Billing Plan - History Page

Use the Billing Plan - History page (CA_BP_XREF) to view the status for all billing activity related to this billing plan.

Navigation:

• Customer Contracts, and then Schedule and Process Billing, and then Define Billing Plans, and then History

• Click the History link on the Review Billing Services for CRM page. Select the Contract tab.

This example illustrates the fields and controls on the Billing Plan - History page. You can find definitions for the fields and controls later on this page.

Note:

This page is not available for on-demand transactions.

Amount Details

Field or Control	Description
Total Net Extended Amount	Displays the actual amount that was invoiced by PeopleSoft Billing for all contract lines associated with this billing plan. This amount does not include taxes.

Agreement Details

This group box appears for billing plans created from PeopleSoft FieldService and PeopleSoft Support transactions only. This group box does not appear for transactions from PeopleSoft Order Capture.

Field or Control	Description
Agreement SetID	Displays the associated agreement SetID for the billing plan.
Agreement	Displays the associated agreement description for the billing plan.
Renewal Number	Displays the associated renewal number.

Billing Plan - History: Source Tab

Select the Source tab.

See Billing Plan - History Page.

Billing Plan - History: Billing Tab

Select the Billing tab.

See Billing Plan - History Page.

Billing Plan - History: Contracts Tab

Select the Contracts tab.

See Billing Plan - History Page.

Billing Plan - History: Integrated Field Service Tab

Select the Integrated Field Service tab.

This example illustrates the fields and controls on the Billing Plan - History page: Integrated Field Service tab. You can find definitions for the fields and controls later on this page.

Note:

This tab appears for billing plans created from PeopleSoft FieldService and PeopleSoft Support transactions only. This tab does not appear for transactions from PeopleSoft Order Capture.

Billing Plan - History: Support Tab

Select the Support tab.

This example illustrates the fields and controls on the Billing Plan - History page: Support tab. You can find definitions for the fields and controls later on this page.

Note:

This tab appears for billing plans created from PeopleSoft FieldService and PeopleSoft Support transactions only. This tab does not appear for transactions from PeopleSoft Order Capture.

Billing Plan - History: Order Capture Tab

Select the Order Capture tab.

This example illustrates the fields and controls on the Billing Plan - History page: Order Capture tab. You can find definitions for the fields and controls later on this page.

Note:

This tab appears for billing plans created from PeopleSoft Order Capture transactions only. This tab does not appear for transactions from PeopleSoft FieldService or PeopleSoft Support.