Engineers and billing staff with the required permissions
Actuals and service billing
Review performed work before handing it to an ERP.
What to do
- Record actual labour and parts against the correct report. Choose the relevant approved service item when applicable and enter the true quantity.
- Review differences from quotation scope. Unapproved additional work or quantity overruns require review before billing handover.
- Check billing readiness, including Customer PO number, Engineer name, Description, Service report number, Equipment serial number and Model.
- Submit the ready report through the permitted handover action. Preserve the submission reference and check its status rather than sending a second unrelated submission after a timeout.
- Review material and invoice confirmations separately. A pending or unclear ERP response is not proof that nothing happened.
Before you continue
Software subscription charges are separate from your company’s service billing workflow.
Live SAP posting is not enabled merely because the local simulator demonstrates the process. Real integration requires an approved configured adapter.
Questions and troubleshooting
Pending confirmation: should I send again?
No blind retry. The external system may already have booked the request. An integration manager must reconcile the existing reference using the supported recovery workflow.
Material confirmed but invoice failed?
Keep the material confirmation. Resolve the invoice side through the supported retry/reconciliation action rather than reposting both documents.