Processing Billing

This topic discusses how to process billing.

Pages Used to Process Billing

Page Name	Definition Name	Usage
Publish Actual Payable Time page (TL_PY_PUB_TM)	TL_RUN_PUB_ACTUALS	Run the Publish Actual Payable Time process to send actual hours from PeopleSoft Time and Labor to an interface staging table in PeopleSoft Project Costing.
Time and Labor Page	PC_TL_TO_PC	Run the PC_TL_TO_PC process to pull data from the interface staging table into the Project Costing Project Resources table.
Process As Incurred Billing Page	RUN_CA_BI	Run the Contracts/Billing Interface process to load billing information from PeopleSoft Contracts and PeopleSoft Project Costing into PeopleSoft Billing.
Billing Interface Page	RUN_BI_INTFC	Set interface parameters before running the Billing Interface process.
Finalize and Print Page	RUN_BI_PRNTIVC	Establish parameters for printing invoices (BIIVC000) by using single action processes.
Run BI PC/CA Intrfc. Page (BIPCC000)	RUN_BI_PCCA	Determine the sets of invoices to be processed, and run the Billing to Projects/Contracts Interface process for all billing business units or for a single business unit. This process also updates the PO remaining balances and the PO Application tables with the amounts actually billed.
Retrieve Billing Items page (PC_BI_TO_PC)	PC_BI_TO_PC	Move rate-based data from PeopleSoft Billing to PeopleSoft Project Costing by using an Application Engine process. Places all approved-billed rows into the PROJ_RESOURCE table.

Publish Actual Payable Time page (TL_PY_PUB_TM)

Use the Publish Actual Payable Time page (TL_RUN_PUB_ACTUALS) to run the Publish Actual Payable Time process to send actual hours from PeopleSoft Time and Labor to an interface staging table in PeopleSoft Project Costing.

Navigation:

HCM database

Time and Labor, and then Process Time, and then Publish Actual Payable Time

You can always run the Publish Actual Payable Time process from this page. However, PeopleSoft Time and Labor always publishes actual payable time to PeopleSoft Project Costing when you:

• Run the Extract Time and Labor Cost (for PeopleSoft Payroll for North America) or Time and Labor Run Control (for PeopleSoft Global Payroll) when you are not using labor distribution.

• Run the Labor Distribution or Labor Dilution process.

• Use the Batch Approval page.

• Use the Approve Payable Time page.

• Use the Approve Payable Time - Group page.

• Adjust paid time.

The PeopleSoft Time and Labor product documentation describes the fields and use of this page. See “Integrating with PeopleSoft Financials and Enterprise Performance Management”, “Publishing Estimated and Actual Cost Data to PeopleSoft Projects”.

Time and Labor Page

Use the Time and Labor page (PC_TL_TO_PC) to run the PC_TL_TO_PC process to pull data from the interface staging table into the Project Costing Project Resources table.

Navigation:

Project Costing, and then Cost Collection, and then Cost Collect Time and Labor

The PeopleSoft Project Costing product documentation describes the fields and use of this page.

Note:

The rate sets created by PeopleSoft Pay/Bill Management for each temporary assignment have a rate definition type of Billing, which can be leveraged to run PC_PRICING only for Billing but not costing transactions.

Process As Incurred Billing Page

Use the Process As Incurred Billing page (RUN_CA_BI) to run the Contracts/Billing Interface process to load billing information from PeopleSoft Contracts and PeopleSoft Project Costing into PeopleSoft Billing.

Navigation:

• Customer Contracts, and then Schedule and Process Billing, and then Process As Incurred Billing

• Staffing, and then Pay/Bill Processes Center, and then Bill, and then Process As Incurred Billing

• Click the Process As Incurred Billing link on the Pay/Bill Processes Center page.

The PeopleSoft Contracts product documentation describes the fields and use of this page.

Billing Interface Page

Use the Billing Interface page (RUN_BI_INTFC) to set interface parameters before running the Billing Interface process.

Navigation:

• Billing, and then Interface Transactions, and then Process Billing Interface

• Staffing, and then Pay/Bill Processes Center, and then Bill, and then Process Billing Interface

• Click the Process Billing Interface link on the Pay/Bill Processes Center page.

The PeopleSoft Billing product documentation describes the fields and use of this page.

Finalize and Print Page

Use the Finalize and Print page (RUN_BI_PRNTIVC) to establish parameters for printing invoices (BIIVC000) by using single action processes.

Navigation:

• Billing, and then Generate Invoices, and then Non-Consolidated, and then Finalize and Print Invoices

• Staffing, and then Pay/Bill Processes Center, and then Bill, and then Finalize and Print Invoices

• Click the Finalize and Print Invoiceslink on the Pay/Bill Processes Home page.

The PeopleSoft Billing product documentation describes the fields and use of this page.

Run BI PC/CA Intrfc. Page (BIPCC000)

Use the Run BI PC/CA Intrfc. page (Billing to Projects/Contracts Interface) (RUN_BI_PCCA) to determine the sets of invoices to be processed, and run the Billing to Projects/Contracts Interface process for all billing business units or for a single business unit.

This process also updates the PO remaining balances and the PO Application tables with the amounts actually billed.

Navigation:

• Billing, and then Generate Invoices, and then Utilities, and then Upd Consoldtd Cont & Proj Data

• Staffing, and then Pay/Bill Processes Center, and then Bill, and then Update Contract/Projects Data

The PeopleSoft Billing product documentation describes the fields and use of this page.

Retrieve Billing Items page (PC_BI_TO_PC)

Use the Retrieve Billing Items page (PC_BI_TO_PC) to move rate-based data from PeopleSoft Billing to PeopleSoft Project Costing by using an Application Engine process.

Places all approved-billed rows into the PROJ_RESOURCE table.

Navigation:

• Project Costing, and then Revenue Collection, and then Retrieve Billing Items

• Staffing, and then Pay/Bill Processes Center, and then Bill, and then Retrieve Billing Items

The PeopleSoft Project Costing product documentation describes the fields and use of this page.