• Peoplesoft Billing Module

This PeopleSoft Billing / Receivables Accelerated Rel 9.2 training teaches you how to work with the fundamentals of both PeopleSoft Billing 9.2 and PeopleSoft Receivables 9.2. You'll learn about both Billing and Receivables functions from the ground up. Learn To:.

Create InterUnit customers and bills. Generate invoices.

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Manage installment bills. Set up core receivables functions. Enter and process receivable items. gain insight into Billing and Receivables information through the use of inquiry pages and reports. Use aging and manage credit, exceptions and collections.

Use customizable work spaces and charts that centralize customer and payment data. Benefits to You You'll learn how to use the major features of both PeopleSoft Billing and PeopleSoft Receivables, which you can apply and build on when you return to your own business environment.

Activities throughout the course provide stepwise examples that simulate scenarios in businesses like yours. This includes key Billing and Receivables processes. Better understand the configuration options and processes in PeopleSoft Receivables so that you can make improved decisions about managing customers, payments, and collections. Working with PeopleSoft Billing Create the basis for a Billing system that suits the way you do business by learning to customize, calculate and submit invoices in multiple currencies and languages. Learn to manage bill cycles and streamline processes. Practice the processes you use most, like maintaining customers, entering bills online, using accumulations, generating invoices, deferring revenue and working with unbilled revenue accrual.

Working With PeopleSoft Receivables Optimize insight into and streamline your accounts receivable processes to accelerate collections, reduce credit risk, resolve exceptions quickly and ultimately decrease your cost of working capital. Learn to configure Receivables options and configure the system for your business process needs.

Learn pending item and deposit entry and processing, payment and maintenance worksheet management to handle overpayments, underpayments, write-offs, deductions, overdue charges, dispute settlements and more. Gain Visibility Into Customer Activity Expert Oracle University instructors guide you through the steps for viewing balances and performing actions at the item or batch level. Access information to perform your daily activities through centralized work spaces, such as the Billing WorkCenter or the Receivables WorkCenter. Learn to use the Collections Workbench to manage open items, disputes and incoming payments and follow up on collections efforts. View and drill into customer information in the Customer Hierarchy interactive chart, or review analytics and a summary view of the billing function in the organization through the Billing Dashboard. This is an accelerated 5-day course.

Skills Gained. Setting up and managing credit, exceptions, and collections. Set up Receivables business units and options. Generate statements. Set up shared tables and Billing requirements.

Peoplesoft Billing Module

Enter items and deposits. Design invoices. Apply and manage payments. Set up customers. Use Payment Predictor. Enter bills online.

Enter and process payments. Use the Billing Interface to import data. Maintain items. Run a single action and consolidated single action jobs. Manage customer history and aging. Adjust bills.

To Create a Bill. Billing Maintain Bills Standard Billing. Add a New Value tab – Select Business Unit and click Add.

Header Info tab – Enter Type, Customer, and Biller. Click Next (Page Series, lower right). Address Info tab – Verify address. Use Attention To only if necessary. Header–Note tab – (Optional) Add a note that pertains to the entire bill. Header-Service Info tab – Enter PO if you have one.

Line-Info 1 tab – Enter billing information. Use +/- buttons to add/delete rows. Acctg-Rev Distribution tab – Enter revenue distribution code or chartfield.

Select View All to view multiple lines of data at once. Line-Note tab – (Optional) Add notes for specific line, if needed. Header-Info 1 tab – Change status to ready. To Print a Proforma (Can only be done same day as invoice entry). Once you return to the Header Info tab and click SAVE, click the small icon in the top right corner of the screen that looks like a document with a dollar sign. To Copy a Bill. Billing Maintain Bills Copy Single Bill To Adjust/Credit an Entire Bill.

Billing Maintain Bills Adjust Entire Bill To Adjust/Credit Bill Lines. Billing Maintain Bills Adjust Selected Bill Lines To Create/Inquire on a Standard Note. Set Up Financials/Supply Chain Common Definitions Notes Standard Notes To Create/Inquire on a Revenue Distribution Code. Set Up Financials/Supply Chain Common Definitions Distribution Accounting Distribution Code.

To Create/Inquire on a Charge ID. Set Up Financials/Supply Chain Product Related Billing Set Up Charge Code To View Customer Setup Information. Customers Customer Information General Information. Find an Existing Value tab - Accept Set ID default of UOFMO. Enter or select Customer ID. Click Search.

General Info tab – Use to view name information. Address tab – Use to view address information. To View an Existing Invoice If you have a customer number:. Billing Locate Bills Bills Invoiced. Enter the Business Unit and Customer Id.

Click Search. Select an invoice and click a link at the bottom of the page to view invoice details.

To View a Customer Balance. Accounts Receivable Customer Accounts Customer Information Account Overview. Enter or select a Business Unit (or leave blank).

Enter the Customer ID. Click Search. To view balance detail, click Balance. Change the “Status” and click Search to limit invoices to All, Closed, Open, or Past Due. View Specific Invoice/Item Activity, Balance Due, Accounting Entries, and Payment IDs.

Accounts Receivable Customer Accounts Item Information View/Update Item Details. Enter BU, Item (Invoice) ID, and select Item. Or, enter other search criteria.

Click Search. Select Item Activity tab. Select Item Accounting Entries tab.