9.2 Change the Status of Bills

Purpose: Use this document as a reference how to change a bill status in PeopleSoft.

Audience: Finance Staff

You must have at least one of these local college managed security roles:

  • ZZ Grant Processing

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

9.2 Change the Status of Bills

Use this page to update a single bill or a range of bills from one status to another.

Navigation: NavBar > Navigator > Billing > Maintain Bills > Change Status of Bills

  1. The Bill Status Change search page displays.
  2. Select the Add a New Value tab.
  3. Enter a Run Control ID.
  4. Or select Find an Existing Value tab if your Run Control ID has already been created.
  5. Select Add.
  1. The Change Status of Bills page will display.
  2. In the From Status section, select the current status of the existing bill(s).
  3. In the To Status section, use the drop down arrow to select a new status of the existing bill(s).
  4. Select the specific Range Selection.
  5. Verify your Business Unit is selected.
  6. Select Save.
  7. Select Run.

The following example walks through the steps to change a range of bills from New Status to Ready Status.

  1. Select the From Status as New.
  2. Select the New Bill Status as Ready Bill.
  3. In the Range Selection section, select All or Invoice ID.
  4. Verify your Business Unit is selected.
  5. Enter From Invoice MSC-0000001234.
  6. Enter To Invoice MSC-0000001240.
  1. Save page.
  2. Select Run.
  1. The Process Scheduler Request window will open.
  2. Select Ok.
  1. The Change Status of Bills page will display again.
  2. Select the Process Monitor link to review the process.
  1. The Process Monitor page will display.
  2. Refresh the page until process is has a Run Status of Success and Distribution of Posted.
  3. Select the Go back to Bill Status Change hyperlink.
  1. The Change Status of Bills page will display.
  2. Select the Report Manager link.
  1. The Report Manager page displays.
  2. Select the Administration tab.
  3. In the Description box select the link to review results.
  1. Process Complete.

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