Account Management
An entity that has been successfully validated and approved through the PACE client acceptance process.
What is Client?
The automatic creation of a draft invoice on a particular date.
What is Billing Schedule?
The projected net amount of fees collectible from the client, not including expenses.
What is ANSR?
Landing page containing various "tiles" that link to internal and external sites relevant to the user's business functionality.
What is One Gate?
The rate at which one currency will be exchanged for another.
What is Exchange Rate?
An entity that is not an existing client and has not yet been approved through the PACE client acceptance process.
What is Prospect?
An output of the billing process.
What is Invoice?
A solution generated output, the difference between the NSR and ANSR, expressed as either a positive or negative percentage.
What is EAF?
The location where the majority of engagement work is delivered.
What is Primary Location?
A set price for work to be delivered on an engagement agreed upon by with the client.
What is Fixed Fee?
Ultimate parent entity to which Account team members, account related attributes and subsidiaries are assigned.
What is Account?
A post billing action providing the ability to allocate billed amounts among sub-engagements.
What is Zero Invoice?
The process of determining the hours and expenses necessary to complete the engagement and confirming the planned amount of billings to the client.
What is ETC?
An engagement that provides Client Servers will utilization.
What is External Project/Eng?
A custom rate created for a specific resource(s) based on a combination of one or more criteria.
What is Rate Card?
A source for validation and creation of business entity records, used in setting up prospects, clients, accounts and vendors.
What is Dun & Bradstreet (D&B)?
The settlement of revenue and costs resulting from cross-border collaboration between member firms.
What is Inter-firm Billing?
Fee based on the projected staffing mix and the number of hours determined regionally down to the Service Live/Competency and rank level.
What is NSR?
A sub-component of an engagement that represents an economically meaningful subdivision of engagement work.
What is Eng Activity?
Represents the fees and expenses to be billed and collected from the client for an engagement.
What is TER?
A single point of reference which is globally utilized for account maintenance data related to prospects, clients, accounts, and vendors.
What is MDM?
The engagement specified by this attribute is referred to as the 'lead billing engagement'.
What is BEI?
This can refer to hours, fees, or expenses and equal to the Actuals-to-Date plus the Estimate-to-Complete.
What is Forecast?
Engagements that are typically not eligible for utilization.
What is Internal Project?
This helps during the fee negotiation process to establish a sold-at amount for the opportunity for service delivery.
What is Pricing Plan?