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

2. 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

3. 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

4. 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

5. 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..

6. Internal Billing Requisition eDoc

7. Internal Billing Requisition eDoc

8. 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

9. Service Center Processing

10. PDF Report

11. Internal Billing Journal Voucher eDoc

12. Internal Billing Journal Voucher eDoc

13. 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

14. Cognos Report

15. 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

16. 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

17. T
Thank You