Understanding Data Originating from PeopleSoft Project Costing (PBI System Source)
This table shows the life cycle of project transaction rows that are eligible for billing. This table starts after the transaction is priced:
|
Process |
Billing Distribution Status |
Cross-reference Status |
Analysis Type Rows Inserted into the Project Transaction Temporary Billing Table |
|---|---|---|---|
|
Start |
P (priced) |
NA (not applicable) |
NA |
|
Contracts-Billing Interface (Billing Engine) |
W, if action finishes S, if action ends abnormally |
NA |
NA |
|
Billing Interface |
NA |
NA |
NA |
|
Accept Worksheet |
NA |
NA |
OLT (over the limit) DEF (defer) WTO (write off) WWO (withholding write-off) |
|
Delete Worksheet |
P |
NA |
NA |
|
Billing Finalization |
NA |
NA |
NA |
|
Project Costing-Contracts Interface (see note) |
D (distributed) |
FIN (finalized) |
BAJ (billing adjustment) BRT (billing retainage) DSC (billing discount) |
Note: The Project Costing-Contracts Interface process calls the Contracts Billing Update Application Engine process (CA_BI_UPD), which updates the Billing Plan Event Status field to DON (completed) if all rows for the event have a Cross-reference Status field value of FIN in the Contracts-Billing Cross-reference table. The system updates the Billing Plan Status field to DON if all events are completed.