Viewing Billing Process Results

In this topic, you will learn how to view billing process results.

Steps:

1. Begin by navigating to the General Information page.

    

   Click the Main Menu button.

   Step 1

2. Click the Customer Contracts menu.

   Step 2

3. Click the Create and Amend menu.

   Step 3

4. Click the General Information menu.

   Step 4

5. Click the Look up Business Unit (Alt+5) button.

   Step 5

6. Click the USCSP link.

   Step 6

7. Click the Contract list.

   Step 7

8. Click the contains list item.

   Step 8

9. Click in the Contract field.

   Step 9

10. Enter the desired information into the Contract field.

     

    Enter "15".

    Step 10

11. Click the Search button.

    Step 11

12. Click the CON0000015 link.

    Step 12

13. Use the General page to set up and manage contract header information.

    Step 13

14. Click the Billing Plans link.

    Step 14

15. Use the Assign Billing Plan page to assign contracts  to billing plans.

    Step 15

16. Click the B101 link.

    Step 16

17. Use the Billing Plan General page to review billing plan details such as invoice form, payment terms, billing specialist, etc.

    Step 17

18. Use the scrollbar to view additional information on the page.

    Step 18

19. Click the History tab.

    Step 19

20. Use the History page to view the status for all billing activity related to this bill plan ID. You can manually insert rows into the History page to account for any bills generated against this billing plan by, for example, a third-party billing system. However, you cannot update the system inserted rows.

    Step 20

21. Click the Main Menu button.

    Step 21

22. Click the Project Costing menu.

    Step 22

23. Click the Transaction Definitions menu.

    Step 23

24. Click the Transaction List menu.

    Step 24

25. Click the Look up Business Unit (Alt+5) button.

    Step 25

26. Click the USCSP link.

    Step 26

27. Click the Project list.

    Step 27

28. Click the contains list item.

    Step 28

29. Click in the Project field.

    Step 29

30. Enter the desired information into the Project field.

     

    Enter "29".

    Step 30

31. Click the Search button.

    Step 31

32. Click the 20000029 link.

    Step 32

33. Use the Transaction List page to view the results of processing the PeopleSoft grants transactions into PeopleSoft project costing.

    Step 33

34. Click the Look up Analysis Group (Alt+5) button.

    Step 34

35. Click the ALL link.

    Step 35

36. Click the Choose a date (Alt+5) button.

    Step 36

37. Click the list.

    Step 37

38. Click the December list item.

    Step 38

39. Click the list.

    Step 39

40. Click the 2014 list item.

    Step 40

41. Click the 1 object.

    Step 41

42. Click the Choose a date (Alt+5) button.

    Step 42

43. Click the 29 link.

    Step 43

44. Click the Search button.

    Step 44

45. Click the View All link.

    Step 45

46. Notice that the status of some rows have an analysis type of BLD. When you run the retrieve billing Items process, it changes the analysis type of billing rows from BIL to BLD.

    Step 46

Congratulations, you have successfully learned how to view billing process results.

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