Understanding PeopleSoft Classic eBill Payment Self-Service Transactions

PeopleSoft eBill Payment consists of several self-service transactions that are designed for the casual, untrained user. These self-service transactions enable customers to view account information and pay invoices online, even if they have very little internet or PeopleSoft application experience. Customers sign in to the PeopleSoft application with a user name that is linked to a contact ID, which in turn links to their customer identification so that only information that is relevant to the contact customer ID is accessible.

Because every organization has its own business needs, these self-service transactions should be considered starter kits that you can configure to meet the organization's specific business requirements. For example, on the Invoices page, an organization may prefer to display the line identifier rather than the line description when displaying invoice line details. Also, depending on the tax solution that the organization implements, you may prefer to display tax code rather than tax authority when displaying line tax details.

The common elements used in the PeopleSoft Classic eBill Payment topics are the following:

Term	Definition
As of Date	The last date for which a report or process includes data.
Add to Payment Cart	If the invoice is eligible for payment, a button or link appears to enable customers to add the corresponding invoice to the Payment Cart and to navigate to the Payment Cart page, where they can view the content and update the invoices in the Payment Cart. When a customer adds a consolidated invoice to the Payment Cart, the system displays each of the attached invoices separately on the Payment Cart page. The contents of the Payment Cart will be saved when the user clicks the Add to Payment Cart button. Hence, the user can log out and log in again later to continue working with the Payment Cart.
Invoice Search	A customer can click to access the Invoice Search page, where they can enter search criteria to display a specific invoice.
Business Unit	An identification code that represents a high-level organization of business information. You can use a business unit to define regional or departmental units within a larger organization.
Current Balance	The total amount of the invoice reduced by any payments paid toward the invoice. The system calculates the balance by summing the BAL_AMT values in the PS_ITEM table, reduced by any credit card payments that are in process. If the item has not yet been created in PeopleSoft Receivables, the system retrieves the balance from the BI_HDR Invoice Amount field.
Description	Descriptive text up to 30 characters.
Due Date	The date on which payment is due. The system calculates due date by taking the minimum due date of all open items from the PS_ITEM table. If the invoice has not yet been created in PeopleSoft Receivables, the system retrieves the date from the BI_HDR due date.
Effective Date	Date on which a table row becomes effective; the date that an action begins. For example, if you want to close out a ledger on June 30, the effective date for the ledger closing would be July 1. This date also determines when you can view and change the information. Pages or panels and batch processes that use the information use the current row.
EmplID (employee ID)	Unique identification code for an individual associated with an organization.
Subtotal	Total line amount before discounts and surcharges.
Invoice Amount	Total amount owed for the invoice.
Invoice Date	Date on which the invoice was invoiced.
Invoice ID	When searching for a specific Invoice ID, customers can search for a specific invoice ID or enter a partial invoice ID to display a list of all possible values.
Invoice Status	If the invoice has a balance of zero, the status is Closed. Otherwise, the status is Open.
Language and Language Code	The language in which you want the field labels and report headings of reports to print. The field values appear as you enter them. Language also refers to the language spoken by an employee, applicant, or non-employee.
Net Extended Amt (net extended amount)	The total gross amount, plus all surcharges, reduced by all applicable reductions for the invoice.
Return to Invoice List	From the Invoice Summary page, a customer can click to return to the Invoice List page.
User ID	The system identifier for the individual who generates a transaction.
SetID	An identification code that represents a set of control table information or TableSets. A TableSet is a group of tables (records) necessary to define an organization's structure and processing options.
Total Discounts	The total discounts associated with the invoice.
Total Surcharges	The total surcharges associated with the invoice.
Type	The invoice type—for example, debit memo, or credit memo.
UOM (unit of measure)	The unit of measure code that represents the unit used to quantify the invoice in the corresponding invoice line.
Unit Price	The price billed for each invoice in the corresponding invoice line.