Contracts and Grants Accounting (CGA) updated the existing Department AR Invoice Inquiry Report in the PeopleSoft Research Administration System (RAS) to further aid research administrators in identifying and reconciling open invoices. This enhancement is part of the CGA Support Team’s ongoing efforts to streamline sponsored research collections and payment processes, improve transparency, and strengthen internal controls. 

For this enhancement, we added a new search filter and additional data to the report output to further assist in identifying and reconciling open invoices. 

New Search Filter: 

1. Award Status: Use to search for the status of an award, such as Accepted, Advance, Cancelled, and Closed. Active awards may have an award status of Accepted or Advance.

New Data Columns in the Department AR Invoice Inquiry Report:

1. Clinical Trial Milestone Bill: Displays a ‘Yes’ indicator if a Fixed Price prepaid line is for a clinical trial milestone. If yes, no collection is required.
2. NO COLLECT Attribute: Displays the attribute code NO_COLLECT, indicating active bankruptcy proceedings by the sponsor of this award.
3. Total Original Amount: Displays the total amount from the Original Amount column.
4. Total Balance Amount: Displays the total amount in the Current Balance column.
5. Total Dispute Amount: Displays the total amount in the Dispute Amount column.

For step-by-step instructions on running the new report, see the How to Run the Department AR Inquiry Report in PeopleSoft training guide.

If you need help researching an invoice or have other questions about our collection and payment processes, email [email protected].