System Process Document Create Billing Request_Corporate. Department Responsibility/Role File Name. Create Billing Request_Corporate Trigger:

Transcription

1 Department Responsibility/Role File Name Create Billing Request_Corporate_SPD_ Revision Document Generation Date 2/2/ :31:00 AM Date Modified Last Changed by sbrock Status sent for review /16/ :20:00 AM Trigger: Required Field(s) Comments Output - Result(s) Comments Additional Information Last changed on: 2/16/ :20:00 AM Page 1

2 Procedure In this topic, you will learn how to Enter parameters to determine how the system identifies and bills corporations. 1. Organization invoices may be done as individual or batched on a weekly basis during the semester. 2. To sign in to Campus Solutions, go to sis.illinoisstate.edu. Click the Please click here to PeopleSoft logon page link. Page 2 Last changed on: 2/16/ :20:00 AM

3 3. You will be directed to the Campus Solutions logon screen. Enter your User ID and Password then click the Sign In button. Last changed on: 2/16/ :20:00 AM Page 3

4 4. Once you sign in, you will see a list of navigation links that relate to your roles and responsibilities. Bill Customers is within the Student Financials menu. Click the Student Financials link. 5. Corporate Bills is within the Bill Customers folder. Click the Bill Customers folder link, or click the Corporate Bill folder link directly. Page 4 Last changed on: 2/16/ :20:00 AM

5 6. is within the Corporate Bills folder. Click the link. Last changed on: 2/16/ :20:00 AM Page 5

6 7. Click the Add a New Value tab. 8. Verify the Business Unit is ILSTU. The Billing Request Nbr field will default to zero. Once the request is submitted, the system will auto generate the billing request number. Click the Bill By Option Look Up button. Page 6 Last changed on: 2/16/ :20:00 AM

7 9. From the bill by option search results, click on the desired option. For this example, we will select E_Bill One Ext Org ID. Last changed on: 2/16/ :20:00 AM Page 7

8 10. Click the Add button. 11. From the Billing Request 1 tab, click the Billing ID Look Up button. Page 8 Last changed on: 2/16/ :20:00 AM

9 12. From the Search Results, click the link for ORGINV01. Last changed on: 2/16/ :20:00 AM Page 9

10 13. Click the External Org ID Look Up button and select the External Org from the search results. Enter the Due Date and Due Days. Data in at least one field is mandatory fields. 14. From the Item Due Info section, enter a Term or click the Look Up button to select a value from the list. Select the specific term with the charges to which you want to assign a due date. Page 10 Last changed on: 2/16/ :20:00 AM

11 15. Set a default due date for term-specific charges that do not already have a due date. You can use the fields in this group box in conjunction with the fields in the Due Date/Days group box. For example, using the Due Date field in the Due Date/Days group box, you set a due date of 10/31/2005 for all charges included in the bill. However, suppose that you want charges from a previous term to be due sooner. In this case, you can use the fields in the Item Due Info (item due information) group box to establish a separate due date for charges in that specific term. The system assigns the default due date of 10/31/2005 to any charges falling outside that term. Note: The Due Date and Due Days fields are mutually exclusive. If you enter a value in both fields, the system will keep only the most recently added value after you refresh the page. Last changed on: 2/16/ :20:00 AM Page 11

12 16. Click the Billing Request 2 tab. Page 12 Last changed on: 2/16/ :20:00 AM

13 17. Bill Term Select the term or terms for which you want to generate bills. Valid values are: All Terms: Select to bill students for all terms. One Term: Select to bill students for one specific term. If you select this option, you must select a term in the From Term field. Term Range: Select to bill students for a specific range of terms. If you select this option, you must select terms in the From Term and To fields. From Term and To: If you enter One Term in the Bill Term field, enter the term for which you want to bill in the From Term field. If you enter Term Range in the Bill Term field, enter the beginning term of the range in the From Term field and the ending term of the range in the To field. 18. From the Print Options section, click the Invoice Layout Look Up button. Last changed on: 2/16/ :20:00 AM Page 13

14 19. For Corporate bills, always select ORGINV01. Page 14 Last changed on: 2/16/ :20:00 AM

15 20. Generate Invoice Select to generate and store the bill, but not print an invoice when you click the Generate Invoice button. This is the default option if you select the Bill All Not Yet Billed value or the Bill Range value when you access the component. Generate & Print Bill Select to generate a bill and print an invoice when you click the Generate Invoice button. Remember that this field is available only if you select the Bill One ID option when you access the BI_REQUEST component. 21. Click the Generate Invoice button. Last changed on: 2/16/ :20:00 AM Page 15

16 22. To review the generated invoice, from the Navigation path, click on Bill Customers> Corporate Bills>Review Invoice. Page 16 Last changed on: 2/16/ :20:00 AM

17 23. From the find screen, enter search criteria, or click the Search button to bring up all values. From the Search Results, click the link for the desired invoice. 24. Invoice Info Corp tab. Click each tab to review additional information. Last changed on: 2/16/ :20:00 AM Page 17

18 25. Bill Details tab. The details of the bill will be displayed. Page 18 Last changed on: 2/16/ :20:00 AM

19 26. Bill Messages tab. All messages will be displayed. 27. If you did not select the Generate and Print invoice option, you can manually print the invoice. From the Navigation path, click Corporate Bills>Print Invoice Crystal. Last changed on: 2/16/ :20:00 AM Page 19

20 28. Click the Add a New Value tab. Page 20 Last changed on: 2/16/ :20:00 AM

21 29. Enter the Run Control ID and click the Add button. 30. Enter the Business Unit or click the Look Up button to select a value from the list. Enter the External Org ID or click the Look Up button to select a value from the list. Enter the Invoice Number or click the Look Up button to select a value from the list. Last changed on: 2/16/ :20:00 AM Page 21

22 31. Click the Run button. Page 22 Last changed on: 2/16/ :20:00 AM

23 32. Verify the job is selected and click the OK button. 33. To access the report, click the Report Manager link. Last changed on: 2/16/ :20:00 AM Page 23

24 34. From the report list, the last report generated will always be at the top of the list. Click the Report link. Page 24 Last changed on: 2/16/ :20:00 AM

25 35. From the File List section, look for the file ending in.pdf and click on the link. 36. The Invoice PDF file will display in a new tab. To print, click the Print link from within the PDF tab and complete the print screen steps. To return to the Print Invoice screen, click the X on the invoice PDF tab. Last changed on: 2/16/ :20:00 AM Page 25

26 37. To return to the Navigation Menu screen, click the Home link at the upper right of the screen. 38. Congratulations, you have completed Enter parameters to determine how the system identifies and bills corporations. End of Procedure. Page 26 Last changed on: 2/16/ :20:00 AM