction Definitions, and then Add Transactions