FIN USA Sponsor Invoice

The Sponsor Invoice layout allows for a better starting point for customers using the Grants and Customer Accounts modules within Workday. This layout will help you better align with customers expectations from the beggining.

Implementers

• Customer Central

Customers

• Implementation Tools - Customer Guide

If there are any issues with the layout or requests for improvement, submit product ideas and suggestions using the Idea form on the Workday Community Ideation Hub.

Characteristics

Scope

Out of Scope: Letter of Credit, Budget data, Cost Sharing data.

Support and Feedback

See Support and Feedback for more information.

1. Import from Customer Central. Import the configuration package from Customer Central into the appropriate tenant. The integration is a custom report, BIRT - FIN USA Sponsor Invoice, that includes 12 calculated fields as dependencies, and is associated with:
   • A Business Form Layout, FIN USA Sponsor Invoice, which contains:
     • A custom report design (BIRT) file, FIN_USA_Sponsor_Invoice.rptdesign (This is the BIRT file you'll update using Workday Studio if modifications are needed.).
2. Associate the USA Sponsor Invoice BIRT Business Form Layout with the appropriate Customer Invoice Layout Rules, on a company by company basis.
3. Print Customer Invoices and work with your customer to identify where any customizations or additional configurations will be required.
4. (Optional) Modify Report Design to align with any specific changes your customer requires

Additional Information

Review these details before implementing the US BIRT Customer Invoice:

What types of invoices are covered in this layout? Cost Reimbursable Only

Budget Details: While we haven’t added in the details for Award Budgets, there’s a place in the layout to add this information. It was determined that budget setup varies from customer to customer and will need to be addressed as such.

• WDSETUP Configuration or Specific Data Entry Required: Specific Data

Cost Sharing: This invoice doesn’t address cost sharing.

Modifications Made to default Customer Invoice Printing Report - Report Design Custom Report:

Addition of Billing Schedules RBO

Addition of Award RBO that pulls in these fields:

• Award
• Award Name
• Grant
• Company Name
• Company Remit To Address (via calculated field)
• Bill-To Sponsor
• Sponsor Award Reference Number
• Authorized Amount
• Award Total Amount
• Award Schedule Contract Start Date for Award Contract
• Award Schedule Contract End Date for Award Contract
• Budget for Award

Addition of these fields to Primary Business Object (Customer Invoice Document):

• Billing Schedule (via calculated field)
• From Date for Billing Type of Transaction
• To Date for Billing Type of Transaction
• Award Billing Sequence Number

Addition of Contract Lines RBO that pulls in fields related to Rate Agreement:

• Rate Agreement
• Grant

Addition of Budget Lines for Award RBO that pulls in the following fields:

• Object Class
• Budget Balance Amount

Addition of Customer Invoice Summary Line RBO that pulls in the following fields:

• Object Class
• Prior Billed Amount for Billing Schedule
• Total Billed Amount on Invoice
• Prior Billed Facilities and Administration Amount for Billing Schedule
• Facilities and Administration Billed Amount on Invoice

Calculated Fields for the Report are listed below:

• RPT LRV Company Remit To Address (Award)
• RPT ARI Grants (Customer Invoice Document)
• RPT ARI Award Lines (Customer Invoice Document)
• RPT LRV Budget Lines for the Award on the Customer Invoice Document (Customer Invoice Document)
• RPT ESI Invoice Line with Latest To Date on Invoice (Customer Invoice Document)
• RPT LRV To Date for Invoice Period when Billing Type of Transaction (Customer Invoice Document)
• RPT LRV From Date for Invoice Period when Billing Type of Transaction (Customer Invoice Document)
• RPT ESI Invoice Line with Earliest From Date on Invoice (Customer Invoice Document)

Migrate Package to Tenants

See Migrating Packages to Tenants.