Review Billing Services For CRM Page

Use the Review Billing Services for CRM page (CA_BI_MGMT_AI_CRM) to review billing plans with the As-incurred billing method for PeopleSoft CRM.

Navigation:

Customer Contracts, and then Review Billing, and then Review Billing Services CRM

This example illustrates the fields and controls on the Review Billing Services for CRM page. You can find definitions for the fields and controls later on this page.

Use the fields in the Search Criteria group box to filter your search results by entering specific values in these fields. If you leave all fields blank, the search returns all billing plans for all active contracts within your system.

Note:

This page is not available for on-demand transactions.

Review Billing Services for CRM: General Tab

Field or Control	Description
Transaction Type	Indicates the type of PeopleSoft CRM transaction. Values may include: Agreement, Service Order, Order Capture, and Case.
Gross Invoice Amount	Displays the gross amount for this billing plan. This is the invoiced amount without discounts and taxes.

Review Billing Services for CRM: Detail Tab

Select the Detail tab.

This example illustrates the fields and controls on the Review Billing Services for CRM page: Detail tab. You can find definitions for the fields and controls later on this page.

Review Billing Services for CRM: Contract Tab

Select the Contract tab.

This example illustrates the fields and controls on the Review Billing Services for CRM page: Contract tab. You can find definitions for the fields and controls later on this page.

Field or Control	Description
Business Unit	Displays the PeopleSoft Contracts business unit associated with the billing plan.
Contract	Displays the PeopleSoft Contracts contract number.
Bill Plan ID	Click to access the Billing Plan - Billing Plan General page to view details pertaining to this billing plan ID.
Billing Status	Displays the status of the billing plan.
Hold	Indicates whether this billing plan has been placed on hold.
Hold Date	Displays the date that the billing plan was placed on hold.
Billing Business Unit	Displays the PeopleSoft Billing business unit associated with the billing plan.
Customer	Displays the customer buying the products and services specified on the contract that is associated with this billing plan.
History	Click to access the Billing History page for this billing plan.