JD Edwards EnterpriseOne Contract Billing Rel 9.0 - Self-Study Course

This course provides you with an understanding of the Contract Billing business processes. After learning about the features and system integrations of the JD Edwards EnterpriseOne Contract Billing system, you first learn how to set up the Contract Billing system according to your business needs. Additional setup information includes how to set up customer master and job master records to support contracts.

You also learn how to set up contract master records and associated billing lines for the contracts. You review how the billing lines are used to create billing workfile transactions by learning about generating the billing workfile. Finally, you learn about processing invoices, recognizing revenue, and processing retainage.

Learn to:

• Describe the features of JD Edwards EnterpriseOne Contract Billing
• Set up billing lines
• Set up the JD Edwards EnterpriseOne Contract Billing system
• Process invoices
• Set up contracts
• Recognize revenue

Audience

• Business Analysts
• End Users
• Application Developers
• Project Manager
• Database Administrators
• Sales Consultants
• Functional Implementer
• Developer

Course Topics Describing the JD Edwards EnterpriseOne Contract Billing System

• Describing the system features
• Describing the system integrations

Setting Up the JD Edwards EnterpriseOne Contract Billing System

• Setting up system constants
• Setting up automatic accounting instructions (AAIs) for contract billing
• Setting up billing rate/markup tables
• Setting up components
• Setting up fee rate codes
• Setting up invoice format codes

Setting Up Job Master and Customer Master Records for Contract Billing

• Describing customer master records for Contract Billing
• Describing job master records for Contract Billing
• Describing account and budget information

Setting Up Contract Masters

• Describing contract master information
• Setting up contract master records

Setting Up Billing Lines

• Describing billing lines
• Describing the available types of billing lines
• Setting up time and materials (T&M) billing lines
• Setting up lump sum billing lines

Generating the Billing Workfile

• Describing the billing workfile
• Generating the billing workfile
• Describing revisions to the billing workfile
• Revising the billing workfile

Recognizing Revenue

• Describing the revenue recognition process
• Describing the Revenue Workfile Generation program
• Generating preliminary journal entries
• Generating and posting final journal entries

Processing Invoices

• Describing the invoice process
• Describing the Invoice Generation program
• Reviewing and revising invoices
• Generating preliminary journal entries
• Generating and posting final journal entries
• Printing invoices
• Reviewing contract history

Processing Retainage

• Describing retainage for Contract Billing
• Describing retainage rules for Contract Billing
• Defining retainage release
• Releasing retainage

Lesson Review
Course Objectives

• Describe system features and integrations
• Process invoices
• Set up the JD Edwards EnterpriseOne Contract Billing system
• Process retainage
• Set up job master records for contracts
• Set up customer master records for contracts
• Set up contract master records
• Set up billing lines
• Generate the billing workfile
• Process revenue recognition