When you follow the Manage Coral Charges - Fiscal Review tasks GO button, you are taken to the The Manage Coral Charges page which shows the imported Coral charges for the current billing period. 

In addition to several columns providing basic information about the charges, the charges table provides three additional columns:

  1. 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. 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. These changes are usually made by the lab manager or fiscal staff officer.
    1. Changes made by the lab manager would be made because of some specific knowledge the lab manager has regarding the specific charge. This could include:
      1. Information gathered from the comments entered by the user when the charge was incurred. These comments also appear in the charges table.
      2. Information communicated directly to the lab manager from the user.
      3. Knowledge of lab procedures that allow the lab manager to spot errors in entering charge information.
    2. Changes made by the fiscal staff officer would usually be made because an action required record was created by the lab manager.
  2. Action Required: Text in this column for a charge indicates that there is some action which need to be completed for that charge. This would usually be created by the lab manager when they know that some property or properties of the charge should be altered, but the lab manager does not have all of the information required to complete the change.
  3. 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.

By default, this page shows only charges that have associated action required records. To view all records, click on Filter Records and remove the filter by unchecking the checkbox for Action Required.

In the fiscal review, only charges for lab areas that are no longer in facility review are displayed. Once all lab managers have finished reviewing charges* you will see all of the charges, and when you are done with the fiscal review you can go back to the billing period home page to export the charges and complete the billing period. Text above the table indicates what lab areas are and are not completed for the facility review.

To make changes  or review an action required record for a charge, click on the arrow icon in the first column, this will bring up a dialog box that allows you to make changes to that individual charge. After you have resolved the issue specified in the action required field, you should enter a comment to indicate that the required action has been completed.

* If for some reason a lab manager is unable to complete the review for their lab, it is possible for you to go back to the billing period home page and go to Manage Coral Charges - Facility Review and complete the review for them (if you are authorized to do so). For information on doing the facility review, see Cost Recovery Process for Lab Managers.

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