Grouping Multiple Transactions Per Invoice

To group PeopleSoft CRM transactions on one invoice per sold to customer (for example, if you want to include all service orders on one invoice), you must define a bill-by ID with the appropriate bill-by fields and associate that bill-by with a bill type and a bill source:

  1. Navigate to Set Up Financials/Supply Chain, Product Related, Billing, Setup, Bill By Identifier.

    Enter the name of the bill-by identifier in the Bill By ID field, and click the Add button to access the Bill By Identifier page.

  2. In the Bill By Fields grid area, select the SOURCE_REF_TYPE bill-by field.

    The SOURCE_REF_TYPE bill-by field is the only bill-by field required to enable multiple transactions of the same type (service orders, cases, orders, or agreement fees) to appear on one invoice for a bill-to customer.

  3. Click Save.

  4. Navigate to Set Up Financials/Supply Chain, Product Related, Billing, Setup, Bill Type.

    Click the Add tab, enter an identifier in the Bill Type field, and click the Add button to access the Bill Type 1 page.

    Note:

    Identify the bill type and bill source IDs by the PeopleSoft CRM transaction type. For example, name the PeopleSoft CRM-related bill types SERVICE, CASE, CRM_ORDER, and so forth.

  5. Select the bill-by identifier that you defined in step 1 in the Bill By Identifier field.

  6. Define values for the remaining fields in the Bill Type component, as appropriate, and click Save.

  7. Navigate to Set Up Financials/Supply Chain, Product Related, Billing, Setup, Bill Source.

    Click the Add tab, enter an identifier in the Bill Source field, and click the Add button to access the Bill Source 1 page.

    Note:

    Identify the bill type and bill source IDs by the PeopleSoft CRM transaction type. For example, name the PeopleSoft CRM-related bill types SERVICE, CASE, CRM_ORDER, and so forth.

  8. Select the bill-by identifier that you defined in step 1 in the Bill By Identifier field.

  9. Define values for the remaining fields in the Bill Source component, as appropriate, and click Save.