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*

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