Researching and Updating Non- Invoiced Bills

In this topic, you will learn how to search for and update a Non- Invoiced bill for a customer.

Steps:

1. Begin by navigating to the Bills Not Invoiced page.

    

   Click the Main Menu button.

   Step 1

2. Click the Billing menu.

   Step 2

3. Click the Locate Bills menu.

   Step 3

4. Click the Bills Not Invoiced menu.

   Step 4

5. Use the Bills Not Invoiced page to search for any bills already invoiced.

   Step 5

6. Use the Unit field to specify the PeopleSoft Billing business unit to search for a bill.

    

   Enter the desired information into the Unit field.

    

   Enter "USCSP".

   Step 6

7. Use the Bill To field to specify if you want to search for a bill based on a customer or a contract.

    

   Click the Bill To list.

   Step 7

8. Click the Contract list item.

   Step 8

9. Use the Currency Option field to specify the currency criteria for the bill.

   Step 9

10. Use the ID field to enter or select the customer ID or contract number to search for.

     

    Click the Look up ID (Alt+5) button.

    Step 10

11. Click the CON0000004 link.

    Step 11

12. Click the Search button.

    Step 12

13. All bills for the contract are displayed.

    If you would like to narrow the search results, you can click the

    Header Selection Criteria button.

    Step 13

14. Click the Select option.

    Step 14

15. Click the Header Info 1 link.

    Step 15

16. Use the Header - Info 1 page to specify bill header information.

    Step 16

17. Next, change the bill Status to "Hold", as per the request of the Principal Investigator.

     

    Click the Look up Status (Alt+5) button.

    Step 17

18. Click the HLD link.

    Step 18

19. Click the Save button.

    Step 19

Congratulations, you have successfully learned how to search for and update a Non- Invoiced bill for a customer.

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