Delivered Workflows for PeopleSoft Billing

This section discusses Billing workflows. The workflows are listed alphabetically by workflow name.

The topic discusses the Pending Interface Transactions workflow.

Description

Information Type

Description

Event Description

Run the Billing Workflow Process

Action Description

This process will create a worklist for each interface transaction in the Billing Interface tables that has not yet been processed and is aging.

Notification Method

Worklist

Workflow Objects

Information Type

Description

Business Process

Enter Billing Information

Activity

Bill Interface

Role

BI Interface Reviewer

Email Template

N/A

The section discusses the Inactive Bills workflow.

Description

Information Type

Description

Event Description

Run the Billing Workflow Process

Action Description

This process will create a worklist for each invoice in the Billing tables that has not yet been invoiced and is aging.

Notification Method

Worklist

Workflow Objects

Information Type

Description

Business Process

Enter Billing Information

Activity

Enter Billing Information

Role

BI Inactive Bills Reviewer

Email Template

N/A

The section discusses the Pending Credit Card Transaction workflow.

Description

Information Type

Description

Event Description

Run the Billing Workflow Process.

Action Description

This process will create a worklist for each unprocessed credit card transaction in the INTFC_CRCARD table that is aging.

Notification Method

Worklist

Workflow Objects

Information Type

Description

Business Process

Generate Invoices

Activity

Invoice Process Inquiry

Role

Billing Administrator

Email Template

N/A