Professionals are external to the organization. They are responsible for validating work progress and change requests. They can intervene on payment requests, invoices and contractual modifications in Aidi.
Your autonomous training course as a professional is divided into 2 modules:
- Contractual Aspects of the Project
- Advanced Features
We recommend that you take one module per week, so that you can fully assimilate what you've learned.
Between each module, you will be given exercises to practice the elements covered in the training modules in the Aidi application. It's very important that you complete the exercises, as practice makes learning more effective.
*Click on the course title below to access the video clip.
Module 2 - Contractual Aspect of the Project
You'll learn how to create purchase orders for your projects, enter payment requests and associated invoices.
2.1 Purchase Orders
2.1.1 Create and Manage Purchase Order Elements
2.2 Contractual Changes
2.2.1 Create, Modify and Approve a Contractual Change
2.3 Payment Request
2.3.1 Create or Modify a Payment Request and Enter Amounts in Relation with a Purchase Order
2.3.2 Linking a Contractual Change to a Payment Request
2.4 Invoice
2.4.1 Create or Modify an Invoice
2.4.2 Create or Modify an Invoice Linked to a Payment Request
2.4.3 Contractual Holdback Management and Invoice Approval
2.4.4 Payment of Contractual Holdbacks
Recommended exercises
- Create a purchase order
- Create a contractual change: take this opportunity to test the different types of contractual changes.
- Create a payment request: make sure a purchase order in which payment requests are mandatory has been created.
- Create an invoice: test invoice entry with and without payment requests.
Module 4 - Advanced Features
You'll learn how to create logbook notes.
4.1 Logbook
4.1.4 Comment on a Logbook Note and Notify Project Contacts
Recommended exercise
- Create a note in the logbook
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