1. Implementing InterUnit Billing Shared Service Environment
Ron Keller
Eli Fernandez
7/10/2018

2. About Susan G. Komen Bold Goal
Eli - In 1980, Nancy G. Brinker promised her dying sister, Susan, that she would do everything in her power to end breast cancer forever. In 1982, that promise became the Susan G. Komen organization and the beginning of a global movement. What was started with $200 and a shoebox full of potential donor names has now grown into the world’s largest nonprofit source of funding for the fight against breast cancer. To date, we’ve invested more than $2.9 billion in groundbreaking research, community health outreach, advocacy and programs in more than 60 countries. Our efforts helped reduce deaths from breast cancer by 38 percent between and we won’t stop until our promise is fulfilled.
Susan G. Komen is the ONLY organization that addresses breast cancer on multiple fronts such as research, community health, global outreach and public policy initiatives in order to make the biggest impact against this disease.
Our bold goal is to reduce the current number of breast cancer deaths by 50% in the US by 2026
Bold Goal

3. Overview
InterUnit Billing allows the automated creation of an Accounts Payable voucher as well as the Billing invoice
Requires Customer Bill-to tab GL Business Unit be different from the Billing Business Unit and the Billing Business Unit Supplier is identified as an Interunit Supplier.
The Voucher expense distribution is entered in Billing
The Bill generation is run followed by the Voucher Staging records ceate Voucher Build processes
eCover the overview

4. Susan G. Komen Organizational Structure
Susan G. Komen Foundation Inc. – Federated Model
72 Susan G. Komen Affiliate Corporations
Separate Staffing, Management and Board of Directors
Susan G. Komen Foundation provides
IT Services
Centralized Accounting Services
Third Party Applications
Susan G. Komen Headquarters and each Affiliate Corporation are separate General Ledger, Billing, Accounts Receivable and Project Costing Business Units
Eli

5. Why Interunit Billing Eliminate manual Voucher Entry and errors
1700 Annual Billing Invoices from Corporate to Affiliates
800 Billing Invoices from Affiliates to Corporate
Corporate Accounts Payable Department manually entered all corresponding AP Vouchers
Eli -

6. Implementing Interunit

7. InterUnit Billing to AP Flow
Voucher
Build
Non-Consolidated
Single Action
Invoice
BIJOB03
Build Voucher Staging Tables
BIGNAP01

8. InterUnit Billing Configuration
Identify and Update Customers and Suppliers as InterUnit and the Business Unit they Represent 1
Update Transaction System Map for BIIVC 2
Set Billing InterUnit Billing defaults in General Ledger Business Unit Definition 3
Establish InterUnit Pairs InterUnit Billing Parameters 4
Create Expense Distribution Codes to be assigned to AP Vouchers 5
Configuration as delivered

9. System Transaction Map for Billing Invoice
System Interunit template General standard due to due from configuration.

10. InterUnit Transaction Code

11. Customer Bill to Option

12. Supplier

13. GL Business Unit Inter/IntraUnit Default
As deleivere Direct billing FLAG only uses the BU definition Interunit parameters

14. InterUnit Pair- InterUnit Billing Options

15. Distribution Code for AP Expense

16. InterUnit Invoice

17. IU Expense for AP Distribution Line

18. Implemention Issues

19. Business Process Requirements
Project and Activity are required for Affiliate Voucher Expense Distribution
A single Billing line may require % distribution to 2 or more AP distribution lines
No additional manual steps be added to the Billing process
All Affiliate Vouchers must go thru Workflow Approval
The Billing Invoice must be available for viewing both on the Voucher and Voucher Approval page

20. Issue - Distribution Codes
Projects must be unique across Project Business Units
Example: Project RTFC18 (Race for the Cure for 2018)
To use across all Project Business Units it is s set up as
RTFC18CA100
RTFC18TX100
RTFC18TX108
E.T.C……
Would require 850+ new Distribution Codes
Entry required in Billing to create Accounts Payable Expense Distribution

21. Solution Eliminate the need for InterUnit Expense entry in Billing
Comment out the edits requiring the entry
Build a Billing distribution to Accounts Payable distribution cross reference table and add/update page
Modify voucher staging process(BIGNAP01.sqr) by replacing Distribution Codes with the Billing generated accounting entries

22. Mapping BI_ACCT_ENTRY To DISTRIB_LINE
First Level
Second level
Third level
Fourth level
Fifth level

23. Mapping Continued

24. Issue – Invoice Image
A Billing Voucher has a Billing Invoice hyperlink pop-up page but does not include a link to the Invoice PDF image
Approval pages do not link to the Billing Invoice PDF image required by workflow approvers

25. Solution
Enable the Invoice Attachment option at the Bill Type definition

26. Solution
Billing Invoice PDF is automatically attached for the Billing Invoice Summary inquiry page
Add the same function to the AP voucher Billing Invoice pop-up page and Fluid Approval page

27. Approval Page

28. Interunit Billing has automated Interunit Vouchers eliminating errors and over 400 hours of manual entry.
Next Step is to Implement Bilateral Netting thereby reducing banking transactions and manual entry of AR deposits.
Summary and Next Step

29. Questions?

30. Please complete a session evaluation
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