To Create a Bill
- Billing > Maintain Bills > Standard Billing
- Add a New Value tab – Select Business Unit and click Add.
- Header Info tab – Enter Type, Customer, and Biller. Click Next (Page Series, lower right).
- Address Info tab – Verify address. Use Attention To only if necessary. ClickNext.
- Header–Note tab – (Optional) Add a note that pertains to the entire bill. ClickNext.
- Header-Service Info tab – Enter PO if you have one. Click Next.
- Line-Info 1 tab – Enter billing information. Use +/- buttons to add/delete rows. Click Next.
- Acctg-Rev Distribution tab – Enter revenue distribution code or chartfield. Select View All to view multiple lines of data at once. Click Next.
- Line-Note tab – (Optional) Add notes for specific line, if needed. Click Next.
- Header-Info 1 tab – Change status to ready. Click Save.
To Print a Proforma (Can only be done same day as invoice entry)
- Once you return to the Header Info tab and click SAVE, click the small icon in the top right corner of the screen that looks like a document with a dollar sign.
To Copy a Bill
- Billing > Maintain Bills > Copy Single Bill
To Adjust/Credit an Entire Bill
- Billing > Maintain Bills > Adjust Entire Bill
To Adjust/Credit Bill Lines
- Billing > Maintain Bills > Adjust Selected Bill Lines
To Create/Inquire on a Standard Note
- Set Up Financials/Supply Chain > Common Definitions > Notes > Standard Notes
To Create/Inquire on a Revenue Distribution Code
- Set Up Financials/Supply Chain > Common Definitions > Distribution Accounting > Distribution Code
To Create/Inquire on a Charge ID
- Set Up Financials/Supply Chain > Product Related > Billing > Set Up > Charge Code
To View Customer Setup Information
- Customers > Customer Information > General Information
- Find an Existing Value tab - Accept Set ID default of UOFMO. Enter or select Customer ID. Click Search.
- General Info tab – Use to view name information.
- Address tab – Use to view address information.
To View an Existing Invoice
If you have a customer number:
- Billing > Locate Bills > Bills Invoiced
- Enter the Business Unit and Customer Id. Click Search.
- Select an invoice and click a link at the bottom of the page to view invoice details
OR
If you have an invoice number or customer number
- Billing > Review Billing Information > Details
- Find an Existing Value tab - Enter search criteria and click Search.
To View a Customer Balance
- Accounts Receivable > Customer Accounts > Customer Information > Account Overview
- Enter or select a Business Unit (or leave blank). Enter the Customer ID. Click Search.
- To view balance detail, click Balance. Change the “Status” and click Search to limit invoices to All, Closed, Open, or Past Due.
View Specific Invoice/Item Activity, Balance Due, Accounting Entries, and Payment IDs
- Accounts Receivable > Customer Accounts > Item Information > View/Update Item Details
- Enter BU, Item (Invoice) ID, and select Item. Or, enter other search criteria. Click Search.
- Select Item Activity tab.
- Select Item Accounting Entries tab.
To Create or View Customer Conversations (notes)
- Accounts Receivable > Customer Interactions > Conversations > View/Update Conversations
- To View: Find an Existing Value tab – Enter search criteria, click Search. Select record.
- To Create: Add a New Value tab – Enter Customer ID and click Add.
Web Applications
To See if a Refund has been Processed
- MIS WEB APPS > PS SEARCH OPTIONS > VENDOR ID
- Look up the AP vendor number and look for the amount and check number.
To View or Print an Invoice
- MIS WEB APPS > PS SEARCH OPTIONS > AR/BI INVOICE NUMBER
To View and Print a Biller Aging Report
- MIS WEB APPS > PS SEARCH OPTIONS > AR/BI AGING REPORT
