Processing Limits

This section discusses how to process limits.

Page Name

Definition Name

Usage

Process Limits Run Control Page

RUN_CA_LMT

Run the Limits Process as a standalone process for a specific population of contracts such as business unit, contract, contract line, or contract type. Optionally, run this process to recalculate totals only.

Use the Process Limits page (RUN_CA_LMT) to run the Limits Process as a standalone process for a specific parameters such as business unit, contract, contract line, or contract type.

Optionally, run this process to recalculate totals only.

Navigation:

Customer Contracts > Update Contract Progress > Process Limits

This example illustrates the fields and controls on the Process Limits. You can find definitions for the fields and controls later on this page.

 Process Limits

Process Options

Field or Control

Description

Recalculate Totals Only

Select to recalculate totals only and not run the limit checking part of the Limits process. Selecting this option allows recalculation of the inception-to-date processed and excess amounts stored on the limits-related records. The totals may need updating if bills were manually adjusted in PeopleSoft Billing.

Process Revenue

Select to run the Limit process for revenue limits.

Note: This field will always be visible irrespective of the Separate As Incurred Billing and Revenue check box on the contract. The Limits process will check the status of Separate As Incurred Billing and Revenue check box for each contract and process the applicable rows accordingly.

See Processing Limits Page.

Process Billing

Select to run the Limit process for funding/billing limits. Funding applies to contracts with a classification of Government . Billing limits apply to all other contracts.

Note: A processing option must be selected before the page can be saved and the process run.

Contract Options

Use the fields in this group box to limit the population of contracts included in the process. Filter by PeopleSoft Contracts business unit, contract type, contract classification, sold to customer, contract line, or contract administrator. If you leave all fields blank, the process picks up all available billing activity in PeopleSoft Contracts.