PeopleSoft Billing Integrations

Integration with PeopleSoft Order Management

By implementing PeopleSoft Order Management, you can take advantage of the following:

• Supply sales order information to PeopleSoft Billing directly from Order Management through the Billing Interface for the purpose of invoicing, revenue recognition, and interfacing downstream to Receivables and General Ledger.

• Provide direct invoicing from PeopleSoft Order Management.

  Direct invoicing streamlines the billing process by combining several steps that are in the collection and processing of billing activity from other source systems.

• Receive direct return material authorization credits and credit card transactions from PeopleSoft Order Management.

  PeopleSoft Billing supports additional fields to track credit card processing for bills originating from Order Management.

• Print configuration detail as a page at the end of the invoices for any bill line that originates from PeopleSoft Order Management.

Integration with PeopleSoft Contracts, Project Costing, and Grants

By implementing PeopleSoft Contracts, Project Costing, and Grants, you can take advantage of the following:

• Print project and contract information from PeopleSoft Project Costing and Contracts on invoices.

• Manage revenue recognition with methods other than invoicing activity.

• Manage progress payments and withholding for government contracts.

• Write billing information into Project Costing tables to support navigation capabilities from PeopleSoft Billing to Project Costing.

  You can also access PeopleSoft Project Costing from the bill entry component to view project details. You can book advances to an unearned income account and book retainages to a long-term receivables account. PeopleSoft Contracts passes Billing of these accounts.

• Bill information for letters of credit, if you install PeopleSoft Grants.

• Bill rents, operating expenses, maintenance fees and security deposits if you install PeopleSoft Lease Administration.

Integration with PeopleSoft Pay/Bill Management

You can route PeopleSoft Pay/Bill Management transactions to Billing as part of the purchase order tracking functionality, which enables you to track customer invoices against purchase orders that are committed to purchase staffing services.

You can review and adjust bill lines from PeopleSoft Pay/Bill Management by using the billing worksheet and send information back to Pay/Bill Management using the Billing to Project Costing/Contracts Interface process.

Integration with PeopleSoft Asset Management

By implementing PeopleSoft Asset Management, you can take advantage of the following:

• Pass asset retirement by sale transactions from PeopleSoft Asset Management to Billing to generate appropriate accounting entries to relieve fixed assets, calculate value-added-tax as necessary, initiate creation of open items in Receivables, post to General Ledger, and initiate InterUnit payable voucher creation if you are transferring assets between business units or legal entities.

• Send asset reinstatements to PeopleSoft Billing as credit lines.

Integration with PeopleSoft General Ledger

By implementing PeopleSoft General Ledger, you can take advantage of the following:

• Generate accounting entries to book account receivables entries at summary or detail level to PeopleSoft General Ledger.

  This process also produces a listing of all accounting entries that are created for invoices (both regular and consolidated) according to the parameters that you define.

• Support billings with revenue and contract liability recognition accounts.

• Create accounting entries for uninvoiced revenue activity to recognize within the current accounting period.

• Share the same accounting environment that is defined in PeopleSoft General Ledger.

• Provide PeopleSoft General Ledger with pre-verified accounting entries through extensive ChartField combination edits for invoices that are entered in Billing.

  Note: PeopleSoft Billing does not initiate the Combination Edit process for transactions that are imported into the billing interface from source systems.

• After you run the Load GL or Contract Asset processes and the accounting entries go through the Journal Generator process and post to the general ledger, you can inquire about them by using the Accounting Entries By Journal page. You can then view exchange rate detail for converting bill transaction currency to base currency for the accounting entry.

Integration with PeopleSoft Payables

By implementing PeopleSoft Payables, you can initiate the creation of vouchers for InterUnit bills for Payables.

Integration with PeopleSoft Receivables

By implementing PeopleSoft Receivables, you can take advantage of the following:

• Distribute pending items to PeopleSoft Receivables.

  This process also produces a listing of all pending items that are generated for invoices (both regular and consolidated) according to the parameters that you define.

• Retrieve invoice details from PeopleSoft Receivables.

Integration with External non-PeopleSoft Systems

PeopleSoft Billing also supports the following integration with external non-PeopleSoft systems:

• Integrate the external non-PeopleSoft system to PeopleSoft Billing through the Billing interface, which is a standardized transaction type driven interface that is provided to meet various transaction needs.

• Integrate with third-party tax provider. These suppliers provide solutions to the most complex sales tax requirements and maintain tax rates for you. The PeopleSoft Billing application includes PeopleSoft Tax Tables, which meet simple sales tax requirements but requires maintenance of tax rates.