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