PeopleSoft Billing / Receivables Accelerated Rel 9.2

Course DateLocationDaysPriceRegister
Call for Classroom Training Dates5 $10,890Register

Course DateLocationDaysPriceRegister
Mar 5, 2018Live Virtual - 10:30 am Eastern5 $10,440Register
Dec 11, 2017Live Virtual - 9:30 am Eastern5 $10,440Register

PeopleSoft Billing / Receivables Accelerated Rel 9.2

Description: This PeopleSoft Billing / Receivables Accelerated Rel 9.2 training teaches you how to work with the fundamentals of both PeopleSoft Billing 9.2 and PeopleSoft Receivables 9.2. You'll learn about both Billing and Receivables functions from the ground up.

Duration: 5 Days

Learn to:

  • Create InterUnit customers and bills.
  • Generate invoices.
  • Manage installment bills.
  • Set up core receivables functions.
  • Enter and process receivable items.
  • Gain insight into Billing and Receivables information through the use of inquiry pages and reports.
  • Use aging and manage credit, exceptions and collections.
  • Use customizable work spaces and charts that centralize customer and payment data.

Required Prerequisites:

  • Able to run processes and reports
  • Understanding of basic navigation and PeopleSoft concepts
  • Understanding of relational databases
  • Use of control tables to enforce business rules


  • Functional Implementer

Course Objectives:

  • Setting up and managing credit, exceptions, and collections
  • Set up Receivables business units and options
  • Generate statements
  • Set up shared tables and Billing requirements
  • Enter items and deposits
  • Design invoices
  • Apply and manage payments
  • Set up customers
  • Use Payment Predictor
  • Enter bills online
  • Enter and process payments
  • Use the Billing Interface to import data.
  • Maintain items
  • Run a single action and consolidated single action jobs
  • Manage customer history and aging
  • Adjust bills


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 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

Defining Billing Default Settings

  • 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
  • Describing Customer Information
  • Describing Contact Information
  • Setting Up Customers Using Quick Customer Create

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

Importing Data Through the Billing Interface

  • 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 Single and Consolidated Invoices

  • Describing the Invoice Generation Process Flow
  • Changing the Status of a Bill
  • Describing Finalization Options
  • Printing an Invoice
  • Generating an Invoice Register Report
  • Locating Bills

Adjusting Bills

  • Describing Invoice Adjustment Options
  • Adjusting Invoices
  • Adjusting Invoice Lines
  • Viewing Adjustment History

Establishing Receivables Business Units

  • Describing Business Units
  • Establishing a PeopleSoft Receivables Business Unit
  • Defining SetIDs
  • Using Record Groups

Setting Up Receivables Options

  • Establishing Installation Options and User Preferences
  • Setting Up Core Credit and Collection Options
  • Setting Up Action Items and Item Audit History
  • Setting up Receivables Audit Logging Using the Financials Audit Framework
  • Setting Up Payment Terms
  • Establishing Reference Qualifier Codes
  • Setting Up Detail Calendars
  • Setting Up Receivables Options

Defining Item Processing Tables

  • Describing Item Processing Tables
  • Identifying Group Types
  • Setting Up Origin IDs
  • Describing and Securing ChartFields
  • Setting Up Distribution Codes
  • Identifying System Functions
  • Identifying Entry Types and Entry Reasons
  • Establishing Item Entry Types

Entering Items

  • Identifying Online and External Items
  • Entering Items Online
  • Receiving External Pending Items
  • Performing the Receivables Update Process

Defining Payment Processing

  • Setting Up Deposit Types
  • Defining Bank Account Information
  • Establishing Automatic Entry System Functions

Entering and Processing Payments

  • Describing Payment Methods
  • Entering Regular and Express Deposits
  • Processing Cash Drawer Receipts
  • Describing Electronic Payments
  • Receiving Lockbox Payments
  • Correcting Errors in Deposits
  • Managing Spreadsheet Payments
  • Entering and Reviewing Direct Journalled Payments

Managing Payment Worksheets

  • Building Payment Worksheets
  • Applying Payments Across Business Units
  • Analyzing Overpayments
  • Applying Underpayments
  • Inquiring on Payments Set to Post
  • Applying Payments to Items Using Multiple Currencies
  • Running the Journal Generator Process
  • Performing Payment Inquiries

Using Payment Predictor

  • Describing Payment Predictor
  • Describing Algorithms and Groups
  • Constructing Payment Predictor
  • Using Payment Predictor
  • Analyzing Payment Predictor Reports

Maintaining Items

  • Using Maintenance Worksheets
  • Describing the Matching Process
  • Describing the Refund Process
  • Performing a Payment Unpost
  • Using Transfer Worksheets

Using the Automatic Maintenance Process

  • Setting Up Automatic Maintenance
  • Performing Automatic Maintenance

Aging Receivables

  • Defining History Elements
  • Setting Up Aging Control Tables
  • Creating History Inquiries and Aging Requests
  • Generating Aging Requests

Setting Up and Managing Credit, Collections and Exceptions

  • Setting Up System-Defined Conditions
  • Setting Up Reason and Collection Codes
  • Setting Up Actions, Action Owners, and Action Templates
  • Setting Up Collection and Assessment Rules
  • Determining and Generating Risk Scores
  • Running Condition Monitor
  • Using the Collections Workbench

Generating Statements

  • Describing Statement Types
  • Creating Statement IDs
  • Running the Statements Process
  • Printing Statements
  • Viewing Statements


Course DateLocationDaysPriceRegister
Call for Classroom Training Dates5 $10,890Register

Course DateLocationDaysPriceRegister
Mar 5, 2018Live Virtual - 10:30 am Eastern5 $10,440Register
Dec 11, 2017Live Virtual - 9:30 am Eastern5 $10,440Register