Generating PeopleSoft Grants and Project Costing Replacement Invoices

To cancel an erroneous invoice and generate a replacement for PeopleSoft Grants and Project Costing-related invoices:

1. Create credit and rebill invoices using the PeopleSoft Billing Adjust Entire Bill page.

2. Click the Header Info 1 (header information 1) link on the Adjust Entire Bill page to access the Header Info 1 page, where you can assign the appropriate values to the Invoice Date, From Date, and To Date fields for the rebill invoice.

3. Create journal entries in PeopleSoft General Ledger to record the adjustment.

4. Send posted journals from PeopleSoft General Ledger to PeopleSoft Project Costing using the PeopleSoft Project Costing PC_GL_TO_PC process.

5. Run the PeopleSoft Contracts to Billing Interface process (CA_BI_INTFC) to send the adjusted bill line to PeopleSoft Billing.

   Assign values to the Invoice Date, From Date, and To Date fields on the PeopleSoft Contracts Billing Process page (RUN_CA_BI) to match the values that you defined for these fields on the PeopleSoft Billing Header Info 1 page for the rebill invoice.

6. Use the Billing Worksheet to review and approve the adjustment lines that were not preapproved on the PeopleSoft Contracts bill plan.

   You can add the adjustment bill lines to the rebill invoice that you created by selecting it from the prompt list on the Add To Bill field. Alternatively, you can create a new invoice for the adjustment bill lines by leaving the Add To Bill field blank.

7. Run the Billing to Project Costing/Contracts Interface process (BIPCC000) after bill finalization to update the Project Resource table (PROJ_RES_TMP_BI) with the new invoice activity.

   The system applies credit and rebill BIL rows for the project resource to create a complete audit trail.