Understanding Billing Plans
This section discusses billing plans created through the PeopleSoft CRM and the PeopleSoft Transaction Billing Processor integration. This discussion includes:
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Billing plans
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Billing history
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Billing management
Billing Plans
The system creates a billing plan with an As-incurred billing method for the service transactions sent from PeopleSoft CRM to the PeopleSoft Transaction Billing Processor. Contract lines are linked to the billing plan. Although these billing plans contain rules defined by default upon contract creation, you can manually override the system defaults.
PeopleSoft FieldService, Support, and Order Capture send credit card information to the PeopleSoft Transaction Billing Processor. This information is passed to PeopleSoft Billing for processing. The PeopleSoft Transaction Billing Processor does not validate the credit card numbers.
Billing History
The Billing Plan - History page enables you to view the status for all billing activity related to the billing plan. You can manually insert rows into the Billing Plan - History page to account for any bills generated against this billing plan by, for example, a third-party billing system.
Billing Management
The Review Billing Services for CRM page is summary view of the billing cross-reference table (CA_BP_XREF). This table stores all the billing history for a contract. Three ways that information can flow into the billing cross-reference table include:
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The Contracts Billing Interface process inserts a row.
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If you enter an invoice manually into PeopleSoft Billing, and you enter a valid contract number and bill plan ID on the bill, the PeopleSoft Billing program inserts the rows into the cross-reference table
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You can manually enter a row in the history table.
From the Review Billing Services for CRM page, you have visibility to the agreement number, service order ID, case ID, and order ID. You can navigate to the Billing Plan - General and Billing Plan - History pages from the Review Billing Services for CRM page.