[Evpo] Accrual Forms 15-C0357 and 15-C0358

[Ted Peshehonoff]

Heidi,

We don't want a three way match, we intentionally set it up as a two way
because we want the SOTR to inspect and sign off on the invoice.  I talked
the scenario over with Kelly Krug and we know where we erred this time in
our process.  We are good going forward and we know how to handle not taking
any accrual on this within JLab's system for Feb.     No worries, just some
learning curve issues on my part dealing with the differences between
subcontract POs, regular PO's with 3 way and regular PO's with 2 way.  

Thanks,

Ted

 

From: Heidi Derby [mailto:derby at jlab.org] 
Sent: Tuesday, March 01, 2016 10:25 AM
To: Jenita Everett; Ted Peshehonoff
Cc: Edward Daly; EVPO at jlab.org; jessie at jlab.org; HyeKyoung Park
Subject: Re: [Evpo] Accrual Forms 15-C0357 and 15-C0358

 

One thing as Jenita pointed out, this Purchase Order will need to be updated
to a 3 way match in Costpoint in order for this to work.
Heidi

On 3/1/2016 10:18 AM, Heidi Derby wrote:

Two things.   The accrual form was updated last year to allow quantity of
items to be noted to be received which appears what this request should have
been.  Also, usually when items are shipped to the Lab, the accrual is
automatic because the items are entered into the system by Shipping and
Receiving when the items are received.  However, since both of these
Contracts note that the items are FOB Origin, the items can be requested to
be entered by Shipping and Receiving assuming that there is evidence from
the vendor the items were actually shipped prior to March 1st.  This should
be noted on the accrual spreadsheet and it should indicate who was contacted
at the vendor site who said the items were shipped.  The contract does not
need to be changed to a Subcontract PO.
Hope this helps,
Heidi

On 3/1/2016 9:33 AM, Jenita Everett wrote:

Good morning,
Just spoke to Ted, these POs are not established as Subcontract accruals in
the system.  No action on my part. Ted to follow up with Project Manager.

Thanks

Jenita


  _____  


From: "Ted Peshehonoff"  <mailto:tvp at jlab.org> <tvp at jlab.org>
To: EVPO at jlab.org
Cc: "Edward Daly"  <mailto:edaly at jlab.org> <edaly at jlab.org>,
jessie at jlab.org, "HyeKyoung Park"  <mailto:hkpark at jlab.org>
<hkpark at jlab.org>
Sent: Tuesday, March 1, 2016 12:14:50 AM
Subject: [Evpo] Accrual Forms 15-C0357 and 15-C0358

Jenita,

Please process the attached Accrual forms for Feb 2016. 

Thanks,

Ted

 

Ted Peshehonoff
Subcontracting Officer
Jefferson Science Associates, LLC
Thomas Jefferson National Accelerator Facility
757-269-5139
tvp at jlab.org

 


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-- 

Jenita Everett
Staff Accountant
JSA,LLC/Jefferson Lab
757-269-7438 Tel
757-269-7074 Fax






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-- 
Heidi Derby, CPA
Accounting & Finance Manager
Jefferson Lab
757-269-7547





-- 
Heidi Derby, CPA
Accounting & Finance Manager
Jefferson Lab
757-269-7547
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