Understanding the Billing Sample Invoices
PeopleSoft provides the following sample invoice forms (depending on which PeopleSoft applications you have installed, you may not see all the forms in this list):
Term |
Definition |
---|---|
GM_103X |
Grant forms 1034 and 1035 invoices. |
GM_270 |
Grants OMB 270 invoice. |
GM_GEN |
General grants invoice form. |
GM_LOC |
Grants Letter of Credit invoice. |
LANDSCAPE |
A landscape-orientation, sample SQR invoice. |
PORTSTUB |
A portrait-orientation, sample SQR invoice with a tear-off payment stub on the right side of the page. |
PS/PSA51, PS/PSA01 |
This format groups lines by project description, employee name and resource type if they exist. Prints subtotals on change of project or employee. Prints contract prepaid information for utilization lines based on the existence of a contract number and a contract prepaid sequence number. |
PS/CA51, PS/CA |
This format groups lines by contract detail, and it applies to PeopleSoft Contracts without PeopleSoft Project Costing. |
PS/PSA52, PS/PSA02 |
This format groups lines by project description, activity description, employee name and resource type if they exist. Prints subtotals on change of project, activity, or employee. Prints contract prepaid information for utilization lines based on the existence of contract number and a contract prepaid sequence number. |
PS/PSA53, PS/PSA03 |
This format groups lines by project description and line type. |
PS/OM, PS/OM50 |
Sample Order Management invoice. |
SF1080 |
Standard form 1080. |
SF1081 |
Standard form 1081. |
STANDARD |
A portrait-orientation, sample SQR invoice. |
XMLPUB |
This option represents a basic, sample BI Publisher invoice form. |
XP_SF103X |
This invoice form provides a BI Publisher rendering of the standard form 1034/1035 for federal invoices. |
Summarized invoice forms |
The summarized invoice forms are not defined under the invoice setup options and cannot be explicitly assigned to an invoice. The summarized invoice forms are used when an invoice contains at least one line with a summarization template attached and the run control print options are set to generate a summarized invoice. Note: When invoices are generated in a situation where the print options are unavailable, such as when generating an invoice or pro forma directly from the online bill entry pages or when using a direct invoicing process through the Billing interface, then a summarized invoice will be printed whenever a bill line has an attached summarization template (and a detail invoice will not be printed). |
(NLD) Acceptgiro invoice forms |
PeopleSoft provides example forms for Dutch acceptgiro invoices. Acceptgiro invoice forms are not defined under the invoice setup options and cannot be explicitly assigned to an invoice. For an acceptgiro invoice to be generated, both the Receivables business unit of the Billing business unit and the invoiced customer must be set up properly. See Understanding Acceptgiro Invoices. Important! Your organization may need to make modifications to the SQR formats to ensure that the fields line up correctly on the acceptgiro attachment. PeopleSoft does not certify that the acceptgiro feature adheres to documented standards for the Netherlands. Your organization is responsible for all acceptgiro testing, certification, and any other forms of compliance with legal and contractual obligations relating to acceptgiro printing and usage. |
An invoice form may be produced by different SQR invoice programs or BI Publisher reports depending on the context in which the invoice is printed. The following table lists which SQR invoice programs or BI Publisher reports generate which invoice forms, and provides the name of the run control record:
Program/Report |
Run Control Record |
Invoice Form IDs |
---|---|---|
BIIVCPN.SQR |
RUN_BI_PRNSQR1 |
SQR Portrait including:
|
BIIVCPNA.SQR |
RUN_BI_PRNSQR1A |
SQR Portrait invoices with acceptgiro, including:
|
BIIVCLN.SQR |
RUN_BI_PRNSQR2 |
SQR LANDSCAPE |
BISLSUM.SQR |
RUN_BI_PRNSQR2S |
Summarized SQR LANDSCAPE |
BIIVCPC.SQR |
RUN_BI_PRNSQR3 |
Consolidated SQR Portrait invoice forms, including:
|
BIIVCPCA.SQR |
RUN_BI_PRNSQR3A |
Consolidated SQR Portrait invoice forms with acceptgiro, including:
|
BIIVCLC.SQR |
RUN_BI_PRNSQR4 |
Consolidated SQR LANDSCAPE |
BISLSUMC.SQR |
RUN_BI_PRNSQR4S |
Summarized consolidated SQR LANDSCAPE |
BIGIVCPN.SQR |
RUN_BI_PRNSQR5 |
Grants invoice forms, including:
|
BISF108X.SQR |
RUN_BI_PRNSQR6 |
SQR standard forms:
|
BI_PRNXPN01(Application Engine) |
RUN_BI_PRNXP1 |
XMLPUB - Generic BI Publisher invoice |
BI_PRNXPC01 (Application Engine) |
RUN_BI_PRNXP2 |
XMLPUB - BI Publisher consolidated invoice |
BI_PRNXPGN1 |
RUN_BI_PRNXP1 |
XMLPUB - Generic BI Publisher invoice |
BI_XPSF103X |
RUN_BI_PRNXP1 |
XP_SF103X |
BIXCA |
RUN_BI_PRNXP3 |
XP_PS/CA |
BIXCLSUM |
RUN_BI_PRNXP4 |
NA |
BIXCLSUMC |
RUN_BI_PRNXP5 |
NA |
BIXPRNT00 |
RUN_BI_PRNXP6 |
XP_PS/GEN |
BIXPRNC00 |
RUN_BI_PRNXP7 |
XP_PS/GEN |
BIXPRNT01 |
RUN_BI_PRNXP8 |
XP_PS/PC |
BIXPRNT02 |
RUN_BI_PRNXP9 |
XP_PS/OM |
BIXPRNC02 |
RUN_BI_PRNXP10 |
XP_PS/OM |
BIXPSA01 |
RUN_BI_PRNXP11 |
XP_PS/PSA1 |
BIXPSA02 |
RUN_BI_PRNXP12 |
XP_PS/PSA2 |
BIXPSA03 |
RUN_BI_PRNXP13 |
XP_PS/PSA3 |