Customer price lists
Use the relevant reference data when preparing an estimate.
Estimator and project manager
Estimates and acceptance certificates
Keep agreed volumes, completed work and payment in one connected process.
SOLUTION SUMMARYFor telecom contractors
IS PORTAL uses customer reference data and price lists for estimates, tracks approval of the contract price and creates acceptance certificates for agreed volumes. Access to financial documents is role-based.
PRACTICAL TASKS
Agreed volumes are related to completed works
An acceptance certificate based on an estimate
Take into account the agreed scope when recording the completed work.
Payment control
Review payments against acceptance certificates and unused planned funds.
IS PORTAL INTERFACE
Estimate and contract price in IS PORTAL
Open the image,
to see the details.
FROM PLAN TO EXECUTION
What the workflow looks like
01
Prepare an estimate based on the price list.
02
Agree on the volume and price.
03
Create an acceptance certificate for the completed work.
04
Check the payment.
Estimates and acceptance certificates
Important to know
before the start
01Is it possible to use different customer price lists?
Yes. Reference data and customer price lists are provided for the preparation of estimates. The rules of their maintenance and updating should be agreed upon at the time of launch.
02How to form an acceptance certificate based on an estimate?
Agree the scope and contract price, record the completed work and create an acceptance certificate within the agreed scope. Check the required document format in the demo.
03How to control the payment of acceptance certificates?
IS PORTAL controls payment of acceptance certificates and unused planned funds. We customize the payment and data exchange procedure for your company.