Work Instruction
Functional Area: Grants Management / Run Milestone and Periodic Billing Plan
Purpose
Use this procedure to bill a grant using Billing Rules 5 or 6.
Trigger
Perform this procedure when a grant that has been assigned Billing Rule 5 (Milestone and Periodic) needs to be billed.
Prerequisites
None
Menu Path
Use the following menu path to start this transaction:
  • Select Accounting Public Sector Management Grants Management Billing Billing Plan to go to the Milestone and Periodic Billing of Grants screen.
Transaction Code
GM_MLST
Helpful Hints
  • To review the grant setup process for periodic and milestone billing refer to Maintain Grant Master (GMGRANT).
  • The Grants Management Line Item Display (S_PLN_16000269) report is used to view the results of this billing transaction.
  • Billing amounts and dates can be changed in the grant billing plan.
  • The scheduled periodic or milestone billing must be unblocked on the Billing Plan and the date of the billing must be set to the billing date(s) selected on the Milestone and Periodic Billing of Grants screen before the billing can be processed. A summary of the procedure for unblocking and setting the billing date for a grant is documented in Maintain Grant Master.
  • The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).
  • On certain screens you may have to scroll to view some data entry fields.

Work Instruction
Functional Area: Grants Management / Run Milestone and Periodic Billing Plan
Procedure
1. / Start the transaction using the menu path or transaction code:
Milestone and Periodic Billing of Grants

2. / As required, complete/review the following fields:
Field / R/O/C / Description
Billing date from / Optional / The billing date from which the system begins the selection of documents
Example:
Billing date to / Optional / The billing date from which the system ends the selection of documents
Example:
Grant / Optional / At UC the term Grant includes Grants, Contracts, Cooperative Agreements and Sub-Awards
Example:
Grant Group / Optional / A means of combining grants for reporting purposes
Example:
External Reference / Optional / If you are the recipient of funds, the External Reference number is the Grantor's reference number
Example:
Internal Reference / Optional / An identifier from the pre-award system
Example:
Sponsor / Optional / Organization or individual funding a project or program with external financial assistance or contracts; The sponsor is a role within Business Partner
Example:
3. / Click .
Milestone and Periodic Billing of Grants (2)

4. / Click to the left of the Grant to be billed.
5. / Click .
Milestone and Periodic Billing of Grants (3)

6. / Click .
/ The system displays the message: “See log for billing documents.”
Milestone and Periodic Billing of Grants (4)

7. / Review the displayed information.
/ Note that the billing document for this transaction has been saved.
8. / Click until you return to the SAP Easy Access screen.
9. / You have completed this transaction.
8/29/2017
Ver: / 19_GM_GM_MLST_Run Milestone Periodic Billing_0_G Mgmt_04.udc
© University of Cincinnati / 1/7
Work Instruction
Functional Area: Grants Management / Run Milestone and Periodic Billing Plan
Result
You have billed a grant using Billing Rules 5 or 6
Comments / Additional Information
The Grants Management Line Item Display (S_PLN_16000269) report is used to view the results of this billing transaction.
8/29/2017
Ver: / 19_GM_GM_MLST_Run Milestone Periodic Billing_0_G Mgmt_04.udc
© University of Cincinnati / 1/7