Revision Control Date By Action Pages M Dickerson Document created Mike Walker Modified 6

Transcription

1 Business Process Guide Process: Cancel Invoices Module: Student Financials High Level Description Process Module Document Type Cancel Invoices Student Financials Business Process Guide Revision Control Date By Action Pages M Dickerson Document created Mike Walker Modified 6 Table of Contents Table of Contents... 1 Overview... 1 Notice about the new version of PeopleSoft.2 Cancel Invoice (SFPUNPRC)... 3 Whom to Contact for Help?... 6 Overview This business process guide demonstrates how to cancel an invoice. Business Process Guide Page: 1

2 Notice about the new version of PeopleSoft All page shots used in this guide are from the previous version of PeopleSoft (HCM 8.9). Please be advised that from the fourth week of February 2012, we are using the new version of PeopleSoft (HCM 9.0) and you may experience a difference in the way the new pages look and feel. In the new version of PeopleSoft (HCM 9.0), the format of how the Main Menu expands has changed, but the actual navigation path and functionality has not changed. See the sample page shot. Other minor changes include the following: Improved color scheme New look for Processing and Save indicators Pop-up Search Window and Edit Boxes Number of Search Results Option Type Ahead Matching Business Process Guide Page: 2

3 Cancel Invoice (SFPUNPRC) When the decision is made to cancel an invoice, use the same process to cancel a student or corporate invoice. Navigate to Student Financials > Bill Customers > Cancel Invoice The Bill Cancellation page displays. 1. Enter Business Unit as HW Select *Run Option There are two options for the *Run Option: Billing Request Nbr: Select to cancel a bill associated with a specific bill request number. When you select this value, the Billing Request Nbr (billing request number) field becomes available and the Invoice Number, ID, and External Org ID fields become unavailable. Invoice ID: Select to cancel a bill associated with a specific invoice ID. When you select this value, the Billing Request Nbr field becomes unavailable and the Invoice Number, ID, and External Org ID fields become available. Note: The system allows you to cancel only the recently generated bill. This means that to cancel an old bill, you must fist cancel every bill you Business Process Guide Page: 3

4 generated after it. 3. Enter the Billing Request Nbr Note: When you select the Bill Request Nbr option in the Run Option field, the system automatically populates this field with the billing request number of the last bill that you generated. 4. Select the unique ID of the student whose bill you want to cancel 5. Select the External Org ID of the organization for which you want to cancel a bill 6. Select the Invoice Number assigned to the individual bill that you want to cancel Note: When you select the Invoice Number value in the Run Option field and select an ID or external organization ID, the system automatically populates the Invoice Number field with the invoice number of the last bill that you generated for that ID. Business Process Guide Page: 4

5 7. Select *Bill Cancellation Log Options Note: The option that you select in this field determines what type of information the system displays on the Bill Cancellation inquiry page. Note: We recommend that you select Log All Activity so that you can see all of the results of the Bill Cancellation process in the inquiry page. Available values are: Log All Activity: Select to display both failed and successful cancellation attempts for the chosen bill request number or invoice ID. Log Failed Cancels Only: Select to display only failed cancellation attempts for the chosen bill request number or invoice ID. Log Successful Cancels Only: Select to display only successful cancellation attempts for the chosen bill request number or invoice ID. None: Select to display only the bill cancellation number generated by the system. 8. Click Save to save all the changes 9. Click Run Business Process Guide Page: 5

6 The Process Scheduler Request page displays. 10. Click OK The Process List page displays. 11. Click the Refresh button until the process posts successfully Note that the process is posted successfully. Whom to Contact for Help? For additional help or to report problems with this functionality, please log a ticket via the Service Desk ( Business Process Guide Page: 6