Establishing New PeopleSoft Billing Business Units
PeopleSoft Billing business units can be created using the Classic or the Fluid user interface. To establish new PeopleSoft Billing business units in Classic, use the Billing Definition (BUS_UNIT_TBL_BI) and Billing Options (BUS_UNIT_OPT_BI) components.
To establish PeopleSoft Billing business units in Fluid, use the Business Unit Management (GL_BU_S_FL) component. See Managing Business Units.
After you establish the PeopleSoft General Ledger and Receivables business units, you can begin establishing the Billing business units. Create SetIDs or business unit names that are five (5) characters long; performance degradation occurs if SetIDs or business unit names have fewer than five (5) characters
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Page Name |
Definition Name |
Usage |
|---|---|---|
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BUS_UNIT_TBL_BI |
Define new PeopleSoft Billing business units, modify existing business units, establish VAT billing business units, and establish a link with a General Ledger business unit and a Receivables business unit. |
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BUS_UNIT_TBL_BI2 |
Define tax control and Contract Liability options, and establish default debit and credit entry types and reasons. |
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BUS_UNIT_TBL_BI3 |
At the business unit level, set defaults for the Contract Asset process and defaults for document sequencing. |
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BUS_UNIT_TBL_BI4 |
Enable PeopleSoft Billing business units for VAT and other features. |
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BUS_UNIT_OPT_BI |
Establish PeopleSoft Billing business unit options, or review existing business unit options. |
Use the Billing Definition - Business Unit 1 page (BUS_UNIT_TBL_BI) to define new PeopleSoft Billing business units, modify existing business units, establish VAT billing business units, and establish a link with a General Ledger business unit and a Receivables business unit.
Navigation:
All fields, controls, and definitions for this page can be found on the Billing Definition - Business Unit 1 Page (Fluid).
Use the Billing Definition - Business Unit 2 page (BUS_UNIT_TBL_BI2) to define tax control and contract liability options, and establish default debit and credit entry types and reasons.
Navigation:
Most fields, controls, and definitions for this page can be found on the Billing Definition - Business Unit 2 Page (Fluid).
Use the Billing Definition - Business Unit 3 page (BUS_UNIT_TBL_BI3) to at the business unit level, set defaults for the Contract Asset process and defaults for document sequencing.
Navigation:
All fields, controls, and definitions for this page can be found on the Billing Definition - Business Unit 3 Page (Fluid).
Use the Billing Definition - Business Unit 4 page (BUS_UNIT_TBL_BI4) to enable PeopleSoft Billing business units for VAT and other features.
Set the Invoice Approval Options and enable the attach invoice image option.
Navigation:
Most fields, controls, and definitions on this page can be found on the Billing Definition - Business Unit 4 Page (Fluid). The only fields that must be defined using this page are VAT Default Setup and VAT Service Treatment Setup.
VAT Information
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Field or Control |
Description |
|---|---|
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VAT Reporting Entity |
Displays if you link the PeopleSoft Billing business unit to a General Ledger business unit, that is already associated with a VAT entity, on the Billing Definition - Business Unit 1 Page (Fluid) or Billing Definition - Business Unit 1 Page. This is required for VAT Billing business units. If this field is blank, the business unit is not set up for VAT. |
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Physical Nature |
Indicates whether a VAT billing business unit is for goods or services. Physical nature is required for billing business units that are tied to a VAT entity. This field appears only when the billing business unit's associated general ledger business unit is associated with a VAT entity. |
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Where Service Performed |
Indicates the location where the service is physically performed. Where Service Performed is required for billing business units that are tied to a VAT entity. Options are: Buyer's Location, Ship From Location, ship-to Location, or Supplier's Location. This field appears only when the billing business unit's associated general ledger business unit is associated with a VAT entity. |
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VAT Default Setup |
Click to access the VAT Defaults Setup page. The VAT Defaults Setup page is a common page used to set up VAT defaulting for all PeopleSoft applications processing VAT transactions. On this page you can define business unit VAT defaults per VAT registration country and state, as applicable. This link appears only when the billing business unit's associated general ledger business unit is associated with a VAT entity. |
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VAT Service Treatment Setup |
Click to access the Services VAT Treatment Drivers Setup page. The Services VAT Treatment Drivers Setup is a common page used to set up VAT services treatment for all PeopleSoft applications processing VAT transactions. If you are required to implement special handling for services, you can specify business unit VAT service treatment defaults on this page for the location country and state of the supplier, as applicable. This link appears only when the billing business unit's associated general ledger business unit is associated with a VAT entity. |
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(NLD) Acceptgiro Type |
Displays the acceptgiro contract type. The Acceptgiro Type field will be displayed only if an acceptgiro contract is set for the Receivables business unit associated with the Billing business unit. If no contract type is displayed, the business unit will not be able to generate acceptgiro invoices. |
Note: The VAT Defaults Setup and Services VAT Treatment Drivers Setup pages are described in detail in the PeopleSoft Global Options and Reports.
See Understanding VAT in PeopleSoft Billing, and Setting Up VAT Entities.
Warning! If the General Ledger business unit is linked to a VAT entity after the Billing business unit is created, the VAT status of the Billing unit is not automatically updated. To update the Billing business unit VAT status, you must change the AR Business Unit setting on the Billing Definition - Business Unit 1 page to another, temporary value, and then change it back to the correct Receivables business unit. This change causes the system to determine whether the General Ledger business unit is linked to a VAT entity. After the link between the General Ledger business unit and the VAT entity is verified, the Billing business unit becomes a VAT Billing business unit, and the VAT entity identification is copied onto the Billing Definition - Business Unit 4 page.
Invoice Email Option
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Field or Control |
Description |
|---|---|
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Attach Invoice Image Option |
Select this option to retain an image of the invoice that is generated when the invoice is printed. If the invoice format is a BI publisher and the invoice has been finalized, the print program can be run and the PDF output of the invoice will be attached to the invoice header. |
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From Email Address |
Enter an email address for invoices that are emailed to your customers. When this bill type is used on an invoice, and you email the invoice to a customer using the Invoice Bursting (XMLPBURST) process, this email address appears in the From Email field. This value is used as the default if you have not provided a value on the Bill Type 2 Page. |
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Exclude Credit Invoice Emails |
Select to indicate that you do not want emails to be sent if it's a credit invoice. The applies to consolidated and non-consolidated invoices. This value is used as the default if you have not provided a value on the Bill Type 2 Page. |
Use the Billing Options - Billing Business Unit Options page (BUS_UNIT_OPT_BI) to establish PeopleSoft Billing business unit options, or review existing business unit options.
Navigation:
After you define the PeopleSoft Billing business units, select the financial defaults. Such defaults are classified as Billing business unit options, but the record that contains the Billing options is actually keyed by SetID. This enables multiple business units to share billing options if business processes are common across business units. Consequently, you may have to add a Billing options record even though you have already established a business unit. The records are separate and are keyed by different fields.
Field or Control |
Description |
|---|---|
Billing Origin ID |
Displays the source of PeopleSoft Billing items that are loaded into the PeopleSoft Receivables system. If you use PeopleSoft Receivables, you should have already set this up on the Group Origins page. Ensure that the origin type is Billing and the origin method is External. If you are not using Receivables, you can enter any value here; the system does not validate the value. |
Group Type |
Specify a group type. This value is used to interact with PeopleSoft Receivables. If you have PeopleSoft Receivables installed, you must specify a valid group type as established on the Group Type page. If you are not using PeopleSoft Receivables, you can enter any value here; the system does not validate the value. |
Pay Terms for Fully Paid Bill |
Select a payment term for invoices that are fully paid and do not have a discount for early payment. Selecting this payment term ensures that the discount for early payment is not applied during the Accounts Receivable payment application process. The potential result of not selecting this payment term could result in outstanding credits in Accounts Receivable. |
Business Unit Level Defaults
The remaining fields on this page establish business unit level defaults. Some of the fields are required and some are optional. You can override any defaults that you provide on this page by another default set at a lower level.
Field or Control |
Description |
|---|---|
Exchange Rate Type |
Displays the group of exchange rates that the system uses when it converts bill currency amounts to the base currency of the PeopleSoft General Ledger or Receivables system. This default value is drawn from the Miscellaneous General Info page, where it is a required field. You can override the default here. If the system does not populate this field with a default value, return to the Miscellaneous General Info page, and select a default value. Note: Select the default exchange rate type at the customer level. Failure to select the default exchange rate type at the customer level on the Miscellaneous General Info page can cause unreliable results in the default hierarchy. |