Using Direct Invoicing

Direct invoicing streamlines the billing process combining several steps in the order-to-invoice cycle. PeopleSoft designed direct invoicing for order management environments that require immediate invoicing for shipped goods, instead of a traditional cycle billing. Direct invoicing is active by default. Leave the option selected for customers who require time-sensitive invoices based on shipment ID. Deactivate the option for customers who prefer summarized billing (perhaps monthly) on the customer General Information - Bill To Options page. The direct invoicing option moves by defaults to the Bill To section of the Order Entry Form page on the sales order. Because you can change the direct invoicing option by order as well as by customer, you can configure customers' billing requirements.

If you do not use the direct invoicing option, you must run individually each of the processes that are included in direct invoicing.

Note: When using the Direct Invoicing, you must specify the Range Selection ID and Direct Invoicing on the Bill-By Identifier page.

Direct invoicing is run from PeopleSoft Inventory or PeopleSoft Order Management. This table discusses each option to run direct invoicing:

Process

Run Control Page

Description

Processes

Direct Invoicing (DIRCTIVC).

  • Shipping Issues - Order Summary page in PeopleSoft Inventory.

  • Populate Billing in PeopleSoft Order Management.

Launches the multiprocess job to move invoices into PeopleSoft Billing. Invoices are finalized and printed and also loaded into PeopleSoft Receivables and General Ledger.

  • Populate Billing (OM_BILL).

  • Billing Interface (BIIF001).

  • Process VAT Defaults (process value-added tax defaults) (BIPVAT00).

  • Pre-Process and Finalization (BIIVC000).

  • Invoice Extract Process (BI_IVCEXT).

  • Print SQR Invoice (BISPJ00)

  • BI Publisher Invoice (BI_PRNXPN01)

  • Landscape Summarizes Invoices (BISLSUM).

  • BI Publisher Summarizes Invoices (BIXCLSUM).

  • Billing Currency Conversion (BICURCNV).

  • Billing Pre-Load Process (BIPRELD).

  • Load AR Pending Items (load accounts receivable pending items) (BILDAR01).

  • Load GL Interface (load general ledger interface) (BILDGL01).

  • Generate AP Voucher (generate accounts payable voucher) (BIGNAP01).

  • Mask Bank Account Number (BI_MASK_AE).

Direct Invoicing - No Load (DIRCTIV2).

  • Shipping Issues - Order Summary page in PeopleSoft Inventory.

  • Populate Billing in PeopleSoft Order Management.

Launches the multiprocess job to move invoices into PeopleSoft Billing. Invoices are finalized and printed, but not loaded into PeopleSoft Receivables and General Ledger.

  • Populate Billing (OM_BILL).

  • Billing Interface (BIIF001).

  • Process VAT Defaults (process value-added tax defaults) (BIPVAT00).

  • Pre-Process and Finalization (BIIVC000)

  • Invoice Extract Process (BI_IVCEXT).

  • Print SQR Invoice (BISPJ00)

  • Landscape Summarizes Invoices (BISLSUM).

  • Mask Bank Account Number (BI_MASK_AE).

Direct Invoicing with Auto-ship (DIRAUTO).

Ship and Invoice page in PeopleSoft Inventory.

Launches Direct Invoicing with the Auto-Ship multiprocess job (DIRAUTO), which confirms, ships, depletes, and creates invoices for the shipped stock in addition to launching all of the processes in the Direct Invoicing (DIRCTIVC) multiprocess job.

  • Picking Confirmation (IN_FUL_CONF).

  • Packing Slip (INS6500).

  • Publish Outbound Message ASN (publish outbound message advanced shipping notice) (IN_PUB_MSG).

  • Populate Billing (OM_BILL).

  • InterUnit Transfers Bill Load (INS6300).

  • Billing Interface (BIIF001).

  • Process VAT Defaults (process value-added tax defaults) (BIPVAT00).

  • Pre-Process and Finalization (BIIVC000).

Direct Invoicing with Auto-ship (DIRAUTO continued).

  • Invoice Extract Process (BI_IVCEXT).

  • Print SQR Invoice (BISPJ00)

  • BI Publisher Invoice (BI_PRNXPN01)

  • Landscape Summarizes Invoices (BISLSUM).

  • BI Publisher Summarizes Invoices (BIXCLSUM).

  • Billing Currency Conversion (BICURCNV).

  • Billing Pre-Load Process (BIPRELD).

  • Load AR Pending Items (load accounts receivable pending items) (BILDAR01).

  • Load GL Interface (load general ledger interface) (BILDGL01).

  • Generate AP Voucher (generate accounts payable voucher) (BIGNAP01).

  • Mask Bank Account Number (BI_MASK_AE).

Warning! To remove processes from the Direct Invoicing job, you must modify the PeopleCode that controls this job. Because there is more than one Application Engine application being run by this job, only the first application is defined as a process in the job definition. PeopleCode sets up the additional Application Engine request for additional applications, such as PeopleSoft Currency Conversion. You must modify the PeopleCode to disable the creation of this request.

Important! Direct invoicing always runs on a server, never on a client. You must select a server that is appropriate for direct invoicing processes. For example, if you are running a third-party software, you need to select a server that is appropriate for tax module processing in that operating environment.