Procedures & concepts used in administering OIT's billing in PCR-360 and Banner.
Charge codes
Add a new charge code
Modify an existing charge code
Services
Add a new instance of a service
Modify an existing instance of a service
Decommission an instance of a service
Add a new service
Modify an existing service
PCR -> Banner billing cadence
(To help understand the relationship between service period, billing period, JV date, calendar month, fiscal year…)
A charge categorized by PCR’s Billing tab M/Y field as 09/20xx indicates billing for service rendered in September. But not for the calendar month: for OIT’s current standard 8/21-9/20 billing period, which will be processed as a JV later that month.
Process/cadence
Bills are based on 30/31 day months: 21st of last month - 20th of this month. This is the billing period.
On the 20th, any charge dated during the just-closed billing period is processed/exported by PCR.
The PCR export can be edited manually to remove errors or make other adjustments.
Once that’s complete, the PCR export is imported into Banner.
The date of the Banner import (generally any day between the 21st and last business day of the calendar month) becomes the date on the JV in Banner.
Banner JVs are visible to fiscal officers; PCR invoices are available to TCs via PCR login.
Special cases
Adobe Sign measures transactions in calendar months; these are imported into PCR during the next month (before the 20th), and processed/JV'd normally later that month. So transactions for the calendar month of August would be PCR-dated some time in September (1-20) and JV dated later in September.