SpectroNova ERP › Overview › Lead to Invoice Workflow
Lead to Invoice: Service Contract Execution Flow
EA
Edwin A.
SpectroNova ERP Confidential — Internal Use Lead to Invoice: Service Contract Execution Flow PRE-AWARD MOBILIZATION BILLING CONTRACT ACQUISITION & AWARD 01 Lead Opportunity identified 02 Tender Cost Internal cost estimate prepared 03 Proposal Tender / BOQ submitted to client 04 FWA / SA Framework / Service Agreement signed EXECUTION TRIGGER Work Order / Call-off / PO Either from FWA or direct Proposal — triggers planning WP PLANNING GATE WO Deployment Plan Qty required vs. pool — raises procurement for any gaps 3 PROCUREMENT TRACKS INITIATED ► Asset Procurement — PO / MR raised for equipment ► Manpower Procurement — MRF approved for headcount ► Subcon Procurement — SLQ / PO issued to subcontractor MO WO Mobilization Order Go / no-go gate — compliance checks before dispatch to site ⚙ ASSET MOBILIZATION 👤 MANPOWER MOBILIZATION 🔧 SUBCON SERVICE ◀ ─── PARALLEL TRACKS ─── ▶ A1 Asset Build / HSE Fitment Pre-delivery inspection; HSEMS compliance verified A2 Allocation to WO Asset assigned to specific Work Order in system A3 Asset Deployment Order Dispatch approved; asset leaves yard for site A4 Timesheet ✓ Daily usage logged — feeds billing M1 Onboarding CV screening → offer → visa → labour card M2 Client Clearance & Site Passes Security pass + HSE induction completed M3 Manpower Deployment Order Crew assigned to site; deployment confirmed in system M4 Timesheet ✓ Attendance & OT logged — feeds billing S1 Subcon Task Assign Tasks and resources allocated by subcontractor S2 Deliver to Site Services delivered and confirmed on site S3 Work Checklists Completion checklists signed off by site supervisor ✓ Services signed off — feeds billing S4 Work Checklists Completion checklists signed off by site supervisor ✓ Services signed off — feeds billing ▶ ─────── CONVERGE — BILLING ─────── ◀ PRE-BILLING ADJUSTMENT Client Addition / Deduction Registration LDs, back-charges, standby approvals registered before billing run BILLING & INVOICING Billing Process Run OT fetch + deductions + net billable calculated per WO SES Submission to Client Service Entry Sheet raised — status: Draft → Submitted → Approved Release Order Received RO number + date recorded; client sign-off on services confirmed FINAL STEP Invoice Issued & AR Posted Payment tracked in AR; billing cycle complete WO Planning Asset Manpower Subcon Service Billing Adjustment / Deduction All three mobilization tracks run in parallel from WO Mobilization Order and converge at billing.