Customer Validation

You must verify that the customers are available for selection from the Bill to Customer ID field Prompt for the Bill Plan in PeopleSoft Contracts. This field (BILL_TO_CUST_ID) is driven by the PeopleSoft Billing Business unit. The billing business unit is defined on the Contracts Business Unit Definition page.

To verify the information is defined correctly:

1. Navigate to the Customer Contracts – General Information page (Customer Contracts, Create and Amend, General Information).

2. Add a new contract and enter at least one line.

3. Save the contract.

4. Click the Billing Plans link.

5. Select a contract line and assign a billing plan B101.

6. Click the Bill To Customer prompt and verify your customers are available for selection. If a customer is not visible in this prompt, verify that the PeopleSoft Billing business unit is mapped to the same SetID as the customer.