Common Elements Used in Billing Integration with Contracts, Project Costing, Grants, and Pay/Bill Management

Field or Control	Description
Bill Opt (bill options)	For billing activity originating in PeopleSoft Project Costing, bill the resource line, defer payment of that resource line until a specified date, write off that resource line, or mark the resource line as over the limit. Only resource lines with a bill option of Bill are copied to the approved invoice. You can specify the bill option on the Line Details page. For lines of analysis type UTL (utilization), you can select Bill or Delete as the bill option. If a line's analysis type is withholding or withholding release, the bill option is provided by default to Bill. If a line's analysis type is withholding write-off, the bill option is provided by default to Write Off.
Business Unit	Enter the PeopleSoft Billing business unit. For the Billing Worksheet component, this field represents the PeopleSoft Billing business unit that is associated with the temporary bill. You can locate worksheet data by selecting a business unit on the Update Billing Worksheet - Filter Options page and clicking the Search button to display all of the temporary bills associated with that business unit. Enter additional search criteria to refine the search. For the Review Contract/Project Bills component, this field represents the PeopleSoft Billing business unit that is associated with the regular bill. You can locate invoice data by selecting a business unit and clicking the Search button to display all of the regular bills associated with that business unit. Enter additional search criteria to refine the search.
Contract	Displays the contract number. For the Billing Worksheet component, the contract number associated with the temporary bill is displayed. You can locate worksheet data by entering a contract number on the Update Billing Worksheet - Filter Options page and clicking the Search button to display all of the temporary bills associated with that contract number. Enter additional search criteria to refine the search. For the Review Contract/Project Bills component, the contract number associated with the regular bill appears. You can locate invoice data by entering a contract number and clicking the Search button to display all of the regular bills associated with that contract number. Enter additional search criteria to refine the search.
Customer	Displays the customer number. For the Billing Worksheet component, the customer number associated with the temporary bill is displayed. You can locate worksheet data by entering a customer number on the Update Billing Worksheet - Filter Options page and clicking the Search button to display all the temporary bills associated with that customer. Enter additional search criteria to refine the search. For the Review Contract/Project Bills component, the customer number associated with the regular bill appears. You can locate invoice data by entering a customer number and clicking the Search button to display all of the regular bills associated with that customer. Enter additional search criteria to refine the search.
Search	Search for a specific temporary or regular bill. This functionality lists possible matches beginning at the first row of the line detail grid.
Billing Worksheet	Displays the temporary invoice number associated with the temporary bill. Billing Worksheet is used interchangeably with the temporary bill. You can locate worksheet data by entering the temporary invoice number on the Update Billing Worksheet - Filter Options page and clicking the Search button to display the specified temporary bill. Enter additional search criteria to refine the search.
Letter of Credit ID and Letter of CR (letter of credit reference)	The letter of credit reference number for the contract that is associated with a temporary or regular bill.
LOC Doc ID (letter of credit document identification)	The document number authorizing the letter-of-credit draw.
Progress Payment Sequence Number	Identifies a progress payment term in a contract.
Project ID	For the Billing Worksheet component, a unique description used to identify the project associated with the temporary bill that appears. You can locate worksheet data by entering a project ID on the Update Billing Worksheet - Filter Options page and clicking the Search button to display all the temporary bills associated with that project ID. Enter additional search criteria to refine the search. For the Review Contract/Project Bills component, a unique description used to identify the project associated with the regular bill that appears. You can locate invoice data by entering a project ID and clicking the Search button to display all of the regular bills associated with that project ID. Enter additional search criteria to refine the search.
Transaction Date	Represents the date that a cost was actually incurred.
View All	Dismiss chunking functionality and display all of the possible matches. This feature is useful when you print the header-level details of the search results using the browser's print function.