Setting Up Electronic Invoices

Follow these steps to set up electronic invoices:

  1. Access the Map Definition component to add a new map definition or copy an existing map definition.

    See Application Fundamentals: Defining the Data Source and Target.

    1. Use the Application Fundamentals: Map Definition - Map (Step 1 of 6) Page to define the map.

      Enter a description, version, and select Active. In the Permission section select Public.

      Use the Copy From section to copy map details from an existing map. You can use EIVC_UBL21 as the Map ID.

    2. Use the Application Fundamentals: Map Definition - Source (Step 2 of 6) Page to enter the source for the Map ID.

      Select PS Document as the logical type, DB Table as the physical table, EIVC_UBL21 as the package and document, and a version number.

    3. Use the Application Fundamentals: Map Definition - Target (Step 3 of 6) Page to enter the target for the Map ID.

      Select XML Doc as the logical type. Enter EIVC_UBL21.xml in the XML Sample File field.

    4. Use the Application Fundamentals: Map Definition - Detail (Step 4 of 6) Page to enter map detail for source and target fields.

      Source Field and Name Target Field and Name

      (blank)

      35978 - Invoice Profile ID

      00406 - EIVC_UGL21.BI_EIVC_HDR_VW.INVOICE

      10383 - Invoice ID

      00411 - EIVC_UBL21.BI_EIVC_HDR_WW.INVOICE_DT

      33509 - Invoice Issue Date

      00377 - EIVC_UBL21.BI_EIVC_HDR_VW.DUE_DT

      39729 - Invoice Due Date

      00412 - EIVC_UBL21.BI_EIVC_HDR_VW.INVOICE_TYPE

      33499 - Invoice.InvoiceTypeCode

      00295 - EIVC_UBL21.BI_EIVC_HDR_VW.BI_EIVC_HNTE_VW.TEXT254

      33528 - Invoice Note

    5. Use the Application Fundamentals: Map Definition - Filter (Step 5 of 6) Page to add filter criteria for map node EIVC_UBL21.BI_EIVC_HDR_VW.

      In the Criteria section:

      Row Logical Expression 1 Condition Type Expression 2

      1

      (blank)

      EIVC_UBL21.BI_EIVC_HDR_WW.PROCESS_INSTANCE

      equal to

      :1

      2

      AND

      EIVC_UBL21.BI_EIVC_HDR_WW.BUSINESS_UNIT

      equal to

      :2

      3

      AND

      EIVC_UBL21.BI_EIVC_HDR_WW.INVOICE

      equal to

      :3

    6. Use the Application Fundamentals: Map Definition - Summary (Step 6 of 6) Page to review and submit the map definition.

  2. Use the Invoice Formatting Options - General Page to associate the new map to invoice form EIVC_UBL21.

  3. Use the PeopleSoft General Ledger: GL Business Unit ID Numbers Page to enter the tax ID for the business unit.

  4. Access the Customer Information component to:

    1. Use the PeopleSoft Order to Cash Common Information: General Information - Bill To Options Page for the customer ID and select the Electronic Invoice check box in the Billing Options section.

    2. Use the PeopleSoft Order to Cash Common Information: General Information - Additional General Info Page and enter a value for the electronic address ID.

  5. (Optional) Use the PeopleSoft Order to Cash Common Information: MICR Information - Address Page and the PeopleSoft Order to Cash Common Information: MICR Information - Customer Bank Page to define customer MICR ID's.

  6. Use the PeopleSoft Order to Cash Common Information: Contact Customers - Documentation Page and select the document code INVC and XML & Print preferred communication in the Documentation section.

  7. Use the PeopleSoft Source to Settle Common Information: Identifying Information Page to enter the TIN in the Additional ID Numbers expandable section for the supplier.