BI 201: Creating and Processing Billing Invoices
Class Materials

Format/Link	Last Revised	Title
Link	10/25/07	Course description
Word	01/23/08	Learner Guide
Link	06/11/08	Simulations (see note below)
Excel	11/12/07	Data Value Spreadsheet
Word	12/03/07	L1, Topic 1: Quick Steps: Entering a Bill
Excel	01/23/08	Exercise #1 Data Sheet
Excel	01/23/08	Exercise #2 Data Sheet
Word	12/03/07	L1, Topic 2: Quick Steps: Printing a Pro Forma Invoice and Changing Bill Status
Excel	01/23/08	Exercise #3 Data Sheet
Word	12/03/07	L1, Topic 3: Quick Steps: Finalizing and Printing Invoices
Excel	01/23/08	Exercise #4 Data Sheet
Word	12/03/07	L1, Topic 4: Quick Steps: Reprinting a Bill
Excel	01/23/08	Exercise #5 Data Sheet
Word	12/03/07	L2, Topic 1: Quick Steps: Correcting Billing Interface Errors
Excel	01/23/08	Exercise #6 Data Sheet
Word	12/03/07	L3, Topic 1: Quick Steps: Running an Invoice Register Report
Excel	01/23/08	Exercise #7 Data Sheet
Word	01/07/08	Job Aid: Billing Cycle IDs
Word	01/07/08	Job Aid: Billing Specialist
Word	01/07/08	Job Aid: Creating Bill Types
Word	01/07/08	Job Aid: Creating Charge Code IDs
Word	01/07/08	Job Aid: Creating New Distribution Codes
Word	01/07/08	Job Aid: Creating New Standard Note Codes
Word	01/31/08	Job Aid: How to Minimize your Search Results
Word	01/07/08	Job Aid: Inquiry Phone
Word	01/07/08	Job Aid: Invoice Number ID
Word	11/14/07	Job Aid: OAKS Billing: User Security Roles
Word	01/07/08	Job Aid: R5 Billing Role Description list

Using these links

When you click a link for a Word, PDF, PowerPoint, Simulation, or Excel file you'll see a pop-up window which asks if you want to open, run, or save this file. You need to run or open the file, so click Open or Run.

When you open a Simulation this pop-up is followed by a second pop-up which tells you that the publisher could not be verified. This is expected, you still want to run the file. Click Run again.

Once you've opened the Simulation you see a PeopleSoft User Productivity Kit window. Use the Outline frame, on the left side, to find the simulation you want to use. Click the small plus sign (+) next to a title to display more of the outline; you may need to click the plus sign for more than one title to find the simulation you want to use.

More instructions for using an OAKS Simulation are found in the How to Use OAKS Simulations and Environments job aid and in these web-based courses:

		For HCM users: Introduction to Human Capital Management beginning on this page
		For FIN users: OAKS in a Nutshell for FIN, Lesson 3

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These course materials pages link to the most up-to-date published version of training materials. The last revision date for each item is shown above.

Check the Updates to Training Materials page to find out what's changed since you looked at specific materials

Go to FIN Class Materials home page

Go to OAKS Training Online home page

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