Defining Page Series Definitions

Process Flow Analysis

Before defining a page series, you should analyze the billing process flow to determine the best arrangement of billing pages.

As part of the analysis, classify the different billing operations. Determine which pages are useful for a particular business unit, and which header and line data apply to a type of bill. For example, if the bill source is online entry, determine whether to step through every page, or whether some pages are used infrequently. For instance, you might not include the accounting entries distribution code page if the PeopleSoft Receivables system creates accounting entries.

After you determine the most likely scenarios for page access, determine the order in which the pages appear. Although creating a page series does not modify the order in which the system displays the pages in PeopleSoft Internet Architecture navigation, you can control the way that users cycle through the pages during bill entry or bill inquiry using the Prev (previous) and Next links in the Page Series group box.

You can set up Page Series to work for Express Bill Entry.

Page Series Definition

To define a page series, create a header record with the ID and detail lines that list each page name and the sequence in which you use them. You can find a table of page object names later in this section.

Default Level

Decide at which level to establish the PeopleSoft Billing page series definition. Each business unit may need a unique page series. Within a business unit, you can create a page series for each bill type or bill source. If the billing activity is standard, you may want to establish only a single page series for the entire system.

Use the Installation Options - Billing - General Options page to assign the level at which you define the page series.

Use of Page Series

During bill entry or bill inquiry, the system displays the proper page series. If you set up a system-wide page series, it uses that page series. If you establish a page series at the business unit level, the system accesses that page series when you define a business unit.

If you define the page series at the bill type level, the Bill Type field is a required field in the first bill header page. When you assign a bill type, the system uses the page series associated with that bill type. Likewise, if you change the bill type and the new type uses a different page series, the page sequence changes accordingly.

If you define the page series at the bill source level, you must assign that bill source to the bill. However, the Bill Source field is not a required field in the bill header. Consequently, if you do not enter a bill source, the system uses the default page series ID that you define on the Installation Options - Billing - General Options page.

The page series works the same when importing data through the Billing Interface.