Page 8 - How to Add Contract Prepaid Lines to Existing Contract

How to Add Contract Prepaid Lines to Existing Contract

Allows you to associate a billing plan with a bill cycle that you have defined on the Bill Cycle page. When you run the
Contracts Billing Interface process, you can specify that it should process only billing plans of a specific billing cycle
type.
 Bill By ID
Allows you to group bill lines on invoices.
 Payment Method

Indicates the type of payment method such as check or credit card.
Enter a value in this field only if you wish to override the default in PeopleSoft Billing's default hierarchy. This makes
your payment method specific to the billing plan instead of specific to the customer or PeopleSoft Billing business unit.
 Payment Terms
Indicates the payment terms.

Enter a value in this field only if you wish to override the default in PeopleSoft Billing's default hierarchy. This makes
your payment terms specific to the billing plan instead of specific to the customer or PeopleSoft Billing business unit.
 Billing Inquiry

Select a billing inquiry phone number to associate with this billing plan. Bill inquiry phone numbers are established on
the Bill Inquiry Phone page.
 Billing Specialist

Specialists are established on the Billing Specialist page. An example of a billing specialist is a functional user whose
daily job includes filling out billing plans.

 Billing Authority
A billing specialist who is responsible for approving invoices. An approver might be a manager who is not necessarily
the person responsible for entering bills daily. To indicate that a billing specialist is a billing authority, select the Bill
Approver option for the corresponding bill specialist on the Billing Specialist page.
17. Save.

18

19

18. Select the Event tab
19. Click the Add New Event button.

8
Emory Confidential and Proprietary Last Revised on 2/19/2018 Return to Table of Contents