Direct Invoicing and Preapproved Activity

You set the direct invoicing and preapproved options on the billing plan. The Contracts Billing Interface process maps the preapproval flag to the TMP_BILL_FLG in PeopleSoft Billing.

This table shows the effect of the different direct invoicing and preapproved settings:

Direct Invoicing Flag	Preapproval Flag	Resulting Functionality
N	N	Temporary bills are created. Users need to approve the temporary bills in the billing worksheet to make them real bills.
N	Y	Real bills are created. Bills created in Pending status aren't picked up for invoicing until the bill status is changed to Ready. This method bypasses the billing worksheet.
Y	N	Not allowed.
Y	Y	Real bills are created. Bills are created in RDY status. This method bypasses the billing worksheet. Note: This is streamlined billing.

See PeopleTools: BI Publisher for PeopleSoft

See PeopleTools: Process Scheduler