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EBI9.2: When Using Multiple Contacts for One Customer, why is Defaulted Wrong Customer Contact into BI HDR Table? (Doc ID 2700546.1)

Last updated on AUGUST 13, 2020

Applies to:

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


How do users get the system to use the correct contact for billing?

When using multiple contact ids for one customer under Contact information page, the wrong contact information is being defaulted into BI HDR when customer creates the invoices.
For example- setup Customer A with two contacts, one for email (direct invoicing) and one for print.
In the billing plans,  customer mentions the correct contact using the bill to customer field, but when we run the BI Intfc it uses whatever contact that's marked with the primary bill to default.


1.Check the setup to have Customer with several Contact IDs;

2.First Contact ID is having email address populated and Preferred Communication is selected as Email & Print;

3.Click on Documentation;

4.Document Code is selected as INVC and Preferred Communication is selected as Email Invoice as Attachment;

5.Check the second Contact ID -email address field is not populated and Preferred Communication is selected as Call;

6.Click on Documentation link;

7.Document Code must be selected as INVC and Preferred Communication selected as Call;

8.Installation Options page - Billing will create the GL entries;

9.Set Up Financials/Supply Chain > Product Related > Billing > Setup > Bill-by Identifier and add the field CNTCT_SEQ_NUM;

10.Create a contract;

11.Go to lines tab;

12.Click on Add a contract line;

13.Select an amount-based product;

14.Press Add Contract Lines;

15.Populate also Billing Amount as 1000 USD;

16.Press Recalculate and click on Return to General Information;

17.Click on the link Billing Plans;

18.Create a milestone billing plan and click on Assign;

19.Plan is as B101;

20.Set the billing plan to pre-approved upon populating BU Unit, Bill To Customer, Addre Num and Bill to Contact field;

21.Make sure to select Contact ID which is not primary and which is not having as preferred method Email as Attachment option;

22.Pre Approved is checked;

23.Also Bill By ID field is populated as Contract (which was setup before);

24.Create one or more events and set these to Ready;

25.Return to the contract;

26.Click on the link Revenue Plans;

27.Create a milestone revenue plan;

28.Plan is generated as R101;

29.Create one or more events and set these to Ready;

30.Return to the contract;

31.Click on Save;

32.Click on the link Distribution;

33.Set the contract status to ACTIVE;

34.Run the Fixed Fee Revenue;

35.Application engine runs with success;

36.Run the Journal Generator;

37.Application Engine runs successfully;

38.The journal has been posted;

39.Retrieve the GL Updates under Customer Contracts/Schedule and Process Revenue/ Retrieve the GL Updates page;

40.This is to update the Contract Revenue Plan;

41.Application engine CA_LOAD_UPD runs with success;

42.Run the CA_BI_INTFC under Customer Contracts/Schedule and Process Billing/Process Other Billing Methods;

43.It runs with success and Interface ID is generated;

44.Run Billing Interface under Billing/Interface Transactions/Process Billing Interface;

45.It runs with success;

46.Check transaction under Billing/ Maintain Bills/Standard Billing;

47.Go to Navigation and select Address Info;

48.Address information after BI Interface has run:  It is defaulted in contact information from Contact B, as it was setup.

Please review uploaded replication document with the exact business scenario and steps followed-Replication_File.pdf.

NOTE: In the  attached document, user details / company name / address / email / telephone number represent a fictitious sample (based upon made up data used in the Oracle Demo Vision instance).  Any similarity to actual persons, living or dead, is purely coincidental and not intended in any manner.


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