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.
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.