Account Management/Customer Screen/Details - Revision history

Scarpenter at 01:52, 22 April 2020

2020-04-22T01:52:04Z

Scarpenter: /* Cost Centre Default */

2020-04-22T01:51:41Z

‎Cost Centre Default

Scarpenter at 05:56, 30 April 2019

2019-04-30T05:56:36Z

Scarpenter: /* Trading Terms */

2018-02-20T05:50:24Z

‎Trading Terms

Scarpenter: /* Cost Centre Default */

2017-07-06T06:30:19Z

‎Cost Centre Default

Scarpenter at 04:48, 6 July 2017

2017-07-06T04:48:24Z

Scarpenter at 02:56, 6 July 2017

2017-07-06T02:56:07Z

Scarpenter at 01:06, 6 July 2017

2017-07-06T01:06:55Z

Scarpenter: /* Access Fee Bulk Price Override */

2017-05-22T04:19:14Z

‎Access Fee Bulk Price Override

Scarpenter at 00:17, 22 May 2017

2017-05-22T00:17:18Z

← Older revision		Revision as of 01:52, 22 April 2020
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−	~~{{DISPLAYTITLE: Customer Details}}~~
−	~~= Overview =~~
−	~~To access this screen:~~
−
−	~~Nav: '''Customer > List'''~~
−
−	~~Click on the ID of a customer. Click the '''Details''' tab. The '''Customer > Details''' tab provides a way for users to view and edit the main billing and account information for an end user.~~
−
−	There are the followimg customer detail sub tabs that may also be displayed. The appearance of these tabs will vary based on your company's subscription agreement with Emersion. Some tabs belong to optional modules.
−
−	* Profile (Account Profile)
−	* Delivery address
−	* Trading terms
−	* Early discount
−	* Late fee
−	* Late fee Invoice Ages
−	* Network Account Attributes
−	* Auto-Top Up Settings
−	* Cost Centre Default
−	* Xero Integration
−	* Jasper Configuration
−	* Access Fee Bulk Override Pricing
−
−	~~== Editing Customer Details ==~~
−
−	~~To edit any of the account details in the main Customer > Details tab, click the '''Edit Account Summary''' button. When you are finished, press the '''Save Account Summary''' button.~~
−
−	~~You can find the field definitions for this page in the [[Account/AccountCreation\|article on how to create a customer]].~~
−
−	~~== Profile ==~~
−	~~The profile sub tab displays the customer's account profile.~~
−
−	~~Please refer to the [https://resources.emersion.com/display/EKB/Account+Profiles Account Profile help articles] on the EKB for more on account profiles~~
−
−
−	~~== Delivery Address ==~~
−	~~The Delivery Address sub tab is opened in EDIT mode where users can nominate a delivery address.~~
−
−	~~If the delivery address is the same as the address of the primary contact, tick the '''Same as Primary Contact''' box.~~
−
−	~~Otherwise, complete the address fields and when you are done, press '''Submit'''.~~
−
−	~~== Trading Terms ==~~
−	~~The Trading Terms tab displays the customer's trading terms.~~
−
−	~~Refer to our help on [https://resources.emersion.com/display/EKB/Trading+Terms trading terms] on the EKB for more on Trading Terms~~
−
−
−	~~== Early Discount ==~~
−	~~This sub tab shows the customer's configuration for an Early Payment Discount.~~
−
−	~~Refer to our help on [https://resources.emersion.com/display/EKB/Early+Payment+Discount the early discount feature] on the EKB for more.~~
−
−	~~== Late Fee ==~~
−	~~This sub tab shows any late payment fee the customer may incur.~~
−
−	~~Refer to our help on [https://resources.emersion.com/display/EKB/Late+Payment+Fee+on+Paid+Invoice the late payment fee for paid invoices] on the EKB.~~
−
−
−	~~== Late Fee - Invoice Ages ==~~
−	~~This sub tab shows any late payment fee the customer may incur.~~
−
−	~~Refer to our help on [https://resources.emersion.com/display/EKB/Late+Payment+Fee+On+Overdue+Invoice the late payment fee for overdue invoices] on the EKB.~~
−

	=This Content Has Moved House=		=This Content Has Moved House=
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	[[file:new_home_sm.jpg\|900px]]		[[file:new_home_sm.jpg\|900px]]
−
−	~~== Xero Integration ==~~
−	This tab relates to Xero Integration and appears for service providers who are subscribed to the [https://resources.emersion.com/display/EKB/Xero Xero Integration]. This page enables users to assign a cost center to the customer. If there is no cost centre assigned, the name will be blank.
−
−	~~Please [https://resources.emersion.com/display/EKB/Associate+an+Emersion+Account+with+a+Xero+Contact refer to this article] to learn how to associate an Emersion account with a Xero contact.~~
−
−
−	~~== Access Fee Bulk Price Override ==~~
−	This tab relates to the application of the [[Product_Rate_Cards/Access_Fee_Discount/Access_Fee_Bulk_Pricing_Override\|'''Access Fee Bulk Price Override''' feature]]. Please see the two articles below for detailed information on this feature.
−
−	* [[Product_Rate_Cards/Access_Fee_Discount\|Access Fee Discounts (Tiered Pricing)]]
−	* [[Product_Rate_Cards/Access_Fee_Discount/Access_Fee_Bulk_Pricing_Override\|Access Fee Bulk (Tiered) Pricing Override]]

@@ Line 63: / Line 63: @@
 Refer to our help on [https://resources.emersion.com/display/EKB/Late+Payment+Fee+On+Overdue+Invoice the late payment fee for overdue invoices] on the EKB.
-Once the cost centre types are made available to the customer, each cost centre type can be set with a value, like this.
+=This Content Has Moved House=
-[[file:Cs-default-types-values-assigned.png]]
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-To change the value(s):
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-# Click the '''Edit''' button to put the page into EDIT mode.
+[[file:new_home_sm.jpg|900px]]
 == Xero Integration ==

@@ Line 29: / Line 29: @@
 == Profile ==
-The profile sub tab displays the customer's [[Account Management/Account Profiles|account profile]]. To edit it:
+The profile sub tab displays the customer's account profile.
 == Delivery Address ==
@@ Line 43: / Line 42: @@
 == Trading Terms ==
-The Trading Terms sub tab displays information pertaining to some of the billing settings for the customer.
+The Trading Terms tab displays the customer's trading terms.
-;Current Invoice Period
+Refer to our help on [https://resources.emersion.com/display/EKB/Trading+Terms trading terms] on the EKB for more on Trading Terms
 == Early Discount ==
-This sub tab shows the customer's settings for the [[Admin/Early_Payment_Discount_and_Late_Payment_Fees|Early Payment Discount]] feature.
+This sub tab shows the customer's configuration for an Early Payment Discount.
-Configuration of these settings is covered in the article on [[Admin/Early_Payment_Discount_and_Late_Payment_Fees|early payment discount and late payment fees]].
+Refer to our help on [https://resources.emersion.com/display/EKB/Early+Payment+Discount the early discount feature] on the EKB for more.
 == Late Fee ==
-This sub tab shows the customer's settings for the [[Admin/Early_Payment_Discount_and_Late_Payment_Fees#Late_Payment_Fee_On_Complete_Payment_of_Invoice|Late Payment Fee (On Complete Payment of Invoice) feature]].
+This sub tab shows any late payment fee the customer may incur.
-To override the default settings, or change the settings for the customer, click the '''Edit''' button to put the page into EDIT mode.
+Refer to our help on [https://resources.emersion.com/display/EKB/Late+Payment+Fee+on+Paid+Invoice the late payment fee for paid invoices] on the EKB.
 == Late Fee - Invoice Ages ==
-This sub tab shows the customer's settings for the [[Admin/Early_Payment_Discount_and_Late_Payment_Fees#Late_Payment_Fee_On_Overdue_Invoice|Late Payment Fee (On Overdue Invoice)]].
+This sub tab shows any late payment fee the customer may incur.
-Configuration of these settings is covered in the article on [[Admin/Early_Payment_Discount_and_Late_Payment_Fees|early payment discount and late payment fees]].
+Refer to our help on [https://resources.emersion.com/display/EKB/Late+Payment+Fee+On+Overdue+Invoice the late payment fee for overdue invoices] on the EKB.
 == Cost Centre Default ==
@@ Line 113: / Line 77: @@
 == Xero Integration ==
-This tab relates to Xero Integration and appears for service providers who are subscribed to the [[Integrations/Xero|Xero Integration]]. This page enables users to assign a cost center to the customer. If there is no cost centre assigned, the name will be blank.
+This tab relates to Xero Integration and appears for service providers who are subscribed to the [https://resources.emersion.com/display/EKB/Xero Xero Integration]. This page enables users to assign a cost center to the customer. If there is no cost centre assigned, the name will be blank.
-If the account name does not appear in the list, this could be for 2 reasons.
+Please [https://resources.emersion.com/display/EKB/Associate+an+Emersion+Account+with+a+Xero+Contact refer to this article] to learn how to associate an Emersion account with a Xero contact.

@@ Line 47: / Line 47: @@
 To edit the trading terms, click the '''Edit Trading Terms''' button.  When you are finished, press the '''Save Trading Terms''' button.
-You can find the field definitions for the following fields in the [[Account/AccountCreation|article on how to create a customer]].
+For trading terms, users need to provide a number (1-28) and a method (drop down). The [https://resources.emersion.com/display/EKB/Trading+Terms complete help for Trading Terms] is located on the Emersion Knowledge Base.
 Other fields are:

@@ Line 106: / Line 106: @@
 == Cost Centre Default ==
-Cost Centre Default
+This tab appears for service providers subscribing to the [[Cost_Centres|Cost Centre module]] and provides a way for users to apply the default cost centre(s) for a customer's account. Assuming the service provider has subscribed to [[Cost_Centres|cost centres]] the availability of this sub tab also relies on cost centre types being available to the customer in order for them to be set.  See the Cost Centre help for further information.
 == Xero Integration ==

← Older revision		Revision as of 04:48, 6 July 2017
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	Configuration of these settings is covered in the article on [[Admin/Early_Payment_Discount_and_Late_Payment_Fees\|early payment discount and late payment fees]].		Configuration of these settings is covered in the article on [[Admin/Early_Payment_Discount_and_Late_Payment_Fees\|early payment discount and late payment fees]].
		+
		+	== Cost Centre Default ==
		+	Cost Centre Default

	== Xero Integration ==		== Xero Integration ==

← Older revision		Revision as of 02:56, 6 July 2017
Line 104:		Line 104:

	Configuration of these settings is covered in the article on [[Admin/Early_Payment_Discount_and_Late_Payment_Fees\|early payment discount and late payment fees]].		Configuration of these settings is covered in the article on [[Admin/Early_Payment_Discount_and_Late_Payment_Fees\|early payment discount and late payment fees]].
		+
		+	== Xero Integration ==
		+	This tab relates to Xero Integration and appears for service providers who are subscribed to the [[Integrations/Xero\|Xero Integration]]. This page enables users to assign a cost center to the customer. If there is no cost centre assigned, the name will be blank.
		+
		+	# Click the '''Edit''' button to put the page into EDIT mode.
		+	# Select the account name from the list.
		+	# Press '''Save'''.
		+
		+	If the account name does not appear in the list, this could be for 2 reasons.
		+	* The account is not created in Xero. Accounts must be created in Xero to appear in this list.
		+	* The account has been created in Xero, but the list of accounts in Emersion has not been refreshed from Xero. To aid performance between the two systems, Emersion stores the list of Xero accounts in a cache and retrieves that list from the cache rather than sending a call to Xero every time. To refresh the list of accounts press the '''Refresh Xero Account Names List''' button before saving.
		+

	== Access Fee Bulk Price Override ==		== Access Fee Bulk Price Override ==

@@ Line 7: / Line 7: @@
 Click on the ID of a customer. Click the '''Details''' tab. The '''Customer > Details''' tab provides a way for users to view and edit the main billing and account information for an end user.
-There are 6 sub tabs that may display based on your company's subscription to Emersion.
+There are the followimg customer detail sub tabs that may also be displayed. The appearance of these tabs will vary based on your company's subscription agreement with Emersion. Some tabs belong to optional modules.
 * Profile (Account Profile)
@@ Line 15: / Line 15: @@
 * Late fee
 * Late fee Invoice Ages
 == Editing Customer Details ==

← Older revision		Revision as of 04:19, 22 May 2017
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	== Access Fee Bulk Price Override ==		== Access Fee Bulk Price Override ==
−	This tab relates to the application of the '''Access Fee Bulk Price Override''' feature. Please see the articles on this feature ~~for detailed information~~.	+	This tab relates to the application of the [[Product_Rate_Cards/Access_Fee_Discount/Access_Fee_Bulk_Pricing_Override\|'''Access Fee Bulk Price Override''' feature]]. Please see the two articles below for detailed information on this feature.
		+
		+	* [[Product_Rate_Cards/Access_Fee_Discount\|Access Fee Discounts (Tiered Pricing)]]
		+	* [[Product_Rate_Cards/Access_Fee_Discount/Access_Fee_Bulk_Pricing_Override\|Access Fee Bulk (Tiered) Pricing Override]]

← Older revision		Revision as of 00:17, 22 May 2017
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	Configuration of these settings is covered in the article on [[Admin/Early_Payment_Discount_and_Late_Payment_Fees\|early payment discount and late payment fees]].		Configuration of these settings is covered in the article on [[Admin/Early_Payment_Discount_and_Late_Payment_Fees\|early payment discount and late payment fees]].
		+
		+	== Access Fee Bulk Price Override ==
		+	This tab relates to the application of the '''Access Fee Bulk Price Override''' feature. Please see the articles on this feature for detailed information.