Interdepartmental Billing Form Tutorial-How

Interdepartmental Billing Form (IBF) Tutorial

How to complete the IBF

The next several slides will show parts of the IBF and that part's instructions. You may want to get an IBF to refer to as you go through this part of the tutorial.

DATE: Enter the date you are completing the IBF.

The document can be used three ways:

REQUISITION The most common use. A department wants to buy something from another department, so the buying department prepares an IBF and checks Requisition.

INVOICE The IBF can also be used as an Invoice to bill another department. The selling department has provided a good or service to the buying department and needs to bill them. The selling department prepares an IBF and checks Invoice.

CREDIT The IBF can also be used as a Credit Memo. The buying unit has been charged for a good or service, but has returned it or is seeking a credit. The selling department prepares an IBF and checks Credit.

Preprinted Number (123456) Should appear on your month end FBM091-SL report or screen 23 when it has been processed. It will usually display in the REF. column preceded by an "I" or it may also be referenced in the DESCRIPTION column.

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DATE:	Enter the date you are completing the IBF.
	The document can be used three ways:
REQUISITION	The most common use. A department wants to buy something from another department, so the buying department prepares an IBF and checks Requisition.
INVOICE	The IBF can also be used as an Invoice to bill another department. The selling department has provided a good or service to the buying department and needs to bill them. The selling department prepares an IBF and checks Invoice.
CREDIT	The IBF can also be used as a Credit Memo. The buying unit has been charged for a good or service, but has returned it or is seeking a credit. The selling department prepares an IBF and checks Credit.
Preprinted Number (123456)	Should appear on your month end FBM091-SL report or screen 23 when it has been processed. It will usually display in the REF. column preceded by an "I" or it may also be referenced in the DESCRIPTION column.