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| − | {{DISPLAYTITLE: Cost Centres}}
| + | =This Content Has Moved House= |
| − | = Overview = | |
| − | Cost centres are a mechanism for linking financial records with a key so that reporting can be later run on those records to determine where money in an organisation is being spent. Emersion's support for cost centres include a list of cost centre types with values that can be set at different levels, including:
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| − | * an account
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| − | * a package
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| − | * a service
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| − | * a cardline.
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| − | == Cost Centres on the Standard Invoice Template ==
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
| − | 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.
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| − | == Cost Centres on Custom Invoice Templates ==
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
| − | 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.
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| | + | [https://resources.emersion.com/display/EKB/Cost+Centres Take me to the Emersion Knowledge Base article] |
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| − | == Cost Centre Precedence ==
| + | [[file:new_home_sm.jpg|900px]] |
| − | When a cardline is created, the system will check whether cost centres are being used by the service provider. In all cases, the precedence is from most specific cost centre (card line level) up to the least specific (account level).
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| − | # If a cost centre is found for a cardline, the cardline cost centre will be used. If no cost centre applies to the cardline, the system will look at the service.
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| − | # 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.
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| − | # 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.
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| − | # 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.
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| − | While this precedence cannot be overridden, the values can be overridden on unallocated cardlines by users with the permission to do so.
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| − | | |
| − | = Cost Centre Cumulus Pages =
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| − | The following Cumulus pages form part of the cost centre module.
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| − | ;'''Admin > Cost Centres'''
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| − | Create and maintain of cost centre types and cost centres for a service provider.
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| − | | |
| − | ;'''Customer > Cost Centres'''
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| − | Create and maintain account-level cost centre types and cost centres.
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| − | | |
| − | ;'''Create New Account'''
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| − | The first screen of the Create New Account wizard contains an auto-generate cost centre field.
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| − | ;'''Customer > Detail > Cost Centre Defaults'''
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| − | Set the default cost centre for an account.
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| − | ;'''Customer > package subscription > Cost Centres'''
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| − | Set the default cost centre for a package subscription. This screen is not visible until an account has a cost centre type configured.
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| − | | |
| − | ;'''Customer > service subscription > Cost Centres'''
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| − | Set the default cost centre for a service subscription. This screen is not visible until an account has a cost centre type configured.
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| − | '''Customer > Pending Ledger Card lines'''
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| − | Expand a pending card line (using the magnifying glass icon). Set the default cost centre for a given pending card line.
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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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| − | [[File:Customer-cost-centres-003.png]]
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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.
