Vanilla Third Party Billing Your Way: Venti, Skinny, Iced, Half-Caf Invoice Please

Session Number: 35122
Track: Student Financials
Sub-Categorization: Third Party Contracts
Session Type: Member Institution
Tags: BI Publisher, Comm Gen, Student Financials, Third Party Contract Processing
Primary Presenter: Sharon Schryver [Program Coordinator - University of Colorado]
Co-Presenter: Amberly Scheppach [Lead Business System Analyst - University of Colorado]
Time: Mar 07, 2016 (10:15 AM - 11:15 AM)
Room: 4C-2

Session Length : Regular Length
Learning Objectives : Billing Set up for Organizations, Communication for Organizations, BI Publisher tips and tricks
Knowledge level : Intermediate
Prerequisites : None
Advance preparation: No Advance Preparation Required
Product: PeopleSoft
Version Presenting: PS 9.0
Level of Customization: None or N/A
Level of Partner Integration: Institution Alone
Project Phase: Production
Project Go Live: N/A
Target Audience: Functional
Your Training in this Area: Self-taught

Description:  CU Boulder invoices almost $25 million annually to third party sponsors, with up to 100 different sponsors per semester. Our previous process involved a PS Query load to Microsoft Access resulting in a highly manual and time consuming endeavor. Beginning Fall 2015 we are generating billing data directly in Campus Solutions and using that data to populate Organization Communications using all delivered functionality.