PeopleSoft Billing Implementation Tasks

PeopleSoft Setup Manager enables you to review a list of setup tasks for the organization for the products that you implement. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding documentation.

PeopleSoft Billing also provides component interfaces to help you load data from the existing system into Billing tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables.

This table lists all of the components that have component interfaces:

Component Component Interface Reference

Charge Code

BI_CHARGE_CI

See Setting Up Billing Charge Codes.

Discounts and Surcharge Code

BI_DISC_SUR_CI

See Setting Up Discounts and Surcharges.

Standard Note

STANDARD_NOTE

See PeopleSoft Order to Cash Common Information: Standard Notes Page.

Sales and Use Tax Authorities

TAX_AUTHORITY_CI

See Application Fundamentals: Defining Sales and Use Tax Authorities and Codes.