Skip to Main Content
Getting Started With PeopleSoft Billing
PeopleSoft Billing Overview
PeopleSoft Billing Business Processes
PeopleSoft Billing Integrations
PeopleSoft Billing Implementation Tasks
PeopleSoft Application Fundamentals
Pages With Deferred Processing
Common Elements Used in Billing
Preparing to Implement
Understanding PeopleSoft Billing Tables
Establishing Default Levels for PeopleSoft Billing Options
Establishing First Row Dates for Tables
Setting Up PeopleSoft Billing Without PeopleSoft Receivables
Establishing PeopleSoft Billing Business Units
Understanding PeopleSoft Billing Business Units
Establishing New PeopleSoft Billing Business Units
Creating Billing Business Units Using Business Unit Management
Structuring Bills
Defining Customer Billing Contacts
Defining ChartField Reporting Options
Assigning Invoice Number IDs
Defining Page Series Definitions
Defining Bill Cycles
Defining Bill Cycle Dates for PeopleSoft Grants
Defining Bill Types
Defining Bill Sources
Setting Up Bill Summarization
Establishing Invoice Formatting, Sorting, and Printing Options
Setting Up Distribution Codes
Setting Up Group Types and Group IDs
Establishing Timing for Payment Terms
Setting Up Payment Terms
Setting Up Billing Charge Codes
Establishing Tax Groups
Establishing Charge Code VAT Groups
Setting Up Discounts and Surcharges
Setting Up Bill By Identifiers for External Sources
Defining Accumulations
Using Workflow Processes in PeopleSoft Billing
Understanding the Billing Data Structure
Control Tables
Billing and Accounting Tables
Billing Interface Tables
Entering Bills Online
Understanding Online Bill Entry
Configuring the Bill Entry Accounting Template
Standard Billing - Add a New Value Page
Entering Bill Header Information
Entering Bill Line Information
Entering Bill Source Information
Reviewing Bill Summary Information
Entering Consolidated Bill Information
Adding Supporting Documentation to a Bill
Accumulating Balances
Invoice Approvals
Approving Invoices Using PeopleSoft Fluid User Interface
Using Express Billing
Understanding Express Billing
Setting Up Express Billing
Adding New Bills in Express Billing
Analyzing Billing Using PeopleSoft Insights
Understanding PeopleSoft Insights for Billing
Setting up Insights Dashboards for Billing
Analyzing Billing Using PeopleSoft Insights
Using the PeopleSoft Classic Billing WorkCenter and Dashboard
Understanding the PeopleSoft Classic Billing WorkCenter and Dashboard
Understanding the PeopleSoft Classic Billing WorkCenter - My Work Pagelet
Understanding the PeopleSoft Classic Billing WorkCenter - Links Pagelet
Understanding the PeopleSoft Classic Billing WorkCenter - Queries Pagelet
Understanding the PeopleSoft Classic Billing WorkCenter - Reports and Processes Pagelet
Using the PeopleSoft Classic Billing WorkCenter - Dashboard
Using the PeopleSoft Fluid Billing WorkCenter
Understanding the PeopleSoft Fluid Billing WorkCenter
Using the PeopleSoft Fluid Billing WorkCenter
Using the PeopleSoft Fluid Billing WorkCenter (SFF)
Understanding the Billing Interface Structure
Understanding the Billing Interface Data Structure
Understanding the Bill Data Structure
Understanding the Billing Interface Temporary Tables
Understanding the Billing Interface Process Control Table (INTFC_BI_PROC)
Understanding the Billing Interface Application Engine State Records (INTFC_BI_AET, INTFC1_BI_AET, VAT_DFLT_AET)
Understanding the Billing Interface Process Restart Logic
Understanding the Billing Interface Process Main Processing Logic
Setting Up the Billing Interface
Receiving Billing Activity from External Sources
Populating the INTFC_BI Table
Populating the INTFC_BI_AEDS Table
Populating the INTFC_BI_NOTE Table
Populating the INTFC_BI2 Table
Populating the INTFC_BI_HDR Table
Populating the INTFC_BI_EXSD Table
Populating the INTFC_BI_TAX Table
Using the Bill-By Identifier with the Billing Interface
Populating Identifiers
Generating Consolidated Billing Through the Billing Interface
Generating Paperless Invoices Through the Billing Interface
Processing Adjustments Through the Billing Interface
Using Target-Invoice Processing with the Billing Interface
Creating Temporary Bills Through the Billing Interface
Processing Bill Lines with Contract Liability Accounting Entries
Spreadsheet Invoice Import
Processing Billing Interface Activity
Understanding the Billing Interface Process (BIIF0001)
Modifying Billing Interface Transaction Data
Running the Billing Interface Process (BIIF0001)
Restarting the Billing Interface
Ensuring That the System Processes Data in the Billing Interface Staging Area
Correcting Billing Interface Process Errors
Correcting Billing Interface Errors
Debugging the Billing Interface
Reviewing Performance Options
Reviewing Common Billing Interface Error Scenarios
Calculating VAT in PeopleSoft Billing
Understanding VAT in PeopleSoft Billing
Setting Up PeopleSoft Billing Business Units to Process VAT
Setting Up PeopleSoft Billing VAT Driver Defaults
Establishing VAT Defaults at the Header Level
Establishing VAT Defaults at the Line Level
Running the Process VAT Defaults Process (BIPVAT00)
Reviewing VAT Errors
Reviewing VAT Calculations
Invoicing VAT in PeopleSoft Billing
Printing Documents with VAT
Adjusting Bills with VAT
Passing VAT Entries to PeopleSoft Receivables
Passing VAT Entries to PeopleSoft General Ledger
Passing VAT Information to PeopleSoft Payables
Configuring Invoicing Jobs
Understanding Invoicing Processes
Understanding the Delivered Invoicing Jobs
Understanding the Direct Invoicing Jobs
Configuring and Optimizing Invoicing Jobs
Understanding Invoice Forms
Understanding Invoice Programming
Understanding the Billing Sample Invoices
Understanding the Extract Tables
Deleting Old Invoice Data from the Extract Tables
Understanding SQR Invoices
Understanding SQR Invoice Structure
Adding SQR Invoice Forms
Adding an SQR Invoice (Example)
Modifying Amounts That Are Printed on Invoices
Modifying Invoice Layouts for VAT
Understanding BI Publisher Invoices
Understanding BI Publisher Invoice Structure
Understanding BI Publisher Invoice Setup
Creating New BI Publisher Invoices
Generating Invoices
Running the Pro Forma, Finalization, Print, and Reprint Processes
Running the Consolidated Pro Forma, Finalization, Print, and Reprint Processes
Staging EDI Invoices
Running the Email Notification Process when Generating Invoices
Emailing Invoice as Attachment
Running Single-Action Jobs for Regular and Consolidated Invoices
Selecting a Default Print Format
Masking Bank Account Numbers in Billing Extract Tables
Running the Invoice Register Process and the Consolidation Register Process
Inquiring About a Process Instance
Inquiring About the Progress of a Process
Inquiring About Individual Invoice Errors
Reviewing Email Invoice Log
Correcting Summarization Template Assignment
Restarting the Pro Forma and Finalization Processes
Updating Multiple Billing Lines Within an Invoice
Generating Letter of Credit Reports
Generating Electronic Invoice Files
Integrating with PeopleSoft Receivables, General Ledger, and Accounts Payable
Understanding PeopleSoft Receivables, General Ledger, and Accounts Payable Integration
Correcting Accounting Entries en Masse
Running the Currency Conversion Process (BICURCNV)
Running the Pre-Load Process (BIPRELD)
Correcting Combination Edit Process Errors
Running the Load AR Pending Items Process (BILDAR01)
Running the Load GL Accounting Entries Process (BILDGL01)
Running the Generate AP Vouchers Process (BIGNAP01)
Processing Contract Liability Accounting Entries
Understanding the Contract Liability Accounting Process
Setting Up Contract Liability Accounts
Generating Contract Liability Accounting Entries
Crediting and Rebilling Adjustments on Contract Liability Bills
Using Unbilled Revenue Accrual
Understanding the Unbilled Revenue Accrual Process
Setting Up Unbilled Revenue Accrual
Generating Unbilled Revenue Accrual Accounting Entries
Using Commitment Control Accounting in PeopleSoft Billing
Understanding Commitment Control Accounting in PeopleSoft Billing
Running the Budget Checking Process
Viewing Billing Invoice Budget Checking Exceptions
Correcting Accounting Entries That Fail Budget Checking
Tracking Statistical Data in PeopleSoft Billing
Understanding Statistical Data Tracking
Establishing InterUnit and IntraUnit Billing
Understanding InterUnit and IntraUnit Billing
Setting Up Customers for InterUnit and IntraUnit Processing
Setting Up InterUnit and IntraUnit Processing (Required)
Setting Up InterUnit and IntraUnit Processing (Optional)
Running the Pre-Load and Load GL Processes for InterUnit Bills
Creating Vouchers for InterUnit Transactions
Populating the AP Voucher Staging Tables
Populating VCHR_HDR_STG
Populating VCHR_LINE_STG
Populating VCHR_DIST_STG
Working With PeopleSoft Order Management
Using Direct Invoicing in PeopleSoft Order Management
Populating the Billing Interface Without Direct Invoicing
Billing Sales Orders Using Credit Cards
Processing Prepaid Sales Orders
Processing Deposits on Sales Orders
Processing RMAs in PeopleSoft Billing
Passing Tax Information from PeopleSoft Order Management to PeopleSoft Billing
Integrating with PeopleSoft Contracts, Project Costing, Grants, and Pay/Bill Management
Understanding PeopleSoft Billing Integration with Contracts, Project Costing, Grants, and Pay/Bill Management
Processing Billing Worksheets
Running the Billing to Project Costing/Contracts Interface Process (BIPCC000)
Correcting PeopleSoft Grants and Project Costing-Related Invoices
Integrating with PeopleSoft Asset Management
Understanding PeopleSoft Billing and Asset Management Integration
Setting Up PeopleSoft Asset Management for Billing Integration
Integrating PeopleSoft CRM with Billing
Understanding PeopleSoft CRM to Billing Integration
Grouping Invoices by CRM Transactions
Setting Up Integration Points with PeopleSoft CRM
Passing Identifiers to PeopleSoft Billing
Setting Up Billing and CRM 360 Degree View Integration
Generating Recurring Bills
Understanding Recurring Bill Generation
Establishing Schedules for Recurring Bills
Generating Recurring Bills
Working with Installment Bills
Understanding the Installment Bills Process
Setting Up Installment Bills
Generating Installment Bills
Searching for Bills
Specifying Bill Search Criteria and Sorting Bill Search Results
Reviewing Bill Search Results
Refining Bill Search Criteria
Using Wildcard Features to Refine Bill Search Queries
Interpreting Bill Search Results
Adjusting Bills
Understanding Bill Adjustment
Adjusting Entire Bills
Adjusting Specific Bill Lines
Inquiring About Bill History
Maintaining Bills
Copying Bill Information
Copying Groups of Bills
Resetting Field Values When Copying Invoices
Validating Bills
Deleting Temporary Data
Changing Bill Status
Running the Email Notification Process when Maintaining Bills
Scheduling Workflow Processes in PeopleSoft Billing
Managing Financial Sanctions Screening for Invoices
Managing Federal Highway Billing
Processing EDI Transactions in PeopleSoft Billing
Understanding EDI Transactions
Processing the PeopleSoft Billing Invoice Notice Transaction
Calculating India GST in PeopleSoft Billing
Understanding the Billing E-Invoice Process
Setting Up India GST E-Invoices
Importing GST Information into the PeopleSoft Billing Tables
Calculating GST in Bill Entry
Changing the Status of Bill Lines with GST
Calculating Final Taxes and Printing Taxes on Invoices
Preparing to Generate India GST Accounting Entries
Creating Accounting Entries for GST in PeopleSoft Billing
Passing GST Information to PeopleSoft Receivables
Calculating GST for Bill Adjustments
Calculating Taxes for RMAs in PeopleSoft Billing
Processing India GST E-Invoices
Running the Billing GST Determination Process
Reviewing Billing Tax Determination and Calculation Process Errors
(NLD) Printing Acceptgiro Invoices
Understanding Acceptgiro Invoices
Setting Up Business Units to Print Acceptgiro Invoices
Generating Acceptgiro Invoices
Processing Acceptgiro Invoices Through the Billing Interface
Modifying Acceptgiro Invoice Forms
Using Golden Tax
Understanding Golden Tax
Setting up and Maintaining Golden Tax (GT) Options
Using the Golden Tax Adapter (GTA)
Using the Golden Tax Adapter Workbench
Delivered Workflows for PeopleSoft Billing
Delivered Workflows for PeopleSoft Billing
PeopleSoft Billing Reports
PeopleSoft Billing Reports: A to Z
Selected PeopleSoft Billing Report Information
Report Samples