Maintenance and Migrations

These references support reviewed administrative work by process owners and technical operators. Everyday staff actions belong in the Handbook.

Commercial Services CRM cutover records the retained-module renames, additive fields, compatibility controls and recovery.

Deal Category and Template Release covers the six-category rollout, saved Qwilr designs and repeatable browser release procedure.

MSP Records

Start with MSP record maintenance for the business scope of agreement, invoice history and reporting changes. Follow its links to the relevant technical procedure:

• Account-owned MSP Seats: ownership migration, billing parity and recovery.
• Plan agreements: capture and apply reviewed current-agreement references.
• Service review: review commercial context and configured-charge links.
• Native invoice history: attribute reviewed invoice items and retire redundant captures.

Reporting and Configuration

Invoice reconciliation covers service attribution, configuration and reviewed invoice operations. Read it alongside the commercial margin calculations. Staff cost configuration is for authorised operators maintaining private cost inputs.

Use the workflow register to trace each operation to its business event, affected records and implementation.