Go to page…

To carry out the task…

Select Invoice Input Consolidation

To consolidate for invoicing.

Organization Unit

From the drop-down list box, select the required option. The combo is defaulted with the login OU for you to choose. Mandatory.

Customer

From the drop-down list box, select the required customer. The combo is loaded with distinct list of customers (customer code and customer name appears in list edit). Mandatory.  On selection of customer the related billing rules and projects are reloaded

Date Format

The date format that is applicable to the login user.

Note: All dates are derived from the user preference and displayed (for ex. DD/MM/YYYY, DD/MMM/YYYY, MM/DD/YYYY).

Billing Rule

The billing rule associated to the customer is loaded on selecting the customer. The selection of billing rule reloads the project

Note:

4   If the billing rule is ‘Flat FTE / Hourly’ then the first multiline and also the summary below first multiline and save is enabled. Second multiline including summary and save are hidden.

4   If the billing rule is other than ‘Flat FTE / Hourly’ then first multiline and summary below first multiline and save are hidden. Second multiline including second summary section and save are enabled.    

Project

From the drop-down list box, select the required project. The system loads all the projects defined in the respective OU. Customer related projects are loaded Mandatory.

Note: The ‘Project’ combo is reloaded when ‘customer’ is selected and further reloaded when ‘billing rule’ is selected.

4   If the billing rule asociated to the project is ‘Flat FTE / Hourly’ then the first multiline and also the summary below first multiline and save are enabled.Second multiline including summary and save are hidden.

4   If the billing rule is other than ‘Flat FTE / hourly’ then first multiline and summary below first multiline and save are hidden. Second multiline including second summary section and save are enabled.

Consolidated Date Range

This combo is loaded when ‘project’ is selected and the previous consolidated date ranges are loaded. The number of history records appearing can be controlled by parameter settings.    

New Date Range

The new date range is defaulted with the selected consolidated date range from and to date. This is entered when the consolidation is done for new period. Mandatory.

Note:

4   The consolidated date range From date is entered by the user. It is defaulted with previous month’s calendar Start date if it has not been consolidated. It cannot be before project Start date.

4   The consolidated date range To date is entered by the user. It is defaulted with previous month’s calendar End date if it has not been consolidated. It cannot be after project End date or greater than system date.

Role

This combo is loaded when project is selected from the ‘Project’ combo. This is defaulted with blank on launch of the page.

Site

From the drop-down list box, select the required option. The combo is loaded with the values “Onsite”, “Offshore” and “Onshore” for you to choose.

Note: The values loaded here are same as the values loaded in “Site” combo in “Time Management > Timesheet Billing and Administration > Employee Project Assignment” screen.

Timesheet Consolidation Status

From the drop-down list box, select any one of the following statuses to retrieve the time booking entry details of a specific status:

4   Saved – The ‘Saved’ records will bring the entries already saved in the consolidation

4   Pending for Consolidation – The ‘Pending for Consolidation’ will bring the time entries which are authorized but yet to be saved in consolidation in this screen

4   Revoke Confirmation – The ‘Confirmation Revoked’ records will bring the entries for which confirmation has been revoked

4   Confirmed – The ‘Confirmed’ records will bring the entries which have been confirmed for invoicing

Name

Enter the name. This is hidden for Flat FTE / hourly projects

Note: Wild card search is allowed here     

Activity/Process/Transaction

The combo is reloaded when ‘Project’ combo is selected.    This is hidden for Flat FTE / hourly projects

Note:

4   For projects whose billing rule is Flat FTE / hourly or productivity based FTE / hourly,“Activity” is loaded

4   For projects whose billing rule is Transaction based or Transaction slab based, “Process” is loaded

4   For projects whose billing rule is Outcome based or outcome moving average, “Transaction” is loaded.

System

The “System” combo is reloaded when project is selected. This is hidden for Flat FTE / hourly projects

PO/SOW ID

The relevant PO/SOW ID.

Project

The relevant project code.

Project Name

The relevant project description / name.

Billing Rule

The relevant project billing rule.

Date

The relevant date in the consolidated date range is displayed. At least one authorized time and production record should exist during the selected period

Relevant Holiday master is referred from BPO Project Attributes and holiday dates will not appear in this screen

4   The date of Saturdays and Sundays appear depending on the Project additional attribute setting.

4   Working dates within the consolidated period are displayed

4   If project additional details attribute 1 is set as “Include saturday and Sunday” then Saturdays / Sundays dates appear provided there in billable hours booked on those dates

Note: Even when there is no billable hours booking on a working day the relevant date will be displayed

Booked FTEs

The count of distinct number of employees booked in that date. Even if the employee has booked one hour in that date in “Billable hours” column, it will be considered as 1 FTE. Each entry against “Role, Site and Location” is considered separately.

Invoiceable FTE

If the FTE cap applicable check box is ticked in BPO project attributes then billable FTE cap or Booked FTE whichever is less is defaulted. If FTE cap applicable is not checked then Booked FTE is directly defaulted

Booked Billable Hours

Sum up the entered billable hours booked by the respective role in site and location combination and display the same

Invoiceable Hours

Invoiceable FTE * Standard hours per day (entered in BPO Project Attributes).

Role

The role against which the relevant booking has been done.

Site

The site against which the relevant booking has been done. The site description “onsite / offshore / onshore” is displayed.

Rate Card Location

The location against which the relevant booking has been done.

Consider for Invoicing

This combo is defaulted with “Yes”. Mandatory.

Confirmed

4   If the record is yet to be saved in “Invoice Input Consolidation” screen then the same is displayed under “Pending for Consolidation” status.

4   If the record has been saved then the same is displayed under  “Saved” status.

4   If the record is confirmed for invoicing then the same is  displayed under “Confirmed” status.

Remarks

Key in any remarks or feedback, if any.

Total Booked FTEs

The summation of booked FTE column / count of dates shown in the multiline.

Total Billable FTEs

The summation of Invoiceable FTE column / count of dates shown in the multiline.

Total Booked Hours

The summation of Booked Hours column.

Total Billable Hours

The summation of Invoiceable Hours column.

PO/SOW ID

The relevant PO/SOW ID.

Source OU

The relevant source organization unit in which the time booking had been done and authorized.

Project

The relevant project code.

Project Name

The relevant project description / name.

Billing Rule

The relevant project billing rule.

Date

The time and production booking date is displayed.

Employee Code

The relevant employee code.

Employee Name

The relevant name of the employee.

Activity/Process/ Transaction

The Activity / Process / Transaction against which the time is booked.

Task

The task against which the relevant booking is done.

System

The system against which the booking is done.

The system is derived from relevant project employee activity task mapping. The system is stored against the following combination:

4   Project

4   Employee

4   Activity

4   Task

4   Site

4   Location

Billable Units

The billable units booked in Time and Production Booking against the relevant booking id is displayed.

Note:

4   This can be edited by the user. When edited, the edited value is stored separately in tables. The edited value is displayed in the front end. The edited value cannot be negative.

4   “User cannot enter the value for this attribute if the same is not assigned in “BPO Project Attribute” screen.

Non Billable Units

The Non billable units booked in Time and Production Booking against the relevant booking id is displayed.

Note:

4   This can be edited by the user. When edited, the edited value is stored separately in tables. The edited value is displayed in the front end. The edited value cannot be negative.

4   “User cannot enter the value for this attribute if the same is not assigned in “BPO Project Attribute” screen.

Pended Units

The Pended units booked in Time and Production Booking against the relevant booking id is displayed.

Note:

4   This can be edited by the user. When edited, the edited value is stored separately in tables. The edited value is displayed in the front end. The edited value cannot be negative.

4   “User cannot enter the value for this attribute if the same is not assigned in “BPO Project Attribute” screen.

Carry Forward Units

The Carry Forward units booked in Time and Production Booking against the relevant booking id is displayed.

Note:

4   This can be edited by the user. When edited, the edited value is stored separately in tables. The edited value is displayed in the front end. The edited value cannot be negative.

4   “User cannot enter the value for this attribute if the same is not assigned in “BPO Project Attribute” screen.

No Charge Units

The No Charge units booked in Time and Production Booking against the relevant booking id is displayed.

Note:

4   This can be edited by the user. When edited, the edited value is stored separately in tables. The edited value is displayed in the front end. The edited value cannot be negative.

4   “User cannot enter the value for this attribute if the same is not assigned in “BPO Project Attribute” screen.

Item Attribute 6,7,8,9 and 10

The item attributes booked in Time and Production Booking against the relevant booking id is displayed.

Note:

4   This can be edited by the user. When edited, the edited value is stored separately in tables. The edited value is displayed in the front end. The edited value cannot be negative.

4   “User cannot enter the value for these attributes if the same is not assigned in “BPO Project Attribute” screen.

Invoiceable Units

Billable units are summed and displayed. The attributes billability is assigned in BPO project attributes.

UOM

Display the relevant UOM associated to billable attributes.

Note: There is validation in BPO project attributes to ensure that the UOM of billable attributes are same. And once the entry is authorized, the Billable UOM of project cannot be changed.

Hours Spent

The total hours spent booked against the relevant booking id.

Note: This is summation of billable and non-billable Hours column booked in Time and Production Booking.

Role

The role against which the relevant booking has been done.

Site

The site against which the relevant booking has been done. The site description “onsite / offshore / onshore” is displayed.

Rate Card Location

The location against which the relevant booking has been done.

Consider for Invoicing

This combo is defaulted with “Yes”. Mandatory.

Confirmed

4   If the record is yet to be saved in “Invoice Input Consolidation” screen then it is displayed as “Pending for Consolidation”.

4   If the record has been saved then it is displayed as “Saved”.

4   If the record is confirmed for invoicing then it is displayed as “Confirmed”.

Remarks

Key in any remarks or feedback, if any.

Attribute                                     

The non billable attributes booked in Time and Production Booking.

Note:

4   When billing rule of the project selected is productivity based FTE / Hourly display Booked FTE which is computed as follows:

1.     Actual production (Billable attributes booked in time and production booking is summed up)

2.     Target production arrived as Target per day * working days during the consolidated date range period

3.     Actual production divided by Target Production

4   When billing rule of the project selected is productivity based FTE / Hourly display Booked Hours which is computed as follows:

Summation of hours spent during the consolidated date range. (Sum up both billable and non billable hours column)

Units

The summed up units of non billable attributes during the consolidated date range.

Note: UOM could have changed in mid as well. So refer attributes billability and UOM. If the UOM has changed the same will be displayed separately. The units will be summed up accordingly. The units booked in time and production booking and authorized are summed up

UOM

The UOM of respective non billable attribute.

Note:

4   When billing rule is productivity based FTE / hourly booked FTE is displayed. The UOM for the same is FTE

4   When billing rule is productivity based FTE / hourly, booked Hours is displayed. The UOM for the same is Hours

Attribute                                     

The non billable attributes edited in Invoice input consolidation.

Note:

4   When billing rule of the project selected is productivity based FTE / Hourly Billable FTE  is displayed which is computed as follows:

1.         Actual production (Billable attributes edited in invoice input consolidation is summed up)

2.         Target production arrived as Target per day * working days during the consolidated date range period

3.         Actual production divided by Target Production  

4   When billing rule of the project selected is productivity based FTE / hourly billable hours is displayed which is computed as follows:

Billable FTE * standard hours per day * no of working days

Units

The summed up units of non billable attributes during the consolidated date range in shown.

Note: UOM could have changed in mid as well. So refer attributes billability and UOM. If the UOM has changed the same will be displayed separately. The edited units are summed up accordingly.

UOM

The UOM of respective non billable attribute.

Note:

4   When billing rule is productivity based FTE / hourly Billable FTE is shown. The UOM for the same is FTE.

4   When billing rule is productivity based FTE / hourly Billable Hours is shown. The UOM for the same is Hours.