Getting Started with PeopleSoft Enterprise Bill Presentment and Account Management

This chapter provides an overview of Bill Presentment and Account Management and discusses:

Bill Presentment and Account Management business processes.
Bill Presentment and Account Management integrations.
Bill Presentment and Account Management implementation.

Bill Presentment and Account Management Overview

Bill Presentment and Account Management uses the power of CRM and provides industry-specific functionality to enable you to provide full-featured billing account management for all products and services that you offer to customers.

Note. This PeopleBook focuses on the setup and usage of industry-specific functionality and does not discuss core CRM setup or usage. It is highly recommended that you review the references that appear in each chapter before beginning your implementation.

Bill Presentment and Account Management Business Processes

Bill Presentment and Account Management enables users to:

Update billing account information, such as nickname or address.
Manage billing accounts, including changing payment details, adding addresses, viewing account balances and usage, viewing billing and dispute history, and viewing installed services.
View billing information, including details on bills, bill items, and bill events.
Create disputes for billing account balances, account usage, bill items, or events.
Manage both prepaid and postpaid accounts.
Retrieve current billing and account status information on prepaid accounts from a third-party billing vendor.
Make one time payments or set up a recurring threshold or monthly payment schedule.
Convert a prepaid account to a postpaid account.
For postpaid accounts, create disputes for account balances, account usage, bill items, or events.

Additionally, communication service providers and energy companies can add accounts.

Bill Presentment and Account Management Integrations

Bill Presentment and Account Management integrates with these PeopleSoft applications:

Support.
Self Service Support.
Order Capture.

We discuss integration considerations in the implementation chapters in this PeopleBook.

Supplemental information about third-party application integrations is located on the PeopleSoft Customer Connection website.

Bill Presentment and Account Management Implementation

Setup Manager enables you to generate a list of setup tasks for your organization based on the features that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation.

Other Sources of Information

In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, business process maps, and troubleshooting guidelines. A complete list of these resources appears in the preface in the PeopleSoft Enterprise CRM 9 Application Fundamentals PeopleBook, PeopleSoft Enterprise CRM 9 Automation and Configuration Tools PeopleBook, PeopleSoft Enterprise CRM 9 Business Object Management PeopleBook, and PeopleSoft Enterprise CRM 9 Product and Item Management PeopleBook, with information on where to find the most current version of each.