Managing Billing Plans

Billing Plans

The system creates a billing plan with an As-incurred billing method for the service transactions sent from PeopleSoft CRM to the PeopleSoft Transaction Billing Processor. Contract lines are linked to the billing plan. Although these billing plans contain rules defined by default upon contract creation, you can manually override the system defaults.

PeopleSoft FieldService, Support, and Order Capture send credit card information to the PeopleSoft Transaction Billing Processor. This information is passed to PeopleSoft Billing for processing. The PeopleSoft Transaction Billing Processor does not validate the credit card numbers.

See Understanding Billing in Contracts.

Billing History

The Billing Plan - History page enables you to view the status for all billing activity related to the billing plan. You can manually insert rows into the Billing Plan - History page to account for any bills generated against this billing plan by, for example, a third-party billing system.

Billing Management

The Review Billing Services for CRM page is summary view of the billing cross-reference table (CA_BP_XREF). This table stores all the billing history for a contract. Three ways that information can flow into the billing cross-reference table include:

• The Contracts Billing Interface process inserts a row.

• If you enter an invoice manually into PeopleSoft Billing, and you enter a valid contract number and bill plan ID on the bill, the PeopleSoft Billing program inserts the rows into the cross-reference table

• You can manually enter a row in the history table.

From the Review Billing Services for CRM page, you have visibility to the agreement number, service order ID, case ID, and order ID. You can navigate to the Billing Plan - General and Billing Plan - History pages from the Review Billing Services for CRM page.

Billing Options

PeopleSoft Billing uses a hierarchical system of defaults to determine billing options. Billing options that you do not specifically define for a billing plan appear by default from a higher level. Billing options that you do select here impact other aspects of your bills. For example, the selections that you enter for the Bill Type and Bill Source fields impact the format of your final invoice.

Billing Default Overrides

For the fields in this group box, select from the list of values (optional). If PeopleSoft CRM did not send these values over as part of the transaction and if you leave these fields blank, when you run the Contracts Billing Interface process, the system populates the values by default according to the bill to customer. Click the View Customer Defaults link to view the billing defaults specified for the customer.

If PeopleSoft CRM did not send these values to the PeopleSoft Transaction Billing Processor and you populate these fields for the billing plan, the system uses the values that you enter here on the billing plan. However, if you enter values here and PeopleSoft CRM does send billing defaults, the system uses the defaults sent from PeopleSoft CRM.

Transaction Options

For As-Incurred billing plans from PeopleSoft CRM, define the following option:

Tolerance Options

For billing plans created from PeopleSoft CRM transactions, you can define the following values:

Amount Details

Agreement Details

This group box appears for billing plans created from PeopleSoft FieldService and PeopleSoft Support transactions only. This group box does not appear for transactions from PeopleSoft Order Capture.

Billing Plan - History: Source Tab

Select the Source tab.

See Billing Plan - History Page.

Billing Plan - History: Billing Tab

Select the Billing tab.

See Billing Plan - History Page.

Billing Plan - History: Contracts Tab

Select the Contracts tab.

See Billing Plan - History Page.

Billing Plan - History: Integrated Field Service Tab

Select the Integrated Field Service tab.

This example illustrates the fields and controls on the Billing Plan - History page: Integrated Field Service tab. You can find definitions for the fields and controls later on this page.

Billing Plan - History: Support Tab

Select the Support tab.

This example illustrates the fields and controls on the Billing Plan - History page: Support tab. You can find definitions for the fields and controls later on this page.

Billing Plan - History: Order Capture Tab

Select the Order Capture tab.

This example illustrates the fields and controls on the Billing Plan - History page: Order Capture tab. You can find definitions for the fields and controls later on this page.

Review Billing Services for CRM: General Tab

Review Billing Services for CRM: Detail Tab

Select the Detail tab.

This example illustrates the fields and controls on the Review Billing Services for CRM page: Detail tab. You can find definitions for the fields and controls later on this page.

Review Billing Services for CRM: Contract Tab

Select the Contract tab.

This example illustrates the fields and controls on the Review Billing Services for CRM page: Contract tab. You can find definitions for the fields and controls later on this page.