Organise freight invoicing and payment

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver TLIP3027, 'Organise freight invoicing and payment'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Organise freight invoicing and payment' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

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