Integration with PeopleSoft Products

This section provides an overview of the integration between PeopleSoft Transaction Billing Processor and the following products:

• PeopleSoft FieldService and PeopleSoft Support

• PeopleSoft Order Capture

• PeopleSoft Lease Administration

PeopleSoft FieldService and PeopleSoft Support

PeopleSoft Transaction Billing Processor enhances PeopleSoft FieldService and PeopleSoft Support by providing the functionality to bill customers and account for their services. PeopleSoft FieldService and PeopleSoft Support send recurring, one-time, and on-demand transactions to PeopleSoft Transaction Billing Processor. Various fees are sent to the PeopleSoft Transaction Billing Processor including agreement fees, service order fees, and case fees. The recurring and one-time transactions from PeopleSoft FieldService and PeopleSoft Support are always tied to an agreement. The on-demand transactions are not tied to an agreement.

See PeopleSoft Integrated Field Service

See PeopleSoft CRM Call Center Applications

PeopleSoft Order Capture

PeopleSoft Transaction Billing Processor integrates with PeopleSoft Order Capture and enables you to create invoices and recognize revenue for PeopleSoft Order Capture's service products. PeopleSoft Order Capture integrates with the PeopleSoft Transaction Billing Processor in a similar way to PeopleSoft FieldService and PeopleSoft Support with the exception that PeopleSoft Order Capture transactions do not have to be tied to an agreement.

PeopleSoft Order Capture sends recurring and one-time transactions to PeopleSoft Transaction Billing Processor. PeopleSoft Order Capture does not use on-demand transactions.

Note:

PeopleSoft Order Capture never shares the same contract with PeopleSoft FieldService or PeopleSoft Support even if they have the same sold to customer.

Here are the highlights of the PeopleSoft Order Capture integration with the PeopleSoft Transaction Billing Processor that are unique to PeopleSoft Order Capture:

• PeopleSoft Order Capture can send several types of product fee transactions such as recurring and one-time fees.

  You can include all transactions in one order or you can send them on separate orders.

• PeopleSoft Order Capture does not send the start date and end date in the contract request message for the contract line.

  This allows the contract line to last indefinitely.

• PeopleSoft Transaction Billing Processor controls the timing of sending PeopleSoft Order Capture recurring fee transactions to PeopleSoft Billing for invoicing and to GL for revenue recognition.

• PeopleSoft Order Capture does not send a message to the PeopleSoft Transaction Billing Processor to close the contract.

  This is a manual process that must occur in the PeopleSoft Transaction Billing Processor.

• PeopleSoft Order Capture's hard good products are billed through PeopleSoft Order Management and their engagement services are billed through PeopleSoft Proposal Management.

  These transactions are not billed through the PeopleSoft Transaction Billing Processor.

See PeopleSoft Order Management documentation.

PeopleSoft Lease Administration

PeopleSoft Transaction Billing Processor enhances PeopleSoft Lease Administration by providing the functionality to bill and book revenue for lease transactions. PeopleSoft Lease Administration focuses on lease management where a company can be the lessee and/or the lessor. Lessor can bill and recognize leasing revenue through the integration with PeopleSoft Transaction Billing Processor.

PeopleSoft Lease Administration sends three types of transactions to the PeopleSoft Transaction Billing Processor:

Term	Definition
Invoices	Invoices utilize the PeopleSoft Transaction Billing Processor's on-demand process to perform billing functions. This involves sending transactions through the PeopleSoft Transaction Billing Processor's interface programs which create a contract and billing plan and automatically initiates the Contracts Billing Interface process (CA_BI_INTFC). Note: You must set up accounting rules prior to sending transactions to the PeopleSoft Transaction Billing Processor.
Straightline Accounting	Straightline accounting utilizes the PeopleSoft Transaction Billing Processor's accounting rules only. PeopleSoft Lease Administration uses the accounting rules to determine the accounting entries for the accruals and deferrals that result from straight-lining PeopleSoft Lease Administration transactions. PeopleSoft Lease Administration obtains the appropriate accounting entries from the accounting rules and handles the processing to send the entries to PeopleSoft General Ledger.
Payments	Payments utilize the PeopleSoft Transaction Billing Processor's accounting rules only. PeopleSoft Lease Administration obtains the appropriate accounting entries from the accounting rules and handles the processing to send the entries to Accounts Payable.

See PeopleSoft Lease Administration: PeopleSoft Lease Administration Business Process