Admin/Cost Centres - Revision history

Scarpenter: Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

2020-04-22T01:49:04Z

Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

Scarpenter at 07:59, 6 July 2017

2017-07-06T07:59:57Z

Scarpenter: /* Overview */

2017-07-06T07:59:27Z

‎Overview

Scarpenter: /* Overview */

2017-07-06T07:21:46Z

‎Overview

Scarpenter: /* Create a New Cost Centre Type */

2017-07-06T06:52:32Z

‎Create a New Cost Centre Type

Scarpenter: /* Overview */

2017-07-06T06:49:58Z

‎Overview

Scarpenter: /* Create New Cost Centres (Values) */

2017-07-05T23:39:31Z

‎Create New Cost Centres (Values)

Scarpenter at 07:57, 5 July 2017

2017-07-05T07:57:54Z

Scarpenter at 07:42, 5 July 2017

2017-07-05T07:42:47Z

Scarpenter: /* Overview */

2017-07-05T07:36:16Z

‎Overview

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-{{DISPLAYTITLE:Cost Centre Types for Service Providers}}
+=This Content Has Moved House=
-Cost centre types and values that are created here can automatically be copied down to customers upon their creation. To do that, ensure the ''Auto Generate Cost Centre'' flag is ticked when creating a new customer. This will do the following things:
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-* Create a copy of global cost centre types and values and make them available to the customer, under '''Customer > Cost Centre'''.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-* Enable the '''Customer > Detail > Cost Centre Default''' sub tab for the customer.
-* Set the default values for each cost centre for the customer.
+[https://resources.emersion.com/display/EKB/Cost+Centres Take me to the Emersion Knowledge Base article]
-This is intended to save service providers from having to re-create the same cost centre types and values for each customer created in the system. If the ''Auto Generate Cost Centre'' flag is not ticked during the customer create process, users can still create the cost centre types and values and set the values manually against the customer's account record, but this will be a manual task.
+[[file:new_home_sm.jpg|900px]]

← Older revision		Revision as of 07:59, 6 July 2017
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	* [[Account_Management/Customer_Screen/Cost_Centre\|Configuring cost centre types for customers]]		* [[Account_Management/Customer_Screen/Cost_Centre\|Configuring cost centre types for customers]]
	* [[Cost_Centres\|The main page for the Cost Centres]]		* [[Cost_Centres\|The main page for the Cost Centres]]
−
−	~~=See Also=~~
−	* [[Cost_Centres\|The Cost Centre Module]]

@@ Line 78: / Line 78: @@
 # 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=
 * [[Cost_Centres|The Cost Centre Module]]

@@ Line 3: / Line 3: @@
 This screen appears for service providers subscribing to the Cost Centre module. This page is where service providers can create and maintain a global set cost centre types and values so they can use those cost centres on customer accounts for financial reporting.
-Cost centre types and values that are created here can automatically be copied down to customers upon their creation. To do that, ensure the ''Auto Generate Cost Centre'' flag is ticked when creating a new customer. This will do two things:
+Cost centre types and values that are created here can automatically be copied down to customers upon their creation. To do that, ensure the ''Auto Generate Cost Centre'' flag is ticked when creating a new customer. This will do the following things:
 * Create a copy of global cost centre types and values and make them available to the customer, under '''Customer > Cost Centre'''.

@@ Line 28: / Line 28: @@
 The fields are
 ;Name
-This will be displayed on the customer's invoice.
+This cost centre type name will be displayed on the customer's invoice.
 ;Description
@@ Line 34: / Line 34: @@
 ;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.
+This field can be used to order the display of the cost centre types in places where they appear in Cumulus. Enter 1 for 1st position, 2 for 2nd position, 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.
+Check the box to enable the cost centre type to be available. Untick to hide the cost centre type so it cannot be used.
 Press '''Submit''' to save the new type.
-Once the cost centre type is saved, the user will be taken to the main page of the new type and be prompted to create a cost centre. The cost centre will be assigned a ''key'' that must be unique and cannot be changed once it is set.
+Once the cost centre type is saved, the user will be taken to the main page of the new type and can enter the cost centre values that relate to the type. The cost centre will be assigned a ''key'' that must be unique and cannot be changed once it is set.
 == Editing Cost Centre Types ==

@@ Line 54: / Line 54: @@
 == Create New Cost Centres (Values) ==
-Once a Cost Centre type has been created, users will need to add the cost centre values.
+Once a Cost Centre type has been created, users will need to add the cost centre values. Like cost centre types, cost centre values can be enabled/disabled allowing service providers to retain a history of cost centres used.
 From the Cost Centre Types List screen, click the ID of the cost centre type you want to add values to.
@@ Line 62: / Line 62: @@
 To add a value:
-# Click '''Add New Cost Centre'''
+# Click '''Add New Cost Centre'''.
 =See Also=
 * [[Cost_Centres|The Cost Centre Module]]

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE:Cost Centre Types for Service Providers}}
 = Overview =
-This screen appears for service providers subscribing to the Cost Centre module. This page is where service providers create and maintain cost centre types used across in the system.
+This screen appears for service providers subscribing to the Cost Centre module. This page is where service providers create and maintain cost centre types and values so they can use those cost centres on customer accounts for financial reporting.
 To access this screen:

@@ Line 7: / Line 7: @@
 Nav: '''Admin > Cost Centre'''
-[[file:Cost-centre-types-list.png|1200px|]]
+[[file:Cost-centre-types-list.png|1600px|]]
 The Cost Centre Types list screen shows all cost centre types created for the service provider. They can be enabled or disabled via this screen.
@@ Line 33: / Line 33: @@
 Once the cost centre type is saved, the user will be taken to the main page of the new type and be prompted to create a cost centre. The cost centre will be assigned a ''key'' that will be uneditable.
-[[file:Cost-centre-type-cs-list.png|1200px|]]
+[[file:Cost-centre-type-cs-list.png|1400px|]]
 == Editing Cost Centre Types ==