Grouping Single PeopleSoft CRM Transactions Per Invoice

Perform the following steps to define a bill-by to group individual PeopleSoft CRM transactions onto separate invoices (for example, one invoice for each service order, case or order, or agreement):

To define a bill-by to group individual PeopleSoft CRM transactions onto separate invoices:

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

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

  2. Select the Ready to Invoice option in the New Bill Status group box.

  3. Select the New option in the Add to Bills with Status group box.

  4. In the Bill By Fields grid area, include the following bill-by fields:

    • SOURCE_REF_TYPE

    • SOURCE_REF_NO

    • SOURCE_REF_KEY

  5. If you are defining a bill-by for service orders, include the following bill-by fields in addition to those you added in step 4:

    • SO_ID

    • BUSINESS_UNIT_RF

  6. Click Save.

  7. 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.

  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 Type component, as appropriate, and click Save.

  10. 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.

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

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