Kuali Financial System Internal Billing Information Session Presented By: Alagammai Subramanian Senior Business Analyst, ITS

Overview on Internal Billing Kuali Internal Billing Process Agenda Objectives Overview on Internal Billing Kuali Internal Billing Process Kuali Internal Billing JV Process Kuali eDocs for Internal Billing Internal Billing Rollout Proposal Internal Billing Training and Communication Internal Billing User Access Request Next Steps

Objectives of Information Session To Provide a Preview on the New Internal Billing Process To Understand the Expectations of Service Center Users To Plan the Release logistics Training Communication Rollout timelines User Access Requests

Overview on the Internal Billing Requisition Process Replaces Internal Paper Requisitions Service Center Lien System A streamlined process for initiating and approving the Service Requisitions Prepopulated Internal Billing Journal Voucher to relieve the lien and charge the departments for the service Reporting Tool (Cognos) to generate reports on Internal Billing Requisitions

Kuali Internal Billing Process Receiver of Services will Initiate Process Amount is predefined Department predefines allowed overage amount Chooses ‘One Time Only’ or ‘Blanket’ Service Center Receives Order Approves, resulting in lien OR Sends back for adjustments Fulfills Order Charges account Removes lien Contd..

Internal Billing Requisition eDoc

Internal Billing Requisition eDoc

Service Center Processing Lookup Kuali Internal Billing Journal Voucher Service Center Processing Lookup View-only option to view finalized Internal Billing Requisition eDocs Requires JV Initiator Access or Service Center Approval Access Select individual or multiple transactions to create Journal Voucher Requires JV Initiator Access Pre-populated IBJV eDoc is generated IBJV workflow process similar to GJV workflow process

Service Center Processing

PDF Report

Internal Billing Journal Voucher eDoc

Internal Billing Journal Voucher eDoc

Closing of Requisitions At any time by the Service Center Kuali Internal Billing Process Contd. Closing of Requisitions At any time by the Service Center Automatically closed when Balance is zero At Month End, One Time Only will automatically be closed unless ‘remain open’ feature is used Monitoring Cognos report to see liens from Service Center or Department perspective By Department or Service Center By Status Listing that can be analyzed as Department/Service Center desires

Cognos Report

Kuali eDocs for Internal Billing New Transactional eDocs in KFS Internal Billing Requisition eDoc Internal Billing Journal Voucher eDoc Next Year Internal Billing Requisition eDoc Year End Internal Billing Journal Voucher eDoc New Lookup for Service Center Processing in KFS Service Center Processing Lookup Year End Service Center Processing Lookup

Internal Billing User Access Request Approx. number of users requiring roles to do Service Center Processing Approx. number of users requiring roles to initiate Internal Billing eDoc Approx. number of users needing account/org code access for creating requisitions Approx. number of users requiring access to the Cognos Report

T Thank You