CR team
Who is the Procurement Head?
Gayle Wood
What is needed to do when we receive a new email on the IA box?
Each new email must be assigned to a label, except for certain cases.
What is an invoice?
A list of goods sent or services provided, with a statement of the sum due for these.
Based on Investopedia, “is a time-stamped commercial document that itemizes and records a transaction between a buyer and a seller”.
In addition to sending the missing approvals list, what happens each Tuesday in the AP team?
What is the PSL's Ap team payment term?
Every Tuesday is the date that the accounts payable team send all their payments.
60 days once the invoice is received.
Who is Mexico's country manager/Administration of the office?
Ana Guerra
How many procurement members are in each segment (NA-EUR)?
6 in NA (Liria, Erin, Melissa, Alexis, Fernando, and Jorge)
4 in EUR (Gayle, Stefania, Dilara, and Kamile)
What is Hopper, and how to use it?
Hopper is one of the main platforms used by the Project Managers to set up and manage studies.
Open hopper
Click on “All Projects”
Search for the project you want the completes
Click on the project number link
Click on “Custom Recruitment” (to know the BSG number of the vendor you are looking for)
Click on “Participant Table”
On “Status” mark only the “Completes” option
On “BG Source” write the number of the vendor
Click on search.
Mark the option “Exclude Testers”
What is the primary purpose of the list and how do you create it?
Know how many invoices each PE has.
Part 1.- Filling the correct names.
Part 2.- Import it to the Google sheet.
What are the two crucial files for the IA? Please briefly explain them.
Missing Approvals 2023 (The “list”).- Created to keep track of the missing approval invoices.
Tracking of invoices sent in 2023.- The one where you and your manager can see all your progress in terms of invoices approved.
What is PSL's vision?
P\S\L Group is a global organization dedicated to putting information at the service of medicine. The companies and people of the P\S\L Group aim to improve medical care by serving those who need it, those who provide it, and those who seek to improve it.
CR main functions
1.- Pre-sale (SFA & LMA)
2-. Fieldwork (CR Request)
3.- Invoices
Mention all the labels on the IA box and specify which ones are the top 3 most important.
(TOP) Final costs (PE).- Costs approval from a CR team member
Final costs (Vendors).- Costs sent by each vendor.
Final updates (PMs).- Final completes sent by a PM.
Intern’s help.- Any email sent by the CR intern (just when we have one).
Invoice process.- Any new update from PSL involving the vendor’s side.
(TOP) Invoices/Unprocessed.- Every new invoice received.
(TOP) Approved.- For invoices already processed and your approval email.
Under review.- Invoices with errors that were sent back to their vendors.
IPSOS.- Invoices from Therapy monitors projects.
Which file and which tab is the one used by the IA to give his/her star during the end-of-the-month meeting?
Missing approvals - "Pending approval" + month
What are the two methods to process invoices in QB? Explain the main difference between them.
There are two methods: "the old format" and "the new format".
Both are the same. The only change is how it is visualized and the option to access each.
Mention three tenets and explain your favorite.
P\S\L Group as the Achiever’s Paradise.
We celebrate ambition.
We believe in learning, more than teaching.
Accountability cannot be delegated, it can only be shared
We are opportunity-driven
Hands-on management
We are more than competitive, we are about winning.
Procurement's primary objective is...
Procurement is a subset of supply chain management. It is complete set of strategic, tactical and operational processes of identifying, selecting and acquiring suitable services from a vendor through direct purchase or competitive bidding. Strategies include: Spend Analysis & Sourcing, Negotiation & Contract Management, Operational Purchasing, Vendor Data & Performance Management. These strategies with the purpose of optimizing the processes to have the foundations for a project.
What is the Pending approval list process?
(Step by step)
Ask for the list.
Process the list.
Send their list to each PE.
Ask for any not received invoices.
Keep Finance posted for any news (regarding invoices) or approvals.
Explain the 3 ways to upload an invoice to QB and when to use them.
Update the line previously created by the sample plan (PE task)
Duplicate the line (In case the PE cannot create the new line or for hono increases)
Create a new invoice (in case of contingencies)
What information is the one that can only be updated by the IA in QB for invoices?
Invoice number
Procurement study type
Closed date.
PM fees (if the invoice has it).
Actual n (if it is missing).
Actual Recruit CPI
Actual Hono CPI
PRF - Actual N (If the invoice has charts)
PRF - Actual Recruit CPI (If the invoice has charts)
PRF - Actual Hono CPI (If the invoice has charts)
Currency
Date sent to Accounting
In which domain does the Invoice Admin work? Also, mention 2 of the three business units in it.
AMI (Applied Marketing Intelligence)
Medefield, Instar, and RxY
Explain the characteristics of the NA Procurement logo and the reason you think for creating it...
What is the symbolic meaning of a circle?
It represents the notions of totality, wholeness, original perfection, the Self, the infinite, eternity, timelessness, all cyclic movement.
“P” for P\S\L Group
“P” & “T” for Procurement Team
“C” and “r” for Custom recruit
“N” & “A” for North America
The Stars of CR
Navy symbolism - Navy conveys importance, confidence, and intelligence. Dark blue represents knowledge. It is a color that evokes trust.
White symbolism - White conveys cleanliness and freshness. White is the color of certainty. The white core personality are excellent listeners and quite objective.
MCU inspiration: Captain America font
An invoice can be processed if…
You have the PE’s approval via email or in the “party”.
The PE added you to the cost’s approval email chain and it matches the invoice.
The final counts (final update) sent by the PM match the ones on the invoice; the costs on QB must also check the ones on the invoice.
You can also check final counts with Hopper
Another way to check costs is by looking for the commissioned email on the quotes accounts.
You received it on the invoice portal (a.k.a. BAW/Uipath)
What are the crucial aspects that each invoice must contain?
PO numbers/Project number.
Correct final counts (completes).
Cost type BY COUNTRY AND SPECIALTY
Unit cost aligned with the ones approved by the PE or previously uploaded to QB.
Total cost.
The time frame worked.
LOI and IR
Billing Address
What are the status combinations used in the "Missing Approvals" file? Describe them.
Checked - In clarification= Invoice sent back to the vendor.
Checked - In review= Invoice in revision with PE or PE already informed about it.
Pending - Missing final update= Invoice waiting to be checked.
Pending - Pending= Invoice that can be approved
Approved - YES= Invoice approved and sent to AP
Canceled - Canceled= Invoice canceled by vendor
Who is PSL's owner?
Robert Bisaillon