WBS
T/F: New WBSes are requested by the Finance CD Team
True. If you need a new WBS you should contact CD Finance.
T/F: Opportunities are created in Manage My Sales (MMS) tool
True. Opportunities are created in MMS and jobs are managed in WorkBook.
T/F: The Deal Type of a job is selected from SAP
False. When configuring the job settings in WorkBook you should select the correct Deal Type.
True/False: I can cancel any Purchase Order only if I haven't been already invoiced for the total amount of the PO.
False. You won't be able to cancel a PO if either you were partially or totally invoiced for those goods/services.
T/F: Business Managers will be responsible for updating job status to "Delivery Complete"
True. Job Statuses applicable to most users are "In Quoatation", "In Progress", "Delivery Complete" and "Closed". Statuses of "Cancelled" and "On Hold" are reserved for system admins.
T/F: Level 2 WBS are tied to Jobs and Tasks
False. Generally, level 1 WBSes are tied to jobs and Level 2 WBS to Tasks.
T/F: When creating an Opportunity in MMS, a Job will automatically be created in WorkBook
True. When you create an Opportunity, a job is automatically created in WorkBook. But MMS IDs can be tied manually as well.
Also, a Job that was created manually in WorkBook may not be tied to an MMS ID if it is required.
T/F: A "Joint Deal" Deal Type is a synergy deal where Accenture is responsible for MMS opportunity and overall deal and Agency uses WorkBook with a job tied to this Opportunity ID
True. Accenture is responsible for MMS opportunity and Agency creates an estimate for their work. Accenture provides the MMS opportunity ID number for the job.
What is it called the reference number your supplier would use if there were any issues with the invoice?
SAP PO Number. Extra Points: Where is this number located in WB? (Conversation Tab within the Purchase Order section)
T/F: After a Business Manager sets a job to "Delivery Complete" status, the job is closed and it cannot be edited anymore
False. After setting the job into “Delivery Complete” status, CD Finance needs to conduct their own checks and then move it to “Closed” status. Jobs in "Delivery Complete" can always be set back to "In progress" to apply more changes.
T/F: Each task can only have one Level 2 WBS.
True. Each task is associated with only one a Level 2 WBS. The same Level 2 WBS can be on multiple tasks.
T/F: An Opportunity should always be tied to only one job.
False. Opportunities can be tied to one or more jobs in WorkBook. This is referred to as job bundling. Additionally, a job that was manually created in WorkBook can not be tied to an MMS ID if it is needed.
T/F: For a Standalone Deal, once an estimate is Approved Externally (client´s approval), the Business Manager has no further steps to complete in MMS
False. After this, the Business Manager needs to complete the opportunity record in MMS to confirm client deal in the system
True/False: You can have multiple line items from different suppliers in one single Purchase Order.
False. You can actually have multiple lines items for a same supplier. However, if purchasing from different suppliers, you'll have to create one PO per supplier.
T/F: once a job is in Delivery Complete status Time & Expense entry is blocked.
True. It will be blocked once you move the job into this status.