Contractual Billing

Lesson Plan - September 16, 2021

At the end of the Contractual Billing lesson, the client and targeted users will be able to perform the configurations and tasks linked to lump sum invoicing and progress billing.

 

Unit CONBILL01 - Preliminary Analysis and Configuration

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

The objective of this lesson is to clarify the needs, requirements, and conditions and to perform the basic configurations related to the use of maestro*'s Contractual Billing sub-module, more specifically for lump sum invoicing and contractual billing.

PREREQUISITES

  • General Ledger;
  • Projects;
  • Security;
  • Customer Accounts.

OPTIONAL PREREQUISITES

  • Document Management;
  • Contact Management.
  • Analysis
  • Configurations (Contractual Billing):
    • General
    • Forms
    • Account Statement
  • Discussion on the current and future invoicing process (strengths and weaknesses);
  • Set up of the required configurations for the implementation;
  • Decision-making.

 

 

HOMEWORK

  • Reflect on the discussions.

30 min

Pilot

 

Unit CONBILL02 - Contractual Billing 101

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client and designated users will be able to perform the main operations linked to lump sum invoicing.

Lump Sum Invoicing

  • Contract Management
  • Item Management
  • Invoicing
  • Print Progress Invoices
  • Receipt
  • Cancel a Cash Receipt
  • Work in Progress Amount
  • Holdback Release
  • Cash Receipts by Invoice

Contract Management

  • Close a Contract
  • Delete Contract
  • Reopen a Contract
  • Review of previous concepts and validation of completed tasks as homework;
  • User training according to the pre-established process at the time of the analysis.

 

 

HOMEWORK

  • Practice entering transactions
  • Validate the required forms

2.5h
  • Training document CONBILL02

Pilot

Users

Unit CONBILL03 - Progress Billing

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client and designated users will be able to perform the main operations linked to progress billing.

Progress Billing

  • Progress Billing Contract
  • Production by Bid Item
  • Progress Billing
  • Print Payment Requests
  • Print Invoices
  • Progress Billing Templates
  • Link between Progress Billing and Project Costs
  • Cash Receipts by Invoice

Reports

  • Sales/Payment/Contract Analysis Report
  • Form - Contract Management
  • Project Inquiry
  • Customer Inquiry
  • Review of previous concepts and validation of completed tasks as homework;
  • User training according to the process established at the time of the analysis.

 

 

HOMEWORK

  • Practice entering transactions

3h
  • Training document CONBILL03

Pilot

Users

Unit CONBILL04 - Form Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson the client will be able to use the standard maestro* forms defined to meet their needs.

  • Invoices;
  • Customer Statements;
  • Holdback Invoicing;
  • Delivery Preparation;
  • Progress Billing;
  • Payment Request.
  • Review of previous concepts and validation of completed tasks as homework;
  • Adjustment of standard maestro* forms to print pre-configured forms with the client's logo.

 

 

HOMEWORK

  • Validate the accuracy of the forms

To be Determined

Pilot

Unit CONBILL05 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client and designated users will have carried out the tests and verifications to validate the configurations made beforehand, and will be able to attest to the adequacy of these configurations with the established processes.
  • Accounting Entries;
  • Accounts Receivable List;
  • Statement of Accounts
  • Review of previous concepts and validation of completed tasks as homework;
  • Test Assistance;
  • Transaction Validations.

 

 

HOMEWORK

  • Complete Integrated Tests

5h

Pilot

Users

 

Unit CONBILL06 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client will have shown the necessary knowledge and skills to use the contractual billing functionalities.

  • Validate learnings;
  • Review the security settings applied to the module.
  • Preparation of the next training lessons.

1h

Aquired competencies Form - AP

Pilot