PTS Data Sheet - PST
Login Information
User ID: BIUSER or BIARUSER
Password: CORE
Business Unit: PSTM1
Data ID Sandbox Activities WLA/Job Aid
Invoice ID: MIS00030 or MIS00031 Target Practice Areas: 1) Entering Online Bills - Required
1) Change Bill Information 2) Entering Online Bills - Optional
2) Change Bill to RDY 3) Printing Pro Forma Invoices
3) Print Pro Forma Invoice 4) Inquiring on Bill Summary Information
4) View Bill Summary Information 5) Viewing AR Distribution
5) View AR Distribution 6) Searching Bills Not Invoiced
6) Locate Non-Invoiced Bills & Bill Lines 7) Searching Bill Lines Not Invoiced
Invoice ID: ST00522 or ST00523 Target Practice Areas: 1) Entering Online Bills – Required
1) Update Bill Information (if non-invoiced) 2) Entering Online Bills – Optional
2) Print Pro Forma Invoice 3) Printing Pro Forma Invoices
3) Finalize and Print Invoice 4) Finalizing & Printing Invoices
5) Inquiring on Bill Summary Information
Additional Practice Areas: 6) Viewing AR Distribution
1) View Bill Summary Information 7) Searching Bills Invoiced
2) View AR Distribution 8) Searching Bills Not Invoiced
3) Locate Bills & Bill Lines 9) Searching Bill Lines Invoiced
10) Searching Bill Lines Not Invoiced
Invoice ID: ST00525 or ST00526 Target Practice Areas: 1) Entering Entire Bill Adjustments
1) Adjust Bill or Bill Lines 2) Adjusting Bill Lines
2) Reprint Bill 3) Reprinting Invoices
3) Copy Bill 4) Copying Single Bill
5) Inquiring on Bill Summary Information
Additional Practice Areas: 6) Viewing AR Distribution
1) View Bill Summary Information 7) Searching Bills Invoiced
2) View AR Distribution 8) Searching Bill Lines Invoiced
3) Locate Invoiced Bills & Bill Lines
Invoice ID 1: ET00045 Target Practice Areas: 1) Inquiring on AR Pending Items
Journal ID 1: BI00092352 1) View AR Pending Item 2) Inquiring on GL Accounting Entries by Journal
Group ID 1: 72 2) View GL Accounting Entries by Invoice & 3) Inquiring on GL Accounting Entries by Invoice
Credit Bill 1: ET00291 Journal 4) Viewing Billing by Origin
Rebill 1: ET00292 3) View Billing by Origin 5) Viewing Adjustment History
4) View Adjustment History
Invoice ID 2: ET00046
Journal ID 2: BI00092352
Group ID 2: 72
Credit Bill 2: ET002913
Rebill 2: ET00294
Invoice ID: ST00270 or ST00271 Target Practice Area: 1) Correcting Budget Check Errors
1) Correct Budget Check Error
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Data ID Sandbox Activities WLA/Job Aid
Deposit Unit: PSTM1 Target Practice Area: 1) Entering and Updating Deposits
Deposit ID: 30883 or 30884 1) Update Deposit – Split deposit so that part is
direct journaled and part will need payments
applied
Business Unit: UHCM1 Target Practice Area: 1) Entering and Updating Deposits
1) Update Deposit so that $100 is Direct 2) Using Payment Worksheets
Deposit ID 1: 6703 Journaled, and Apply Payments for the rest of 3) Entering and Updating Direct Journal Entry
Invoice ID 1: ST00577 the Deposit ID for the Invoice ID listed (split Payments
Deposit ID 2: 6704 deposit)
Invoice ID 2: ST00578 2) Enter Direct Journal Payment
Deposit ID 3: 6705 3) Apply Payment
Invoice ID 3: ST00579
Deposit ID 4: 6706
Invoice ID 4: ST00580
Deposit ID 5: 6707
Invoice ID 5: ST00581
Deposit ID 6: 6708
Invoice ID 6: ST00582
Deposit ID 7: 6709
Invoice ID 7: ST00583
Deposit ID 8: 6710
Invoice ID 8: ST00585
Deposit ID 9: 6711
Invoice ID 9: ST00586
Deposit ID 10: 6712
Invoice ID 10: ST00587
Deposit ID 11: 6713
Invoice ID 11: ST00588
Deposit ID 12: 6714
Invoice ID 12: ST00589
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Data ID Sandbox Activities WLA/Job Aid
Business Unit: UHCM1 Target Practice Area: 1) Entering and Updating Deposits
1) Update Deposit ID 2) Using Payment Worksheets
Deposit ID 1: 6715 2) Apply Payment for the Invoice ID listed or 3) Entering and Updating Direct Journal Entry
Invoice ID 1: ST00590 Direct Journal the deposit Payments
Deposit ID 2: 6716
Invoice ID 2: ST00591
Deposit ID 3: 6717
Invoice ID 3: ST00592
Deposit ID 4: 6718
Invoice ID 4: ST00593
Deposit ID 5: 6719
Invoice ID 5: ST00594
Deposit ID 6: 6720
Invoice ID 6: ST00595
Deposit ID 7: 67021
Invoice ID 7: ST00596
Deposit ID 8: 6722
Invoice ID 8: ST00597
Deposit ID 9: 6723
Invoice ID 9: ST00598
Deposit ID 10: 6724
Invoice ID 10: ST00599
Deposit ID 11: 6725
Invoice ID 11: ST00600
Deposit ID 12: 6726
Invoice ID 12: ST00601
Deposit ID 13: 6727
Invoice ID 13: ST00602
Customer ID: VERIZONWIRELESS Target Practice Area: 1) Entering Customer Information
1) View Customer Information
2) Update Customer Information
Business Unit: PSTM1 or CODM1 Target Practice Areas: 1) Generating Customer Statements
Customer ID: VERIZONWIRELESS 1) Generate & Print Customer Statement 2) Viewing Customer Statements
2) View Customer Statement 3) Viewing Last Statement
3) View Last Customer Statement
Business Unit: PSTM1 or CODM1 Target Practice Areas: 1) Generating Dunning Letters
Customer ID: VERIZONWIRELESS 1) Generate & Print Dunning Letters 2) Viewing Dunned Item History
2) View Dunned Item History 3) Viewing Dunned Item Status
3) View Dunned Item Status 4) Viewing History of Dunning Letter
4) View History of Dunning Letter 5) Viewing Last Dunning Letter Generated
5) View Last Dunning Letter Generated
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