Integrating with PeopleSoft Contracts

If your PeopleSoft 9.2 installation includes Contracts and Financials, you can leverage the Collections Workbench for payments associated with contracts. This expanded Collections Workbench functionality extends collections to contracts based on detailed item references and worksheets.

The Collections Workbench integrated with Contracts enables an authorized user to:

  • Review balance and past due amounts by contract or contract line.

  • Display and work the item list associated with a contract.

  • Display the payment status and payment history by contract.

  • Review, add, and update conversations that reference a contract.

If you enter both customer and contract criteria, the system matches contracts payment items, including credit items, payments, drafts, and direct debits, from all customers in the defined hierarchy.

See also the product documentation for PeopleSoft Contracts.