System Preparation

PeopleSoft Proposal Management integrates with PeopleSoft Contracts, PeopleSoft Project Costing, and PeopleSoft General Ledger to enable bill processing. Before you can perform the billing activities associated with expenditures, you need to set up the billing control tables used by the various applications.

PeopleSoft applications rely on tables to store not only business transactions, but also the structure and processing rules that drive the system. Before you can run the processes to generate invoices, you need to establish the structure that tells the system how you want those processes to work.

Before you run the billing processes or manage billing for your awards, you must prepare your PeopleSoft system accordingly.

Make sure you complete these steps before you initiate the billing processes:

Step Navigation

Set installation options for PeopleSoft Billing.

Select Set Up Financials/Supply Chain, and then Install, and then Installation Options, and then Billing Integration Options.

Define a PeopleSoft Billing business unit.

Select Set Up Financials/Supply Chain, and then Business Unit Related, and then Billing, and then Billing Definition, and then Business Unit 1.

Define a distribution code for contract asset.

Select Set Up Financials/Supply Chain, and then Common Definitions, and then Distribution Accounting, and then Distribution Code.

Create a proposal and generate the contract.

Select Proposal Management, and then Proposal and Version, and then Maintain Proposal. Click the Generate button on the Maintain Proposal page.

Change the status on the contract to Active.

Select Customer Contracts, and then Create and Amend, and then General Information, and then General.

Change the status on the billing plan to Ready.

Select Customer Contracts, and then Create and Amend, and then General Information, and then General.

Click the Billing Plans link. Then click the Plan ID link.

Create billable rows in PeopleSoft Project Costing (use either method):

  • Populate the Project Resource table (PROJ_RESOURCE) through the Project Integration process.

  • Add transactions directly into PeopleSoft Project Costing.

Note: The methods for creating billable rows described are for rate-based billing only.

Select Project Costing, and then Cost Collection. Then select the feeder system from which you want to retrieve information.

OR

Select Project Costing, and then Transaction Definitions, and then Add Transactions.