Understanding the PeopleSoft Classic Billing WorkCenter - My Work Pagelet

Change Bill Status

Select to access the Change Bill Status page. The Bill Status options available are Canceled, Hold Bill, New Bill, Pending and Ready Bill.

The Change Bill Status action can be performed on multiple invoices.

Finalize and Print

Select to schedule the finalize and print job.

The Finalize and Print action can be performed on multiple invoices.

Single Action Job

Select to schedule the single action job.

The Single Action Job action can be performed on multiple invoices.

For additional information about the BPW, see Understanding PeopleSoft Business Process Weaver

Bill Summary

Select to access the Bill Summary search page. Select the invoice to view the summary information page.

Copy Bill

Select to access the Copy Single Bill page for the selected invoice.

Invoice Maintenance

Select to access the Invoice Maintenance page. Only invoices from ESA are supported.

Supporting Documentation

Select to view the supporting documents, if any, attached with the invoice.

View Pro Forma / Image

Select to view the pro forma / image.

The system will display the Proforma / image based on the invoice type and the online invoice render flag setting.

Correct Budget Errors

Select to access the Correct Budget Check Errors page.

Adjust Entire Bill

Select to access the Adjust Entire Bill page for the selected invoice.

Adjust Select Bill Lines

Select to access the Adjust Selected Bill Lines page for the selected invoice.

Reprint Invoice

Select to reprint the invoice. Multiple invoices can be reprinted.

Submit for Approval

Select to submit one or many invoices for approval.

Approve

Select to approve one or many invoices.

Deny

Select to deny one or many invoices.

Attach/Detach Bills

Select to access the Attach/Detach Bills page for the selected consolidated invoice.

View Attached Bills

Select to access the Attached Bill Inquiry page for the selected consolidated invoice.

Review Pending Transactions

Select to access the Review Pending Credit Card transactions page for the selected invoices.

Retry Email

Retry sending email for the selected invoices.

Review Email Invoice Log

Select to access the Review Email Invoice Log page for the selected invoice.

View Contact Information

Select to view the contact information for the email contact.

Create Installment Bills

Select to run the Create Installment Bills process for the selected installment template invoice.

View Installment Bill Schedule

Select to access the Installment Billing Schedule page for the selected installment template invoice.

Correct Staged Acct Errors

Select to access the Correct Staged Acctg Errors page.

Load AP Process

Select to run the Load AP process for the selected invoices.

Load AR Process

Select to launch the job that runs currency conversion, preload, and load AR processes for the selected invoices.

Create Accounting Entries

Select to launch the job that runs currency conversion, preload, and load GL processes to create accounting entries for the selected invoices.

Create Recurring Bills

Select to run the Create Recurring Bills process for the selected recurring template invoice.

View Recurring Bill Schedule

Select to access the Recurring Bill Schedules page for the selected recurring template invoice.

Mass Update Transactions

Select to access the Mass Update page for correcting interface errors for multiple billing lines.

Update Pending Transactions

Select to access the Interface pending items page for the selected Interface ID.

Finalized Invoices to Journal

Select to launch the job that runs currency conversion, preload, and load GL and journal generator processes.

Interface and VAT Default Job

Select to launch the job that runs the Billing Interface and VAT Default processes.

LOC Draw Summary Only

Select to generate the Letter of Credit Final Draw Process. This job includes the LOC extract and the BI Publisher report format. The report will print only the summary portion for each LOC ID selected.

LOC Final Draw

Select to generate the Letter of Credit Final Draw Process. This job includes the LOC extract and the BI Publisher report format.

LOC Proforma Report

Select to generate the Letter of Credit Draw Proforma BI Publisher report format. The LOC Proforma can be rendered online or through process scheduler.