The DIRCTIVC Job

Use the DIRCTIVC job (initiated by clicking the Run Process button on the Shipping/Issues - Order Summary page), to create invoices for sales orders originating from PeopleSoft Order Management. The DIRCTIV2 job is similar to DIRCTIVC, but it contains no post-invoicing processes.

This table lists all of the processes that are part of the DIRCTIVC job used in PeopleSoft Inventory:

Process What Is Selected Now? What Should Be Processed Later?

OM Billing Interface (OM_BILL)

All activity for Ship ID.

Nothing.

Billing Interface (BIIF0001)

All activity for INTFC ID. To process direct invoicing through the Billing Interface process, the Range Selection ID and Direct Invoicing fields must be part of the explicit bill-by criteria and must be populated on the interface transaction lines. Direct invoicing bills are created with a status of RDY (ready).

All activity for INTFC ID with errors.

VAT Defaulting (value-added tax) (BIPVAT00)

Applies defaults at the bill header and line levels for VAT fields. Selects all VAT bills with range selection ID specified by the direct invoicing job and with Defaults Applied = No. Status changes from RDY to HLD if defaulting fails. Defaults applied change to Yes if defaulting succeeds. If your business never processes VAT invoices, you can remove this step from the BIDIRIVC job.

All VAT bills with VAT defaulting errors.

Invoice Finalization (BIIVC000)

All bills for range selection ID with direct invoice option On. Status changes to:

  • FNL: If paid by credit card.

  • INV: If not paid by credit card.

All bills for range selection ID with direct invoice option Off. The status of activity not selected remains RDY.

Any bills for the range selection ID that were found to have errors.

Any pending credit card transactions that were created.

Invoice Extract Process (BI_IVCEXT)

Selects all printable bills with range selection ID specified by the direct invoicing job.

All printable bills will be extracted into the billing extract tables. This process also prepares the run control records for the SQR and BI Publisher invoice print process.

  

Invoice Printing (BISPJ00, BIXPJ00, BISLSUM)

All printable bills extracted by the Invoice Extract process. The system prints these bills using one of several processes, depending on the invoice form.

All bills get marked as printed and get assigned a print date.

All bills that are marked for Email invoice as attachment will be emailed by the BI_XMLPBURST process and will get marked as email sent. Also, the invoice image is attached to the bill header by the BI_XMLPBURST process for bills that are marked for retain invoice image.

  

Billing Currency Conversion (BICURCNV)

All bills for range selection ID with a status of FNL or INV. Your business practices may dictate different timing for running currency conversion. However, currency conversion must be completed before billing activity can be interfaced to PeopleSoft Receivables or General Ledger.

All bills for range selection ID with direct invoice option Off.

Pre-Load (BIPRELD)

All bills for range selection ID with a status INV and which have completed currency conversion.

All bills for range selection ID with status RDY or FNL. All bills for ship ID with invoice and currency conversion errors.

Load Receivables (BILDAR01)

All bills for range selection ID with a status INV and which have completed currency conversion. Your business practices may dictate different timing for loading to PeopleSoft Receivables. You can remove this processes from the DIRCTIVC job.

All bills for range selection ID with status RDY or FNL. All bills for ship ID with invoice and currency conversion errors.

Load General Ledger (BILDGL01)

All bills for range selection ID with status INV and which have completed currency conversion. Your business practices may dictate different timing for loading to PeopleSoft General Ledger. You can remove this process from the DIRCTIVC job.

All bills for range selection ID with status RDY or FNL. All bills for ship ID with invoice and currency conversion errors.

Generate AP Voucher (BIGNAP01)

All bills for range selection ID with status INV and which have completed currency conversion.

All bills for range selection ID with status RDY or FNL. All bills for ship ID with invoice and currency conversion errors.

WARNING:

If you do not click the Run button on the Shipping/Issues - Order Summary page, you must run all of the processes individually.