This job aid instructs users to make changes to the status of billing installments. The user can control the billing status of individual installments at any time.
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- Initiator(s): Award Billing Specialist, Grant Accountant
- Approver(s): N/A
Maintain Billing Status
To maintain billing status, log in to Workday and follow the steps below:
- Navigate to the award through the Find Award report.
- Access the Billing Schedule through an Installment.
Note: The Find Billing Schedule report can also be used to access the billing schedule. - On the View Billing Schedule screen: From Related Actions, select Billing Schedule.
- Click Change.
On the Confirm Billing Schedule Change page: - Click OK.
In the Installments table: - From Related Actions, select Billing Installment.
- Click Edit Installment/ Milestone/ Hold.
Note: Status of the installment should be "Available." - On the Edit Billing Installment page: Check the On Hold checkbox.
Note: Checking the On Hold checkbox will change the status of an installment to “On Hold” and the transaction will not be billed. - Click OK.
Next Steps
The installment status on the billing schedule is now “On Hold” until changes are finalized. See the Create Billing Schedule for Installment Awards job aid to establish schedule.