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Frequently Asked Questions (FAQ's)
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Summary:
. How should the "Bill
By" Option be handled?
Full Article:
Answer1
We loaded charges from an external source into Billing Interface using v8.0. In
that version, PeopleSoft Billing used the "Bill By" identifier to define how to
group billing activity when it was added to a bill through the Billing
Interface. You can define the "Bill By" identifier at the customer, bill source,
bill type, and business unit levels. Make sure that has been done.
There are some fields you must define together as part of the "Bill By" in order
for the functionality of the fields to process correctly. This is explained in
PeopleBooks. When the Billing Interface process generates a new bill header,
much of the data is defaulted if it is not provided. To override the bill header
defaults applied by the Billing Interface, you must provide data (in the
interface table) in the field you wish to override and make sure that field is
part of your "Bill By" criteria. Check to see if you need to add more fields to
your "Bill By" definition.
Answer2
In 8.4, as part of defining values for the billing interface, you must define
your "Bill By" criteria. The "Bill By" criteria determines the grouping of
billing activity on your invoices (e.g., the point at which billing activity is
grouped on bills).
For instance, if you defined the field project_id as part of your "Bill By"
criteria, then every transaction loaded into the billing interface that has a
unique combination of project ID would create separate bills. Those that use the
same project ID would appear on the same bill.
PeopleSoft delivers certain fields as distinct "Bill By" identifiers, so these
would not need to be defined in your "Bill By" criteria (e.g., customer ID).
If you are populating fields that are not part of the billing interface defaults
as mentioned above and these fields are not defined in your "Bill By" criteria,
you will receive an error.
Define "Bill By" criteria under Product Related -> Billing.
In 8.4 we added our "Bill By" criteria at the bill type level, however you can
define it at the customer, business unit or bill source.
*Questions excerpted from
ITToolBox.com*
Disclaimer: Contents are not reviewed for correctness and are not endorsed or
recommended by PeopleSoft-Planet.com. |
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