Oppenheimer Credit timelines

By investbry

  • Uptick RQs submitted to SOMS team

    Opportunity type = Change in Service

  • Q4 2010 invoices generated

    Billing period Oct 1st thru Dec 31st

  • Downtick RQ submitted to SOMS team

    Opportunity type = Change in Service Cancellation request submitted as part of the migration effort.

  • Contracts countersigned (soft$ and hard$)

    Order instructions had Bill Start date of December 1st 2010

  • November Sales Close

  • Uptick Orders submitted to the Billing team

    Entitlements were completed prior via offline trials and pilots to ensure Users were set up properly.

  • Bill start Date chosen for Migration

  • December Sales Close

  • Q1 2011 invoices generated

    Billing period Jan 1st thru Mar 31st 2011

  • Downtick Order submitted to the Billing team

  • Credit raised from Downtick Order

    $200k credit was questioned a number of times by the approvers

  • Last two lines enter OAT from Downtick

  • Invoices REBILLED (backdated to Dec/10)

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