CBM and Bill Presentation Quick Reference How do I get access to - PDF document

CBM and Bill Presentation Quick Reference How do I get access to CBM? How do I get access to Bill Presentation? You need to work with your Access Request If you have any kind of Finance access Coordinator to get access to CBM. (besides buying from the Software Acquisition catalog), you To find your Access Request Coordinator: automatically have access to Bill 1. Go to ccinfo.unc.edu. Presentation. If you don’t have access 2. Click Get Access and then Useful Links . the link will not appear in the 3. Click the InfoPorte Admin and ARC list ConnectCarolina Admin WorkCenter link . Links tile. Who sends charges to CBM? These billing areas send charges to CBM so that you can modify the charges before they post to Bill Presentation. INN Carolina Inn FBA Faculty Benefits Administration INR Carolina Inn Room Stays CEU Friday Center CEU CRC Computer Repair Center FRI Friday Center Conference Center DIS Dispatch Services HRB HR Background Check ECD ECommerce (FedEx, AirGas Dry Ice, BKP ITS Software Acquisitions Annual Renewal Fisher, Dental/Mini Storeroom) RFS Remedy Annual Maintenance DSD ECommerce - Dental Storeroom (Dept) RIZ Rizzo Center FDX ECommerce - FedEx PRK Transportation and Parking FSD ECommerce - Fisher Scientific (Dept) DPS UN C Police MSD ECommerce - Mini Storeroom (Dept) HFP UNCFP: APCF VWD ECommerce - VWR Chemistry FB2 UNCFP: Graduate Medical Health Plan Storeroom (Dept) USS University Student Stores ENT Enterprise Rental Car CWS Work Study - Carolina Works EHS Environment, Health and Safety FWS Work Study - Federal Who sends charges to Bill Presentation? These billing areas send charges directly to Bill Presentation. CCC Carolina Managed Print Services FSB Facilities AUX Dining GSP GSHIP ECO ECommerce (AirGas Cylinder Rental, WEX) GRD GradStar AR3 ECommerce - ARC3 LSV Laundry Services ARG ECommerce - Air Gas OC1 One Card DSC ECommerce - Dental Storeroom PCD P-Card FSC ECommerce - Fisher Scientific PRT Print Stop FUL ECommerce - Fuel Cards TEL Telecom MSC ECommerce - Mini Storeroom TLE Telecom - ITS Inventory COGS VWC ECommerce - VWR Chemistry Storeroom UMS University Mail Services UTL Energy Services ver 072220

A look at the process: the reconciler’s perspective A look at the process: billing area’s perspective

Form Field Guidelines Bill Area Desc 1 Desc 2 Desc 3 Desc 4 Notes ARG – ECommerce- Air Cylinder or dry ice type Person Responsible Original PO NOT USED Gas AUX – Dining “Carolina Dining Dining location NOT USED NOT USED Services” Department/School BKP – ITS Software Description Person License Type NOT USED Acquisitions Annual Renewal CCC – Carolina Copy Machine default NOT USED NOT USED NOT USED Machine no. CEU - Friday Center CEU Serial no. Name of CEU Date of CEU Activity no. CRC – Computer Repair Description of charge Cont. description of Cont. description of Phone # to Center charge charge contact w/ questions DIS – Dispatch Services Description of charge Cont. description of Rate of pay Phone # to charge contact w/ questions DPS – Public Safety Description of charge Department name Additional Detail Additional DT# is on the paper Detail form the customer fills out. Customer should receive white copy for their record. DSC – Dental Storeroom Dental Storeroom Product ordered Customer name NOT USED ECD- – AirGas, Cylinder Vendor Description Info Description Info NOT USED Not used after FY16 Rental, WEX ECO – AirGas, Cylinder Description of charge NTW or WEX NOT USED NOT USED Not used after FY16 Rental, WEX (tank #, WEX license #) EHS - Environment, Description PI Work Unit NOT USED Health & Safety ENT - Enterprise Rental Description of travel Pickup date and Return date and Additional Car and driver’s name location location detail FBA – Faculty Benefits Month & Year Name of employee Benefit type NOT USED Administrations FDX – Ecommerce FedEx FedEx act no. and Shipper name Recipient name Reference tracking no. Note FRI – Friday Center Reservation number Booking department Reservation date NOT USED Conference Center range FSB - Facilities General description of Detailed description Detailed NOT USED charge of charge description of charge, cont. FSC -- Fisher Description from Fisher Customer Info from Customer Info from NOT USED Fisher Fisher FSD – Fisher Scientific Description from Fisher Customer Info from Customer Info from NOT USED (Dept) Fisher Fisher FUL – Fuel Cards License Plate Vehicle Description NOT USED NOT USED

Form Field Guidelines (continued) Bill Area Desc 1 Desc 2 Desc 3 Desc 4 Notes GRD -- GradStar Type/Person Name PID NOT USED NOT USED GSP - GSHIP Person Name PID NOT USED NOT USED HFP – UNCFP - APCF INN – Carolina Inn Person making Type (i.e. parking, Department, Reservation or reservation food, room, if applicable Service for restaurant, etc.) LSV – Laundry Services Laundry Ticket Date Customer number NOT USED number in Laundry System MSC – Mini Storeroom Mini-storeroom Product order NOT USED NOT USED MSD – Mini Storeroom Mini-storeroom Product order NOT USED NOT USED (Dept) OC1 – One Card Description Device Location PRK – Public Safety Description of Booking department Additional Detail Additional DR # is on the paper form charge Detail the customer fills out. Customer should be receiving the white copy for their record. PRT – Printing Order number & date Date & time entered Due date Completed OR description of date charge RFS – Remedy Annual Remedy Annual Employee Licenses Student Licenses NOT USED Maintenance Maintenance Billing RIZ – Rizzo Center Description of Person making Reason for NOT USED charge reservation reservation SSC – Student Stores Purchaser Register or receipt Phone number or Type of The Register/Receipt # is number Optional Field purchase (i.e. on the cash register provided by supplies) receipt given to the person purchaser at the time they make their purchase. There is also an optional “add’l info field” available on the form the purchaser fills out. Although this is a manual process, SStores Acct staff will put this in Desc 3 if provided. TEL – Telecom Description of Phone no. of NOT USED NOT USED charge transaction UMS – University Mail University Mail Postage Type Person Authorized NOT USED Services Services USS – University Description of Store Receipt Person who NOT USED Student Stores Purchase purchase UTL – Energy Services Utility Service (i.e. Description of Meter # NOT USED If you also get billed for Water) charge Utilities, this is the format.