Engineering Services PSA

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  1. Engineering Services PSA
  2. Process
  3. Payment and margin review
Process · Payment and margin review

Payment and margin review

Finance Manager follows milestone payment status after invoicing. Delivery Director follows the engagement's commercial position. The common engagement and milestone links help both people read the same delivery event without treating an invoice, a receipt and an amount delivered as interchangeable.

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Step by step

  1. Invoice follow-up Finance Manager

    Finance Manager checks the invoice number, amount, due date and related milestone.

    • Ties invoice to due amount
    • Updates Milestone payments, Milestones

  2. Collection review Finance Manager

    Finance Manager investigates Overdue or Disputed payments against the agreed billing terms.

    • Identifies overdue or disputed amounts
    • Updates Milestone payments, Clients

  3. Payment receipt Finance Manager

    Finance Manager records Received when collection is confirmed; the payment-receipt workflow writes a Payment Record operation receipt.

    • Records collection status and action evidence
    • Updates Milestone payments, Operation receipts

  4. Engagement position Delivery Director

    Delivery Director reviews delivered and billed amounts, cost, realization and margin on the Engagement Margin Desk.

    • Compares delivery, cost and billing
    • Updates Engagements, Service entries, Expenses, Time entries

  5. Closeout decision Engagement Manager

    Engagement Manager reviews whether the engagement is ready for Completed, with Finance Manager checking any open payment or service-billing work.

    • Records delivery closeout state
    • Updates Engagements, Milestones, Milestone payments
    ApprovalA person approves before the work moves on.

Who does what

Roles and permissions
Finance Manager
Owns collection review; Delivery Director reviews margin; Engagement Manager decides delivery closeout; Admin preserves access and evidence.

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