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..."

2020-04-22T01:55:56Z

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: /* Cost Centre Cumulus Pages */

2017-07-27T07:43:10Z

‎Cost Centre Cumulus Pages

Scarpenter: /* Access Controls */

2017-07-26T07:06:09Z

‎Access Controls

Scarpenter at 07:05, 26 July 2017

2017-07-26T07:05:33Z

Scarpenter: /* Cost Centre Precedence */

2017-07-25T23:20:41Z

‎Cost Centre Precedence

Scarpenter: /* See Also */

2017-07-25T07:42:07Z

‎See Also

Scarpenter at 07:41, 25 July 2017

2017-07-25T07:41:25Z

Scarpenter at 01:25, 19 July 2017

2017-07-19T01:25:14Z

Scarpenter: /* Cost Centres on the Standard Invoice Template */

2017-07-18T23:39:38Z

‎Cost Centres on the Standard Invoice Template

Scarpenter: /* Cost Centre Cumulus Pages */

2017-07-11T06:28:51Z

‎Cost Centre Cumulus Pages

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-{{DISPLAYTITLE: Cost Centres}}
+=This Content Has Moved House=
-Cost Centres that may apply to any customers are:
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-Customer-specific cost centres are set up under a customer's account directly.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-== Cost Centres on the Standard Invoice Template ==
+[[file:new_home_sm.jpg|900px]]

@@ Line 42: / Line 42: @@
 * [[Admin/Cost Centres|'''Admin > Cost Centres''']]
 This page is the primary administrative screen where administrative users create and maintain a global set of cost centre types and values. Global cost centres can automatically be copied down to customers and set the customer's cost centre(s) with defaulted values. 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.
 * [[Account_Management/Customer_Screen/Cost_Centre|'''Customer > Cost Centres''']]

@@ Line 72: / Line 72: @@
 Users need to log out and log in again to see the changes to their access.
 === Enable the Module Permission ===
 Once Emersion confirms that the Cost Centre module has been enabled for your service provider account, you will need to ensure your Staff users are granted access.  As part of enabling the module, Emersion will enable the Cost Centre module permission for your Admin Full Power role group.
@@ Line 86: / Line 85: @@
 '''''!! Important !! A known defect is presently preventing this module-based permission from appearing in the module permissions page. Please contact Emersion Support for assistance in enabling the Cost Centre module permission for Role Groups.'''''
 Once  the module permission is enabled, users can view cost centre values that have been applied to packages, services and cardlines.
@@ Line 94: / Line 92: @@
 * Admin > Cost Centres
 * Customer > Cost Centres
 === Enable the Power ===
 More granulated access controls are available by enabling and disabling powers.
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 * Cost Centres Administrator
 Provides full access to cost centres, including types and values in all Cumulus screens.
 = See Also =
 * [[Cost Centres/Standard Invoice Presentation|Cost Centre Invoice Presentation (with sample invoices)]]
 * [[End_User_Portal/Cost_Centre|Cost Centres in the End User Portal]]

@@ Line 67: / Line 67: @@
 * [[Cost_Centres/Cardline_Cost_Centres|'''Customer > Pending Ledger Card lines''']]
 Expand a pending card line (using the magnifying glass icon). Set the default cost centre for a given pending card line.
 = See Also =
 * [[Cost Centres/Standard Invoice Presentation|Cost Centre Invoice Presentation (with sample invoices)]]
 * [[End_User_Portal/Cost_Centre|Cost Centres in the End User Portal]]

@@ Line 33: / Line 33: @@
 # If a cost centre is found for a service, the service cost centre will be used. If no cost centre applies to the service, the system will look at the package.
 # If a cost centre is found for a package, the package cost centre will be used. If no cost centre applies to the package, the system will look at the account.
-# If a cost centre is found for an account, the account cost centre will be used. If no cost centre applies to the account, no cost centre applies.
+# If a cost centre is found for an account, the account cost centre will be used.
 While this precedence cannot be overridden, the values can be overridden on unallocated cardlines by users with the permission to do so.

← Older revision		Revision as of 07:42, 25 July 2017
Line 70:		Line 70:
	= See Also =		= See Also =
	* [[Cost Centres/Standard Invoice Presentation\|Cost Centre Invoice Presentation (with sample invoices)]]		* [[Cost Centres/Standard Invoice Presentation\|Cost Centre Invoice Presentation (with sample invoices)]]
		+	* [[End_User_Portal/Cost_Centre\|Cost Centres in the End User Portal]]

@@ Line 21: / Line 21: @@
 == Cost Centres on Custom Invoice Templates ==
 Service provider's with a custom template, or one with [[Admin/My_Invoice_Template/Invoice_Designs|specific design settings]] may need to be modified by Emersion to support cost centres. The cost to modify any invoice templates to support cost centres is quoted separately to any fees that apply to subscribe to the Cost Centre module.
 == Cost Centre Precedence ==

← Older revision		Revision as of 01:25, 19 July 2017
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	* [[Cost_Centres/Cardline_Cost_Centres\|'''Customer > Pending Ledger Card lines''']]		* [[Cost_Centres/Cardline_Cost_Centres\|'''Customer > Pending Ledger Card lines''']]
	Expand a pending card line (using the magnifying glass icon). Set the default cost centre for a given pending card line.		Expand a pending card line (using the magnifying glass icon). Set the default cost centre for a given pending card line.
		+
		+	= See Also =
		+	* [[Cost Centres/Standard Invoice Presentation\|Cost Centre Invoice Presentation (with sample invoices)]]

@@ Line 15: / Line 15: @@
 == Cost Centres on the Standard Invoice Template ==
-Service providers subscribing to the Cost Centre module(s) are provided with a version of the standard Emersion Invoice Template that will present cost centres. This is included in the cost of the module.
+Service providers subscribing to the Cost Centre module are provided with a specific version of the standard Emersion Invoice Template that will display cost centres. This is included in the cost of the module.
 == Cost Centres on Custom Invoice Templates ==

@@ Line 58: / Line 58: @@
 Set the default cost centre for a service subscription. This screen is not visible until an account has a cost centre type configured.
-* '''Customer > Pending Ledger Card lines'''
+* [[Cost_Centres/Cardline_Cost_Centres|'''Customer > Pending Ledger Card lines''']]
 Expand a pending card line (using the magnifying glass icon). Set the default cost centre for a given pending card line.