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C.O.R.E.S. Quarterly Users Meeting PowerPoint Presentation
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C.O.R.E.S. Quarterly Users Meeting

C.O.R.E.S. Quarterly Users Meeting

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C.O.R.E.S. Quarterly Users Meeting

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  1. C.O.R.E.S. Quarterly Users Meeting Susan Meyn VUMC Office of Research April 17, 2012

  2. Agenda • CORES: Billing and Invoice Process • Roles and Responsibilities • Review CORES commonly used functions • Center number activation • Granting access to Resource Users • Reports • Query • Usage Reports – Summary and Detail views • Invoice Report • Usage Extracts

  3. CORES: Billing and Invoice Process Review • 1. Administrator activates cost center in CORES • Only the Department designated individual(s) may activate or deactivate cost center numbers in CORES. • Log into CORES and select Maintenance Menu >> Center Number Maintenance>>Add, Edit or Delete. • Administrators may add cost center numbers for their department regardless of the PI’s home department designation.

  4. CORES: Billing and Invoice Process Review 2. User purchases service/product with cost center number • Optional email notice of transaction may be sent. Note that this is both core and PI specific.

  5. CORES: Billing and Invoice Process Review • 3. Core manager enters charges to cost center number in CORES • Order entry deadline = first working day of each month • User (PI) and/or administrator reviews/redistributes charges prior to upload

  6. CORES: Billing and Invoice Process Review • 4. Office of Research uploads charges to General Ledger • Upload and email invoice notices are sent, third working day of each month

  7. CORES: Billing and Invoice Process Review • 5. Users (PI), Administrators or their delegates “Approve/Dispute” invoices • Core manager reviews disputed invoices, may issue refund if appropriate. • Administrator processes journal entry to transfer charges if necessary.

  8. CORES: Roles and Responsibilities:Departmental Administrator • Ensures cost centers in CORES are open for billing • Reviews PI/Center Number Report monthly to verify cost centers are deactivated in timely manner • Reviews core charges in CORES • Re-distribution of charges in CORES (before upload) • Journal entries to transfer charges (after upload)

  9. Activating Cost Centers You must now assign a department to each new center number using the drop-down menu.

  10. Activating Cost Centers The online Center Number Activation form will soon be taken down. All center number requests are currently being forwarded to the appropriate Department Administrators

  11. CORES: Roles and Responsibilities:Principal Investigator • Purchases products/services from core facilities • FYI: products can be ordered for delivery from http://thecore.vanderbilt.edu/ • Ensures lab members (students, resource users, postdocs) use appropriate cost centers • Reserves time on core instruments in CORES • Reviews core charges in CORES • Re-distribution of charges in CORES (before upload)

  12. Granting Access to Resource Users The PI must now grant Resource Users access to center numbers via Resource User Maintenance.

  13. Granting Access to Resource Users

  14. Granting Access to Resource Users

  15. CORES: Roles and Responsibilities: Core Manager • Determines user fees for products/services • Fees are limited to cost recovery only (allowable direct costs as determined by federal cost accounting policy) • Cores must break even each fiscal year • Fees are reviewed and approved by OOR annually • Verifies cost center active in CORES at point of service • Enters charges into CORES in a timely manner • Processes refunds as needed

  16. CORES: Reports Review Query

  17. CORES: Reports Review Query

  18. CORES: Reports Review Usage Report

  19. CORES: Reports Review Usage Report

  20. CORES: Reports Review Usage Report Summary

  21. CORES: Reports Review Usage Report Detail

  22. CORES: Reports Review Invoice Report

  23. CORES: Reports Review Invoice Report When searching for invoices, you must set the date parameters by the Invoice Month, as opposed to the Service Month.

  24. CORES: Reports Review Invoice Report

  25. CORES: Reports Review Usage Extract

  26. CORES: Reports Review Usage Extract

  27. CORES: Reports Review Usage Extract

  28. For More Information: • For assistance with CORES, email: CoresEmail@vanderbilt.edu • For user guides, forms and more information about CORES, website: www.mc.vanderbilt.edu/CFUIS or click on the “More Information” link on the bottom left corner of the CORES main menu page. • To review charges, obtain billing details and reports, reserve core resources, log in to CORES: http://cfuis.mc.vanderbilt.edu

  29. Questions?