Page History

1.

PMATS code changes proposed

Tool Fix

Proposal to sap-logistics to change the DTR text from this direct billing tool to include the RT ticket # and client name.  Work is underway.

Rob, Chris

2.

Direct Billing tool prototyping

Process

How to adapt the TNSC billing system OIS uses to process certain kinds of transactions for CSS teams like Training, PC Service, MDS/DDM. 

Jana, Kelly, Anna, Chris, others

3.

DTR Text layout standards

Process

JV Uploads are still the dominant way to bill, and the client would prefer some consistency in what the DTR line item text says.  We need merely conceive of some standards and adopt them the next time we make a file.

4.

Billing Calendar standardized

Process

We can improve our performance with a consistent schedule for doing billing, with goals of spreading out transactions across the month to avoid pileups at month-end.  Feeds into the CSS Calendar initiative.

5.

Group Cohesion through a Common Perspective

Process

Which is to say, self documentation.  Anna Pope's idea about a chart of who we are and what we do and how we do it.  This documentation would be similar to the Health Plans comparison chart from MIT benefits.  We would write it.

6.

Streamlining of JV Upload File  Creation and Processing

Tool Fix

Brainstorm how this could be improved for each of us that does it.
- Automation with Brioquey extracts from the warehouse?
- uniform use of custom fields that help automate billing?
- a special css-billing queue fed by web-based requests-for-payment (customized for each of out businesses) designed to feed data to the more automated JV file-creating process?

7.

to:css-billing  mailing list for processing bills

Process

Would replace to:qla@mit.edu,abdenna@mit.edu with an archived mailman list.  Additional hands could help with work just by being added to the list; mailings could not be lost; work could continue if Quentin was unexpectedly unavailable.

8.

Quickbooks expanded

Tool Fix

Jeff uses QB to manage proposals and create and email invoices; upgrade to 2010 (done.) 
- Can we make Quickbooks multi-user enough to let the MDS SLA business operate from the same database as DCAD, including invoicing?
- Can PC Service benefit from the inventory module?  from invoicing?  

9.

Invoices

Tool Fix

Our methods of creating invoices to justify and document charges is ad-hoc and often labored.  Can we converge on some efficient processes or simple tools to make an emailable invoice easy to create and send?

10.

DLC documentation of IS&T Billing

Create a brief guide for the AO/FO/FA/AA community to understand IS&T billing.  what we bill for, in what ways, when, how does it look in SAP DTRs when we do it, who to contact for questions