Billing Worksheet Deletion

When you delete a billing worksheet, the system:

• Resets the billing distribution status option in PeopleSoft Project Costing for all of the lines that originate in the PeopleSoft Project Costing system with a line type other than UTL, enabling you to send each line to PeopleSoft Billing again at a later time.

• Updates the Contracts Prepaid table for any lines that originate from the PeopleSoft Project Costing system with a line type of UTL.

  The system resets the committed amount on the Contracts Prepaid table to reflect the deleted amount of a utilization bill line and the utilization amount that is available for future billing activities.

• Sets the billing plan event status to Recycled, marks the billing plan line in the Cross-Reference table as Cancelled, and updates the Billing Cross Reference History status to Deleted for all of the cancelled billing plan lines.

  The PeopleSoft Billing bill by functionality enables you to bill two items on separate invoices from the same billing plan—for example, if the items were associated with different projects. Therefore, the system cannot determine whether a cancelled billing worksheet contains all of the bill lines that are associated with a particular event. To help the Contracts Billing Engine process determine which billable items need re-billing when you cancel a worksheet, the system sets the billing plan event status to Recycled and marks the billing plan line in the Cross-Reference table as Cancelled.

  To re-bill lines that are associated with a cancelled billing worksheet, the Contracts Billing Engine process selects all of the recycled events that have a corresponding canceled cross-reference row, and verifies that the canceled cross-reference row is the most recent row that was inserted into the Cross-Reference table for the corresponding bill line and event combination.

Instructions on deleting billing worksheets appear in the PeopleSoft Billing documentation.