Viewing Prepaid Utilization History

In this topic, you will learn how to view the utilization history for the prepaid amounts for your customer.

Steps:

1. Begin by navigating to the Prepaid Utilization Rules page.

    

   Click the Main Menu button.

   Step 1

2. Click the Customer Contracts menu.

   Step 2

3. Click the Determine Price and Terms menu.

   Step 3

4. Click the Prepaid Utilization Rules menu.

   Step 4

5. Click in the Business Unit field.

   Step 5

6. Enter the desired information into the Business Unit field.

    

   Enter "USCSP".

   Step 6

7. Click in the Contract field.

   Step 7

8. Enter the desired information into the Contract field.

    

   Enter "CON0000004".

   Step 8

9. Click the Search button.

   Step 9

10. Click the CON0000004 link.

    Step 10

11. Use the Utilization Criteria page to define utilization criteria by restricting the billable activities in PROJ_RESOURCE that are candidates for utilization of a prepaid amount.

    Step 11

12. Click the Utilization History tab.

    Step 12

13. Use the Utilization History page to view the utilization history for each prepaid amount use sequence. This includes the utilization amounts that have been finalized in Billing and sent to Project Costing.

    Step 13

14. When billing utilization is finalized in PeopleSoft Billing, the system inserts the rows into PeopleSoft Project Costing. The Utilization History scroll area is a view of PROJ_RESOURCE. The amount that was utilized appears.

    Step 14

Congratulations, you have successfully learned how to view the utilization history for the prepaid amounts for your customer.

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