Deliverables

Follow contractual milestones from submission through billing readiness. The Engagement Manager keeps each contractual milestone tied to the correct client engagement, owner, due date and agreed amount. A person approves the submitted deliverable. The Billing Specialist runs the invoice operation, which changes a valid approved deliverable to invoiced and records the result.

• Ownership. Engagement Manager takes the first action and passes the record to the next named owner when a decision is due.
• Source records. The milestone, engagement, owner and invoice operation receipt show billing progress.
• Exceptions. Use the saved list screens and operation history to find work that needs correction or follow-up.

Agree who accepts each milestone and what evidence the Engagement Manager checks before approval. Confirm amount and engagement while the deliverable is prepared. The Billing Specialist needs the approved list and a named owner for corrections after a failed invoice operation.

A due date helps the manager find a milestone before it becomes missed. The deliverable amount and engagement are essential to the invoice operation, so confirm both while the owner gathers the work. An approved status expresses the milestone decision; an invoiced status expresses the later operation result. A separate fee billing record linked to that deliverable carries the invoice number and collection follow-up separately.

A contractual analysis deliverable has an owner, due date, amount and engagement. The Engagement Manager reviews its submission and approves it. The Billing Specialist can then run the invoice operation. If the amount or engagement is absent, the deliverable stays approved and a failed receipt identifies the work to correct.

For the analysis milestone, the Engagement Manager confirms owner, due date and amount, then approves it. The Billing Specialist runs the invoice operation and checks status and receipt. A second deliverable without an amount stays approved with a failed receipt. Correct the amount before retrying.

• Advisory Deliverables Ready To Invoice — Approved deliverables ready for the invoice operation.
• Advisory Deliverable Billing Exceptions — Missed or approved milestones needing billing follow-up.

Follow the operating process for the handoff and the data model for the source relationships. The implementation plan sets the first rehearsal scope.