Understanding the Cross-Reference Table

The cross-reference table (CA_BP_XREF) enables PeopleSoft Contracts to view all billing activity that relates to contracts, including billing activity originating both within and outside of PeopleSoft Contracts.

For billing activity originating in PeopleSoft Contracts, these inserts occur:

• Fixed-amount bill lines (with a system source of CBI) are initially inserted by the Contracts Billing Interface process.

  They are updated throughout the billing cycle and are marked FIN after the invoice is finalized. Billing plans with a billing method of milestone, percent complete, immediate, and value-based are included.

• Rate-based bill lines (with a system source of PBI) are inserted by the Update Contract/Projects Data process (BIPCC000) in PeopleSoft Billing after the invoice is finalized.

  Rate-based bill lines are summarized by project, billing currency, and invoice ID.

• Recurring bill lines (with a system source of CBI) are initially inserted by the Contracts Billing Interface process.

  They are updated throughout the billing cycle and are marked FIN after the invoice is finalized.

For billing activity originating in PeopleSoft Billing, if the bill line specifies a valid contract number and billing plan, then the row is inserted by the update Contract/Projects Data process (BIPCC000) in PeopleSoft Billing after the invoice is finalized.

Note:

If you reverse a billing plan that includes a prepaid amount, utilization does not occur against the prepaid amount until you enter and finalize the new initial billing plan.

This table describes the use of the fields in the cross-reference table.

Field	Key	Required	Description
CONTRACT_NUM	Key	Yes	Contract number.
BILL_PLAN_ID	Key	Yes	Billing plan ID.
XREF_SEQ_NUM	Key	Yes	Sequential number. Assigned by CONTRACT_NUM, BILL_PLAN_ID.
XREF_STATUS		Yes	Identifies where this row of data is within the xref lifecycle. Values are: NEW (new), RCV (received by the billing interface), ACP (worksheet accepted), DEL (worksheet rejected or deleted), FIN (finalized), RVS (reversed).
SYSTEM_SOURCE		Yes	Identifies where this row was generated. Values are: CBI (contracts billing interface—milestone and percent complete), PBI (projects billing interface—as-incurred), PCA (page entry in contracts), BPI (initiated in PeopleSoft Billing).
EVENT_OCCURRENCE	Altern	No	One of the keys from CA_BP_EVENTS. May not be set for as-incurred billing.
BPLAN_LN_NBR	Altern	No	One of the keys from CA_BP_LINES. Not set for as-incurred billing.
CONTRACT_LINE_NUM	Altern	No	Contract line number.
NET_AMOUNT		No	Amount sent to PeopleSoft Billing from PeopleSoft Contracts. No tax. Not set for transactions originating in PeopleSoft Billing with the invoice types of ACR, ADJ, ARB, or RAD, for as-incurred billing.
GROSS_AMOUNT		No	Amount sent to PeopleSoft Billing from PeopleSoft Contracts. No tax included. Not set for transactions originating in PeopleSoft Billing with the invoice types of ACR, ADJ, ARB, or RAD, for as-incurred billing.
BI_CURRENCY_CD		Yes	Currency code of the invoice.
BUSINESS_UNIT_BI		Yes	PeopleSoft Billing business unit.
PROCESS_INSTANCE		No	The process instance for the Contracts Billing Interface process run that inserted the row. Populated only for CBI rows.
TEMP_INVOICE		No	Invoice number for the temporary invoice. Populated only for CBI rows. Set when the Billing Interface is run, then cleared out when the worksheet is accepted and an invoice is assigned.
INVOICE		No	Invoice number for the actual invoice.
INVOICE_TYPE		No	Values are: REG, ACR, ARB, ADJ, and RAD. Set after finalization.
INVOICE_DT		No	The date of the invoice. Set after finalization.
NET_EXTENDED_AMT		No	Net amount actually on the bill. No tax or freight included. Set after finalization in PeopleSoft Billing.
GROSS_EXTENDED_AMT		No	Gross amount actually on the bill. No tax or freight included. Set the same as GROSS_AMOUNT by the Contracts Billing Interface process when the row is first created. Reset after finalization in PeopleSoft Billing.
CONTRACT_PPD_SEQ		No	The prepaid sequence number. Set here if the CA_BP_LINES has it set.
BUSINESS_UNIT_PC		No	Project business unit.
PROJECT		No	Project.
LASTUPDDTTM		Yes	Date and time last updated. Reset every time the record is updated.
LASTUPDOPRID		Yes	Operator ID last updated or process that updated the row. For example, BIPCC000 appears in this field after the process runs. Reset every time the record is updated.
CHG_ID		No	Passed for amended lines or events.
PO_REF		No	Purchase order (PO) reference number. For fixed-fee contracts if a PO number is associated with the billing plan line.