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PCR-360 is the web application that OIT uses 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.

Introduction

  • OIT billing periods end on the 20th of every month; bills are actually generated on ~22nd-24th and Banner JVs post ~23rd-31st

  • PCR-360 is administered by the ICAT team, using virtual servers managed by the LAP team

  • SMO team manages billing for OIT: if you need help, feel free to ask Brent Emerson or call 5-INDY (Indy Johnson)

Create a Service Order

First head to https://pcr360.tel.pdx.edu/ and log in via SSO.

Navigate to Main (blue) tab > Service Desk > Service Orders:

To create a new service order, click the green + Add button (green):

This brings up the Add New Service Order dialog:

Add New Service Order

Enter your service details:

  • SD Type: Service Order

  • Source: Web

  • Service Rep: this is you!

  • 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.

  • 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

GLA (general ledger account) tab

Switch to the GLA tab, and verify the index code you entered appears in the main box with 100% allocation.

Copy and paste the populated GLA into Default Action Expense GLA box:

Charges tab

Switch to the Charges tab and click the + Add button (green) to add a Charge

Add New Service Desk Charges

  • Charge Action: Start

  • 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

(Repeat to add all charges related to this project/event/service instance.)

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)

You may copy the service order number and paste it into a Jira ticket or record it elsewhere.

Search for a Service Order

  • Navigate to Main (blue) tab > Service Desk > Service Orders

  • Enter service order number into Search or Filter the Grid Data field

View a customer’s bill

Head to the PCR Customer Center: https://pcr360.tel.pdx.edu/cc

Navigate to Billing > View bill

Enter the index code whose bill you want to view into the Charge Account field

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