Integrating Order Management with Project Billing to automate the manual Milestone billing process leveraging Oracle (Cloud)

Created custom PaaS screen and assigned Bill Plan to various Sales Order Lines, Integrating and Automation between Order Management and Project Accounting, to automate the manual Milestone billing process.

About the Client

WTW MANUFACTURING deals with the It manufactures and markets solid oxide fuel cells that produce electricity on-site server platform, distributed power generation system that provides always-on primary power that is customizable. It delivers reliable, resilient, clean, and affordable energy, particularly in areas of high electricity costs.

And deals with INSURANCE Company, which is the NASDAQ listed Public Limited Company. It is global Multinational Risk management, Insurance Brokerage, and Advisory company. It is the third-largest insurance broker in the world.

Client Speak

iconI just wanted to say thank you for all of the help and support that you have given the Oracle Cloud implementation and configuration team the last several months. You are a great resource, and it has been a pleasure working with you. I hope we get a chance to work together again at some point in the future.icon

- Senior Director

Business Requirements and Enterprise Structure

WTW bills its customers based on Milestones stated in the contract. Currently, this billing process is manual through the Oracle Projects module because Oracle Order Management, where the corresponding Sales Order is recorded, does not accommodate Event or Milestone billing. WTW’s Milestone billings are:

  • Deposit
  • PO Received from Customer (when a sales order is Booked)
  • X Days before Shipping
  • Shipment
  • Installation
  • Acceptance (when Install Base is updated with Acceptance Date)