Page 35 - Ipsos

Appendix 1 – LOJ detailed overview

• Proposal (8-digit number ex. 17-000001)

• Fill the proposal section only. DO NOT fill the fields under external job tab.
• External client, also known as the parent client, is entered in this section.
• Select the correct offering and product code.

• External Job (10-digit number ex. 17-000001-01)
o (a) Fields under external job tab should be filled.
o The currency is in AED by default which can be changed. Make sure to correct this
field if the study is quoted in other currency (as per PO or contract).
o Billing client code is entered in the billing address field of this section.
o Ensure to complete the job creation process: (b) Budget, final version, and SOLD,
(c) Billing schedule

• Internal Job [Inter-BU and Intercompany] (12-digit number ex. 17-000001-01-01)
o (a) Fields under internal job tab should be filled.
o Ensure that the default or selected billing Ipsos BU is correct.
o The currency is in AED by default which can be changed. Make sure to correct this
field if the study is quoted in other currency.
o Ensure to complete the job creation process: (b) Budget, final version, and SOLD,
(c) Billing schedule

• Proposal converted to a Job
- Do not convert a proposal to a job on the same day the proposal is created unless
there is a valid explanation.

• Extending end date
- A note/reminder is being sent to each BU once/twice a month on jobs ending in the
current month to extend the date if needed. End date field on job book will be
disabled (not changeable) once the month is over. Do not ignore this reminder.
- Update the billing dates of your invoices to be issued as well in order to have them in
line with the job’s end date.

• Actual DC exceeding forecasted DC
- Ensure DC forecast is updated if more actual costs are expected to come. Any
additional costs should not come as surprises.
- If the LTD Actual DC is confirmed, means that the forecasted DC is underestimated
and the monthly reporting is not accurate.
- Should have an explanation at hand in case required