Defining Billing Summarization Templates

To define billing summarization groups, use the Billing Summarization Group (BI_SUM_GROUP_GBL) component.

To define billing summarization IDs, use the Billing Summarization ID (BI_SUMMARIZATION_GBL) component.

To define billing summarization templates, use the Billing Summarization Template (BI_SUM_TEMPLATE) component.

This section provides an overview of billing summarization templates and lists the pages used to define billing summarization templates.

Page Name

Definition Name

Usage

Summarization Group

BI_SUM_GROUP

Define summarization group types and summarization groups to assign to contract billing plan lines that should be summarized onto one bill line on an invoice.

Set Up Financials/Supply Chain > Product Related > Billing > Summarization Template Config > Summarization Group

Summarization Configuration ID

BI_SUM_CFG_ID_FLD

Configure and define a list of selected fields to be used as prompts on the Summarization Template page.

Set Up Financials/Supply Chain > Product Related > Billing > Summarization Template Config > Summarization Configuration ID

Summarization Template - General Definitions

BI_SUM_COMMON

Set up the overall summarization rules and formatting options for the fields selected on the summarization template.

Set Up Financials/Supply Chain > Product Related > Billing > Summarization Template Config > Summarization Template > General Definitions

Summarization Template - Group Header

BI_SUM_GROUP_HDR

Define customized options for the group header display.

Set Up Financials/Supply Chain > Product Related > Billing > Summarization Template Config > Summarization Template > Group Header

Summarization Template - Group Detail

BI_SUM_GROUP_DETL

Define customized options for the summarized lines.

Set Up Financials/Supply Chain > Product Related > Billing > Summarization Template Config > Summarization Template > Group Detail

Summarization Template - Preview Template

BI_SUM_TMPL_PREVW

Preview the summarization display.

  • Set Up Financials/Supply Chain > Product Related > Billing > Summarization Template Config > Summarization Template > Preview Template

  • Click the Preview Summarization Template link on any page of the Summarization Template component.

Summarization templates enable you to combine transactional bill line data into a single summarized bill line format for printing on an invoice. Summarization templates are assigned at the billing plan level for amount-based and rate-based contract lines. When the Contracts/Billing Interface process is run, the system passes the summarization template to PeopleSoft Billing to combine contract line transaction data for printing on the invoice. For immediate, milestone, and percent complete billing plans, you can specify additional criteria on the billing plan to print summarized billing plan lines, while leaving other billing plan lines at the detail level.

Before you can use billing summarization functionality, you must set up the billing summarization components in PeopleSoft Billing. To set up billing summarization criteria for PeopleSoft Contracts billing, complete these steps:

  1. Define summarization group types.

  2. Define summarization identifiers.

  3. Define summarization templates.

  4. Assign summarization templates to billing plans manually or using the Billing Plan Detail template.

  5. Assign summarization group types to billing plan lines for immediate, milestone, and percent complete billing plans manually or using the Billing Plan Detail template.

Note: Summarization templates cannot be assigned to billing plans that use the Value-Based or Recurring billing method.

Summarization Group Types

Use summarization group types for immediate, milestone, and percent complete billing plans to enable you to select the contract lines associated with the billing plan to be summarized. When defining summarization group types, you must define a summarization group type ID and summarization group identifiers. When determining how contract bill lines will be summarized, you must associate a summarization group type and summarization group identifier with the contract billing plan line. Only summarization group identifiers associated with the summarization group type will be available for selection.

When the Contracts/Billing Interface process is run, the system sends the summarization group type and summarization group ID data assigned to the contract bill lines to PeopleSoft Billing. The Billing application groups all contract billing lines that are assigned to the same summarization group ID together onto one summarized bill line on the invoice.

Summarization Identifiers

Use the summarization identifier to select fields from the Billing Line (BI_LINE) table to use for summarizing your billing lines. The fields that you select for your Summarization ID setup will be the fields that you can select from when defining the summarization rules for your summarization template.

For contract billing, when defining the summarization ID, you must also include the summarization group type (SUM_GROUP_TYPE and summarization group identifier (SUM_GROUP_ID) as summarization fields. These fields enable the system to successfully pass the summarization bill line data to PeopleSoft Billing. If these fields are not included on your summarization ID definition, then PeopleSoft Contracts issues a warning message when the billing plan is set to Ready status.

Summarization Templates

Summarization templates are configurable templates that enable you to define summarized text and grouping rules, as well as customized group header and detail data that appears on the invoice. Once defined and assigned to a contract billing plan, summarization templates enable the system to create summarized invoices for transaction billing data for amount-based and rate-based contract lines.

Summarization templates enable you to define the configuration that determines how bill lines will be summarized and printed on the invoice. Summarization templates consist of these pages:

  • Common Definitions

    Identify the summarization ID, associated field names to use for summarization, and group header and detail rules. This setup defines the overall summarization rules.

  • Group Header

    Define customized text and details that will print on the summarization invoice, as well as the order in which the fields designated as group header fields on the Common Definitions page should appear.

  • Group Detail

    Define customized text and the sort order for the group detail lines for fields designated as group detail fields on the Common Definitions page.