Laboratory Invoice Management

Costs associated with laboratory analyses can be managed within the Sample Planning Module (SPM) workflow. Costs are setup as part of the laboratory contract information. Costs may be set per Contract Method Analyte Group (MAG) or Contract Analytic Method. Estimated laboratory costs are assigned for each SPM sampling task. After laboratory analyses are completed, labs submit their actual costs using the EZSRN format. The SPM - Laboratory Invoice report can be run to compare estimated costs to actual invoiced costs.

The table below provides a brief overview of the laboratory invoicing management workflow.

Workflow Steps/Activity	Format Used
Load laboratory contract information using Professional EDP. This can include Lab Costs, Turn Around Time, Sampling/Analysis Method, Sample Transport, Preservation, and MAGs.	SPM_REF
Create shared contract MAGs with advanced cost option in SPM and assign costs to the MAGs.	SPM_CONTRACT
Schedule and plan tasks/events referencing the lab contract information.	SPM
Load COC(s) created by Collect, EDGE, or generated by hand.	SPM or EDGE
Load field data and laboratory data.	EQEDD or client specified
Create estimated SPM costs once the SDG and COC costs are received.	EZSRN
Lab sends SRN EDD with invoice information (SRN_Invoices section populated).	EZSRN
Run the "SPM - Laboratory Invoice" report to compare estimated costs to actual invoiced costs.	N/A
Provide feedback to Lab as accepted or rejected.	EZSRN

Laboratory Invoice Management using SPM

Laboratory Invoice Management using SPM