Defaults

Bill line values inherit default values from the bill header only when you first enter the bill line in online bill entry. If you change information on a bill line or the bill header, the new information might not appear in both the header and line unless you manually entered it.

When you assign a header value and insert a new line, the system initializes the fields that derive default values from the header to correspond to the header values. Although you can override the bill line default values, changing the value of a bill line—even if you change that value for all bill lines—does not update the header value. Similarly, if you assign a header value and enter bill lines, and then change the header value and enter additional bill lines, the bill header value retains the second value and matches only those line values that you entered after you changed the header value.

Bills that come from the Billing interface have values on the bill header that the system might have assigned using bill-by options. A bill that you create with this option has the same field value in the bill header and all bill lines.

WARNING:

If you have installed both PeopleSoft Receivables and PeopleSoft Billing, enter receivables data that is consistent with the accounts receivable level and accounts receivable option on the Installation Options - Billing - Integration Options page. For example, if you send data to PeopleSoft Receivables at the header level only (that is, you select Header is an AR Open Item), then enter the data at the header level. Conversely, if you send data to PeopleSoft Receivables at the line level only (that is, you select Bill Line is AR Open Item), enter the data at the line level. The Load AR Pending Items process (BILDAR01) sends to PeopleSoft Receivables only the data at the level that is defined on the Installation Options - Billing - Integration Options page.