|
|
| (13 intermediate revisions by 3 users not shown) |
| Line 1: |
Line 1: |
| − | === '''Introduction''' === | + | =This Content Has Moved House= |
| | | | |
| − | As of release ''3.20'' Emersion have released a new '''Ledger Code Mapping''' system.
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
| − | Emersion have always used a default system list of Ledger Codes, however these have been largely hidden from customer view. We have opened this up to the point that you may assign arbitrary custom labels to our default ledger codes. The primary motivation is to allow for custom report exporting with customer specific ledger codes.
| |
| | | | |
| − | === '''Ledger Code Mapping''' ===
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
| | | | |
| − | Given the correct permissions, you will be able to both map your own custom ledger code (& description) to the Emersion system default ledger codes. This will allow you to print custom ledger codes both on invoices and in reports that output ledger codes (as well as various areas of the Cumulus UI where ledger codes are displayed)
| + | [https://resources.emersion.com/display/EKB/The+Ledger+Journal Take me to the Emersion Knowledge Base article] |
| | | | |
| − | * Ledger code mapping can be achieved by first granting the appropriate permission<sup>1</sup> to an applicable Role an ensuring this Role has been assigned to an applicable Org Unit that the staff member is assigned to.
| + | [[file:new_home_sm.jpg|900px]] |
| − | * Navigate to '''Admin''' > '''Ledger Mapping''' to browse the Ledger Mapping Tool.
| |
| − | :The initial page will be a list of the Emersion System Default Ledger Codes - along with any Mapped Codes that may exist for your account. Standard Cumulus list filters exist for ''Ledger Code'' (System Default) and also ''Mapped Code'' (Customer specific custom mapped ledger code) so you can search for a specific code to create a mapping for / edit.
| |
| − | | |
| − | - The '''Change all mappings to simple''' button will copy all of the Emersion System Default ledger code ''simple name''s to your account specific mapped ledger code names
| |
| − | :''Note: Initially, upon release, Emersion will be not have all system default ledger code simple names in place. If anything, there may be the word <u>N/A</u> applicable''
| |
| − | - The '''Change all mappings to default''' button will copy all of the Emersion System Default ledger codes to you account specific mapped ledger code names
| |
| − | | |
| − | ::''Note for above buttons: There is an ''override existing codes'' check-box that allows you to "reset / override" all existing codes. There is also some level of confirmation via a confirmation dialog - <u>Are you sure you wish to do this? It will affect EVERY mapped ledger code!</u>''
| |
| − | | |
| − | === '''Using Mapped Ledger Codes''' ===
| |
| − | | |
| − | Various areas within the Cumulus UI have now been updated to support the new mapped ledger codes.
| |
| − | | |
| − | ; '''Product Purchase (Installment & Outright)'''
| |
| − | : When purchasing a new product via the Emersion Point Of Sale interface, you can now select to either ''Use Product Ledger Code'' or you may use a ''Custom Ledger Code''. If you choose the latter, you will be presented a list of Ledger Codes to use - format is listed further down below
| |
| − | | |
| − | ; '''Create New Unallocated Cardline'''
| |
| − | : When creating an arbitrary cardline, like above, you can select any of the default system ledger codes. | |
| − | | |
| − | Ledger Code List format:
| |
| − | :: I_AM_A_SYSTEM_LEDGER_CODE (I Am A Custom Mapped Code)
| |
| − | :: ADSL_MODEM_BLAH (My Cool Modem 999)
| |
| − | | |
| − | | |
| − | ==== ''Notes/References'' ====
| |
| − | 1. Initially upon release, the Ledger Code modification permission will be available under the ''Billing All'' permission group (available in the UI as 'Permission' when editing a ''Role'').
| |
This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
