Unable to Generate Amended Credit Bill Event after Bill Plan is Set To COMPLETE (Doc ID 1607376.1)

Last updated on JULY 10, 2017

Applies to:

PeopleSoft Enterprise FIN Contracts - Version 9 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms

Once the Contract line is getting cancelled, the credit invoice is not getting generated for that contract line bill plan in the following scenario.
We are in 9.0 MP14 Bundle 35 release.

Following are the replication steps.
Step 1:- Create a contract, with a line(i.e. amount based) with amount of 10000.
Step 2:- Assign an Immediate bill plan for the new line.
Step 3:- Make the contract status as “Active” and bill plan status as “Active”.
Step 4:- Run the “Process other billing methods”(i.e. CA_BI_INTFC) process to generate the interface id.
Step 5:- For the interface id, run the Process billing interface(i.e. in Billing) to generate the billing worksheet(i.e. Temp invoice)
Step 6:- Approve the billing worksheet(i.e. Temp invoice) to create the real invoice

Now, if we look at the bill plan the bill plan will be in the status of “In Progress”.

Step 7:- Now open the contract, and do an amendment and cancel the line and decrease the line amount to Zero.
Step 8:- Now finalize the real invoice(i.e. created via Step 6) so that invoice status will be in invoiced status.
Step 9:- Run the “Update Contract/Projects Data”(i.e. in billing). So that this invoice information will be updated to the contract bill plan.

But now, if we see the Bill plan will be in completed status. But theoretically it must not, as still the credit is not yet generated.

If the bill plan is in progress status, then the credit invoice will be generated. As in the table “PS_CA_BP_EVT_CHG” one row for this contract bill plan exists with the status of Ready.

Cause

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