for teams who enter their own service orders into the PCR-360 billing system
PCR-360 is the web application that OIT uses to bill campus and external customers for service. This tutorial is intended 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:
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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