1. Life at Merrill
By: Tania Martinez

2. Main Projects Section 16 Report 3rd Party billing Report JMS Metrics
FDS Grids
Oracle Invoice Logs

3. Section 16 & 3rd Party Billing Report
This gives Ray reporting information on the Section 16 Product
Section 16
Gather information from three separate files
Put it all together in a table
This information is distributed to billing team members. They use this information to assign client invoices for delivery to customers using 3rd party systems.
3rd Party Billing Report
Extract 3rd Party customers from SharePoint
Organize them in Excel
Create pie chart with the right data

4. JMS Metrics
To be able to compare the daily total of close projects from year to year. This helps the billing team anticipate workload during peak.
Copy data of an specific day from JMS System
Paste the data into an excel file
Review the data
Copy the number of projects into a chart
Add chart data to SharePoint

5. FDS Grids
Allows the billing team to automate pricing for specific clients and products.
Upload customer profiles to Oracle
Two step Process
1. convert file into a comma Separate Value file
Done in Notebook
Save it to a special folder with a link to Oracle
2. Upload profile to Oracle

6. Oracle Invoice Logs
This gives billing management access to monthly invoice data in a central location
Extract invoice information from Oracle: Received by AR & Void from a certain month
Open data in Excel file
Manipulate Excel file
Gather wanted data and put it in a metrics
Upload file to SharePoint