PCR-360 is the web application used by OIT to bill campus and external customers for service. This tutorial was written for teams who handle their own billing in PCR-360, to introduce you to the basic mechanics of entering service orders to trigger one-time or recurring billing for services provided by your team.
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Navigate to Main (blue) tab > Service Desk > Service Orders:
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To create a new service order, click the green + Add button (green):
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SD Type: Service Order (should auto-populate)
Source: Web (should auto-populate)
Service Rep: this is you! (should auto-populate)
Description: something to identify this one-time charge or recurring service fee to the service that was provided, for instance:
Jira ticket #
Team-internal quote/project/billing code that your customer will recognize
Identifying details, dates, etc.
Requestor: who requested this?
Owner - Department: Enter the index code you want to bill
If PCR doesn’t recognize the index code and populate the Owner - Department field, contact Indy
Save New
GLA (General Ledger Account) tab
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Copy and paste the populated GLA into Default Action Expense GLA box:
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Option 1: Add one-time Charges without a Service
This is appropriate when you’re billing for only nonrecurring charges: the event or project or setup or labor happened, and now it’s done.
Charges tab
Switch to the Charges tab and click the + Add button (green) to add a Charge
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Add New Service Desk Charges
Charge Action: Start (should auto-populate)
Charge Catalog: Select the type of charge, likely to be one of these:
AVEVENT - AV Event Services (Nonrecurring)
AVD-LABOR - AV Design Staff Time (Nonrecurring)
AVD-MATERIALS - AV Design Materials (Nonrecurring)
Charge Amount:
should show per unit rate for hourly or other quantified services: set the Quantity to the number of units you want to bill for; Total should auto-calculate $$ you want to bill
will default to $0.00 for non-quantified services; enter actual charge amount in Charge Override Amount box
Save New
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(Repeat to add all charges related to this project/event/service instance.).)
Option 2: Add Charges inside a persistent Service
This is appropriate when you’re billing for recurring charges (perhaps in combination with nonrecurring) because something about the service the charges are related to persists over time.
Actions tab
Switch to the Actions tab and click the + Add button (green) to add a Service
Add New Service Desk Action
Action: Add (should auto-populate)
Service Catalog: Select the type of service, likely to be one of these:
Conference Room AV
Classroom AV
New Service ID: A unique name for this instance of the service type you selected (for instance, a room number: FAB 210C)
Save New
Charges tab: Switch to the Charges tab to verify default Charges or add others. Default charges configured to always start with a service of this type should already be listed. Verify or correct what’s there. Click the +Add button (green) if you want to add additional recurring or nonrecurring Charges, then follow the instructions above for adding Charges. Repeat to add all Charges related to this service instance.
Save
Finalize Service Order
Change Status: Pending → Complete (Save)
Change Status: Complete → Finalize (Save)
Enter billing date: Today, or the date service was rendered, but always some date within the current billing period (21st-20th of each month)
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You may copy the service order number and paste it into a Jira ticket or record it elsewhere.
You’re done!
Search for a
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Service Order
Navigate to Main (blue) tab > Service Desk > Service Orders
Enter service order number (or ticket number, or customer, or whatever…) into Search or Filter the Grid Data field
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Search for a Service
Navigate to Main (blue) tab > Services > Other Services
Enter a service ID (or a service type, or customer, or whatever…) into Search or Filter the Grid Data field
View a customer bill
Head to the PCR Customer Center: https://pcr360.tel.pdx.edu/cc (This is the interface used by Technology Coordinators to view their department’s bill.)
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