Set Up Invoice ID

For GST invoices, the invoice number cannot exceed 16 characters and it cannot begin with a 0 (zero), / (slash), - (dash), or lower case alphabetical. The PeopleSoft Billing system ensures these requirements.

Because PeopleSoft Billing allows you to configure your system to allow up to 22 characters for the Invoice ID, you should follow these steps for India business units:

  1. Create a new SetID for India GST Invoices.

  2. Use the Invoice Number ID Page to create an Invoice ID for GST invoices.

  3. Make sure that the length of all parts is 16 characters, and that the first character is not a 0 (zero) or a / (slash).

  4. Use the Bill Type 2 Page to assign the Invoice Number ID to all Bill Types for the SetID created in step 1.

  5. Use the TableSet Control page to assign the new SetID created in step 1 to record group BI_02 for all India business units.

  6. Use the Bill Source Page to set up bill sources using the new SetID created in step 1, for all India business units.

Online and Batch Validations

For Online Bills where the invoice number is entered manually, the invoice ID validations are enforced when the invoice ID is entered.

For Online Bills where the invoice number is automatically generated by the system, the invoice ID validations are enforced with the invoice is saved.

Note:

Invoice ID is not enforced when using Batch processing. The only way to ensure the Invoice ID requirements for batch processing is to set up an Invoice ID scheme specifically for India GST invoices.