Billing Interface Process (BIIF0001)

The Billing Interface process can create two types of bills from the Contracts-Billing Interface process activity—temporary bills and real bills. You deselect or select the Pre Approved option to create temporary or real bills for individual billing plans on the Billing Plan - Billing Plan General page in PeopleSoft Contracts.

When interfacing billing data, the system checks for billing plans that are associated with the bill rows to determine whether they are designated as pre-approved. The system creates real bills for bill rows that are associated with pre-approved billing plans. Real bills become invoices that are sent to the customer.

The system creates temporary bills for bill rows that are not associated with pre-approved billing plans. Temporary bills are routed to the billing worksheet, where you can review and, for rate-based bills, approve or delete the entire worksheet, or bill, defer, delete, or write-off a bill line based on your review. Temporary bills or billing worksheets are grouped by invoice and display applicable tax information.

The system updates the Project Transaction Temporary Billing table (PROJ_RES_TMP_BI) when you approve a billing worksheet with bill options of defer, over-the-limit, and write-off, because none of these actions results in creating a bill for the customer. The data exits the staging table when the Billing to Project Costing process (PC_BI_TO_PC) runs and successfully moves the data from the staging table to the Project Transaction table.