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Service Unit Billing (SUB)

Overview

University of Michigan (U-M) units that provide services or goods for a price to other U-M units are commonly referred to as "Service Units" or "Recharge/Rebill Units". These units use the M-Pathways Procurement module to process Service Unit Billing (SUB) vouchers that record their revenue as well as the charge to the other unit.

SUB/Recharge Units

To become a unit that processes SUB vouchers, you must work with three U-M Finance offices:

After authorization and system access is granted, the service unit electronically submits SUB voucher files in M-Pathways via a template upload process. With SUBs, the service unit controls the frequency of their receipt of revenue.

Service Unit Billing (SUB) Template

SUB Excel Loader Template

The SUB voucher process in M-Pathways begins with the SUB Excel Loader Template (revised March 2011).

Download and save the reusable template to your computer.

Instructions for using the template and the SUB process (listed below) are in My LINC.

  • Creating the SUB Excel Loader File
  • Upload an SUB File in M-Pathways
  • SUB File Error and Warning Messages
  • SUB Excel Loader File field descriptions

Use a keyword search of "sub file" or navigate from the My LINC Catalog using the following path: Financials > Procurement > Service Unit Billing.

SUB Data on Reports

While Service Units view the SUB data from the revenue perspective, the units being charged see SUB data as expenses on their Statement of Activity and Voucher Detail reports. For more information, see the Voucher Detail Expense Report field description document in My LINC.

Voucher Detail

Note: The level of SUB voucher detail in financial reports depends on the level of detail the service unit enters in the SUB template.

SUB data is also available in the Financial data set in the U-M Data Warehouse.


For Assistance, Questions or Help

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