Graphic icon of an "i", indicating Job Aids within the SMART Training Materials

Customer Contracts - Job Aids

Job Aids: Documents that contain step-by-step instructions and/or information regarding specific task(s) in SMART.  Job Aids are primarily used as trouble shooting and issue resolution devices.

  • Amendments Statuses
    This list provides a description of each Amendment Status.
    PDF, 257.56 KB

  • Product Listing
    This list includes the description, price type, billing plan template, bill plan detail template and revenue plan template defaulted for each Product ID.
    PDF, 103.98 KB

  • Revised Contract Processes
    This job aid explains what happens if you do not include Fund and Budget Unit on the Accounting Distribution page, as well as what is needed to make the updates.
    PDF, 314.71 KB

  • Billing Manager Dashboard
    The Billing Manager Dashboard provides three pivot grids useful in obtaining a visual overview of Invoice Analysis by Month, Bills by Status, and Incomplete Invoice Process.
    DOCX, 499.15 KB

  • Federal Draw Down Process Job Aid
    This job aid provides an end-to-end guide for how to manage Federal draw downs for grant-funded projects.
    DOCX, 1.74 MB

  • Increasing the Billing Limit on an As Incurred Contract
    This job aid explains how to increase your contract billing limit to accommodate billable project costs that exceed the original limit (OLT rows in Project Costing). If new project transactions are not hitting the billing worksheet, this may be the cause.
    DOCX, 837.90 KB

  • How to Create a Customer Contract
    Step by step instructions for how to enter a new customer contract.
    DOCX, 1.36 MB

  • Contracts Workbench
    The Contracts Workbench is located in Customer Contracts, Grants, and Project Costing modules. The Workbench is a central source of information that links information from each of the modules and is useful in reviewing information quickly and providing quick access through the hyperlinks.
    DOCX, 777.58 KB

  • Modify Sold To Customer
    While the Contract status is still in Pending status, the Sold To Customer can be modified. This is new functionality released with the 9.2 upgrade.
    DOCX, 556.27 KB