Billing Charge Data Tables

This table contains information about PeopleSoft Billing charge data tables:

Option Required/Optional Description Use

Charge Code (BI_CHARGE).

Conditional.

Represents a bill line. This may be a product, a type of service, or anything that you would bill to your customers.

Associated with a charge code is a description, unit of measure, price, revenue distribution code, and revenue recognition basis for contract liability. Because charge codes are created by currency, the fields on this page are populated by the default currency code that you set on the User Preferences - Billing page.

Discount and Surcharge (BI_DISC_SUR).

Conditional.

Defines multilevel percentage or dollar amount discounts or surcharges that are applied to a bill line that affects the net extended amount for that bill line. You can also enter a dollar amount discount or surcharge as a bill line.

Since discounts and surcharges are created by currency, the fields on this page are populated by the default currency code that you set in User Preferences - Billing page. Associated with a discount or surcharge is either a percentage or dollar amount and a distribution code, which is used to track discounts and surcharges separate from sales revenue.

Sales/Use Tax Authority and Code (TAX_HEADER_TBL) (TAX_AUTHORITY).

Conditional.

Identifies tax authorities and percentages and defines combinations of different tax authorities into a single tax code.

Tax codes are applied and calculated at the bill line level so that each bill line can be taxed at a different rate. Associated with each tax authority is a percentage and the appropriate chart fields for tracking tax liability in the general ledger.