Understanding Billing Processing
This chapter provides an overview of billing processing and discusses how to:
Process billing.
Review bill summaries.
Understanding Billing Processing
This section discusses:
General PeopleSoft Billing processing.
Streamlined billing.
General PeopleSoft Billing ProcessingPeopleSoft Pay/Bill Management integrates with PeopleSoft Billing through the use of the PeopleSoft Project Costing and PeopleSoft Contracts applications.
When you save staffing orders and assignments, the Pay/Bill Management system creates contracts, contract lines, projects, activities, and so forth in Project Costing and PeopleSoft Contracts. This enables you to use the existing relationships between PeopleSoft Billing, PeopleSoft Project Costing, and PeopleSoft Contracts.
The following diagram shows the integrations between the HCM database and PeopleSoft Billing.
Overview of integrations between the HR database and the financials database for processing billing
To process billing:
Enter time using the PeopleSoft Pay/Bill Management Rapid Time component.
Run the Publish Actual Payable Time Application Engine process (TL_PY_PUB_TM).
This process sends data for the actual hours from PeopleSoft Time and Labor to an interface staging table in PeopleSoft Project Costing.
Send billable time to PeopleSoft Project Costing (PC_TL_TO_PC).
PeopleSoft Time and Labor sends billable time to PeopleSoft Project Costing (to an interface staging table) as either actuals or estimates through an application message (PeopleSoft Time and Labor to PeopleSoft Project Costing). Then, the PC_TL_TO_PC Application Engine reads the data in the interface staging table and writes the transactions to the PROJ_RESOURCE table and calls the Project Costing Pricing Engine.
Run the Pricing Engine (PC_PRICING).
This process creates billing rows from the costs that are brought into PeopleSoft Project Costing. The system calls it automatically from the PC_TL_TO_PC process. The system matches up the costs with contract lines and rate sets to determine what billing rows are created.
Run the Contracts/Billing Interface Application Engine process (CA_BI_INTFC).
This process in PeopleSoft Contracts sends PeopleSoft Contracts and PeopleSoft Projects-related billing activity to PeopleSoft Billing. This process calls the Staffing Process step, which moves values into User Fields 1–9 in the Billing Interface tables (INTFC_BI) from the customer field values that you specified when setting up the assignment. This process also calls the CA_COMMIT_PO process, which updates the PO remaining balance with the committed amount.
Run the Billing Interface process (BIIF0001).
This process in PeopleSoft Billing creates temporary or regular bills based on the transactions in the Billing Interface tables.
Run the Finalization process (BIIVC000).
You run this process on the real bills that you have created to change the bill status from RDY to INV. The process performs a variety of tasks including calculating taxes, setting the invoice date, and calculating the due date.
Run the Billing to Projects/Contracts Interface process (BIPCC000).
After you have run the Finalization process, run the Projects/Contracts Interface process to update PeopleSoft Contracts and PeopleSoft Project Costing with the finalized bill information from PeopleSoft Billing. This process calls the FO_PO_APPLY process, which updates the PO remaining balance with the amounts actually billed.
Run the Billing Adjustments to Projects process (PC_BI_TO_PC).
This process moves data from PeopleSoft Billing to PeopleSoft Project Costing. This billing adjustment data is used to populate the PROJ_RESOURCE table.
See Also
Integrating with Time and Labor
Working with Purchase Order Tracking
PeopleSoft Enterprise Time and Labor PeopleBook, "Integrating With PeopleSoft Financials and Enterprise Performance Management," Publishing Estimated and Actual Cost Data to PeopleSoft Projects
Streamlined Billing
To reduce the number of steps for invoicing bills, you can use streamlined billing. Streamlined billing enables you to process transactions from PeopleSoft Contracts and PeopleSoft Project Costing to PeopleSoft Billing and back with one job. As long as data is set up correctly, steps 5 through 9 (in the previous section) run sequentially with no manual intervention.
Note. Important Setup Parameters: For streamline billing to run correctly, you must select the Pre-approved and Direct Invoicing check boxes on the billing plan, specify the range selection ID and direct invoicing option on the Bill By Identifier page, and establish billing user preferences.
For detailed information about streamlined billing, refer to your PeopleSoft Enterprise Contracts 9.1 PeopleBook.
See Also
Processing BillingThis section discusses how to:
Run the Publish Actual Payable Time process.
Run the Time & Labor to Projects process.
Run the Contracts/Billing Interface process.
Run the Billing Interface process.
Run the Finalization process.
Run the Billing to Projects/Contracts Interface process.
Run the Billing Adjustments to Projects process.
Pages Used to Process Billing|
Page Name |
Definition Name |
Navigation |
Usage |
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HCM database Time and Labor, Process Time, Publish Actual Payable Time |
Run the Publish Actual Payable Time process to send actual hours from PeopleSoft Time and Labor to an interface staging table in PeopleSoft Project Costing. |
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Project Costing, Cost Collection, Time and Labor |
Run the PC_TL_TO_PC process to pull data from the interface staging table into the Project Costing Project Resources table. |
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Run the Contracts/Billing Interface process to load billing information from PeopleSoft Contracts and PeopleSoft Project Costing into PeopleSoft Billing. |
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Set interface parameters before running the Billing Interface process. |
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Establish parameters for printing invoices (BIIVC000) by using single action processes. |
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Determine the sets of invoices to be processed, and run the Billing to Projects/Contracts Interface process for all billing business units or for a single business unit. This process also updates the PO remaining balances and the PO Application tables with the amounts actually billed. |
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Move rate-based data from PeopleSoft Billing to PeopleSoft Project Costing by using an Application Engine process. Places all approved-billed rows into the PROJ_RESOURCE table. |
Running the Publish Actual Payable Time Application Engine Process
(TL_PY_PUB_TM)Access the Publish Actual Payable Time page (Time and Labor, Process Time, Publish Actual Payable Time).
You can always run the Publish Actual Payable Time process from this page. However, PeopleSoft Time and Labor always publishes actual payable time to PeopleSoft Project Costing when you:
Run the Extract Time and Labor Cost (for PeopleSoft Payroll for North America) or Time and Labor Run Control (for PeopleSoft Global Payroll) when you are not using labor distribution.
Run the Labor Distribution or Labor Dilution process.
Use the Batch Approval page.
Use the Approve Payable Time page.
Use the Approve Payable Time - Group page.
Adjust paid time.
The PeopleSoft Enterprise Time and Labor PeopleBook describes the fields and use of this page.
See Also
PeopleSoft Enterprise Time and Labor PeopleBook, "Integrating With PeopleSoft Financials and Enterprise Performance Management," Publishing Estimated and Actual Cost Data to PeopleSoft Projects
Running the Time & Labor to Projects (PC_TL_TO_PC) Process
Access the Time and Labor page (Project Costing, Cost Collection, Time and Labor).
The PeopleSoft Project Costing 9.1 PeopleBook describes the fields and use of this page.
Note. The rate sets created by PeopleSoft Pay/Bill Management for each temporary assignment have a rate definition type of Billing, which can be leveraged to run PC_PRICING only for Billing but not costing transactions.
See Also
Reviewing and Loading Data to PeopleSoft Project Costing Tables
Running the Contracts/Billing Interface Application Engine Process
(CA_BI_INTFC)
Access the Process As Incurred Billing page (Staffing, Pay/Bill Processes Center, Bill, Process As Incurred Billing).
The PeopleSoft Contracts 9.1 PeopleBook describes the fields and use of this page.
See Also
Running the Billing Interface Process (BIIF0001)
Access the Billing Interface page (Staffing, Pay/Bill Processes Center, Bill, Process Billing Interface).
The PeopleSoft Billing 9.1 PeopleBook describes the fields and use of this page.
Running the Finalization Process (BIIVC000)
Access the Finalize and Print page (Staffing, Pay/Bill Processes Center, Bill, Finalize and Print Invoices).
The PeopleSoft Billing 9.1 PeopleBook describes the fields and use of this page.
Running the Billing to Projects/Contracts Interface Process (BIPCC000)
Access the Run BI PC/CA Intrfc. page (Staffing, Pay/Bill Processes Center, Bill, Update Contract/Projects Data).
The PeopleSoft Billing 9.1 PeopleBook describes the fields and use of this page.
See Also
Working with Purchase Order Tracking
Integrating with PeopleSoft Contracts, Project Costing, Grants, and Pay/Bill Management
Running the Billing Adjustments to Projects Process (PC_BI_TO_PC)
Access the Retrieve Billing Items page (Staffing, Pay/Bill Processes Center, Bill, Retrieve Billing Items).
The PeopleSoft Project Costing 9.1 PeopleBook describes the fields and use of this page.
See Also
Integrating with PeopleSoft Contracts and PeopleSoft Billing
Reviewing Bill SummariesThis section discusses how to:
Review bill summaries.
Review options and processes applied to bills.
Pages Used to Review Bill Summaries|
Page Name |
Definition Name |
Navigation |
Usage |
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Billing, Review Billing Information, Summary |
Review bill summary information in your preferred currency perspective. |
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Billing, Review Billing Information, Summary, Bill Summary Info 2 |
Review the options and processes applied to the corresponding bill. The General Ledger level, Receivables level, and PeopleSoft Receivables options are those that you defined on the Installation Options - Billing - GL/AR Options page. The remaining fields on this page are selected if the particular option or process has been applied; they are cleared if they have not been applied for the corresponding bill. |
Reviewing Bill Summaries
Access the Bill Summary Info page (Billing, Review Billing Information, Summary).
The PeopleSoft Billing 9.1 PeopleBook describes the function and detail of this page.
Reviewing Options and Processes Applied to BillsAccess the Bill Summary Info 2 page (Billing, Review Billing Information, Summary, Bill Summary Info 2).
The PeopleSoft Billing 9.1 PeopleBook describes the function and detail of this page.