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| − | {{DISPLAYTITLE: Cost Centre}}
| + | =This Content Has Moved House= |
| − | =Overview= | |
| − | This screen appears for service providers subscribing to the [[Cost_Centres|'''Cost Centre''']] module. Use of this screen requires that cost centre types to be set up and enabled.
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| − | To access this screen:
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| − | 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. |
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| | + | [https://resources.emersion.com/display/EKB/Cost+Centres Take me to the Emersion Knowledge Base article] |
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| − | Click on the ID of a customer. Click the '''Cost Centre''' tab.
| + | [[file:new_home_sm.jpg|900px]] |
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| − | ==To Create a New Cost Centre==
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| − | To create a new cost centre for the customer's account:
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| − | # 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.
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| − | # Click Add New Cost centre
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| − | #* <span style="text-decoration:underline;">Name</span>: Will be displayed on a customer invoice under charges summary
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| − | #* <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
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| − | #* <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
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| − | #* <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
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| − | #* <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.
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| − | [[File:Customer-cost-centres-004.png]] | |
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| − | = See also =
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| − | * [[Cost_Centres|The Cost Centre Module]]
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Latest revision as of 11:47, 22 April 2020
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 untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
Take me to the Emersion Knowledge Base article
