Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

TLIP3027 Mapping and Delivery Guide
Organise freight invoicing and payment

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency TLIP3027 - Organise freight invoicing and payment
Description
Employability Skills
Learning Outcomes and Application This unit involves the skills and knowledge required to organise freight invoicing and payment. It includes preparing invoices, coordinating documentation and processing payments. Work involves discretion and judgment for self and others in organising freight invoicing and payment. It is performed under limited or minimum supervision with general guidance on progress and outcomes.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment include:

a range of relevant exercises, case studies and/or simulations

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

relevant materials, tools, equipment and personal protective equipment currently used in industry.
Prerequisites/co-requisites
Competency Field P – Administration and Finance
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Prepare invoices
  • Purchase order or documentation regarding request for invoice is registered, validated and filed appropriately
  • Payment method, timing and, as required, currency and exchange rates, are noted on the documentation
  • Invoice documents that commit the business to providing goods and services are registered and sourced
  • Invoice is raised listing items in a full, clear, legible and unambiguous description
  • Invoice original is checked and authorised by a signatory at an appropriate level
  • Required documentation is forwarded to business or organisation requesting invoice
  • Invoice details are recorded and filed in accordance with workplace policy
       
Element: Coordinate documentation
  • Chart of accounts is checked at the end of the agreed period to verify payment or outstanding debt/s against invoice/s raised
  • Debtor ledger is produced from balance sheet
  • Follow-up contacts of outstanding account/s are made in accordance with workplace policy
  • Monthly statements are cross-checked at required intervals
  • Reminder notices are forwarded to customers in accordance with workplace policy
       
Element: Process payments
  • Workplace policy and contractual requirements are followed when making payments
  • Records of payments and required government returns are completed and filed
  • Payments received are registered
  • Receipts and corresponding documents are attached to payments and are filed appropriately
  • Receipts are forwarded to customers
  • Files are retained in accordance with archival regulations for audit purposes
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Prepare invoices

1.1

Purchase order or documentation regarding request for invoice is registered, validated and filed appropriately

1.2

Payment method, timing and, as required, currency and exchange rates, are noted on the documentation

1.3

Invoice documents that commit the business to providing goods and services are registered and sourced

1.4

Invoice is raised listing items in a full, clear, legible and unambiguous description

1.5

Invoice original is checked and authorised by a signatory at an appropriate level

1.6

Required documentation is forwarded to business or organisation requesting invoice

1.7

Invoice details are recorded and filed in accordance with workplace policy

2

Coordinate documentation

2.1

Chart of accounts is checked at the end of the agreed period to verify payment or outstanding debt/s against invoice/s raised

2.2

Debtor ledger is produced from balance sheet

2.3

Follow-up contacts of outstanding account/s are made in accordance with workplace policy

2.4

Monthly statements are cross-checked at required intervals

2.5

Reminder notices are forwarded to customers in accordance with workplace policy

3

Process payments

3.1

Workplace policy and contractual requirements are followed when making payments

3.2

Records of payments and required government returns are completed and filed

3.3

Payments received are registered

3.4

Receipts and corresponding documents are attached to payments and are filed appropriately

3.5

Receipts are forwarded to customers

3.6

Files are retained in accordance with archival regulations for audit purposes

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

adapting to differences in equipment in accordance with operating procedures

applying relevant legislation and workplace procedures

communicating and negotiating effectively with others

completing relevant documentation

interpreting and following operational instructions

modifying activities depending on operational contingencies, risk situations and environments

monitoring and prioritising work activities in terms of planned schedule

operating electronic communications equipment to required protocol

processing invoices and payments

reading, interpreting and following relevant instructions, procedures, information and signs

selecting and appropriately applying technology, information systems and procedures

working collaboratively with others

working systematically with required attention to detail.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

legal and commercial requirements for the work

operational financial systems, resources, management and workplace operating systems

relevant regulatory and code requirements

relevant workplace business management policies and practices, including requirements for accounts, payments and record keeping

resource availability including the processing capacity of equipment and software systems for planning activities

typical problems that can occur and related appropriate action that can be taken

workplace protocols and procedures for organising freight invoicing and payment.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Prepare invoices

1.1

Purchase order or documentation regarding request for invoice is registered, validated and filed appropriately

1.2

Payment method, timing and, as required, currency and exchange rates, are noted on the documentation

1.3

Invoice documents that commit the business to providing goods and services are registered and sourced

1.4

Invoice is raised listing items in a full, clear, legible and unambiguous description

1.5

Invoice original is checked and authorised by a signatory at an appropriate level

1.6

Required documentation is forwarded to business or organisation requesting invoice

1.7

Invoice details are recorded and filed in accordance with workplace policy

2

Coordinate documentation

2.1

Chart of accounts is checked at the end of the agreed period to verify payment or outstanding debt/s against invoice/s raised

2.2

Debtor ledger is produced from balance sheet

2.3

Follow-up contacts of outstanding account/s are made in accordance with workplace policy

2.4

Monthly statements are cross-checked at required intervals

2.5

Reminder notices are forwarded to customers in accordance with workplace policy

3

Process payments

3.1

Workplace policy and contractual requirements are followed when making payments

3.2

Records of payments and required government returns are completed and filed

3.3

Payments received are registered

3.4

Receipts and corresponding documents are attached to payments and are filed appropriately

3.5

Receipts are forwarded to customers

3.6

Files are retained in accordance with archival regulations for audit purposes

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Purchase order or documentation regarding request for invoice is registered, validated and filed appropriately 
Payment method, timing and, as required, currency and exchange rates, are noted on the documentation 
Invoice documents that commit the business to providing goods and services are registered and sourced 
Invoice is raised listing items in a full, clear, legible and unambiguous description 
Invoice original is checked and authorised by a signatory at an appropriate level 
Required documentation is forwarded to business or organisation requesting invoice 
Invoice details are recorded and filed in accordance with workplace policy 
Chart of accounts is checked at the end of the agreed period to verify payment or outstanding debt/s against invoice/s raised 
Debtor ledger is produced from balance sheet 
Follow-up contacts of outstanding account/s are made in accordance with workplace policy 
Monthly statements are cross-checked at required intervals 
Reminder notices are forwarded to customers in accordance with workplace policy 
Workplace policy and contractual requirements are followed when making payments 
Records of payments and required government returns are completed and filed 
Payments received are registered 
Receipts and corresponding documents are attached to payments and are filed appropriately 
Receipts are forwarded to customers 
Files are retained in accordance with archival regulations for audit purposes 

Forms

Assessment Cover Sheet

TLIP3027 - Organise freight invoicing and payment
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

TLIP3027 - Organise freight invoicing and payment

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: