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.

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

Americas (2)

Europe (8)

Asia-Pacific and Middle East (3)