This page is intended to give an overview of the Cost Recovery process for lab manager, i.e. those who have direct knowledge of the use of one or more lab areas and who are responsible for reviewing charges those areas.
Cost Recovery Home
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.
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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 or labs. 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 click "GO" to review charges. This will take you to the Review Coral Charges page.
Reviewing Coral Charges
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You can provide new values for process units Process Units (process units reflect the cost of a charge, for your department there will be a specific value by which this number is multiplied to determine the final dollar cost), wafersWafers, memberMember, organizationOrganization, and cost object numberCost Object Number. These values will be saved and used when charges are actually billed. The original values are still saved and a record of your change is created in the database. If you wish to have fiscal staff take action on the charge, enter text in the action required Action Required field. As a lab manager you would not normally enter any value for action completedAction Completed. As another option, Coral charge data can be downloaded (Download to Excel) and changes can be made within Excel. Then these changes can be uploaded (Upload Changes). Review the upload page before starting changes in Excel as there are special instructions on that page regarding how to make edits.
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Once you have completed your review, you should click on " Finish Lab Area Review. " You will see a form that looks something like this:
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You can select one or more lab areas to mark as completed. Once you have done this for a lab area, the fiscal staff can go in to deal with any action required records you have created. And once all lab areas have been completed, they can complete the billing period (i.e. submit charges to SAP, send out invoices, etc.). Once you have completed reviewing all lab areas for which you are authorized, you are done for that billing period.
Reports
The reports section of the billing period home pages shows you the reports that you are authorized to view. Some reports are not available depending on the status of the billing period, those reports' icons will be greyed out.
Monthly Charges to Date Report
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