PeopleSoft Billing Rel 9.2 Ed 2 Course Overview

To ensure a comprehensive understanding and successful completion of the PeopleSoft Billing Rel 9.2 Ed 2 course, the following prerequisites are recommended:

• Basic understanding of billing and invoicing processes.
• Familiarity with accounts receivable and general ledger concepts.
• Experience with navigating and operating within PeopleSoft applications.
• Some exposure to PeopleSoft Financials would be beneficial.
• Ability to use basic computer applications such as word processors and spreadsheets.
• Willingness to engage with course materials and participate in hands-on exercises.

These prerequisites are designed to provide a foundation for the course content and are not intended to deter any motivated individual with a keen interest in learning about PeopleSoft Billing. With dedication and effort, students without prior experience may also grasp the course material successfully.

Target Audience for PeopleSoft Billing Rel 9.2 Ed 2

PeopleSoft Billing Rel 9.2 Ed 2 is a comprehensive course designed for professionals involved in Financial Management and billing processes.

Target Audience for the PeopleSoft Billing Rel 9.2 Ed 2 Course:

• Financial Analysts
• Billing Specialists
• Accounts Receivable Managers
• ERP Consultants
• PeopleSoft Financials Users
• IT Professionals implementing or maintaining PeopleSoft Billing systems
• Business Process Owners in charge of billing operations
• Functional Consultants specializing in PeopleSoft applications
• Project Managers overseeing financial system upgrades or implementations
• System Administrators responsible for PeopleSoft application setup and maintenance
• Technical Support staff for PeopleSoft Billing modules

Learning Objectives - What you will Learn in this PeopleSoft Billing Rel 9.2 Ed 2?

1. Introduction to the Course’s Learning Outcomes and Concepts Covered: The PeopleSoft Billing Rel 9.2 Ed 2 course equips learners with the skills to effectively set up and manage billing processes, design invoices, maintain customer data, and integrate financial information within PeopleSoft.

2. Learning Objectives and Outcomes:

• Understand and configure shared tables critical for the PeopleSoft Billing application.
• Set up and manage PeopleSoft Billing-specific tables to meet organizational billing requirements.
• Design invoice formats that align with company branding and customer information needs.
• Establish and utilize billing defaults to streamline billing processes and improve accuracy.
• Maintain accurate and up-to-date customer information to support effective billing operations.
• Enter bills online, ensuring data integrity and adherence to established billing practices.
• Implement invoice copying and generate recurring invoices to enhance billing efficiency.
• Import data from external sources and integrate seamlessly with PeopleSoft Contracts for streamlined billing.
• Distribute invoices through various channels, ensuring timely delivery and compliance with customer preferences.
• Load and reconcile Receivable and General Ledger information for accurate financial reporting.
• Distribute consolidated invoices, simplifying the billing process for customers with multiple charges.
• Post billing transactions to the General Ledger, ensuring financial data is accurate and up-to-date.
• Adjust invoices as necessary to correct billing errors or reflect changes in service provision.
• Recognize revenue in accordance with accounting principles and organizational policies.