Preparing to Implement PeopleSoft eBill Payment

PeopleSoft eBill Payment self-service applications enable customers to receive invoices, access supporting information and make payments using the internet. Self-service applications are an improved alternative to automated telephone prompting systems, and ease the workload for internal support staff and customer service representatives.

This chapter discusses how to:

Set up PeopleSoft eBill Payment security.
Configure PeopleSoft eBill Payment.
Set up paperless invoicing

Note. To implement PeopleSoft eBill Payment, you must first set up PeopleSoft Billing and PeopleSoft Receivables applications.

Setting Up PeopleSoft eBill Payment Security

The PeopleSoft eBill Payment transactions are set up to secure the information that is accessible to customers. In order for customers to use the PeopleSoft eBill Payment transactions, you must first grant those customers access to the transactions and set up appropriate row-level security for their user IDs.

To enable customers to access PeopleSoft eBill Payment pages:

Set up the user profile types for the customer contact.
1. Go to Customers, Contact Information and edit the customer contact needing access to eBill Payment (or create a new contact, as appropriate).
2. Click the User Profile link at the bottom of the Contact Information pages.
3. Enter a User ID and Password. The customer contact will use these values to log into the eBill Payment application.
4. Verify that the Locked Out? box is not checked.
5. Assign the appropriate permission lists and Contact Roles to allow the user to run PeopleSoft eBill Payment processes.
  
  For example, you could assign the EPEB1000 permission list, which enables the user to run the Email me an Invoice Copy process. The roles that you assign to the contact determine which self-service transactions the contact has access to. You could, for example, assign the Customer role to customer contacts. If you are using the Customer role and PeopleSoft Billing is not installed, remove the permission list EPEB4000 from the Customer role. This prevents the PeopleSoft Billing links from appearing in PeopleSoft eBill Payment.
6. Save.
Click the Contact Customer Information link to access the Contact Customer page.

Enter the customers that are associated with the contact. The Contact Customer page contains a grid that is used to enter the customers that are associated with the contact.
Click the Self Service Security tab.

Select the Bill To option to designate which customer data is accessible from PeopleSoft eBill Payment. When a customer contact accesses PeopleSoft eBill Payment, the system displays data for only the customers that have the bill to option on the Self Service Security page selected. Row-level security is maintained in this manner for PeopleSoft eBill Payment users.
To set up invoice delivery and notification options, click the Additional Info link for each customer.
1. Create a row in the Documentation grid with a document code of INVC (invoice).
2. Select the preferred communication method for invoices. The value chosen will be used to derive the default value of the Invoice Media setting when a new bill is created online or through the Billing Interface.

Note. You can create the user profile on the Contact User Profile page, or you can use the User Profiles component. If you use the User Profiles component, select Customer Contact for the ID type, and then assign the appropriate contact ID to the attribute value.

Configuring PeopleSoft eBill Payment

PeopleSoft eBill Payment uses the CUSTOMERDEF style sheet. This style sheet is intended for externally facing applications. You can change styles and colors through PeopleSoft Application Designer and the Style Sheet object. The use of a different style sheet from PSSTYLEDFF (used for internally facing applications) enables you to create a unique-looking external application.

Note. Configure the look of PeopleSoft eBill Payment only if you have in-depth knowledge of PeopleTools and Application Designer.

Setting Up Paperless Invoicing

In paperless invoicing, a physical invoice is not printed. Instead, an email notification is sent to the customer and the invoice is presented through eBill Payment.

The Invoice Media setting of an invoice determines whether an invoice is printed, transmitted via EDI or whether an email notification is sent. In all cases, the invoice will appear in eBill Payment. The BIIVCEMAIL process will send an email for each finalized invoice with an Invoice Media setting of Email for which there has not already been an email sent.

The Invoice Media setting is populated according to the customer contact's communication preference. When a billing contact has a communication preference setting of Email or Email & Print for the document code INVC, then new bills created online or through the Billing Interface will be created with an Invoice Media setting of Email.

If an invoice contact does not have an email address or does not have access to the eBill Payment application, an error will be noted by both the Billing Interface and Finalization processes and the invoice will not be generated.