Reviewing the Cross-Reference Table

The cross-reference table (CA_BP_XREF) enables PeopleSoft Contracts to view all billing activity that relates to contracts, including billing activity originating both within and outside of PeopleSoft Contracts.

For billing activity originating in PeopleSoft Contracts, these inserts occur:

• Fixed-amount bill lines (with a system source of CBI) are initially inserted by the Contracts Billing Interface process.

  They are updated throughout the billing cycle and are marked FIN after the invoice is finalized. Billing plans with a billing method of milestone, percent complete, immediate, and value-based are included.

• Rate-based bill lines (with a system source of PBI) are inserted by the Update Contract/Projects Data process (BIPCC000) in PeopleSoft Billing after the invoice is finalized.

  Rate-based bill lines are summarized by project, billing currency, and invoice ID.

• Recurring bill lines (with a system source of CBI) are initially inserted by the Contracts Billing Interface process.

  They are updated throughout the billing cycle and are marked FIN after the invoice is finalized.

For billing activity originating in PeopleSoft Billing, if the bill line specifies a valid contract number and billing plan, then the row is inserted by the update Contract/Projects Data process (BIPCC000) in PeopleSoft Billing after the invoice is finalized.

This table describes the use of the fields in the cross-reference table.

When running the Contracts Billing Interface (CBI) process for amount-based products, the system inserts PeopleSoft Contracts billing (CBI) rows into the CA_BP_XREF table. PeopleSoft Billing updates the status of these CBI rows throughout the billing cycle until billing is finalized, at which point the system marks these CBI rows as Finalized.

When running the Contracts Billing Interface process for rate-based products, the process sends billing rows for as-incurred billing plans directly to PeopleSoft Billing based on data accumulated in PeopleSoft Project Costing. The system inserts these PeopleSoft Project Costing billing (PBI) rows into the CA_BP_XREF table only after the invoice is finalized, during the Update Contract/Projects Data process (BIPCC000).

When running the Contracts Billing Interface process for recurring billing, the process is similar to that for fixed-fee. The system inserts rows into the CA_BP_XREF table as a New status.

PeopleSoft Contracts billing (CBI) rows are initially inserted in the CA_BP_XREF table by the Contracts Billing Interface process. The system then updates these rows at various stages in the billing process. This table shows which fields are updated at each stage:

The system inserts PBI rows into the CA_BP_XREF table after the invoices represented by those rows have been finalized in PeopleSoft Billing. The system inserts one row for each combination of CONTRACT_NUM, BILL_PLAN_ID, EVENT_OCCURRENCE, CONTRACT_LINE_NUM, BUSINESS_UNIT_PC, PROJECT, BI_CURRENCY_CD, and INVOICE.

This table shows which fields are updated at each stage:

If you manually entered an invoice directly into PeopleSoft Billing, the system can still automatically insert rows for that invoice into the CA_BP_XREF table as long as the necessary fields have valid values. PeopleSoft Billing enables entry of CONTRACT_NUM, BILL_PLAN_ID, EVENT_OCCURRENCE, BPLAN_LN_NBR, CONTRACT_LINE_NUM, BUSINESS_UNIT_PC, and PROJECT. Only CONTRACT_NUM and BILL_PLAN_ID must be set for the information to be inserted into CA_ BP_XREF. The system inserts rows for manually entered invoices into the CA_BP_XREF table after the invoice has been finalized in PeopleSoft Billing.

Review the following examples to see how data flows from a billing plan in PeopleSoft Contracts to the Billing Worksheet in PeopleSoft Billing and from the Billing Worksheet to the finalized bill and update of Contract/Projects data. You can also see the updates that the system makes to the rows in the CA_BP_XREF table during this process.