Project Order Processing Analyst
Al – Faisaliah Medical System (PMO Dept.)
Total years of experience :19 years, 6 Months
Creation of Sales Order & Order Process - Using SAP/ SD Module
Verify Customer Purchase Orders against quotation terms and follow up with Sales to avoid any discrepancies for creation of SO.
Evaluate project scrutiny against gross profit & calculation sheet conditions.
Create Sales Order with billing plan against client requirement as per delivery schedule.
Verify data; create sales orders for Project (Turnkey), Standalone (Plug & Play items) & Fastrack (Consumables) as per Company Norms.
Computes prices and any appropriate discounts.
Ensure the accuracy of the information provided by the sales team.
Review orders for accuracy & completion, create and edit all sales orders in adherence to the stated guidelines and processes.
Scrutiny - Project order & submit sales order (OPCL) to Production/Purchasing.
Communicate wish dates to Production and Purchasing department to update Project Management team.
Calculate cost estimates in adherence to the stated guidelines and processes as per VPO.
Backlog management - drive hold releases, ensure delivery commitments are met, and communicate order status Meet quality, productivity, turnaround time and other expectations.
Follow up with the Sales Team on projects in Pre-Production Stage to ensure prompt progression to the Production Stage.
Report to PMO by tracking open orders, supplier confirmations, & delivery dates, to ensure communicate with project owner to plan accordingly as per shipment/ Project schedule for B2B Orders.
Deliverable`s Expedition (Procurement/WH/Sales/PM / WH)
Create deliveries against goods receipts as per project plan, liaise with Procurement/ WH/ PMO.
Liaise with appropriate Project manager to update project order & GR (goods receipt) to schedule deliveries as per project schedule.
Verify customer information is correct & customer account for credit limit for issuing deliveries.
Check inventory to make sure requested product is available for stock items.
Validate return delivery note (RDN`s) against issued Delivery notes.
Log information in Systems regularly with necessary updates related to Orders, Deliveries, Customer Complaints, Order cancellation & Returns.
Customer Support Dept. (CSD) : (R. Planner/F. Engineer)
Issue EDI (Equipment Delivery Information) against deliveries to assign field engineer for quality check & installation on site.
EDI prepared against deliverables as per Calculation sheet norms.
Validate Installation & standard & External warranty against Cal. Sheet with SAP Condition.
Provide precise details of warranty period duration, supplier invoice, Technical editing report, customer information & owner of project from PMO to CSD team.
Invoice Processor Expedition & Finance Support(WH/PM/Finance)
Creation of Invoices based on deliveries or services.
Create Billing plan quantity or percentage wise against deliveries as per project schedule for generating revenue as per monthly forecast.
Scrutiny & make sure every main line item costing as per vendor invoice & including custom & freight charges as per Cal. Sheet & company norms.
Maintain order landed cost & validate provisions against calculation sheet /SAP conditions.
Issue credit return memo against sales return or Return deliveries (RDN).
Establish, maintain, and update files, records, and other additional Material Request documents, Investigate and respond to inter-departmental inquires.
Manage Correspondence with finance/accounting dept. for Order fulfillment/settlement, Customer complaints and returns.
Plans work effectively to fulfil the responsibilities on-time and without delay to avoid penalty.
Assist with other financial and administrative support tasks as needed.
Compose correspondence Reports
• Provide a summarize details project report to PMO for each Sales order & project
• Assist project revenue report to finance department for month & order closing
• Use & maintain discretion handling confidential matters including AR report, Financial obligations & cross validate with SAP
Maintain portfolio of MOH projects throughout the contract to contract closeout.
Research unbilled balances coordinate timesheet and account payable corrections.
Monitor transaction activity validating labor and expense charge appropriateness.
Managed the process to identify, analyze and resolve project transaction issues/errors.
Perform complex and non-complex project reconciliations and assist team to reconcile unbilled balances at the project level
Support ad HOC information requests, develop, distribute, and monitor reports for project transaction activity.
Assist with project set-up completeness; i.e. Revenue and Incomes
Assist with required activities in support of the accounting close process for month, quarter and year end periods.
Perform activities in compliance of established policies, processes, and procedures and support audit activities.
Provided input to managers for potential process to improvements ability to analyze, review, & understand complex transactions related to projects.
Assisted in mentoring other project specialists with project review, setup and billing tasks and processes.
Project Financial Analysis
Analyze & Review periodic profitability.
Analyze & Validate SAP Results Analysis.
Analyze of Reserve for unrealized cost (RUC), Work in progress (WIP), Reserve for Imminent Loss per project.
Analyze and monitor project financial performance & review extra cost purchase requisitions.
Project Reporting, Planning & Forecasting
Monthly Revenue & HOC Forecast update report to management
Updating Programme & Project manager Project status report
Preparation and review project final closure.
Interpret project financial reports to project staff.
Work with Project Planning Manager on forecasting.
Preparation of financial status presentations for top management.
Place order with International suppliers based on Purchase requirement provided by Sales Dept. & Hospital requisitions.
Reconciliation of records with Suppliers & amp; Preparation of Request for Purchase Order
Checking & amp; Verifying the Quotations against Order placed
Monitoring Payment modes to suppliers TT based payments upon Order confirmation.
Following with Suppliers about shipment status of Confirmed Orders as per Shipment dates agreed and to get Shipping
Documents from Suppliers for Insuring Shipments, Pricing & manipulating quoted RFQ`s
Negotiating with Freight forwarders and preparing shipment schedule to avail better prices and services during seasonal
Order shipments, providing them with shipment volume and size with shipment terms
(Ex-works, FOB, C&F or CIF).
Prepare the Transfer`s for the Suppliers, Maintaining & amp; recording Payment to Suppliers
Provide supplier Shipping Agent details to ship the order and tracking with Shipping Agent about the shipment status.
• Preparing Weekly & amp; Monthly reports of the
daily Financial Transactions.
• Preparing Financial reports like Income & amp;
Expenditure Expenses.
• Survey Operations to ascertain Accounting needs
and to recommend, develop and maintain
solutions to Business and Financial aspects.
• Reconciliation of records with Suppliers & amp;
Preparation of Request for Purchase Order,
• Prepare the Cheque`s for the Suppliers,
Maintaining & amp; recording Payment to
Suppliers.
• To receive Suppliers Invoices, Verify record and
prepare transfer of payments
• Assist in preparing, Examining, and Analyzing
Accounting records, Financial
• Statement and other Financial report to assess
Accuracy, Completeness to reporting and
Procedural Standard.
• Check & amp; Verification of Cash and Bank
deposit Receipt & amp; Payments
• Vouchers - Day to day Monitoring of Financial
activities
• Verifying Monthly Petty Cash expenses with the
supporting documents for every transaction.
• Prepare Monthly Payroll for the employees and
Maintain Increments & Advance Allowances.
Checking & amp; Verifying the Quotations against
Order placed Complete Co-Ordination activities for
new Employees.
• Provide feedback to the Management to enhance
a better and Cordial working Environment.
Configure and customization of integrated accounting modules of Oracle AP, AR, Fixed Assets & GL and master data on support base requirement.
Arrange Unit and functional tests, preparation of end user manuals and support activities.
Can Define & amp; assign the Chart of Accounts
Account payable process: suppliers set up, expense claim and invoices processing, reconciliation and accounts analysis by suppliers and cost center.
Customize AP to meet client-specific needs
Setting up Banks and Bank Accounts
Defining the Supplier and Supplier Sites & Buyer
Create profile classes for customer groups
Maintain Period Status in AP, AR, Inventory and GL.
Creation of banks for payments.
Interface between finance and project management team.
Orientation to fresh graduates on Oracle financial modules (GL, AP, AR, FA & CM).
Provide consultancy support to Key & end user and Business Analysts in Financial Area.
• Maintaining of cash & Bank records including
Cheque's book record
• Maintaining the list of customers payments,
Advances & payment transactions
• Preparation of Creditors/Debtors list of Customers
• Posting of Cash transactions & maintenance of
cash and bank transaction.
• Day-to day monitoring of Financial activities
• i.e., verification of vouchers, ledgers, sales and
service invoice
• Manipulating the financial reports & issuing the
Cheque's slips.
• Reconciliation of items received from clients Vs
paid.
• Preparing the list of customer payments,
Advances & Payment transactions.
• Maintaining the Petty Cash, Check and verify the
vouchers against the voucher & receipts against
the payments.
• Handling of service matters of Employees
including workers,
• Viz: increments Advances allowances etc.
• Maintenance of personal records, service register,
leave a/c`s attendance
• Register & Movement register etc.
• And all types of financial reports.
Well versed with the Project management with immense experience in business cycle with thorough expertise in order management
I secured 68% in accounting management
I Secured 65%