Understanding Billing EIPs for CRM

PeopleSoft CRM applications must provide a bill type and bill source when sending transactions to PeopleSoft Billing (bill type is a required field; bill source is required if you defined invoice numbering at the bill source level). Additionally, PeopleSoft CRM applications must define default bill types and bill sources at the business unit level (the one exception to this rule is for agreements, where default bill types and bill sources are defined at the SetID level).

The full sync Bill Type and the full sync Bill Source EIPs publish all valid bill types and sources defined in PeopleSoft Billing in a service operation. PeopleSoft CRM can receive these service operations, which will initially create bill type and bill source definitions in the PeopleSoft CRM database.

Note:

Typically, billing administrators set up the bill types and bill sources and inform the PeopleSoft CRM users of the appropriate bill types and bill sources to use.

New and modified bill types and bill sources in PeopleSoft Billing are automatically reflected in PeopleSoft CRM if the regular sync service operations are active and PeopleSoft CRM has received them.

PeopleSoft CRM applications must provide a tax code when sending transactions to PeopleSoft Billing. The full sync Tax Header EIP publishes all valid tax codes that are defined in PeopleSoft SCM in a service operation. PeopleSoft CRM can receive this service operation, which will initially create tax code definitions in the PeopleSoft CRM database.