Understanding PeopleSoft CRM to Billing Integration

PeopleSoft CRM to Billing integration enables the PeopleSoft CRM Service products (which include PeopleSoft FieldService, PeopleSoft Call Center, and PeopleSoft Support) and the PeopleSoft Order Capture application to:

Use PeopleSoft Transaction Billing Processor functionality with PeopleSoft CRM applications to manage and book revenue to the appropriate general ledger accounts for recurring and one-time services.
Generate invoices for services rendered.
Group CRM transactions by user-specified criteria (defined with a bill-by identifier) and generate one transaction per invoice.

For example, when a field technician has completed work at a customer site, they must report their billable items such as time, material, and expense, before completing a service order. They can enter the billable items, calculate the price of the service order, and generate service order reports in PeopleSoft CRM. When the service manager is satisfied that the service order is ready for billing, they set the status of the service order to closed to initiate a workflow transaction. This workflow transactions sends the service order transaction to the PeopleSoft Transaction Billing Processor, then to PeopleSoft Billing. PeopleSoft Billing processes the billing and accounting processing.