Account Management/Customer Screen/Cost Centre - Revision history

Scarpenter at 01:47, 22 April 2020

2020-04-22T01:47:34Z

Scarpenter: /* Apply Cost Centre Values */

2017-07-18T23:13:19Z

‎Apply Cost Centre Values

Pdundas: /* Apply Cost Centre Values */

2017-07-18T22:13:50Z

‎Apply Cost Centre Values

Pdundas at 22:04, 18 July 2017

2017-07-18T22:04:11Z

Pdundas: /* Overview */

2017-07-18T21:58:16Z

‎Overview

Pdundas: /* Overview */

2017-07-18T21:57:26Z

‎Overview

Scarpenter at 08:00, 6 July 2017

2017-07-06T08:00:45Z

Scarpenter: /* Overview */

2017-07-06T07:59:24Z

‎Overview

Scarpenter at 07:37, 6 July 2017

2017-07-06T07:37:09Z

Scarpenter: /* Overview */

2017-07-05T07:13:13Z

‎Overview

@@ Line 1: / Line 1: @@
-{{DISPLAYTITLE: Cost Centre}}
+=This Content Has Moved House=
-To access this screen:
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-Nav: '''Customer > List'''
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-Perform a search, then click on the ID of a customer. Click the '''Cost Centre''' tab.
+[[file:new_home_sm.jpg|900px]]

@@ Line 72: / Line 72: @@
 # If this value is to be hidden and unavailable to users check the '''Status''' to disable it. Leave as active to use it straight away.
 # Press '''Save'''.
 = See Also =
 * [[Admin/Cost_Centres|Setting up Global Cost Centres]]
 * [[Cost_Centres|The main page for the Cost Centres]]

@@ Line 78: / Line 78: @@
 From the Package Subscription click on the Cost Centre Tab, Edit and then click the ID of the cost centre type you want to add values to.
-[[file:Package_Cost_Centre_Value.png|1400px|]]
+[[File:Package_Cost_Centre_Value.png|1400px|]]
 If you want individual Services to have different cost centre values from the Service Subscription click on the Cost Centre Tab, Edit and then click the ID of the cost centre type you want to add values to.

@@ Line 9: / Line 9: @@
 Perform a search, then click on the ID of a customer. Click the '''Cost Centre''' tab.
-[[file:Cost-centre-types-list.png|1600px|]]
+[[file:Cost-centre-types-list.png|1400px|]]
 The Cost Centre Types list screen shows all cost centre types that have been:
@@ Line 72: / Line 72: @@
 # If this value is to be hidden and unavailable to users check the '''Status''' to disable it. Leave as active to use it straight away.
 # Press '''Save'''.
 = See Also =
 * [[Admin/Cost_Centres|Setting up Global Cost Centres]]
 * [[Cost_Centres|The main page for the Cost Centres]]

@@ Line 9: / Line 9: @@
 Perform a search, then click on the ID of a customer. Click the '''Cost Centre''' tab.
-[[file:Customer_Cost_Centre_Type.png|1600px|]]
+[[file:Cost-centre-types-list.png|1600px|]]
 The Cost Centre Types list screen shows all cost centre types that have been:

← Older revision		Revision as of 08:00, 6 July 2017
Line 76:		Line 76:
	* [[Admin/Cost_Centres\|Setting up Global Cost Centres]]		* [[Admin/Cost_Centres\|Setting up Global Cost Centres]]
	* [[Cost_Centres\|The main page for the Cost Centres]]		* [[Cost_Centres\|The main page for the Cost Centres]]
−
−	~~= Create a New Cost Centre Type =~~
−	~~To create a new Cost Centre Type:~~
−
−	~~Nav: '''Customer > Cost Centre'''~~
−
−	~~Press the '''Add New Cost Centre Type''' button.~~
−
−	~~The fields are~~
−	~~;Name~~
−	~~This will be displayed on the customer's invoice.~~
−
−	~~;Description~~
−	~~Enter a description. This is for internal purposes and will not show on a customer's invoice.~~
−
−	~~;Display Order~~
−	~~This field can be used to order the display of the cost centre types on the cost centre tab under package or service subscriptions. Enter 1 for 1st place, 2 for 2nd place, and so on.~~
−
−	~~;Status~~
−	~~Check the box to enable the cost centre type to be available. Un tick to hide the cost centre type so it cannot be used.~~
−
−	~~When you are happy, press '''Save'''.~~
−
−	~~[[File:Customer-cost-centres-001.png\|1200px\|]]~~
−
−	~~This picture shows the application of the '''display order''' on the '''Customer > Package Subscription > Cost Centre''' tab.~~
−	~~[[File:Customer-cost-centres-003.png]]~~
−
−	~~= Create a New Customer Cost Centre =~~
−	~~To create a new cost centre for the customer's account:~~
−
−	~~# Click on the ID of a cost centre type. This will bring you to a view only page showing the cost centre details, as well as a list of any existing cost centres.~~
−	~~# Click Add New Cost centre~~
−	~~#* <span style="text-decoration:underline;">Name</span>: Will be displayed on a customer invoice under charges summary~~
−	~~#* <span style="text-decoration:underline;">Customer Reference</span> A reference similar to an internal description. Suggestion is to make it the same as Name above~~
−	~~#* <span style="text-decoration:underline;">Display Order</span>: Can be utilised to order the display of the cost centre types on the cost centre tab under package or service subscriptions~~
−	#* <span style="text-decoration:underline;">Set As Default</span>: Check this box to set this new (or existing if editing) cost centre value to be the DEFAULT value in the drop down list. Leave unchecked if adding new values and you do not want to change the default value
−	#* <span style="text-decoration:underline;">Status</span>: Check the box to enable the value to be visible in the cost centre type drop down list of possible values under package and/or service subscription. Uncheck to hide the value and not allow it to be selected.
−	~~[[File:Customer-cost-centres-004.png]]~~
−
−	~~= See also =~~
−	* [[Cost_Centres\|The Cost Centre Module]]

@@ Line 7: / Line 7: @@
 Nav: '''Customer > List'''
-Click on the ID of a customer. Click the '''Cost Centre''' tab.
+Perform a search, then click on the ID of a customer. Click the '''Cost Centre''' tab.
 = Create a New Cost Centre Type =