Sponsored Program Officer

Table of Contents

• Sponsored Program Officer
• Sponsored Program Officer
• Maintaining Customers
• Adding General Information for a New Customer
• Updating Contact Information for a Customer
• Updating General Information for a Customer
• Updating Bill to Customer Information
• Managing Cost Share
• Understanding Cost Sharing Parameters
• Recording Cost Share
• Recording In Kind Cost Share
• Managing Awards and Projects
• Generating Awards
• Managing Awards
• Managing Award Projects
• Managing Award Project Activities
• Managing Award Contracts
• Managing Award Budgets
• Reviewing Grants Information
• Analyzing Projects
• Performing Budget Inquiries
• Refunding an Overpayment
• Viewing the Budget Overview Page
• Applying Transactions to Grants
• Entering a Payment Request for Grant Expenses
• Running the Cost Collection Process
• Running the F&A Process
• Understanding Project Costing
• Working with Milestones
• Understanding Milestones
• Setting Up Milestones
• Creating Contract- Specific Milestones
• Updating Milestone Condition Status
• Processing Milestones to Update Milestone Statuses
• Generating the Milestone Management Report
• Creating Billing Plans
• Understanding PeopleSoft Contracts Billing
• Understanding Billing Plans
• Understanding Billing Plan Event Status
• Viewing Billing Plan Line Details
• Creating Revenue Recognition Plans
• Understanding Revenue Plans
• Understanding Revenue Plan and Event Statuses
• Understanding Revenue Plan Assignment Rules
• Defining Revenue Plan Templates
• Creating Revenue Plans Using the As Incurred Method
• Assigning Contract Line to Revenue Plans
• Managing Award Billing
• Activating a Contract Award
• Running the Contracts Billing Interface Process
• Running the Billing Interface Process
• Viewing Interface Completions
• Viewing Billing Interface Errors
• Correcting Billing Interface Errors
• Approving the Billing Worksheet
• Running Single Action Invoice Process
• Running the Projects_Contracts Interface Process
• Running the Retrieve Billing Items Process
• Viewing Billing Process Results
• Processing Billing Run Fixed Price Billing
• Running the Letter of Credit Billing
• Running the Receivables Update Process
• Viewing Billing Plans
• Entering IN Pending Item and Post
• Managing Award Revenue
• Preparing a Revenue Recognition Plan for Processing
• Running the Revenue Recognition Process
• Booking Revenue to Journal Generator
• Managing Prepay
• Defining a Prepay Amount
• Performing the Award Close Out Process
• Closing Out an Award/Project
• Award Modification
• Change Sponsor from RSK to Actual Sponsor
• Award Modification - PI Change
• Award Modification - Supplemental funding (as-incurred)
• Award Modification - Supplemental funding (Fixed Price)
• Award Modification - Continuation - new award reference number (As Incurred)
• Award Modification - Continuation - new award reference number (Fixed Price)
• Award Modifications Budget Revision
• Journal Generate
• Journal Generate from BI_AR
• Booking Revenue to Journal Generator
• Researching Bills
• Researching Invoiced Bill Lines
• Researching and Updating Non-Invoiced Bill Lines
• Researching Invoiced Bills
• Researching and Updating Non- Invoiced Bills
• Booking and Managing Revenue
• Reviewing As Incurred Revenue
• Generating Deferred Revenue
• Viewing Deferred Revenue and Revenue Accounting Entries
• Amending a Contract
• Understanding Contract Amendments
• Creating an Amendment
• Entering Amendment Details
• Performing Amendment Allocation Changes
• Reviewing and Managing Amendment Details
• Running the Amendment Process
• Managing Accounting Distribution
• Understanding Revenue Accounting
• Understanding Unbilled Accounts Receivable
• Understanding Accounting Distribution Codes
• Setting Up Accounting Distribution Codes
• Setting Up Distribution Sets
• Entering Accounting Distributions
• Reviewing Accounting Distributions
• Managing Contracts Billing
• Reviewing Billing Events
• Creating and Managing Limits
• Processing Limits
• Reviewing Limits
• Processing Prepaid Amounts
• Viewing Prepaid Utilization History
• Setting Up Initial Billing
• Setting Up Deferred Revenue Distribution
• Monitoring Prepaid Activity
• Online Billing Entry
• Entering CR Pending Item and Post
• Custom Topics
• Creating an Award without a Proposal and without a Budget
• Creating an Award without a Proposal and with a Budget
• Entering Payments
• Entering a Deposit
• Direct Journal (cash advance repayment)
• Applying Payments
• Using Worksheet Actions
• Using Worksheet Application
• Using Worksheet Selection
• Building a Worksheet for an Unidentified Payment
• Viewing a Partial Payment on a Worksheet
• Applying Payments on a Worksheet
• Creating and Setting Entries to Post
• Viewing Payments Set to Post
• Running the Receivables Update Process
• Unposting a Payment Group
• Performing a Partial Payment Unpost
• Viewing Item Activities
• LOC Payments
• Underpayment - Leaving Item Open
• Overpayment - Place Overpayment OA
• Offsetting OA Against Open Item
• Reviewing Payments
• Viewing All Deposits
• Viewing Incomplete Deposits
• Viewing Incomplete Payments
• Viewing Payment Groups
• Managing Account Aging
• Running the Aging Summary by Unit Report
• Running Aging
• Running Extract Dunning Letter
• Running Customer Statement
• Managing Credit, Collections, and Exceptions
• Maintaining Customer Conversations
• Managing Action Assignments
• Viewing Customer Aging Online
• Writing Off An Item
• Analyzing a Customer Account
• Maintain Receivables
• Viewing Customer Inquiry Profile
• Applying Debits to Credits
• Managing Accounts Using a Maintenance Worksheet
• Unposting Maintenance Groups
• Refunding an Overpayment