dataMarq Report Definition

A report that shows billing and invoicing details for Marquette's energy bills.  The data compares what has come in through the MU Energy Bill App and what has been sent to Coupa for payment.

This is the number assigned to an energy account by the provider.  For We Energies, these accounts take the form of a ten digit account and a five digit sub account number (0711361164-00070).  Accounts can also be group, so that multiple accounts are billed under a single umbrella account.

The process for paying energy bills that are mailed to Marquette is known as the invoicing process.  As of October 2024, this process is a combination of manual data entry and automated data integration.   The process has these steps:

1. Bills are received by FPM
2. Bills are scanned into Image Now by FPM
3. Image Now extracts data from bills and stored to the AP folder. 
1. Extracted Data: Account Number, Bill Date, Due Date, Amount Due, Scan Date
4. Data Warehouse integrates data from Image Now and sends to the MU Energy Bill App (a Microsoft Power App)
5. FPM staff goes into MU Energy Bill App and confirms and/or updates extracted data and correct scan.
6. After confirmation, FPM staff sets the invoice as approved
7. Every day, an automated process sends this data to Coupa and to create the invoices - these invoices will appear as On Hold
8. AP staff go into Coupa on a daily basis and set the On Hold invoices to Pending Approval - this sets the Coupa invoices on the normal approval pipeline
9. Once approved, Coupa invoices are paid

1. Not Sent - Invoice has not been sent to Coupa
2. Invoice Sent - Invoice sent to Coupa but not yet approved for payment
3. Invoice Approved - Invoice has gone through the Coupa approval pipeline
4. Invoice Paid - Payment has been sent