Understanding Billing Processing
This topic discusses:
General PeopleSoft Billing processing.
Streamlined billing.
PeopleSoft Pay/Bill Management integrates with PeopleSoft Billing through the use of the PeopleSoft Project Costing and PeopleSoft Contracts applications.
When you save staffing orders and assignments, the Pay/Bill Management system creates contracts, contract lines, projects, activities, and so forth in Project Costing and PeopleSoft Contracts. This enables you to use the existing relationships between PeopleSoft Billing, PeopleSoft Project Costing, and PeopleSoft Contracts.
The following diagram shows the integrations between the HCM database and PeopleSoft Billing.
Overview of integrations between the HR database and the Financials database for processing billing
To process billing:
Enter time using the PeopleSoft Pay/Bill Management Rapid Time component.
Run the Publish Actual Payable Time Application Engine process (TL_PY_PUB_TM).
This process sends data for the actual hours from PeopleSoft Time and Labor to an interface staging table in PeopleSoft Project Costing.
Send billable time to PeopleSoft Project Costing (PC_TL_TO_PC).
PeopleSoft Time and Labor sends billable time to PeopleSoft Project Costing (to an interface staging table) as either actuals or estimates through an application message (PeopleSoft Time and Labor to PeopleSoft Project Costing). Then, the PC_TL_TO_PC Application Engine reads the data in the interface staging table and writes the transactions to the PROJ_RESOURCE table and calls the Project Costing Pricing Engine.
Run the Pricing Engine (PC_PRICING).
This process creates billing rows from the costs that are brought into PeopleSoft Project Costing. The system calls it automatically from the PC_TL_TO_PC process. The system matches up the costs with contract lines and rate sets to determine what billing rows are created.
Run the Contracts/Billing Interface Application Engine process (CA_BI_INTFC).
This process in PeopleSoft Contracts sends PeopleSoft Contracts and PeopleSoft Projects-related billing activity to PeopleSoft Billing. This process calls the Staffing Process step, which moves values into User Fields 1–9 in the Billing Interface tables (INTFC_BI) from the customer field values that you specified when setting up the assignment. This process also calls the CA_COMMIT_PO process, which updates the PO remaining balance with the committed amount.
Run the Billing Interface process (BIIF0001).
This process in PeopleSoft Billing creates temporary or regular bills based on the transactions in the Billing Interface tables.
Run the Finalization process (BIIVC000).
You run this process on the real bills that you have created to change the bill status from RDY to INV. The process performs a variety of tasks including calculating taxes, setting the invoice date, and calculating the due date.
Run the Billing to Projects/Contracts Interface process (BIPCC000).
After you have run the Finalization process, run the Projects/Contracts Interface process to update PeopleSoft Contracts and PeopleSoft Project Costing with the finalized bill information from PeopleSoft Billing. This process calls the FO_PO_APPLY process, which updates the PO remaining balance with the amounts actually billed.
Run the Billing Adjustments to Projects process (PC_BI_TO_PC).
This process moves data from PeopleSoft Billing to PeopleSoft Project Costing. This billing adjustment data is used to populate the PROJ_RESOURCE table.
See the product documentation for PeopleSoft HCM: Time & Labor, “Integrating With PeopleSoft Financials and Enterprise Performance Management, Publishing Estimated and Actual Cost Data to PeopleSoft Projects”.
To reduce the number of steps for invoicing bills, you can use streamlined billing. Streamlined billing enables you to process transactions from PeopleSoft Contracts and PeopleSoft Project Costing to PeopleSoft Billing and back with one job. As long as data is set up correctly, steps 5 through 9 (in the previous section) run sequentially with no manual intervention.
Note: Important Setup Parameters: For streamline billing to run correctly, you must select the Pre-approved and Direct Invoicing check boxes on the billing plan, specify the range selection ID and direct invoicing option on the Bill By Identifier page, and establish billing user preferences.
For detailed information about streamlined billing, refer to your PeopleSoft Contracts product documentation.