The pick-list of frequencies for the reporting requirements aren't correct, what do I do?

[Jennifer Bliss]

This topic is for SPO admin users only: Per email from Kat to Jen on 6/20/16 "csumb_reports" configuration questions.

SPOs: If you want Jen to add a new report type or edit one that's listed: Add New or Revise a Report (deliverable) in Kuali.

​The ​Basis of Payment, Valid Award Basis of Payment, and Valid Basis Method of Payment maintenance tables do not intersect with the Payment Types (the Payment Types are set-up like the Reports are). 

The following maintenance tables play a part in setting up not only the reports but also the Payments section of the Award:

• Report Class
  ​ (these are the Report categories in the Award: ​Financial, Property, Intellectual Property, Technical/Management, Procurement, Payment/Invoice, Proposal Due). Payment/Invoice is the category that shows up in the Payment & Invoices panel.
  
• Report
  ​ (the actual Report / Payment types, e.g. SF270, Invoice, etc.)​
• Frequency
  ​ (e.g. monthly, semi-annual, etc.)​
• Frequency Base
  ​ (e.g. Project Start Date, etc.)​
• Valid Class Report Frequency
• Valid Frequency Base

​So you would first set your Reports and the Frequencies and then everything is tied together in the Valid Class Report Frequency and the Valid Frequency Base Maintenance Tables, as follows:

• The Valid Class Report Frequency ​table is where you specify the type of Reports you want under each Report Class and the Frequency that each report in that class could be assigned. 
  
• For example, let's assume that:



• under the Payment/Invoice section of the Award you want the following to appear: None, SF270, Invoice, As required
  
• then you want to set the following frequencies for these payment types:
  
• Frequency for None: None
  
• Frequencies for SF270: Annual, Semi-Annual, As Required
  
• Frequencies for Invoice: Monthly, Annual, As Required, Semi-Annual
  
• Frequency for As required: As required
• You would set-up the Valid Class Report Frequency table something like this, with the exception that in Kuali the information is displayed as code values (the numbers shown below in parenthesis, as opposed to text/descriptions):

• The Valid Class Report Frequency ​table is where you establish the relationship between the Frequencies and the Frequency bases. This is where you define, which frequency basis to be displayed and available for selection for the specific Frequency selected. E.g. if the Frequency of Annual is selected for an Payment type, then display the following Frequency Basis: Project Start Date, Project End Date, etc.
• Once this is all set-up, then these Payment types would appear in the Payment & Invoice panel under the Payment & Invoice requirements section.

[Jennifer Bliss]

The most recent update to Report Descriptions, Frequencies, and Bases was made on 7/1/16. A G-Sheet of the current configs is here.

Note that this G-Sheet contains all the reports we NEED active. There are additional reports active from prior configuration that I left active on the off-chance the SPOs used it in a record.