Audience :

  • Functional Implementers
  • Project Team Members
  • Business Analysts
  • Consultants

Topics :

  • Introduction to Billing
  • Business Process Overview
  • Set Up Shared Tables
  • Set Up Billing Tables
  • Design Invoices
  • Set Up Billing Defaults
  • Maintain Customer Information
  • Online Bill Entry
  • Billing Interface
  • Generating Invoices
  • Consolidated Invoices
  • Post Invoice Processing
  • Journal Generator
  • Adjusting Billing
  • Enable Revenue Recognition Options
  • Copy Bills and Generate Recurring Bills
  • Installment Billing
  • PeopleSoft Order Management Integration
  • PeopleSoft Contracts, Project Costing, Grants, and Pay/Bill Management Integration
  • PeopleSoft Asset Management Integration
  • Appendix A: Billing WorkCenter
  • Appendix B: PeopleSoft Billing Manager Dashboard
  • Appendix C: Simplified Billing Entry

Objectives :

  • 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