RF Salary Sum by Invoice Project Task Report

Description

Purpose

Oracle Grants Management (GM) maintains detailed salary and fringe benefit expenditures. The Research Foundation (RF) customized the Salary Sum by Invoice to create a report of total salary and fringe benefit amounts along with fellowship and participant support expenditures by employee from expenditure detail for a specific Accounts Receivable (AR) invoice on an award. Therefore, information displayed in this report is a summation of all personal service activity as reflected on the AR invoice for a specified invoicing period.

A summary of payments is provided at the end of the report to provide subtotals by resource group and a grand total for the period of all personal service costs. Report Headers contain the following: Award Number, Draft Invoice Number, AR Invoice Number, Billing Period, Award Organization, Sponsor Name, Sponsor ID Number, Award Period and Principal Investigator.

This report is used to provide supporting documentation to sponsors, in addition to or in place of the RF Invoice Detail Report.

Frequency

Run this report as needed.

Responsibilities with Access

ORG OGM Billing Specialist

Setting Report Parameters

The following table describes the required parameters to use to run the report:


Parameters	Description (click in the field to see the List of Values)
Required Parameters
Award Number		The award number for draft invoice expenditures
Draft Invoice Number		The draft invoice number associated with the award
Project Number		The project number associated with the award for draft invoice expenditures
Task Number		The task number associated with the project and award for draft invoice expenditures

Understanding the Output

This report displays by employee total salary and fringe benefit item detail, fellowship and participant stipend payments for a specific award, project, task, and associated draft invoice. The output file is either PDF or ASCII text.

The following table describes the report output:


Column Heading	Description of Column
Last Name	The last name of the employee
First Name	The first name of the employee
MI	The optional middle initial of the employee
Emp No	The employee number (that is, the unique identifying number) of the person who has been paid
Title	The job position of the employee
Term Date	The current labor schedule termination date
Employee Salary	The total salary distributed for a specific regular employee
Student Salary	The total salary distributed for a specific student employee
Fringe Benefits Salary	The total fringe benefits charged for an employee
Summary of Payments Section Displays the summary of payments sorted by the resource group and the type of payment with a grand total summary of all payments
Employee	The subtotal for all regular salary employees in a resource group
Student	The subtotal for all student salary employee in a resource group
Fringe	The subtotal for all salary employees in a resource group
Total Salary	The Grand Total of all salaries of all employees
Total Fringe Benefits	The Grand Total of all fringe benefits of all employees
Total Payments	The Grand Total of salary costs charged (that is, salary, fringe, fellowships, participant support)

Helpful Tips

For complete details on running Oracle reports, refer to the Run a Report help topic.
The report is available in PDF and ASCII (TEXT) format. PDF is a formatted, printable version. ASCII can be easily pulled into a spreadsheet or word processor.
Once you select a format and run the report, you cannot change the output format. You will need to run the report again and select the desired output format on the Submit Request window.

Effective Date: 3/30/2007 11:35:27 AM