Creating Temporary Bills Through the Billing Interface

You may want to print a pro forma invoice from the source system before the data is actually sent to PeopleSoft Billing, to proof the invoice, for example, or have it approved before creating an actual bill from the transactions. In PeopleSoft Billing, this is a temporary bill.

You can create temporary bills only through the Billing Interface process, which creates these bills with a bill status of TMR. Once created, a temporary bill cannot be modified. A temporary bill is viewable only from the bill inquiry pages, unless the temporary bill is a billing worksheet, in which case you can view and modify it in the Billing Worksheet component and in bill entry. Bills with a bill status of TMR can never be invoiced. You can generate only a pro forma from a temporary bill. To set up a special invoice numbering ID for use specifically for the creation of temporary bills, define the temporary invoice number ID on the Installation Options - Billing - General Options page.

To mark interface lines as temporary, set the TMP_BILL_FLG to Y on the LINE transaction. The TMP_BILL_FLG does not need to be part of the bill-by criteria to take advantage of this feature. You may need to resend the transactions to the Billing interface multiple times before you have determined that the temporary bill meets your satisfaction.

When you create temporary bills, the system stores them in the PeopleSoft Billing tables. If you often create temporary bills, the billing tables fill quickly with data for these bills, which eventually degrades system performance. After you print a temporary bill and you no longer need it in the PeopleSoft Billing system, purge it from the Billing tables. To purge temporary bills from the system, use the Delete Temporary Bills page or the Billing Workflow Batch Parameters page.