PeopleSoft - Course Details

BR91 Billing Rel 9.1

PeopleSoft Course Description:
You will learn to maintain customers, enter bills online, create consolidated and recurring bills, use accumulations, generate invoices, deferred revenue, and unbilled revenue accrual. In addition, you will learn to create InterUnit customers and bills, manage installment bills, and run reports.
PeopleSoft Course Duration:
4 Days Training
PeopleSoft Course Target Audience:
Functional Implementer
PeopleSoft Course Prerequisite:
Understanding of relational databases,Use of control tables to enforce business rules,Understanding of basic navigation and PeopleSoft concepts,Able to run processes and reports
Course Content:
Setting Up Shared Tables
  • Describing the PeopleSoft Table Structure
  • Describing PeopleSoft Billing Business Units
  • Creating SetIDs
  • Setting Up Installation Options and User Preferences
  • Describing Subcustomer Qualifiers
  • Setting Up Accounting and Payment Terms
  • Selecting Remit To Addresses
Setting Up PeopleSoft Billing Tables
  • Setting Up Charge Codes and Units of Measure
  • Setting Up Discounts and Surcharges
  • Describing Workflow Duration
  • Setting Up Sales and Use Tax
Designing Invoices
  • Describing Invoice Setup
  • Defining Billing Specialists
  • Defining Bill Inquiry Phone Numbers
  • Creating Notes
  • Structuring Invoice Numbers
  • Defining Sort Options for Invoice Lines
  • Creating Summarization Templates
  • Defining Bill-By Identifiers and Billing Cycles
Setting Up PeopleSoft Billing Defaults
  • Setting Up Accounting Display Templates
  • Setting Up a Page Series
  • Setting Up Default Options for a SetID
  • Setting Up Bill Types
  • Setting Up Bill Sources
  • Setting Up System Level Default Options
Maintaining Customer Information
  • Describing Customer Roles and Information
  • Describing Contact Information
  • Setting Up Customers Using Quick Customer Create
Entering Bills Online
  • Describing the Standard Online Bill Entry Process
  • Entering Bill Information Online
  • Creating Express Bills
  • Viewing Bill Summary Information
  • Approval Framework for Invoices
Distributing Consolidated Invoices
  • Describing Invoice Consolidation
  • Creating Consolidated Bill Headers
  • Attaching and Detaching Bills to Consolidated Headers
Importing Data
  • Describing the Import Data Process
  • Describing the Billing Interface Staging Tables
  • Describing the Status of Data in the Staging Tables
  • Reviewing Data in the Staging Tables
  • Describing the Billing Interface Process
Distributing Invoices
  • Describing the Invoice Generation Process Flow
  • Changing the Status of a Bill
  • Describing Finalization Options
  • Describing the Finalization Process
  • Printing an Invoice and Reprinting Invoices
  • Generating an Invoice Register Report
  • Locating Bills
Loading Receivable and General Ledger Information
  • Describing the Post Invoice Process
  • Running the Currency Conversion Process
  • Running the Pre-Load Process
  • Running the Load GL Accounting Entries Process
  • Running the Load AR Pending Items Process
  • Describing the Budget Checking Process
  • Describing the Single Action Invoice Process
  • Regenerating Reports After Processing Invoices
Posting Billing Transactions to the General Ledger
  • Describing the Journal Generator Process Flow
  • Describing Journal Generator Setup
  • Generating Journal Entries
  • Reviewing Journal Entries
Adjusting Invoices
  • Describing Invoice Adjustment Options
  • Adjusting Invoices
  • Adjusting Invoice Lines
  • Viewing Adjustment History
Recognizing Revenue
  • Setting Up Accounting for Deferred Revenue
  • Setting Up Accrual Options for Unbilled Revenue
  • Running the Process to Accrue Unbilled Revenue
Integrating with PeopleSoft Order Management
  • Importing Data From PeopleSoft Order Management
  • Describing Direct Invoicing
  • Processing RMAs
Integrating Through PeopleSoft Contracts
  • Describing PeopleSoft Billing Integration
  • Using the Billing Worksheet
  • Describing the PeopleSoft Project Costing and Contracts Interface
  • Describing PeopleSoft CRM Integration
Integrating with PeopleSoft Asset Management
  • Describing PeopleSoft Asset Management Integration
  • Setting Up PeopleSoft Asset Management Integration
Copying Invoices and Generating Recurring Invoices
  • Describing the Options to Copy an Invoice
  • Generating Recurring Invoices