Running the Contracts Billing Interface Process

In this topic, you will learn how to run the contracts/billing interface process in PeopleSoft contracts to initiate the billing process.

Steps:

1. Begin by navigating to the Process As Incurred Billing page.

    

   Click the Main Menu button.

   Step 1

2. Click the Customer Contracts menu.

   Step 2

3. Click the Schedule and Process Billing menu.

   Step 3

4. Click the Process As Incurred Billing menu.

   Step 4

5. You run this process by searching for an existing Run Control ID or you can add a new value.

   Step 5

6. Click in the Run Control ID field.

   Step 6

7. Enter the desired information into the Run Control ID field.

    

   Enter "INCBILL".

   Step 7

8. Click the Search button.

   Step 8

9. Use the Process as Incurred Billing page to enter the request parameters to define the processing rules and the data to be included when the process is run.

   Step 9

10. Click the BU/Proj/Act Option list.

    Step 10

11. Click the Business Unit/Project list item.

    Step 11

12. Click the Look up Project (Alt+5) button.

    Step 12

13. Click the 20000029 link.

    Step 13

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

    Step 14

15. Click the Date Option list.

    Step 15

16. Click the Accounting Date list item.

    Step 16

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

    Step 17

18. Click the list.

    Step 18

19. Click the December list item.

    Step 19

20. Click the list.

    Step 20

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

    Click the scrollbar.

    Step 21

22. Click the 2014 list item.

    Step 22

23. Click the 1 object.

    Step 23

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

    Step 24

25. Click the list.

    Step 25

26. Click the December list item.

    Step 26

27. Click the list.

    Step 27

28. Click the 2014 list item.

    Step 28

29. Click the 1 object.

    Step 29

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

    Step 30

31. Click the 15 link.

    Step 31

32. Click the Save button.

    Step 32

33. Click the Run button.

    Step 33

34. Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.

    Step 34

35. Click the OK button.

    Step 35

36. Click the Process Monitor link.

    Step 36

37. Use the Process List page to view the status of submitted process requests. Continue clicking Refresh until the run status shows "Success" and the distribution status shows "Posted".

    Step 37

38. Click the Refresh button.

    Step 38

39. Continue to click refresh until the Run Status shows "Success" and the Distribution Status shows "Posted".

    Step 39

40. Click the Main Menu button.

    Step 40

41. Click the Billing menu.

    Step 41

42. Click the Interface Transactions menu.

    Step 42

43. Click the Review Pending Transactions menu.

    Step 43

44. Click in the Business Unit field.

    Step 44

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

     

    Enter "USCSP".

    Step 45

46. Click the Search button.

    Step 46

47. Notice six lines populated for Interface 7. You will review the first line.

     

    Click the 7 link.

    Step 47

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

    Step 48

Congratulations, you have successfully learned how to run the contracts/billing interface process in PeopleSoft contracts to initiate the billing process.

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