Setting Up Express BillingThe PeopleSoft express billing feature enables you to enter bills online quickly, especially when you have a large number of lines per bill. You can add and clone existing bill lines in bulk and configure the Express Billing - Line List page to fit your business needs. Express billing combines the standard bill entry pages to reduce the number of pages that you need to access when entering your bills online.
This chapter discusses:
Setting up express billing.
Adding new bills.
Entering bill header information.
Entering bill line information.
See Also
Setting Up Express BillingTo set up express billing, use the Bill Entry Express Template (BI_LINE_CNFG_TMPLT) component.
There are no steps that you are required to complete before using express billing. However, if you want to configure the Express Billing - Line List page to display only the bill entry fields that you use often, or if you want to automatically navigate to express billing from the Bill Search page, use the Bill Entry Express, Bill Type, and Installation Options components to complete these steps:
Use the Bill Entry Express component to select the configurable bill entry fields that you want to display.
Associate bill types with a Bill Entry Express Template.
Define express billing parameters.
Pages Used to Set Up Express Billing
Configuring Bill Entry FieldsAccess the Bill Entry Express Template page.
Only the express billing fields that can be turned on or off appear on this page. You can elect to display these fields on either the Line List - Primary or Secondary tabs, or on both. To display a field in the Express Billing - Line List page, select the corresponding Primary or Secondary check boxes.
Associating Bill Types with Bill Entry Express TemplatesAccess the Bill Type 3 page.
Select a template in the Bill Entry Express Template field. If a bill type is not associated with a bill entry express template, the system displays all configurable fields on both tabs of the Express Billing - Line List page for all bills with the corresponding bill type.
Defining Express Billing ParametersAccess the Installation Options − Billing - General Options page.
To define express billing parameters:
Select Express Bill Entry for the Bill Entry Hyperlink Option.
This option determines whether links on various pages, such as the Bill Search and Bill Summary pages, navigate to standard or express billing.
Define the default number of lines to add.
The system populates the Lines to Add field on the Express Billing - Line List page with this default value.
Adding New Bills in Express BillingAccess the Add a New Value page.
|
Invoice |
When you enter a new bill online, you can accept the NEXT system-assigned invoice number or you can manually assign invoice numbers. To manually assign invoice numbers, select the User Definable - For New Bills check box on the Invoice Number page. System edits ensure that you assign a unique number to the invoice when you save the bill. |
|
Bill Type Identifier and Customer |
If you populate both of these fields, the system uses this information to populate required fields on the Express Billing - Header-Primary page with default values, and then takes you directly to the Express Billing - Line List page when you click the Add button. If you do not populate these fields on this search page, the system takes you to the Bill Header - Primary page, where these fields are required. |
See Also
Entering Express Billing Header InformationBill header information applies to the entire bill and contains all the information identifying where the bill came from, where it is going, when it is going, and how it is formatted. When you load a bill through the Billing Interface, this header information is included from the source system. However, if you are entering the bill online, you must define all of the required header data.
This section provides instructions for:
Entering required and general express billing information.
Entering additional express billing information.
Pages Used to Enter Express Billing Header Information
|
Page Name |
Object Name |
Navigation |
Usage |
|
Express Billing - Header-Primary |
BI_HDR_X |
Billing, Maintain Bills, Express Billing, Header-Primary |
|
|
Express Billing - Header-Secondary |
BI_HDR2_X |
Billing, Maintain Bills, Express Billing, Header-Secondary |
Entering Required and General Express Billing InformationAccess the Express Billing - Header-Primary page.
Required fields and those fields from which default values are derived appear above the shaded area. Bill header fields that are optional and fields that are automatically populated according to the default hierarchy appear in the shaded area of the page.
The fields on this page are the same as those that appear on the Standard Billing − Header − Info 1 page.
Entering Additional Express Billing InformationAccess the Express Billing - Header-Secondary page.
|
The fields in these group boxes are the same as those that appear on the Standard Billing − Header − Info 2 page, except for:
If an invoice is liable for VAT, the VAT Information link appears. Click this link to access the Bill Header VAT Information page, where you can review and maintain the invoice VAT information. |
|
|
The fields in this group box are the same as those that appear on the Standard Billing - Header - Order Info page. |
|
|
The fields in this group box are the same as those that appear on the Standard Billing - Header - Project Info page, except for Contract Type, which appears on the Standard Billing - Header - Service Info page. |
|
|
Service (service group box) |
The fields in this group box are the same as those that appear on the Standard Billing - Header - Service Info page. |
|
Contains a value that you can assign to associate groups of bills that you may want to consolidate. In this field, you can create labels that best suit your business needs. |
Note. No prompt table exists for the CONTRACT_NUM field. Because contract numbers can be assigned from a variety of sources, a single prompt table is not adequate for this field. Nor is a dynamic prompt to this field appropriate, as no bill header characteristic exists to determine the source of the CONTRACT_NUM value. Bills can contain lines from various sources where CONTRACT_NUM might have different meanings. A contract number in PeopleSoft Contracts, for example, might have a different meaning than one imported from PeopleSoft Order Management that represents a Buying Agreement. You can add a single prompt to this table, if you can predict the source of this information.
See Also
Entering Bill Header Information
Entering Bill Source Information
Entering Express Billing Bill Line InformationBill line information pertains to a particular line of a bill. Charge identifiers, descriptions, pricing, discounts and surcharges, general ledger account codes, and line notes are included in this class of information. If you're entering the bill online, you must enter all of the required line data on these pages.
This section provides instructions for entering express billing bill line general information.
Page Used to Enter Express Billing Line Information
|
Page Name |
Object Name |
Navigation |
Usage |
|
Express Billing - Line List |
BI_LINE_LIST_X |
Billing, Maintain Bills, Express Billing, Line List |
Entering Express Billing Bill Line General InformationAccess the Express Billing - Line List page.
Displaying Fields on the Primary and Secondary Tabs
The Secondary tab does not appear if:
On the Bill Entry Express Template page, you elect to display no fields on the Secondary tab.
On the Line List page, you click the Show All Columns button in the Bill Lines group box.
Adding, Deleting, and Copying Bill Lines
|
Choose the number of lines to add or copy. Click the Insert Bill Lines or Bill Line Copy Down buttons, to add the specified number of rows at the bottom of the grid. The default value for this field is set on the Installation Options − Billing - General Options page. |
|
|
Click the Insert Bill Lines button to add the number of blank bill lines specified in the Lines to Add field. |
|
|
Select the Sel check box for all bill lines that you want to delete, and click the Delete Selected Bill Lines button at the bottom of the page. Alternatively, click the Delete Row button to the right of the bill line to delete lines individually. |
|
|
To copy a bill line, select the line's Sel check box. You can select only one bill line to copy. In the Lines to Add field, specify the number of copies that you want to add. Click the Bill Line Copy Down button to add the new bill lines to the bill. |
Navigating in Express Billing
Click any of the links at the bottom of the page, or select an option from the navigation menu to navigate to pages in express billing. When navigating to one of the accounting pages, you can select a bill line by selecting the corresponding Sel check box on the Express Billing - Line List page, and navigate directly to the corresponding bill line sequence number.
The following three scenarios are examples demonstrating which bill line would appear first on the Standard Billing − Rev Distribution page if you clicked the Accounting link at the bottom of the Line List page:
|
On the Line List Page, You Select |
In the Bill Line Distribution - Revenue Scroll Area |
|
No bill lines. |
The line with the lowest sequence number (that is, the line sequence that is closest to 1) appears. |
|
One bill line—for example, the bill line with the sequence number 3. |
The bill line with the sequence number 3 appears. |
|
Several bill lines. |
The system displays an error message. You must select only one line to proceed with the navigation. |
You can click the Standard Entry link to navigate to standard bill entry. Navigate to standard bill entry, for example, if you want a different bill entry presentation or if you need information about fields that you did not include in the express billing configuration.
Note. The remaining fields that appear on this page are the same as those that appear on the Standard Billing - Line - Info 1 and Standard Billing - Line - Info 2 pages. The fields that appear on the remaining express billing pages are the same as those that appear on their standard bill entry counterparts.
See Also
Defining Billing Installation Options
