Recent updates
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How to create an Agreement Record
Updated on Mar 18, 2021ArticleOnce an Organization and a Contact Records have been created, you can create an Agreement Record.
Follow these steps to create an Agreement Record.
Contract Access (Cx) / Contract Access (DRAFT) (copied) / Cx: Step 6: Putting Data onto Contract Access
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Cx: Clone a Payment Request
Updated on Mar 18, 2021ArticleContract Access (Cx) / Contract Access (DRAFT) (copied) / Cx: Payments
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Cx: Understanding Payment Request Statuses
Updated on Mar 18, 2021ArticleThis Section explains what happens to the Payment Request at each Status and whose action is required at each Stage.
Contract Access (Cx) / Contract Access (DRAFT) (copied) / Cx: Payments
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FC: Fixed non-USD Currency Payments
Updated on Mar 18, 2021ArticleThe article outlines steps to set up payment to be paid in an exact non-USD currency amount. Used when a fixed amount in another currency must be paid, such as paying an invoice billed in non-US dollars, or a grant award that was committed in non-US dollars (e.g. pay exactly 89000 British Pounds).
Before starting, be sure to convert the non-USD amount to USD. In the example below, the invoice was for 89,000GBP.
In the example below the user checks Fixed Non-USD so the payment amount comes from the FX Payment Amount field and 89,000 GBP will be paid. A $100,000 (USD) estimate is put in the Committed Payment Amount field for accrual purposes. After payment is made, Netsuite will update the actual amount in USD paid.
Foundation Connect can create payments in the following non-USD currencies:
- British Pounds (GBP)
- Euro (EUR)
- Hungarian Forint (HUF)
- Canadian Dollar (CAD)
- South African Rand (ZAR)
Contract Access (Cx) / Contract Access (DRAFT) (copied) / Cx: Payments
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Cx: Agreement Types
Updated on Mar 18, 2021ArticleBelow are a list of agreements types in Contract Access (Cx) that may have payments.
Contract Access (Cx) / Contract Access (DRAFT) (copied) / Cx: Payments
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Payment Request is rejected or On Hold
Updated on Mar 18, 2021ArticleA Payment Request can be Rejected by the Payment Recommender, Integration or Finance. Additionally, a Payment Request can be placed on hold by Integration when Finance rejects a Vendor Request.
Contract Access (Cx) / Contract Access (DRAFT) (copied) / Cx: Payments
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Cx: Entering Event Codes in a Payment Request
Updated on Mar 18, 2021ArticleIs your program using Event Codes to track certain grant expenses? Do you have a Reserve Fund request and you have to enter an Event Code so that expenses can be tracked?
This article walks through the steps of adding event codes to grant payments. Please note that payments must already be created (see Setting up payments) in order to add an event code.
Also, be sure to add Event Codes to each grant payment BEFORE you send the proposal to your grants officer for review.
Contract Access (Cx) / Contract Access (DRAFT) (copied) / Cx: Payments
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Cx: Vendor Data Management (VDM) Rejection
Updated on Mar 18, 2021ArticleInformation section: payment related data.
Vendor Request sections: indicates what the hold relates to and displays reason for rejection and correction instructions.
Contract Access (Cx) / Contract Access (DRAFT) (copied) / Cx: Payments
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Cx: Cancel a Payment Request
Updated on Mar 18, 2021ArticleContract Access (Cx) / Contract Access (DRAFT) (copied) / Cx: Payments
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Cx: Clone a Payment Transaction Line
Updated on Mar 18, 2021ArticleContract Access (Cx) / Contract Access (DRAFT) (copied) / Cx: Payments