EBI9.2: Expand Invoice Mass Maintenance for Additional Elements- Users Will Be Able to Change:Accounting Date, Credit Analyst, Pay Terms, Bill Inquiry Phone, Letter of Credit ID, Letter of Credit Document ID Fields (Doc ID 2832786.1)

Last updated on JUNE 14, 2023

Applies to:

Goal

In the billing department, billing specialist generally handle a large volume of invoices on a daily basis. Most of the time they need to change the accounting and other data elements for multiple invoices and it is a tedious process to change one invoice at a time

PeopleSoft billing customers have requested the ability to perform mass change of the data elements like accounting data and other header level data elements

PeopleSoft Billing Update Image plans to expand invoice mass maintenance by additional data elements like accounting date, sales analyst, credit analyst and other elements for the users to update in mass. Providing this mass update capability will greatly improve billing department's operational efficiency.

This enhancement to the invoice mass maintenance functionality will enable users to update additional fields for multiple invoices.

The existing mass maintenance functionality available in PeopleSoft Billing allows only 3 fields to be mass updated.  Few more fields need to be added to the invoice mass maintenance functionality to allow users to mass update additional fields on invoices.

Currently, only Billing Specialist, Billing Authority and Collector fields can be selected for mass change. For example – if a Billing Specialist is on vacation or leaves the organization, there is no easy way to change to another Billing Specialist on all the invoices that the outgoing Billing Specialist is associated with. User has to go to each invoice to make this change which is very cumbersome.

Solution

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