What are we trying to accomplish?
Create a catalog of reusable transaction templates for creating billable items for the monthly TNSC feed to SAP.
Pilot the appropriate text in the available feeds to maximize the usefulness of the resulting DTR line item text
1. A major virtue of PMATS is its ability to create attractive emailable and printable invoices that reflect the RT ticket number. If PC Service shifts to TNSC then they lose that. 2. When Hans Dietrich ran MDS and had on-call SLAs to bill for, he used Word to create attractive invoices and emailed them. But he had to rekey most of the line item text. And so on. Need a better solution.
This effort tests the utility of Intuit's recent offering, Billingmanager.intuit.com, a free online invoicing engine. There's a nice synergy with Quickbooks, which we've partly adoptedAssess the efficiency and efficacy of this method over that of JV Uploads.
Who's Involved?
Training, IS&T Repair Services, possible PC Service, DS MDS for their (On -Call SLAs. Call unit), who else?
Artifacts
See the attachments for the product catalog, and the reports of pending (as of 5/25) pilot transactions for the repair center and for trainingsample invoices from my experimentation.
Process Changes this implies
- Quentin will review a pending transaction list for each team (RC and TRAIN at the moment) and assert that the transactions are correct for SAP.
- Changes to the product catalog should be reviewed when they occur, and be communicated to finance.
How Are We Doing?
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