Purpose: Video demonstration of how to enter a prepaid Grant of type GRANTAUTOBILL starting from the Proposal when the Project does not exist yet.
Author: Rob Conner
Date: 8/19/2025
Version: 1.0
Part One (24 minutes)
Create Proposal
Populate Proposal Page
Populate Projects Page
Populate Location Page
Review F&A Pricing Setup Form
Submit Proposal
Generate Award
Update Contract Information
Review Lines Page
Update Billing Plan
Update Amount Allocation
Update Accounting Distribution
Review Contract Terms / Project Information
Enter Prepaid Information
Enter Prepaid Amount
Create Prepaid Billing Plan
Enter Contract Liability Distribution
Set Prepaid Status to Ready
Update Amount Allocation
Set Contract Status to Active
Check the Billing Plan and Revenue Plan have status “Ready”
Part Two (13 minutes)
Process Initial Bill for Prepaid
Make Prepaid Deposit and Apply to Initial Bill
Enter Payment and Deposit using Payment Predictor
View Collections Workbench
Check Prepaid Balances
Part Three (28 minutes)
Create and post a Budget Journal
Create and post a GL Journal to book expenditure
Update Billing Worksheet
Review and approve the Billing Worksheet
Run Single Action Invoice (BIJOB03K)
Make Deposit and Apply to Invoice
Enter Payment and Deposit using Payment Predictor
View Collections Workbench
Check Prepaid Balances