Understanding Pending Item Entry

This topic provides an overview of pending item entry and discusses:

• Billing interfaces.

• PeopleSoft Purchasing and PeopleSoft Order Management interfaces.

• Online pending item entry.

• Overdue charges groups.

• Accounting entry creation.

• PeopleSoft Project Costing integration.

You enter pending items into the system in one of two ways:

• Import them using an interface.

• Enter them manually.

After pending items are entered in the system, use the Receivables Update Application Engine process (ARUPDATE) to post them. The process creates the items, generates accounting entries, updates item activity, and updates the customer balance. If errors occur during posting, the process does not post the pending items, and you use the pending item error correction pages to correct the errors.

Note:

In a production environment, you can create accounting entries online before running the Receivables Update process to verify that your setup creates the correct accounting entries.

PeopleSoft Receivables distinguishes between items (posted receivables) and pending items (information that has been entered into or created by the system but has not yet been posted).

PeopleSoft Receivables follows the standard of bundling pending items into groups rather than handling them individually. In other systems, a group of pending items is sometimes called a batch. To avoid confusion, the term group is used in the PeopleSoft system, and the term background refers to offline processes. To each group of pending items, the system assigns a group ID that remains with the group even after it is posted. The system processes pending items in groups. Keep track of the group ID throughout the cycle so that you have it when you want to view progress or check the status of a pending item.