If you know your contract information now when you create a new Solicitation Record, enter the details in the fields below. Salesforce will push these details to NEIS when contracts are awarded.
- Buyer ID
- Header Description
- Agreement Code
- Anticipated > 1 yr?
- Activity ID
- NEIS Project ID
- Procurement Contract
- Procurement Method
- Category
- Account Number
- Department
- Fund
- Market Focus
If available, enter the following details in the following sections:
NEIS Contract Batch Configuration
- Can Use Batch Processing for Contracts? (checkbox)
- Contracts Designee Email
- Include in NEIS Contract Extract Batch (checkbox)
- Additional CC Emails on Contract Summary
NEIS Invoice Batch Configuration (this information is not necessary until NYSERDA has awarded the contract):
- Invoice Type
- Can Use Batch Processing for Invoices? (checkbox)
- Financial Aide's Email
- Include in NEIS Invoice Batch (checkbox)
- Additional CC Emails on Invoice Summary
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