Page 327 - Tech handbook 2019 rev 6 whyperlinks

____ Send Welcome Email to any known contacts. Per procedure:
 Attached NES or WES Contact List.
 Confirm that there is a Billing Account set up in the system with credit
terms for Hours Invoicing, if not include credit app.
 Introduce Product Support Administrator as billing contact for credit
application processing (if applicable) and PO collection.
 If commissioned running, begin invoicing OPH immediately
 If awaiting Commissioning await TOE and invoice OPH (per the term
section of the agreement) once received from Commissioning Manager

____ Create D365 Billing Account, Service Location, Assets. This should be created
prior to commissioning if possible to associate commissioning activities with the
asset history. Per procedure:

____ Parts Tracker/Reconciliation Summary Created. Per procedure:

Reporting

- Reconciliation Summary updated quarterly. Per procedure:
- Installed Base updated quarterly. Per procedure:
- OPH and Kit Sales Cashflow Report updated quarterly. Per procedure:

Closing LTSA Documents

Interval Service had been complete on a unit

- Service is initiated at the branch level
- All supporting document sent to contract department for review
- make sure data sheet, work order and any other related documents are attached (ex:
expense receipts, etc.)
- ensure correct kit, additional parts and pricing has been used
- correct parts code has been used
- correct labor code “XT” has been used

- If there are disputes with pricing, data sheets, work orders, parts used/not used, etc.
email branch requesting confirmation and clarity

- Once all is confirmed and corrected, branch is instructed document is good to close to
the contract