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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. It is where service providers can create and maintain a set cost centre types and values that are specific to the customer. Cost Centre types and values created here can apply only to the customer. If users are looking to set up a global list of cost centre types and values to be used across customers created in the future, they should set them up at the [[Admin/Cost_Centres|Service Provider-level Cost Centre admin section]] of Cumulus.
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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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| − | Perform a search, then click on the ID of a customer. Click the '''Cost Centre''' tab.
| + | [[file:new_home_sm.jpg|900px]] |
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| − | [[file:Cost-centre-types-list.png|1600px|]] | |
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| − | The Cost Centre Types list screen shows all cost centre types that have been:
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| − | * copied from enabled cost centres created in the service provider administrative area.
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| − | * created for the customer.
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| − | == Create a New Cost Centre Type ==
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| − | To create a new Cost Centre Type:
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| − | Press the '''Add New Cost Centre Type''' button.
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| − | The fields are
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| − | ;Name
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| − | This cost centre type name will be displayed on the customer's invoice.
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| − | ;Description
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| − | Enter a description. This is for internal purposes and will not show on a customer's invoice.
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| − | ;Display Order
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| − | 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.
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| − | ;Status
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| − | Check the box to enable the cost centre type to be available. Untick to hide the cost centre type so it cannot be used.
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| − | Press '''Submit''' to save the new type.
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| − | Once the cost centre type is saved, the user will be taken to the main page of the new cost centre type and can enter 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.
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| − | == Editing Cost Centre Types ==
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| − | To edit a cost centre type:
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| − | # Start from the Cost Centre Types List screen
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| − | # Click the ID of the cost centre type to be changed.
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| − | # Click the '''Edit''' button to put the page into EDIT mode.
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| − | # Modify the fields
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| − | # Press '''Submit'''.
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| − | == Disable or Enable a Cost Centre Type ==
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| − | To disable or enable a cost centre Type
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| − | From the Cost Centre Types List
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| − | # Click the ''Disable''' or the '''Enable''' link under the ''Action'' column.
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| − | # A notification message will say that the cost centre type was disabled/enabled accordingly.
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| − | # The ''Status'' for the cost centre type will updated from ACTIVE to DISABLED
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| − | # The action "Disable" changes to "Enable" or vice versa, depending on the action taken.
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| − | == Create New Cost Centres (Values) ==
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| − | 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.
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| − | From the Cost Centre Types List screen, click the ID of the cost centre type you want to add values to.
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| − | [[file:Cost-centre-type-cs-list.png|1400px|]]
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| − | To add a value:
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| − | # Click '''Add New Cost Centre'''.
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| − | # Enter the value in the '''Name''' field.
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| − | # Enter a customer reference.
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| − | # If this value is to be used as the default value, check the '''Set As Default''' flag.
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| − | # 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.
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| − | # Press '''Save'''.
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| − | = See Also =
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| − | * [[Admin/Cost_Centres|Setting up Global Cost Centres]]
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| − | * [[Cost_Centres|The main page for the Cost Centres]]
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| − | = Create a New Cost Centre Type =
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| − | To create a new Cost Centre Type:
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| − | Nav: '''Customer > Cost Centre'''
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| − | Press the '''Add New Cost Centre Type''' button.
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| − | The fields are
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| − | ;Name
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| − | This will be displayed on the customer's invoice.
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| − | ;Description
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| − | Enter a description. This is for internal purposes and will not show on a customer's invoice.
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| − | ;Display Order
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| − | 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.
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| − | ;Status
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| − | 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.
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| − | When you are happy, press '''Save'''.
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| − | [[File:Customer-cost-centres-001.png|1200px|]]
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| − | This picture shows the application of the '''display order''' on the '''Customer > Package Subscription > Cost Centre''' tab.
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| − | [[File:Customer-cost-centres-003.png]]
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| − | = Create a New Customer 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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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.
