![]() Parts, you must select the static option. You can define any one the parts as auto-sequenced for all other You can structure invoice numbers to have up to three parts. This section provides an overview of invoice number IDs and discusses how to add or modify invoice number IDs. To assign invoice number IDs, use the Invoice Number ID (BI_IYC_NUM) component. Click the Refresh button to display all ChartFields and clear all check boxes click the Restore button to restore the previous selections. Select the ChartFields and define the sequence order in which they appear on the corresponding report. Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Report Options Page Used to Define ChartField Reporting Options Without theĬhartField reporting option information, the system cannot determine which ChartFields to include on the report. Important! You must set up ChartField reporting options before running the Load GL Accounting Entries process (BILDGL01). Add eligible SQRs on the ChartField Report Options, Add a New Value page. You must set up the reporting options for the following SQRs: PeopleSoft Billing enables you to define the ChartFields that print and the order in which they appear on eligible Structured To define ChartField reporting options, use the ChartField Report Options (FS_REPORT_CF_SETUP) component. ![]() Enter the effective date, status, name, and telephone Enter the effective date and status of the collector, as well as the name andĪdd or modify information for a credit analyst on the Credit Analyst page. Set up valid collectors on the Collector page. Setting Up Customer Support Personnel Setting Up Collectors Set up team member codes-formerly salesperson codes-on the Team Member Personal Data page. Specify when you want the Bill Inquiry Phone number to take effect in the Effective Date field, and indicate the status for the number. You can have different phone numbers based on You can defineĪs many bill inquiry phone numbers as needed on the Bill Inquiry Phone page. ![]() The bill inquiry phone is the number on invoices for customers to call if they have questions about their bills. Is a billing authority, select the Bill Authority Flag check box and include the billing authority phone number.Įnterprise PeopleTools 8.48 PeopleBook: Security Administrationĭefining User Preferences Defining Bill Inquiry Phone Numbers To access the page, enter a billing specialist code, an eight-characterĬode that can be any identifier that you want (for example, the person's initials). Before entering billing specialist information, you must create PeopleSoft user accounts for the specialists.Īdd new billing specialists on the Billing Specialist page. Enter information for at least one billing specialist so that the table is properly established. Set Up Financials/Supply Chain, Product Related, Billing, Setup, Credit AnalystĪdd or modify information for a credit analyst.Įntering Information for Billing Specialists and Billing AuthoritiesĪ billing specialist is anyone in an organization, including a manager, who is responsible for entering, monitoring, or approving ![]() Set Up Financials/Supply Chain, Product Related, Receivables, Credit/Collections, Credit Analyst Set Up Financials/Supply Chain, Product Related, Billing, Setup, Collector Set Up Financials/Supply Chain, Product Related, Receivables, Credit/Collections, Collector Set Up Financials/Supply Chain, Common Definitions, Team Members, Team Member Personal Data, Member Data Set Up Financials/Supply Chain, Product Related, Billing, Setup, Bill Inquiry Phone Set Up Financials/Supply Chain, Product Related, Billing, Setup, Billing Specialist Pages Used to Define Customer Billing Contacts Personal Data (MEMBER_PERSON1), Collector (COLLECTOR_TABLE), and Credit Analyst (CR_ANALYST_TABLE) components.Įnter information for billing specialists and billing authorities. To define customer billing contacts, use the Billing Specialist (BI_SPECIALIST), Bill Inquiry Phone (BI_INQPHONE), Team Member Transactions should be completed before revising existing definitions. Processing for pending invoice, interface, and accounting Changes to billing structure definitions may affect items in process. Use workflow processes in PeopleSoft Billing. Set up bill-by identifiers for external sources. Define bill cycle dates for PeopleSoft Grants.Įstablish invoice formatting, sorting, and printing options.
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