Produce Customer Master Data Records U.S. ARMY SOLDIER SUPPORT INSTITUTE NONCOMMISSIONED OFFICER ACADEMY Show Slide #1: Produce Customer Master Data Records Title: Produce Customer Master Records References: AR1-1 – Planning, Programming, Budgeting, and Execution System DFAS-IN Regulation 37-1, Finance and Accounting Policy Implementation DFAS-IN Manual 37-100-FY The Army Management Structure DODFMR 7000.14-R, Vol 10, Department of Defense Financial Management Regulation GFEBS Performance Support Website (PSW) Section I. Administrative Data Academic Hours / Methods 00 hours 15 minutes Introduction, Learning Objective, Administrative Data 00 hours 05 minutes Concrete Experience: Teen Goes on Shopping Spree 00 hours 15 minutes Publish and Process 01hours 45 minutes Generalize New Information: Introduce the lesson 00 hours 40 minutes Break 00 hours 00 minutes Develop Critical Thinking 01 hours 00 minutes Apply / Assessment PE’s 01 hours 00 minutes Assessment Review PE Review   05 hours 00 minutes Total Section II. Introduction: Method of Instruction: DSL - Discussion (large or small group) Facilitator's to Learner Ratio: 1:16 Time of Instruction: 00 hrs. / 05 min. Media: PowerPoint Presentation Facilitator Material: Each primary facilitator should possess a lesson plan, evaluation sheet, scenario event list for exercises, and summary sheet containing the above noted references. Learners Material: Learners should possess course handouts, access to all systems for exercises, summary sheet containing the above noted references portable laptop, and standard classroom supplies. Note: "All required references and technical manuals will be provided by the local Command“ Motivator: As Financial Management Technicians, we must understand rules, regulations, and laws that govern the use of taxpayer’s dollars. Knowing and understanding General Funds Enterprise Business System (GFEBS), will assist with this process. GFEBS enables the best practice that are shared amongst many installations and financial managers by capturing cost as the Army transitions to a cost conscious culture. GFEBS maximizes taxpayer’s dollars in the most efficient manner. Using GFEBS will give commanders access to real time data and ensure Financial Technicians are providing the best service to its customers. Financial Management Technicians are obligated with the task of ensuring our inputted data is accurate, reliable, and useful to others. SCOPE The overall outcome of this lesson is to teach Soldiers the responsibilities of each role involved Reimbursable process and how to input the transactions without error. In order for goods or services to be received, processed, and settled for pay, each role must input transactions accurately in GFEBS. Soldiers will learn the importance of identifying the correct transaction codes, usage of the appropriate regulation, and supporting documents to complete each payment. Facilitator's are accountable for teaching all material within this lesson. Students are accountable for learning all material within this lesson and will be assessed at the conclusion of this lesson.

Terminal Learning Objective Action: Produce Customer Master Data Record Conditions: FM Leaders in a classroom environment working individually and as a member of a small group, using doctrinal and administrative publications, practical exercise, personal experience, handouts, and discussion. Standard: With a minimum of 80% accuracy, learners must demonstrate proficiency with: Define the reimbursable process Generate customer master record Show Slide #2: Terminal Learning Objective Facilitator’s Notes: Read/State the TLO At the completion of this lesson, you (the student) will have an understanding and know the importance of processing reimbursement documents. There are many roles involved in the processing of reimbursable documents and numerous transactions. We will cover each of the roles and the transactions involved while accomplishing this action Action: Produce Customer Master Record. Conditions: FM Leaders in a classroom environment working individually and as a member of a small group, using doctrinal and administrative publications, practical exercise, personal experience, handouts, and discussion. Standard: With a minimum of 80% accuracy, learners must demonstrate proficiency to: - Define the reimbursable process - Generate Customer Master Record Safety Requirement: In a training environment, leaders must perform a risk assessment in accordance with DA PAM 385-30, Risk Management. Leaders will complete a DD Form 2977 RISK MANAGEMENT WORKSHEET during the planning and completion of each task and sub-task by assessing mission, enemy, terrain and weather, troops and support available-time available and civil considerations, (METT-TC). Local policies and procedures must be followed during times of increased heat category in order to avoid heat related injury. Consider the work/rest cycles and water replacement guidelines IAW TRADOC Regulation 350-29. Risk Assessment Level: Low. Environmental Considerations: Environmental protection is not just the law but the right thing to do. It is a continual process and starts with deliberate planning. Always be alert to ways to protect our environment during training and missions. In doing so, you will contribute to the sustainment of our training resources while protecting people and the environment from harmful effects. Refer to FM 3-34.5 Environmental Considerations and GTA 05-08-002 ENVIRONMENTAL-RELATED RISK ASSESSMENT. Evaluation: This lesson will test your ability to properly log into GFEBS, research given references, and properly make inputs into the training environment to process accounting documents for pay. Facilitator's Note: Inform the students of the following learning objective requirements. At the completion of this lesson, you (the student) will have an understanding and know the importance of processing reimbursement documents. There are many roles involved in the processing of reimbursable documents and numerous transactions. We will cover each of the roles and the transactions involved while accomplishing this action. Instructional Guidance: Throughout this lesson, solicit from students the challenges they experienced in the operational environment (OE) and what they did to resolve them. Encourage students to apply at least one of the critical variables: Political, Military, Economic, Social, Information, Infrastructure, Physical Environment and Time (PMESII-PT). Learning Domain: Cognitive Level of Learning: Application Instructional Lead-In: Today, it is essential that all Soldiers (CVS Clerks assigned to specific roles) are able to log into GFEBS, research regulations and specific links to accurately input documents to receive and accept goods or services, to monitor the transactions for accuracy, and to input the documents in preparation for pay. Processing documents without error will prevent delays in accounts being settled and reconciled. This class will prepare you to successfully accomplish the tasks listed. 2

Reimbursable Process A Reimbursable is represented by an agreement between two entities: the requesting entity and the performing entity. Reimbursable is used so that an installation or activity can perform non-mission functions for other activities or installations without consuming their normal mission funds. The Reimbursable governing authority is the Economy Act. Show Slide 3: Define the Reimbursable Process Section III. Presentation. Learning Step Activity 1. Define the Reimbursable Process Method of Instruction: DSL (large or small group discussion) Facilitator's to Learner Ratio: 1:16 Time of Instruction: 01 hrs. / 00 min. Media: PowerPoint Presentation, Handout A Reimbursable is represented by an agreement between two entities: the requesting entity and the performing entity. Reimbursable is used so that an installation or activity can perform non-mission functions for other activities or installations without consuming their normal mission funds. The Reimbursable governing authority is the Economy Act. 3

Reimbursable Process Overview Requires master data such as customers, materials, projects, and internal orders. Includes receiving income funding documents Establishing sales orders and projects to track the revenues and expenses Accumulating actual costs related to reimbursable order execution Generating customer billings against reimbursable orders Applying payments from customers Tracking open accounts receivables Show Slide #4: Reimbursable Process Overview   Facilitator's Note: Inform learners of the reimbursable process to include the different types of funding documents they may receive for processing. Requires master data such as customers, materials, projects, and internal orders. Includes receiving income funding documents (448, 448-2) (MILITARY INTERDEPARTMENTAL PURCHASE REQUEST), DA 3953 (PURCHASE REQUEST AND COMMITMENT), DD1155 (ORDER FOR SUPPLIES OR SERVICES) 4

Reimbursable Program Benefits The reimbursable program gives the activity: Better utilization of resources Economies of Scale: one installation providing support vs. several installations (not limited to just one) Centralized installation support Proper charging of support cost, in other words costs go where they are needed Show Slide #5: Reimbursable Program Benefits   Facilitator's Note: Inform learners of some advantages using the reimbursable program benefits. There are usually benefits whenever something new is introduced. These are some of the benefits of the reimbursable program. (a) Better utilization of resources. (b) Economies of Scale one installation providing support vs. several installations (not limited to just one) (c) Centralized Installation Support (d) Proper charging of support cost, in other words costs go where they are needed. 5

Examples of Reimbursable Work Custodial or housekeeping services Security services Education, training, storage, laundry, and printing Manufacture, production, or assembly of items Show Slide #6: Examples of Reimbursable Work   Facilitator's Note:  These are only a few of the services that fall within the reimbursable program. Additional examples can be found in MILWIKI or the Performance Support Website. https://www.milsuite.mil/wiki/Portal:GFEBS Note: In order to view the aforementioned content, you must be registered with the site. 6

LSA # 1 Check on Learning Q1: T/F: The Purpose of the Reimbursable Process is so that an installation or activity can perform non-mission functions for other activities or installations without consuming their normal mission funds. A1: True Q2: At a minimum, there must be two entities involved in the Reimbursable Process, the (a) _________ and the (b) __________ Q3: The Reimbursable governing authority is the: a. Prompt Payment Act (PPA) b. Fair Trade Act c. Economy Act Non-PPA Act A3: Economy Act Requestor Performer Show Slide #7: LSA #1 Check on Learning   Facilitator's Note:  Q1: T/F: The Purpose of the Reimbursable Process is so that an installation or activity can perform non-mission functions for other activities or installations without consuming their normal mission funds. A1: True Q2: At a minimum, there must be two entities involved in the Reimbursable Process, the (a) _________ and the (b) __________ Q3: The Reimbursable governing authority is the: a. Prompt Payment Act (PPA) b. Fair Trade Act c. Economy Act Non-PPA Act A3: Economy Act Additional Question Q4: What are some examples of Reimbursable work? a. Security Services b. Custodial / Housekeeping services c. Both A and B d. Neither A or B A4: (C) Both Security Services and Custodial / Housekeeping Services are both examples of reimbursable work.

LSA #1 Summary 8 Show Slide #8: LSA #1 Summary Facilitator's Note: On the first part of the lesson, we discussed the reimbursable process, to include their use, process, examples of how they work and reasons why Reimbursable Program Benefits exist. “Or” Note: Have one learner from each group to explain the most important take away to them from this lesson. Facilitate a discussion on each answer. 8

Generate Customer Master Data Show Slide #9: Generate Customer Master Data Learning Step Activity 2. Generate Customer Master Record Method of Instruction: DSL (large or small group discussion) Facilitator's to Learner Ratio: 1:16 Time of Instruction: 00 hrs. / 30 min. Media: PowerPoint Presentation, Handout Facilitator's Note: Read and facilitate discussion on how to produce Customer Master Data in GFEBS. Although GFEBS is a Commercial off the Shelf (COTS) application, it must first be loaded with information that currently resides in existing systems. This lesson focuses on customer master data. Customers are those organizations (or individuals), internal (Federal) and external (public or commercial), that order and receive products or services. The vast majority of Master Data will be created either through a joint effort of the GFEBS Functional Teams and the organization (Fund Centers, Cost Objects), obtained from source systems or created at the local level (Plant Maintenance) 9

Customer Master Data Overview Customer Master Data is a collection of Customer Master Records. Records that are created via an interface with a source system, such as the Army Enterprise System Integration Program (AESIP), Product Lifecycle Management Plus (PLM+). The PLM+ is the main source for customer master data. It is the GFEBS source of Customer Master Data for all Entities that have a Department of Defense Activity Address Code (DODAAC) W37R7A. Show Slide #10: Customer Master Data Overview Facilitator's Note: Provide the learners with the information below and how interface work to transfer customer master data. There are a total of 9 systems that interface master data. The following are some of the systems used by GFEBS to gather information. AESIP – Army Enterprise System Integration Program is the centralized hub that provides enterprise-level data management AESIP integrates business processes and systems by serving as the Enterprise hub for the Army’s logistics and financial ERP business systems: General Fund Enterprise Business System (GFEBS), the Army's financial system Global Combat Support System - Army (GCSS-Army), the tactical logistics system Logistics Modernization Program (LMP), the national logistics system. Product Lifecycle Management Plus (PLM+) is the process of managing the entire lifecycle of a product from its conception, through design and manufacture, to service and disposal. Customer Master Data Interfaces Customer master data can be created internally or by interface (from a source system). The primary source for customer master data is the AESIP interface. Facilitator's Note: The Department of Defense Activity Address Code (DoDAAC) is a six position code that uniquely identifies a unit, activity, or organization that has the authority to requisition and/or receive material. The first position designates the particular Service/Agency element of ownership. These codes are particularly important for Defense Department financial, contracting, and auditing records. ****South Carolina USA Trans CMD and FT JACKSON, SC, FT JACKSON DoDAAC is W37R7A Product Lifecycle Management Plus (PLM+) and Customer Data Sharing (CDS) are the interface source systems that represent customers with a DODAAC and Contractors with debt. CDS Customer Data Sharing (contractors with debt) 10

Concepts A customer master record contains key information for a customer (i.e., customer name, address, pricing information, partner information, payment terms, and hierarchical information). Integrating Master Data through a single source such as GFEBS accomplishes the following: Eliminates data redundancy and conflicting information. Provides a single view of the master data information. Show Slide #11: Concepts Facilitator's Note: Inform learners of the importance to enter customer master data accurately so that vendors and billing runs smoothly. Integrating master data through a single source like GFEBS eliminates data redundancy and conflicting information, and provides a single view of master data information. There are many types of master data: vendor master data, billing master data, asset master data, and customer master data

Concepts (Cont.) Agency Location Code An eight (8) digit numeric code assigned to U.S. government agencies by the Department of Treasury (for Federal customers with a Trading Partner Agreement only) that identifies an agency accounting location or regional financial office on account reports and documents. The ALC is the mechanism by which the Treasury transfers funds from one agency to another. Account Groups Account group determine data needed for the Master Record. There is an account group for Army Customers, Public Customers, Service Customers, etc. Each customer resides within one of the following 11 Account Groups: Z001- Z011 The Account Group chosen does the following: Determines the views and fields that are required, optional, conditional (ROC), displayed, or not shown at all. Show Slide #12: Concepts (Cont.) Facilitator's Note: Inform learners of ALCs and Account Groups which are needed within reimbursable accounting. Agency Location Code (ALC) is a numeric symbol (for Federal customers with a Trading Partner Agreement only) that identifies an agency accounting location or regional financial office on accounting reports and documents. The ALC consists of an eight-digit code that consists of four unique digits plus a four digit disbursing station symbol number (DSSN). The ALC is used to disburse and collect Intragovernmental Payments and Collections (IPAC) transactions. The ALC is the mechanism by which the Treasury transfers funds from one agency to another. These disbursements and collections are done via IPAC however; the ALC itself does not disburse or collect. READ THE ALC BREAKDOWN First two digits identify the departments, second 2 digits identify the operating division, last 4 DSSN (must be on the DD-448 to process) this is an update to the requirement. Account Groups/Assignments Account group determine data needed for the Master Record. There is an account group for Army Customers, public customers, service customers, etc. .  

Concepts (Cont.) The Customer Master Record contains four (4) main areas that contain the following: General data, including the customer’s encrypted bank details Accounting data Sales data U.S. Federal Government fields Show Slide #13: Concepts (Cont.) Facilitator's Note: Inform the learners of the risks related to customer master data and explain the three types of data within the vendor master record. Customer master data are a collection of customer master records. Every customer has one customer master record. (accounting data, sales data, and general data) There are three major risks related to customer master data: • Records created without proper authorization. • Duplicate records being created. • One-time customer master records are created and bypass other controls. The vendor master record consists of three types of data: General data - Data that applies equally to each company code within your enterprise (customer name, address, telephone number, language in which you communicate with your customer, etc.). Sales data - The sales data contains information for the sales purchasing organization, partner functions, pricing, etc. Data that is kept at purchasing organization level (such as contact person or terms of delivery). Accounting data – data used to maintain and verify debits and credits. (checks and balances)

Business Partner Information A customer may have relationships with other customers, also known as business partners. The business partner’s master data record contains data about its function, such as: Location Point of Contact Shipping Information Payment Terms Show Slide #14: Business Partner Information Facilitator's Note: Inform the learners what the business partner master data record is used for. Partner information tells GFEBS which partner is responsible for each phase of the order processing cycle. For example: One partner receives materials (ship-to party). One partner receives the invoice (bill-to party). One partner pays the account (payer). These partners may be the same company or may have different addresses within a company. 14

Master Data User Roles Role Responsibilities Customer Master Data Controller Create and Maintain Customer Master Accounts. Create customer Master Records. (XD01) Change customer Master Records. (XD02) Display customer Master Records. (XD03) Block /unblock customer Master Records. (XD05) Customer Interface Monitor Monitor activity of the interfaces through the report and error logs created after each scheduled interface run. Monitor customer master interfaces (XD03) Customer Master Mass Maintainer Create and Maintain Customer Master information – many records changed at the same time. In addition, makes mass changes to customer master data. Mass Updates (XD99) Customer Master Data Reporter Display changes to Master Data records for customers. Show Slide #14: Master Data User Roles Facilitator's Note: Inform learners of the roles on the slide involved with the Reimbursable process. These are the roles involved with the Reimbursable process. Three primary customer master data processes deal with how to create new customer master data and work with existing customer master data, including: 1. New Customers (Create Customer Master Data) XD01 2. Existing Customers (Change or Display Customer Master Data) XD02 and XD03

Deleting/Blocking a Customer Master Record Customer Master Records cannot be deleted; they can only be blocked from execution. Once blocked, the information exist in historical data. Customer Master Records may be blocked from execution when: There is no activity to the account for five years. The customer is no longer valid. The account already exists. Show Slide #16: Deleting/Blocking a Customer Master Record Facilitator's Note: Explain to learners how customer master records cannot be deleted but blocked; to include how the editing must be done at the source system. Customers Master Data is maintained in GFEBS by creating, updating, and displaying customer master records. Changing customer master data must occur at the source or entitlement system of the data.  

XD01 – Generate Customer Master Data Simulation The Facilitator's demonstrates this activity while you follow along Hands on Exercise The Facilitator's will lead you step by step through the activity using the training materials provided * NOTE: GFEBS is NOT case sensitive! Show Slide #17: Generate Customer Master Data Facilitator’s Note: Explain to learners the purpose, trigger and prerequisites of producing customer master data. Purpose - Use this procedure to create a customer(s) master record. If an individual or business is not maintained within Army Enterprise System Integration Program (AESIP), then customer(s) master data must be created manually. Trigger - Perform this procedure when you need to create a customer master record for an employee or individual. Prerequisites - customer name, address, pricing information, partner information, payment terms and hierarchical information. 17

Generate Customer Master Data 1. Enter T-Code XD01- Press Enter 1 2. Select the appropriate Account Group 2 3 3. Company Code Defaults to: ARMY 4 4. Sales Organization: The unit responsible for distributing certain products / services and negotiating sales conditions. 6 5 Show Slide #18: Generate Customer Master Data Facilitator's Note: Use the "page down" key to navigate through the steps. You will need to do this for all the transaction code demonstrations. The process will start by typing “XD01” in the field next to ”Menu” key. As you go through the slides read the appropriate notes and remind the students to follow along with you in the Training Environment. 5. Distribution Channels are the ways in which products or services reach the customer. 6. Under Division, you can supervise distribution and monitor profitability of materials / products / services. 7 7. Green Check-It.

Generate Customer Master Data (Cont.) 1. Enter Individual or Company address information. 5. Click ‘Control Data’. 1 5 2. If entering a company, NO title required. Enter Company name 6 1 6. Trading Partner is a legally independent Company belonging to the group 7 3 4. Enter Company Full address information. 7. Tax number 1 for an “Individual” Tax number 2 for “Business taxpayers” Tax number 3 for “Other Entitlement Systems” Show Slide 19: Generate Customer Master Data (Cont.)   Facilitator's Note: Use the “"page down"” key to navigate through the steps. You will need to do this for all the transaction code demonstrations. As you go through the slides read the appropriate notes and remind the students to follow along with you in the Training Environment. 4 3. Search Term in the event the full name or number cannot be remembered. Note: For training purposes, use “45-123” as the constant, and the last for your Birth MMDD. (e.g. 45-1231226) Dash MUST be present

Generate Customer Master Data (Cont.) 1 1. Click ‘Contact Person’. 2 3 4 5 5. F…(Function) is the Area of Responsibility contact person is in charge of. 6 6. Click ‘Further Data’. 9 2. Input First and Last name of POC 3. Input First name of POC 4. Dep..(Department ) of the contact person for your internal purposes. 7 Show Slide #20: Generate Customer Master Data (Cont.)   Facilitator's Note: Inform the students to enter the first and last name of the contact person and then the first name in the first name field. 7 7. “Attribute 1” is the field for determining primary and non-primary contacts 9. Click ‘Home Address’ 8. “Green Check it” to accept the information and advance the slide 8

Generate Customer Master Data (Cont.) 5. Click ‘Payment Transactions’. 3 3. Click the ‘green-check mark’ to continue 5 4 1 1. Enter the entire work address of the POC. This includes the phone number. 4. Enter Recon. Account. Show Slide 21: Generate Customer Master Data (Cont.)   Facilitator's Note: Use the “"page down"” key to navigate through the steps. You will need to do this for all the transaction code demonstrations. As you go through the slides read the appropriate notes and remind the students to follow along with you in the Training Environment. 2. Click the ‘green-check mark’ to continue 2

Generate Customer Master Data (Cont.) 4 1 1. Enter the ‘Terms of Payment’. 8 8. Click ‘Billing Documents’ tab 7 3. Enter ‘Grouping Key, Pmt meth supl. and lockbox’ 2 7. Enter Commercial Group 3 2. Enter ‘Payment Methods’ 4. Click ‘Correspondence’ Show Slide #22: Generate Customer Master Data (Cont.)   Facilitator's Note: Use the “"page down"” key to navigate through the steps. You will need to do this for all the transaction code demonstrations. As you go through the slides read the appropriate notes and remind the students to follow along with you in the Training Environment. 5. Enter ‘Dunning’ procedure 5 6 6. Click: ‘Sales Area Data’

Generate Customer Master Data (Cont.) 3. On the menu bar, click ‘US Federal Government’ 3 1. Enter the ‘Terms of Payment’ 1 4 4. Input the Agency Location Code (ALC) Show Slide #23: Generate Customer Master Data (Cont.)   Facilitator's Note: Use the “"page down"” key to navigate through the steps. You will need to do this for all the transaction code demonstrations. As you go through the slides read the appropriate notes and remind the students to follow along with you in the Training Environment. 5 2 5. Input the ‘Fee Schedule’ 2. Under “Tax c…” (classification) enter all zero’s on ALL three lines 6 6. System generated message. Annotate for record

LSA #2 Check on Learning Q1: Customer Master Records cannot be ______; they can only be ______ from execution. A1: Deleted / Blocked Q2: T/F: The business partner’s master data record contains data about its function, such as: Shipping Information and Payment Terms. A2: True Q3: Tax number 1 represents what? [a] Other Entitlement Systems [b] Business Taxpayer [c] Individual Tax Number A3: Individual Tax Number Show Slide #24: LSA #2 Check on Learning Facilitator Note: Read and ask the following check on learning question and facilitate discussion on answers given. Note: Animated slide Q1: Customer Master Records cannot be ______; they can only be ______ from execution. A1: Deleted / Blocked Q2: T/F: The business partner’s master data record contains data about its function, such as: Shipping Information and Payment Terms. A2: True Q3: Tax number 1 represents what? [a] Other Entitlement Systems [b] Business Taxpayer [c] Individual Tax Number A3: Individual Tax Number Additional Questions Q4: T/F: Two source systems from which GFEBS get’s it’s information are PLM+ and AESIP.   A4: True. AESIP and PLM+ are included (but not limited to) as source systems for GFEBS Q5: Customer Master Records may be blocked from execution when the (a) ________is no longer valid or the (b) _______already exist. A5: (a) Customer (b) Account 24

LSA #2 Summary 25 Show Slide #25: LSA #2 Summary Facilitator's Note: On the last part of the lesson, we briefly discussed the 9 systems that interface master data, along with the concepts and the business partners information. Also, we identified how to block/delete a customer master record, types of master data and master data user roles, to include the process of generating customer master records without error. “Or” Facilitator, have each group as a group write down one major main lesson learnt from this LSA, allow a few minutes for them to interact. Once all groups have their one major learnt lesson written, pass it to another group to compare their answer. Facilitate a discussion on each major learnt lesson mentioned by each group. 25

Conduct Practical Exercises Show Slide #26: Conduct Practical Exercises   Apply: 45 minutes Facilitator’s Note: Have the students log into Blackboard and practical exercise 1. The hands on training consist of performing XD01. The students can work in 2 person teams or individually. Facilitator’s Note: Have the students log into Blackboard and open Practical Exercise 2. The hands on training consist of performing XD02. Facilitator’s Note: Have the students log into Blackboard and open Practical Exercise 3. The hands on training consist of performing XDØ3. 26

TLO Summary Action: Produce Customer Master Data Records Conditions: FM Leaders in a classroom environment working individually and as a member of a small group, using doctrinal and administrative publications, practical exercise, personal experience, handouts, and discussion. Standard: With at least of 80% accuracy, learners must demonstrate proficiency with: Define the reimbursable process Generate customer master record Show Slide #13: TLO Summary Facilitator’s Note: Reiterate the TLO Action: Produce Customer Master Data Records Conditions: FM Leaders in a classroom environment working individually and as a member of a small group, using doctrinal and administrative publications, practical exercise, personal experience, handouts, and discussion. Standard: With at 80% accuracy, learners must demonstrate proficiency with: - Define the reimbursable process - Generate Customer Master Record “Or” During this lesson we defined the reimbursable process and communicated customer master record. NOTE: Have one learner from each group to explain the most important take away to them from this lesson. Facilitate a discussion on each answer. 27