Defining Customer Billing Contacts

To define customer billing contacts, use the Billing Specialist (BI_SPECIALIST), Bill Inquiry Phone (BI_INQPHONE), Team Member Personal Data (MEMBER_PERSON1), Collector (COLLECTOR_TABLE), and Credit Analyst (CR_ANALYST_TABLE) components.

Pages Used to Define Customer Billing Contacts

Page Name	Definition Name	Usage
Billing Specialist Page	BI_SPECIALIST	Enter information for billing specialists and billing authorities.
Bill Inquiry Phone Page	BI_INQPHONE	Enter bill inquiry phone information.
Team Member Personal Data Page	MEMBER_PERSON1	Set up team member information.
Collector Page	COLLECTOR_TABLE	Establish valid collectors.
Credit Analyst Page	CR_ANALYST_TABLE	Add or modify information for a credit analyst.

Billing Specialist Page

Use the Billing Specialist page (BI_SPECIALIST) to enter information for billing specialists and billing authorities.

Navigation:

Set Up Financials/Supply Chain, and then Product Related, and then Billing, and then Setup, and then Billing Specialist

This example illustrates the fields and controls on the Billing Specialist page.

A billing specialist is anyone in an organization, including a manager, who is responsible for entering, monitoring, or approving system billing activity. Enter information for at least one billing specialist so that the table is properly established.

Note:

Before entering billing specialist information, you must create PeopleSoft user accounts for the specialists.

Add new billing specialists on the Billing Specialist page. To access the page, enter a billing specialist code, an 8-character code that can be any identifier that you want (for example, the person's initials). To indicate that the billing specialist is a billing authority, select the Bill Authority Flag check box and include the billing authority phone number.

See the product documentation for PeopleTools: Security Administration

Bill Inquiry Phone Page

Use the Bill Inquiry Phone page (BI_INQPHONE) to enter bill inquiry phone information.

Navigation:

Set Up Financials/Supply Chain, and then Product Related, and then Billing, and then Setup, and then Bill Inquiry Phone

The bill inquiry phone is the number on invoices for customers to call if they have questions about their bills. You can define as many bill inquiry phone numbers as needed. You can have different phone numbers based on where customers are located.

Specify when to have the bill inquiry phone number take effect in the Effective Date field, and indicate the status for the number.

Team Member Personal Data Page

Use the Team Member Personal Data page (MEMBER_PERSON1) to set up team member information.

Navigation:

Set Up Financials/Supply Chain, and then Common Definitions, and then Team Members, and then Team Member Personal Data, and then Member Data

Set up team member codes, formerly salesperson codes.

Collector Page

Use the Collector page (COLLECTOR_TABLE) to establish valid collectors.

Navigation:

• Set Up Financials/Supply Chain, and then Product Related, and then Billing, and then Setup, and then Assign Collector for Billing

• Set Up Financials/Supply Chain, and then Product Related, and then Receivables, and then Credit/Collections, and then Setup Collectors

Set up valid collectors on the Collector page. Enter the effective date and status of the collector, as well as the name and telephone number.

Credit Analyst Page

Use the Credit Analyst page (CR_ANALYST_TABLE) to add or modify information for a credit analyst.

Navigation:

• Set Up Financials/Supply Chain, and then Product Related, and then Billing, and then Setup, and then Establish Credit Analyst

• Set Up Financials/Supply Chain, and then Product Related, and then Receivables, and then Credit/Collections, and then Setup Credit Analyst

Add or modify information for a credit analyst on the Credit Analyst page. Enter the effective date, status, name, and telephone number for the credit analyst.