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Project Managers can now Review (including a Pro-Forma View) and Approve Project Invoices from an MS-Excel Worksheet using Project Partners UI-Apps
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Copyright © Project Partners, LLC
Invoice Review and Approval for Project Managers
Hidden Gems
Copyright © Project Partners, LLC
PM Review and Approval for Project Invoices
Draft Invoices are generated in Project Billing by Project Accountants
Typical business process requires PM review and approve all invoices before sending to customers No mechanism for pro-forma view of invoice No mechanism for PM review and approval
UI-Apps provide a simple mechanism for Project Managers to: Review Invoices in Pro-Forma Format Update invoice line description and invoice comment Approve Invoice
Copyright © Project Partners, LLC
Four Steps – with UI-Apps
Step 1: Query Draft Invoice
Step 2: Update Line Description and Invoice Comment
Step 3: Review Pro-Forma Invoice
Step 4: Approve Invoice
UI-Apps offers easier approach in one MS-Excel Worksheet
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UI-Apps: Invoice Review Worksheet
One Worksheet for Invoice Review, Update and Approval by PM
Invoice Lines
Invoice Comment
PM Actions
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Step 1: Query Draft Invoice a. Select Invoice Number to review from dropdown b. Click Get Invoice button
The Client is immediately available to define Agreements
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Step 2: Update Invoice
The Client is immediately available to define Agreements b. Update Invoice Line Description
a. Update Invoice Comment
c. Click Save
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Step 3: Review Pro-forma Invoice c. Click Generate
b. Invoice Line Description Updated
a. Invoice Comment Updated
d. Click View
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Copyright © Project Partners, LLC
Step 4: Approve Invoice Click Approve
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Invoice Review, Update and Approval
Review, Update and Approve draft invoices
View pro-forma invoice
Stay tuned for more Hidden Gems from Project Partners
Copyright © Project Partners, LLC
A series of videos describing unique features of Project Partners UI-Apps which add significant functionality to Oracle Projects
See them all on the Project Partners YouTube Channel
http://www.youtube.com/user/ProjectPartnersLLC
UI-Apps Hidden Gems
12Copyright © Project Partners, LLC
For more information:
Phone: 650.712.6200email: [email protected]
www.projectp.com
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