Occupational Standard - SSC/N2306 | SSC

Occupational Standard - SSC/N2306

Occupational Standard - SSC/N2306
Code SSC/N2306
Version 0.1
Industry Sub-Sector IT-ITeS/Business Process Management
Title Generate invoices and credit notes
Description This unit is about generating invoices and credit notes to send to customers, as part of an outsourced finance and accounting process.
Scope

Scope

This unit/task covers the following:

Appropriate people:

·     line manager

·     members of sales team

·     subject matter experts

Performance Criteria

Performance Criteria (PC) w.r.t. the Scope

 

To be competent, you must be able to:

PC1.        obtain requests to generate invoices, credit notes and full supporting documentation from sales teams

PC2.        check systems to verify whether invoices/credit notes have already been generated

PC3.        validate requests to generate invoices/credit notes against relevant purchase orders, contracts and terms of business

PC4.        clarify any issues with requests to generate invoices/credit notes with appropriate people

PC5.        enter data for generating invoices/credit notes into your organization’s systems, following your organization’s policies, procedures, guidelines and client-specific SLAs

PC6.        check generation of invoices/credit notes with peers and/or supervisor, as required

PC7.        submit entered invoices/credit notes for review and approval by appropriate people

PC8.        update invoices/credit notes in your organization’s systems in case of changes

PC9.        send invoices/credit notes to appropriate people for signature, where required

PC10.    send invoices/credit notes to customers and confirm receipt, where required

PC11.    reconcile invoices/credit notes against system entries on a periodic basis, as required

PC12.    obtain advice and guidance from appropriate people, where required

PC13.    comply with your organization’s policies, procedures, guidelines and client-specific SLAs when generating invoices and credit notes

Knowledge

Knowledge and Understanding (K)

A.      Organizational

Context (Knowledge of the company/  organization and  its processes)

You need to know and understand:

KA1.       your organization’s policies, procedures, guidelines and client-specific SLAs for generating invoices and credit notes, and your role in applying these

KA2.       your organization’s systems and tools for recording purchase orders, contracts, work orders and terms of business and how to access these

KA3.       your organization’s systems and tools for generating and approving invoices/credit notes and how to use these

KA4.       sources of invoice/credit note requests and how to obtain these

KA5.       data/information required to generate invoices/credit notes

KA6.       data and documentation required for generating invoices/credit notes

KA7.       who to involve when checking, approving and obtaining signature for invoices/credit notes

KA8.       the required timescales for invoices/credit notes and the importance of complying with these

KA9.       the importance of verifying whether invoices/credit notes have already been issued

KA10.    the importance of sending and confirming receipt of invoices/credit notes with customers

KA11.    the importance of reconciling invoices/credit notes against system entries periodically and how to do this

KA12.    your organization’s guidelines and procedures for communicating with customers

KA13.    who to obtain advice and guidance from when required

KA14.    methods and techniques when working with others

KA15.    standard tools and templates available and how to access and use these

KA16.    your organization’s policies and procedures for recording and storing records, maintaining information security and protecting data and the importance of complying with these

B. Technical  

     Knowledge

You need to know and understand:

KB1.    How to validate requests for invoice/credit notes against purchase orders, contracts and terms of business

KB2.    Common issues with requests for invoices/credit notes and who to seek guidance from to clarify and resolve these

Skills

Skills (S)

A.      Core Skills/ Generic Skills

Writing Skills

You need to know and understand how to:

SA1.     Complete accurate well written work with attention to detail

SA2.     Communicate with others in writing

Reading Skills

You need to know and understand how to:

SA3.    Follow guidelines/procedures/rules and service level agreements

Oral Communication (Listening and Speaking skills)

You need to know and understand how to:

SA4.     Listen effectively and orally communicate information accurately

SA5.     Ask for clarification and advice from others

B.      Professional Skills

 

 

Decision Making

You need to know and understand how to:

SB1.     Follow rule-based decision-making processes

SB2.     Make decisions on suitable courses of action

Plan and Organize

You need to know and understand how to:

SB3.     Plan and organize your work to achieve targets and deadlines

CustomerCentricity

You need to know and understand how to:

SB4.     Carry out rule-based transactions in line with customer-specific guidelines, procedures, rules and service level agreements

SB5.     Work effectively in a customer facing environment

SB6.     Deliver consistent and reliable service to customers

Problem Solving

You need to know and understand how to:

SB7.     Refer anomalies to the supervisor

SB8.     Seek clarification on problems from others

Analytical Thinking

You need to know and understand how to:

SB9.     Analyze data and activities

SB10.    Pass on relevant information to others

Critical Thinking

You need to know and understand how to:

SB11.    Apply balanced judgments to different situations

Attention to Detail

You need to know and understand how to:

SB12.    Check your work  is complete and free from errors

SB13.    Get your work checked by others

Team Working

You need to know and understand how to:

SB14.    Contribute to the quality of team working

SB15.    Work effectively in a team environment

C.      Technical Skills

You need to know and understand how to:

SC1.     Use information technology effectively to input and/or extract data accurately

SC2.     Identify and refer anomalies in data

SC3.     Store and retrieve information

SC4.     Keep up to date with changes, procedures and practices in your role

SC5.     Use software packages and tools specific to your field of expertise

Attachment os_attachments/SSC_N2306_V0.1.pdf
Last Review On May 19, 2015, 1:35 p.m.
Next Review On

Connect with us

Recent News

   Adobe partners with SSC NASSCOM in Skill Development
Post date: Sept. 13, 2017, 8:17 p.m.
   CANADIAN EMBASSY
Post date: April 29, 2017, 11:32 p.m.
   Gramoday Mela - Chitrakoot
Post date: March 1, 2017, 10:37 a.m.
View All

Student Readiness

Training Providers Employability Assessments

Training Providers

Training Providers

IT-BPM Industry Members

Companies

Academic Institutions

Acedmia
Go to top