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Presented by: Rasa Keanini, EE Central Project Lead, BPA

EE Central - Training Module 3: Invoices. Presented by: Rasa Keanini, EE Central Project Lead, BPA Pedro Salrach, EE Central Project Lead, Nexant. EE Central. This session will be recorded.

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Presented by: Rasa Keanini, EE Central Project Lead, BPA

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  1. EE Central - TrainingModule 3: Invoices Presented by: Rasa Keanini, EE Central Project Lead, BPA Pedro Salrach, EE Central Project Lead, Nexant

  2. EE Central • This session will be recorded. • Due to the high number of participants we are asking the attendees to mute the phone line during the call. Questions can be asked at the end of each section. Mute line: *6 Un-mute line: *6

  3. Agenda • Searching for Invoices • Creating an Invoice: • Overview • Invoice Items • Comments • Invoice Actions • Invoice Use-Cases • Approval • Return for Modification • Rejection

  4. Invoices

  5. Invoices

  6. InvoicesSearching for Invoices • User may search for Invoices by: • Invoice Name • Invoice Status • Invoice ID • Created By • Creation Date • Submittal Date • Estimated Payment Date • Determination Date • Oversight Date • Total Savings • Total Reimbursement Amount • Assigned COTR • Acting COTR

  7. InvoicesCreating an Invoice - Overview • Create invoice: • For all items available for invoicing. • For items completed within specific dates. • Actions: • Exclude Measures • Comments • Submit for Review • Cancel • Delete

  8. InvoicesCreating an Invoice – Invoice Items

  9. InvoicesComments on Invoices • Actions: • Create a comment • Reply to a comment • Edit own comment • Delete own comment

  10. InvoicesActions – Exclude measures • Invoice items can be excluded from an invoice before the invoice is submitted for COTR review.

  11. InvoicesActions – Submit an invoice • Once the user considers the invoice ready, it can be submitted for COTR review using the “Submit for COTR review” button.

  12. InvoicesUse Case - Approval • Invoice gets created. • Invoice gets submitted for COTR review. • Invoice gets approved

  13. InvoicesUse Case – Return for Modification • Creation/Submittal • Before COTR returns for modification COTR can reject one, more or no invoice items. COTR can add a comment. • If measure gets rejected, user needs to “restore” measure from quarantine before measure can be included again in invoice. • Corrected items can be added back to invoice using the “Add Omitted Items”.

  14. InvoicesUse Case – Rejection • Creation/Submittal • If COTR rejects invoice, invoice will disappear from the user’s view, and items in the invoice get released (but still available in containers, project table, etc.) • User will be able to create another invoice for the same calendar month since the previous invoice is no longer valid.

  15. InvoicesExercises • Once EE Central is available we recommend the following preparation exercises: • Create an invoice with the completed measures. • Exclude one measure from the invoice • Delete the invoice

  16. EE Central Customer Support(available starting on October 3, 2011) • Hotline: 1-866-769-9826 • Email: EECentralAdmin@bpa.gov • Support Hours:   8am to 5pm (PDT/PST), Monday through Friday, excluding Federal holidays. • EE Central website: http://www.bpa.gov/Energy/N/EECentral.cfm • BPA Energy Efficiency website: http://www.bpa.gov/Energy/N/

  17. Contact For more information, contact: Rasa Keanini EE Central Project Manager (BPA) rkeanini@bpa.gov (503) 230-3063 Or Pedro Salrach EE Central Project Manager (Nexant) psalrach@nexant.com (650) 645-7737

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