|Service ID||If the charge is part of a service requests, this field will contain the the service request ID (as visible within iLab), otherwise blank|
|Customer Name||The name of the customer associated with this charge|
|Customer Title||The title of the customer (if available)|
|Customer Lab||The lab to which this charge is or will be billed|
|Customer Department||The department the customer belongs to (if departments are configured for the customer's institution)|
|Customer Institute||The institution the customer belongs to|
|Charge Name||The name of the charge. This is typically the name of the service as defined under Editing Services. For generic charges, this field contains "(charge)", followed by the name of the charge as entered.|
|Notes||Any notes associated with the charge|
|Payment Information||The payment information used for billing the charge (if already provided)|
|Custom Field||For customers with integrations, iLab has the ability to set up to 3 custom fields. If applicable, this information will feed into this field. Note: This field is not retroactive and will only populate once custom field information has been entered and forward.|
|Status||The "work" status of the individual charge:|
- proposed: The charge has been proposed to the customer, but has not yet been accepted by the customer.
- financials_approved: The charge has received financial approver (typically from the PI or lab/group manager, but potentially from a Departmental administrator or Institutional Administrator).
- processing: The work associated with the charge is in progress.
- completed: The work associated with the charge has been completed.
- canceled: The charge has been canceled.
|Billing Status||The billing status of the charge:|
- canceled: The charge is canceled and will not be billed.
- not_ready_to_bill: The charge is not (yet) ready to be billed.
- ready_to_bill: The charge is ready for billing
- billing_initialized: The charge has been billed
- not_billable: The charge has been marked as not billable
- pro_bono: The charge has been marked as pro bono (i.e. no charge to the customer)
|Quantity||The quantity component of the charge (i.e. number of "units")|
|Price||The price per unit of this charge|
|Total Price||The total price of the charge (i.e. price x quantity)|
|Price Type||The price type applied to this charge (e.g. internal, external, corporate, etc.)|
|Creation Date||The date the charge was created in iLab|
|Purchase Date||The date the charge was entered in iLab. Typically equal to the creation date, unless the core back-dated the charge (if allowed)|
|Completion Date||The date the work associated with the charge was marked as complete|
|Billing Date||The date of the billing event in which the charge was included|
|Created By||iLab user that created the charge.|
|Core Name||The name of the core that created the charge.|
|Invoice Num||The number of the invoice associated with the charge (if the charge was billed)|
|No Charge Justification||The provided justification for not charging for this item|
|Ad-hoc Charge Justification||The provided justification for an ad-hoc (flexible) charge|
|Organization Name||The name of the organization the lab has been added to (not configured for most institutions)|
|Company Organization Name||The name of the organization the core is a part of (not configured for most institutions)|
|Charge ID||The unique identifier of this charge|
|Reviewed||If Peer Review Status is enabled, this column will populate with Peer-reviewed or Non peer-reviewed. If not enabled, No Status Yet will appear|
|Center||The center the users' lab belongs to.|
|Category||The category of the charge, as defined in the service associated with the charge|
|Usage Type||The usage type of the schedule associated with the charge |
|UNSPSC Code||For Storeroom cores, this is the code entered when a product is entered in the system. If not provided, this number will be 12000000.|
|UNSPSC Name||For Storeroom cores, this is the name entered when a product is entered in the system|
|Facility Catalog Number||For Storeroom cores, this number is specific to the storeroom itself.|
|Central Catalog Number||For Storeroom cores, this number comes from the procurement group but is typically the same as the Facility Catalog Number.|