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When you first log into Cost Recovery, you will see a list of billing periods, including the current billing period and the two previous billing periods. You can also view billing periods further back by using the "Other Billing Period" feature.
Most likely, you will more often be going to the billing period that is over and for which processing of charges has not been completed (March 2011 in the example above). This is where you will go to review charges for your lab area or labsareas. If you choose the current billing period, you can go to "Monthly Charges To Date" to view the charges for this billing period. Other options are disabled until the billing period is over. For details on the "Monthly Charges To Date" report, see that section further down on this page.
Billing Period Status
When you click on a "GO" button for a billing period above you will then see the home page for that billing period. The billing period home page represents one billing period (i.e. one month). The first section of the billing period shows the status of the billing period.
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The next section is for tasks. If you are a lab manager and you have not completed your review, you will see the Manage Coral Charges - Facility Review task with the green GO button enabled. This section will also tell you which lab or labs you are authorized to review and whether or not they are completed. You would can click GO to review charges. This will take you to the Review Coral Charges page.
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The screenshot above shows the review charges interface. This page shows the imported Coral charges for the current billing period for lab areas you are authorized to review. In addition to several columns providing basic information about the charges, the charges table provides three additional columns:
- Override: Text in the override column for a given charge indicates that some property of the charge was modified during the cost recovery review process -- as lab manager most likely a change you made. The text should provide an explanation as to the nature of the change. Changes can be applied to the process units, wafers, member (lab identity), organization, and cost object. You might make changes because of some specific knowledge regarding a specific charge. This could include:
- Information gathered from the comments entered by the user when the charge was incurred. These comments also appear in the charges table.
- Information communicated directly to the you from the user.
- Knowledge of lab procedures that allow the lab manager you to spot errors in entering charge information.The action required
- Action Required: Text in this field indicates that there is an action required record created for this charge, indicating which means that the fiscal staff need to take some action regarding the charge. You As lab manager, you might create such a record if you know adjustments need to be made to a charge, but you don't have all of the information required to complete the change.
- Action Completed: Text in this column indicates that the required action has been completed. This would usually be entered by the fiscal staff officer once they have resolved the issue specified in the action required column and would not normally be filled in during the facility review.
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