Sogeti's E-Business Suite User manual

3.4 Add Events:

An Event is a fixed invoicing schedule that is set up in Oracle. This is typically used along with Fixed Price Projects, but can also be used with T&M projects which require a one time fixed amount invoice that is not covered through Time and Labor. The below mentioned steps needs to be followed:

• Under Main Menu, click on "Sogeti HR Superuser" (click on Home to get to Main Menu).
• Click on "Projects" in the Sub Menu to open up the Forms Interface.

• Expand the "Billing" menu in Forms.

• Under Billing, expand the "Events" Menu.
• Select "Project" and enter the project number or name. To start the search, click on "Find" .

• Once the project is up, click on "New" .
• Enter the following Variables:
  1. Task Number - Choices are Billable or Non-Billable. This will automatically populate the Task Name
  2. Event Type - This has only one option - "Manual" . Once clicked in this field, it will get populated.
  3. Event Date - This is the date the Event will run for invoicing.
  4. Description - Once the Event Type has been clicked, it will populate as "Manual" . This can be deleted and used as notes that need to appear on the invoice (ideal for client PO # or Client Reference).
  5. Bill Amount - The amount of the Fixed Fee invoice.
  6. Revenue Amount - This amount should be identical to Bill Amount.
• Click on the "Save" icon in the toolbar.
• Multiple Events can be entered by clicking on "New" and following the above mentioned steps.

• To review Events entered for a particular project, Select Project under Events (under the Billing Menu).
• Find the project by entering either the "Project Number" or "Project Name" .
• A list of all Events entered against the project will show up.
• Select the Event that needs to be reviewed and click on "Open" .