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:

  • PORTSTUB

  • PS/CA51

  • PS/OM50

  • PS/PSA51

  • PS/PSA52

  • PS/PSA53

  • STANDARD

BIIVCPNA.SQR

RUN_BI_PRNSQR1A

SQR Portrait invoices with acceptgiro, including:

  • PORTSTUB

  • PS/CA51

  • PS/OM50

  • PS/PSA51

  • PS/PSA52

  • PS/PSA53

  • STANDARD

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:

  • PORTSTUB

  • PS/CA51

  • PS/OM50

  • PS/PSA51

  • PS/PSA52

  • PS/PSA53

  • STANDARD

BIIVCPCA.SQR

RUN_BI_PRNSQR3A

Consolidated SQR Portrait invoice forms with acceptgiro, including:

  • PORTSTUB

  • PS/CA51

  • PS/OM50

  • PS/PSA51

  • PS/PSA52

  • PS/PSA53

  • STANDARD

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:

  • GM_103X

  • GM_270

  • GM_GEN

  • GM_LOC

BISF108X.SQR

RUN_BI_PRNSQR6

SQR standard forms:

  • SF1080

  • SF1081

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