First, give conclusions that can be used for decision-making
OA is responsible for approving, project platform for business processes, financial systems for vouchers and accounts, interface for synchronization, abnormal retesting and reconciliation.
What conditions need to be identified before judgement is made?
The same question may have different answers under different business, data and project phases. It is suggested that the following conditions be checked and that the common findings on the web be incorporated into their own projects.
Suggested order of advance
First, we'll be clear about the target and the border.
Three typical contracts were selected and the historical process of reconciling completed projects was completed.
Validation Key Dependence
Defines the model of contract, project, cost, receivable and invoice data.
Development of assessable outcomes
A settlement model and financial interface are achieved first.
Make sure you decide the next step with the real results.
Complex rules are extended after two consecutive settlement cycles.
How do you understand it in the actual business?
The software project is settled on three milestones, with actual costs for hours of work and cloud resources. The project platform generates billing applications after acceptance, the financial system completes invoices and vouchers, and the collection results are rewritten.
The easiest pit to step on.
There is no clear relationship between the contract amount, project budget and finance receivable
Write down professional rules such as income recognition on business pages
Only smooth processes, no changes, refunds and bad accounts scenes
How should we end up receiving and confirming?
Select normal, extended, modified and partial refund items, reconcile contract scope, actual budget, milestones, billing, receivables, refunds and vouchers, and validate duplicate and failed interfaces.
When preparing to communicate with suppliers or internal teams, it is recommended that current processes, representative samples, existing systems, planning time and budget levels be brought. First, the unknown items are clearly marked, and then the decision is made to use diagnostics, PoC, fixed-range projects or ongoing research and development, which is usually more reliable than a direct demand for a price and duration without borders.