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English
English Global

Americas (2)
Español Español Português Português

Europe (8)
Deutsch Deutsch English English Français Français Italiano Italiano Español Español Nederlands Nederlands Polski Polski Čeština Čeština

Asia-Pacific and Middle East (3)
AE-English AE-English 日本語 日本語 AU-English AU-English
English
English Global

Americas (2)
Español Español Português Português

Europe (8)
Deutsch Deutsch English English Français Français Italiano Italiano Español Español Nederlands Nederlands Polski Polski Čeština Čeština

Asia-Pacific and Middle East (3)
AE-English AE-English 日本語 日本語 AU-English AU-English
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EPG ONE Contract & Billing (CnB) Course

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EPG ONE Contract & Billing (CnB) Course

Learn how to use CnB to manage contracts, pricing, and invoicing services with confidence. This 2‑day course walks you through master data, contract setup, service mapping, invoice cycles, and automation so you can produce accurate, compliant invoices efficiently.

Who This Course Is For:

  • Finance, billing, and accounting staff using CnB
  • Contract managers and administrators
  • Operations and project managers responsible for service billing
  • New CnB users or existing users who need a structured refresher

What You’ll Learn

By the end of this course, you will be able to:

  • Understand how CnB is structured and how contracts, services, and invoices interact
  • Create and maintain master data (clients, services, taxes, and related reference data)
  • Set up contracts and contract items, including price structures, surcharges, discounts, and min/max charges
  • Map imported service data to CnB services and pay codes
  • Configure and adjust services and events as the basis for billing specific customers or one‑time events
  • Calculate charges using benefit, G&A, and management margins defined in contracts
  • Roll out contract changes safely and understand their impact on billing
  • Create and manage invoice cycles, invoice previews, and “hot runs”
  • Identify and resolve common validation errors that block invoice creation or printing (e.g., missing addresses, tax values, invoice variables, invoice numbers)
  • Use automation features and user administration to streamline and secure the billing process

Built for Smarter, Faster Shipping Operations

Our Course Content

Throughout the 2 days, participants work through practical examples and guided exercises to apply each concept directly in the system.
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Module 1: Introduction to CnB and System Structure

  • Overview of CnB’s role in contract and invoice management
  • How contracts, services, events, and invoices are linked

Module 2: Master Data Management

  • Clients, services, taxes, and other key master data elements
  • Creating and maintaining master data for reliable billing
  • Adapting master data to specific customer or event requirements

Module 3: Contracts and Price Configuration

  • Creating contracts and contract items
  • Defining price structures, surcharges, discounts, and min/max charges
  • Using margins (benefit, G&A, management) in charge calculations
  • Rolling out contract changes and understanding their impact

Module 4: Services, Events, and Data Mapping

  • Services and events as the basis for billing
  • Tailoring services and events to customer and project needs
  • Mapping imported data (WMS) to CnB services

Module 5: Invoice Cycles, Previews, and Automation

  • Setting up invoice cycles and scheduling billing runs
  • Invoice preview vs. “hot run”: purpose and behavior
  • Automation options to reduce manual work and errors

Module 6: Validation, Error Handling, and User Administration

  • Common validation errors that prevent invoice creation/printing
  • Fixing missing addresses, tax values, invoice variables, and invoice numbers
  • Basics of user administration and access control in CnB

Course Format and Details

Level

Beginner to Intermediate CnB users

Format

Instructor-led training with demonstrations and hands-on exercises

Duration

2 days

Delivery

On-site in EPG facilities in DFW / virtual classroom / On-site at customer facilities

Prerequisites

Basic understanding of billing or finance processes is helpful but not required

Why Take This Course

  • Reduce billing errors and rework by setting up contracts and master data correctly
  • Speed up invoice creation with well-designed invoice cycles and automation
  • Improve transparency and control over margins, surcharges, and discounts
  • Gain confidence in handling imports, previews, and validation issues in CnB
Efficient and flexible warehouse management

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