PeopleSoft Billing Training Rel 9.2

PeopleSoft Billing Training Rel 9.2

Introduction:

PeopleSoft Billing Training Rel 9.2 Course Description

This PeopleSoft Billing Training Rel 9.2 teaches you how to maintain customers, enter bills online, create consolidated and recurring bills, use accumulations, generate invoices, deferred revenue and unbilled revenue accrual. PeopleSoft Billing Training Rel 9.2 will also teach you how to create InterUnit customers and bills, manage installment bills and run reports.

PeopleSoft Billing Training Rel 9.2 Related Courses:

Duration: 4 days

Prerequisites:

Able to run processes and reports
Understanding of relational databases
Use of control tables to enforce business rules
Understanding of basic navigation and PeopleSoft concepts

Customize It:

With onsite Training, courses can be scheduled on a date that is convenient for you, and because they can be scheduled at your location, you don’t incur travel costs and students won’t be away from home. Onsite classes can also be tailored to meet your needs. You might shorten a 5-day class into a 3-day class, or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff’s and site’s requirements.

Audience / Target Group:

Functional Implementer

What You Will Learn:

Maintain customers.
Use billing workcenter and dashboard.
Enter bills online.
Work with billing interfaces.
Generate invoices.
Create InterUnit customers and bills.

Skills Gained:

Generate invoices
Adjust bills
Generate deferred revenue
Generate unbilled revenue accrual
Create InterUnit customers and bills
Manage installment bills
Research bills
Maintain customers
Use accumulations
Enter bills online
Create consolidated bills
Work with billing interfaces
Create recurring bills
Copy a group of bills
Using Billing workcenter and dashboard

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

Using the Billing WorkCenter and Dashboard

Using Billing workcenter and pagelets
Using Billing Dashboard

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
Spreadsheet Invoice Import

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 Through PeopleSoft Contracts

Describing PeopleSoft Billing Integration
Using the Billing Worksheet
Describing the PeopleSoft Project Costing and Contracts Interface
Describing PeopleSoft CRM Integration

Copying Invoices and Generating Recurring Invoices

Describing the Options to Copy an Invoice
Generating Recurring Invoices

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Time Frame: 0-3 Months4-12 Months

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