Setting Up PeopleSoft Billing Without PeopleSoft Receivables

PeopleSoft Billing is delivered ready to integrate with PeopleSoft Receivables. However, if you are not using PeopleSoft Receivables, you must make the following changes so that PeopleSoft Billing functions properly. If you are using PeopleSoft Billing with a third-party accounts receivable system, edit the following fields in order to use the Load AR Pending Items process (BILDAR01) to populate the PENDING_ITEM table with invoiced data, and to load this activity into the accounts receivable system:

• BUSINESS_UNIT_AR

• GROUP_TYPE

Edit these fields in PeopleSoft Application Designer.

To use PeopleSoft Billing without PeopleSoft Receivables:

1. Select Record for the object type, then enter BUS_UNIT in the Name field.

2. Click the Select button; a list of possible records beginning with BUS_UNIT appears.

   Select BUS_UNIT_TBL_BI.

3. Double-click BUSINESS_UNIT_AR, then select the Edits tab.

   The Receivables business unit cannot be entered here because the view prompts from a table that cannot be populated without PeopleSoft Receivables installed.

4. Change the edit type to no edit.

5. Save the change by selecting File, Save.

6. Return to PeopleSoft Application Designer and select File, Open.

7. Select Record for the object type.

8. Enter BUS_UNIT in the Name field.

9. Click the Select button, and a list of possible records appears.

   Select BUS_UNIT_OPT_BI.

10. Double-click GROUP_TYPE, then select the Edits tab.

11. Ensure that you select the Required check box.

    You cannot enter the group type because the view prompts from a table that cannot be populated without PeopleSoft Receivables installed.

    Warning! The Load AR Pending Items process does not run if you do not specify a group type on the Billing Options - Billing Business Unit Options page.