PeopleSoft: Billing Rel 9

Course Overview

This course teaches you to use Enterprise Billing to customize, calculate, and submit invoices in multiple currencies and languages. Learn to manage bill cycles and streamline processes, creating a billing system that reflects the way you do business.

You will learn to maintain customers, enter bills online, create consolidated and recurring bills, use accumulations, generate invoices, deferred revenue, and unbilled revenue accrual. In addition, you will learn to create InterUnit customers and bills, manage installment bills, use multiple currencies, and run reports.

• Maintain customers
• Enter bills online
• Work with billing interfaces
• Generate invoices
• Create InterUnit customers and bills
• Use multiple currencies

Audience

• Functional Implementer

Prerequisites

• Understanding of basic navigation and PeopleSoft concepts
• Understanding of relational databases
• Use of control tables to enforce business rules
• Able to run processes and reports

Skills Gained

• Maintain customers
• Enter bills online
• Create consolidated bills
• Work with billing interfaces
• Create recurring bills
• Copy a group of bills
• Research bills
• Use accumulations
• Generate invoices
• Adjust bills
• Generate deferred revenue
• Generate unbilled revenue accrual
• Create InterUnit customers and bills
• Manage installment bills
• Use multiple currencies
• Run reports

Course Outline

Maintaining Customers

• Adding General Information for a New Customer
• Updating General Information for a Customer
• Updating Bill To Customer Information
• Updating Customer Notes
• Assigning a Note to a Customer
• Viewing Customer Notes
• Updating Additional Customer Roles
• Updating Contact Information for a Customer

Entering Bills Online

• Entering a Bill with Discounts and Surcharges
• Entering AR Distribution and Credit Card Information
• Creating an Express Bill Template
• Using Express Bill Entry
• Viewing a Bill Online
• Entering Bill To Business Unit
• Creating Charge Codes for a Bill Entry
• Changing Bill Currency

Creating Consolidated Bills

• Creating a Consolidated Bill Header
• Viewing Consolidated Bill Header
• Attaching a Bill to a Consolidated Bill
• Viewing Attached Bills
• Detaching a Bill from a Consolidated Bill

Working with Billing Interface

• Viewing Interface Pending Activity
• Processing Billing Interface
• Viewing Interface Completions
• Viewing Billing Interface Errors
• Correcting Billing Interface Errors

Creating Recurring Bills

• Creating a Bill Cycle to use for Recurring Bills
• Creating a Recurring Bill Template and Defining a Schedule
• Running the Generate Recurring Bills Process

Copying a Group of Bills

• Defining a Copy Group Header and Detail
• Running the Bill Copy Group Process and Amending a New Bill

Researching Bills

• Researching Invoiced Bill Lines
• Researching and Updating Non-Invoiced Bill Lines
• Researching Invoiced Bills
• Researching and Updating Non-Invoiced Bills

Designing Invoices

• Defining Billing Specialists
• Creating Notes
• Structuring Invoice Numbers
• Defining Sort Options
• Creating Summarization, Account Display, and Express Bill Templates
• Setting Up Default System and SetID Options
• Defining Bill Sources
• Defining Bill Types

Generating Invoices

• Printing a Pro Forma and Changing Bill Status
• Finalizing and Printing an Invoice
• Deleting Extract Bills
• Running an Invoice Register Report
• Viewing Credit Card Authorization
• Running Currency Conversion Process
• Running the Pre-Load Processing
• Running the Load AR Pending Items Process

Adjusting Bills

• Crediting an Entire Bill
• Crediting an Entire Bill and Rebill
• Crediting a Bill Line and Applying to an Existing Bill
• Creating a Bill Line Reversal and Rebill
• Creating a Net Bill Line Adjustment

Generating Deferred Revenue

• Selecting Proration Method
• Defining Deferred Distribution Code
• Defining Deferred Revenue Defaults
• Specifying Revenue Recognition Basis
• Entering a Deferred Revenue Bill

Generating Unbilled Revenue Accrual

• Processing Unbilled Revenue Accrual
• Processing Consolidated Unbilled Revenue Accrual

Creating InterUnit Customers and Bills

• Entering an InterUnit Customer
• Creating an InterUnit Bill
• Processing an InterUnit Bill

Managing Installment Bills

• Defining an Installment Bill Plan
• Defining an Installment Surcharge
• Entering an Installment Bill
• Building an Installment Bill Schedule
• Running the Generate Installment Bill Process

Using Multiple Currencies

• Entering and Viewing Exchange Rate Details
• Using the Currency Exchange Calculator

Running Reports

• Running Financials and SCM Reports