Milestone to collection

Step by step

1. Prepare milestone Installation Manager

   Installation Manager records the deliverable summary, due date, amount, owner and installation engagement on the site milestone.

   • Names the deliverable and billing amount
   • Updates Site milestones, Installation engagements

2. Review milestone Installation Manager

   Installation Manager approves the submitted milestone after checking delivery and amount.

   • Changes Submitted to Approved
   • Updates Site milestones
   ApprovalA person approves before the work moves on.

3. Invoice milestone Billing Coordinator

   Billing Coordinator invokes the configured invoice workflow. An Approved milestone with amount and engagement moves to Invoiced and receives an operation receipt; a failed guard leaves it Approved.

   • Changes valid Approved milestone to Invoiced
   • Updates Site milestones, Operation receipts

4. Create payment record Billing Coordinator

   Billing Coordinator links a payment to the milestone, enters the invoice number, amount and due date, and follows its collection status.

   • Records invoice and due date against milestone
   • Updates Site milestone payments, Site milestones

5. Record payment Billing Coordinator

   Billing Coordinator marks the payment Received when collection is recorded. The configured payment receipt workflow writes a Payment Record operation receipt.

   • Records Received status and payment operation
   • Updates Site milestone payments, Operation receipts

Installation Manager

Makes the milestone decision; Billing Coordinator handles invoice and payment records; Field Operations Director reviews commercial exceptions.