PeopleSoft Billing Rel 9.2

Course Details
Tuition (USD):
$3,520.00 • Virtual (4 days)
$3,720.00 • Classroom (4 days)
$3,083.12 • Virtual (4 days)
$3,083.12 • Classroom (4 days)

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

Learn To:

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

Benefits to You

Better understand the key components and configuration options in PeopleSoft Billing so you can make improved decisions during your implementation.

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

Who Can Benefit

  • Functional Implementer


  • 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

Course Details

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
Course Details
Tuition (USD):
$3,520.00 • Virtual (4 days)
$3,720.00 • Classroom (4 days)
$3,083.12 • Virtual (4 days)
$3,083.12 • Classroom (4 days)