Billing and Processing Organizations

Definitions

Processing Organization

The Processing Organization is established using the System Information table. Users assigned to the KFS-AR Processor role, will be able to create Cash Controls and Payment Applications to apply payment for organizations for which they authorized. 

The Processing Organization is responsible for applying payment for invoices created by Billing Organizations. There is a one to many relationship between Processing Organizations and Billing Organizations. 

Billing Organization

The Billing Organization is established using the Organization Options table. Billing Organizations are linked to Processing Organizations. Users assigned to the KFS-AR Biller role will be able to create invoices for organizations for which they are authorized. 

The Billing Organization is responsible for creating invoices. Each Billing Org is associated with one Processing Organization. 

Contracts & Grants Billing

Because Contracts & Grants Invoices are created via a batch process (either nightly or manually) the Billing and Processing Orgs associated with these invoices are derived from the Primary Fund Managers Person record.